401k Plan data: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN plan

LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN
Plan identification number	002

LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

LEAVITT, YAMANE & SOLDNER, AAL, ALC has sponsored the creation of one or more 401k plans.

Company Name: LEAVITT, YAMANE & SOLDNER, AAL, ALC

Employer identification number (EIN): 990175997

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JAMES LEAVITT JR 2023-04-25
002 2021-01-01 JAMES LEAVITT JR 2022-05-02
002 2020-01-01 JAMES LEAVITT JR 2021-05-27
002 2019-01-01 JAMES LEAVITT JR 2020-07-06
002 2018-01-01 JAMES LEAVITT JR.
002 2017-01-01 JAMES LEAVITT JR.
002 2016-01-01 JAMES LEAVITT JR.
002 2015-01-01 JAMES LEAVITT
002 2014-01-01 JAMES LEAVITT
002 2013-01-01 JAMES LEAVITT
002 2012-01-01 JAMES LEAVITT JAMES LEAVITT 2013-10-09
002 2011-01-01 JOHN YAMANE
002 2010-01-01 JAMES T. LEAVITT JR
002 2009-01-01 JAMES T. LEAVITT JR

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	JAMES LEAVITT JR	2023-04-25
002	2021-01-01	JAMES LEAVITT JR	2022-05-02
002	2020-01-01	JAMES LEAVITT JR	2021-05-27
002	2019-01-01	JAMES LEAVITT JR	2020-07-06
002	2018-01-01	JAMES LEAVITT JR.
002	2017-01-01	JAMES LEAVITT JR.
002	2016-01-01	JAMES LEAVITT JR.
002	2015-01-01	JAMES LEAVITT
002	2014-01-01	JAMES LEAVITT
002	2013-01-01	JAMES LEAVITT
002	2012-01-01	JAMES LEAVITT		JAMES LEAVITT	2013-10-09
002	2011-01-01	JOHN YAMANE
002	2010-01-01	JAMES T. LEAVITT JR
002	2009-01-01	JAMES T. LEAVITT JR

Plan Statistics for LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 26
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 10
Total of all active and inactive participants 2022-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 36
Number of participants with account balances 2022-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 23
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 8
Total of all active and inactive participants 2021-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 31
Number of participants with account balances 2021-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 26
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 10
Total of all active and inactive participants 2020-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 36
Number of participants with account balances 2020-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 27
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 29
Number of participants with account balances 2019-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 27
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 7
Total of all active and inactive participants 2018-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 35
Number of participants with account balances 2018-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 25
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 34
Number of participants with account balances 2017-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 26
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 4
Total of all active and inactive participants 2016-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 31
Number of participants with account balances 2016-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 31
2015: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 25
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 6
Total of all active and inactive participants 2015-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 32
Number of participants with account balances 2015-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 22
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 8
Total of all active and inactive participants 2014-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 32
Number of participants with account balances 2014-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 23
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 33
Number of participants with account balances 2013-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 22
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 8
Total of all active and inactive participants 2012-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 32
Number of participants with account balances 2012-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 20
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 10
Total of all active and inactive participants 2011-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 31
Number of participants with account balances 2011-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 19
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 10
Total of all active and inactive participants 2010-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 29
Number of participants with account balances 2010-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 17
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 11
Total of all active and inactive participants 2009-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 29
Number of participants with account balances 2009-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2022: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	26
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	10
Total of all active and inactive participants	2022-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	36
Number of participants with account balances	2022-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	23
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	8
Total of all active and inactive participants	2021-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	31
Number of participants with account balances	2021-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	26
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	10
Total of all active and inactive participants	2020-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	36
Number of participants with account balances	2020-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	27
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	29
Number of participants with account balances	2019-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	27
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	7
Total of all active and inactive participants	2018-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	35
Number of participants with account balances	2018-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	25
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	34
Number of participants with account balances	2017-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	26
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	4
Total of all active and inactive participants	2016-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	31
Number of participants with account balances	2016-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	31
2015: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	25
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	6
Total of all active and inactive participants	2015-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	32
Number of participants with account balances	2015-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	22
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	8
Total of all active and inactive participants	2014-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	32
Number of participants with account balances	2014-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	23
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	33
Number of participants with account balances	2013-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	22
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	8
Total of all active and inactive participants	2012-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	32
Number of participants with account balances	2012-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	20
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	10
Total of all active and inactive participants	2011-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	31
Number of participants with account balances	2011-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	19
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	10
Total of all active and inactive participants	2010-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	29
Number of participants with account balances	2010-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	17
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	11
Total of all active and inactive participants	2009-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	29
Number of participants with account balances	2009-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$57,662
Expenses. Total of all expenses incurred	2022-12-31	$303,299
Benefits paid (including direct rollovers)	2022-12-31	$293,239
Total plan assets at end of year	2022-12-31	$6,765,401
Total plan assets at beginning of year	2022-12-31	$7,011,038
Value of fidelity bond covering the plan	2022-12-31	$1,500,000
Total contributions received or receivable from participants	2022-12-31	$277,007
Other income received	2022-12-31	$-432,242
Net income (gross income less expenses)	2022-12-31	$-245,637
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$6,765,401
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$7,011,038
Assets. Value of participant loans	2022-12-31	$159,379
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$2,112,902
Total contributions received or receivable from employer(s)	2022-12-31	$212,897
Value of certain deemed distributions of participant loans	2022-12-31	$6,581
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$3,479
2021 : LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,332,579
Expenses. Total of all expenses incurred	2021-12-31	$1,845,829
Benefits paid (including direct rollovers)	2021-12-31	$1,834,859
Total plan assets at end of year	2021-12-31	$7,011,038
Total plan assets at beginning of year	2021-12-31	$7,524,288
Value of fidelity bond covering the plan	2021-12-31	$1,500,000
Total contributions received or receivable from participants	2021-12-31	$239,738
Contributions received from other sources (not participants or employers)	2021-12-31	$29,015
Other income received	2021-12-31	$877,047
Net income (gross income less expenses)	2021-12-31	$-513,250
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$7,011,038
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$7,524,288
Assets. Value of participant loans	2021-12-31	$91,386
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$1,979,841
Total contributions received or receivable from employer(s)	2021-12-31	$186,779
Value of certain deemed distributions of participant loans	2021-12-31	$6,692
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$4,278
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,371,727
Expenses. Total of all expenses incurred	2020-12-31	$67,517
Benefits paid (including direct rollovers)	2020-12-31	$66,463
Total plan assets at end of year	2020-12-31	$7,524,288
Total plan assets at beginning of year	2020-12-31	$6,220,078
Value of fidelity bond covering the plan	2020-12-31	$1,500,000
Total contributions received or receivable from participants	2020-12-31	$222,113
Other income received	2020-12-31	$960,249
Net income (gross income less expenses)	2020-12-31	$1,304,210
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,524,288
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,220,078
Assets. Value of participant loans	2020-12-31	$144,907
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$1,596,117
Total contributions received or receivable from employer(s)	2020-12-31	$189,365
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,054
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at beginning of year	2019-12-31	$732
Total income from all sources	2019-12-31	$1,281,423
Expenses. Total of all expenses incurred	2019-12-31	$185,500
Benefits paid (including direct rollovers)	2019-12-31	$147,416
Total plan assets at end of year	2019-12-31	$6,220,078
Total plan assets at beginning of year	2019-12-31	$5,124,887
Value of fidelity bond covering the plan	2019-12-31	$1,500,000
Total contributions received or receivable from participants	2019-12-31	$213,714
Other income received	2019-12-31	$890,276
Net income (gross income less expenses)	2019-12-31	$1,095,923
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,220,078
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,124,155
Assets. Value of participant loans	2019-12-31	$57,635
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$1,438,037
Total contributions received or receivable from employer(s)	2019-12-31	$177,433
Value of certain deemed distributions of participant loans	2019-12-31	$26,536
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$11,548
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$732
Total plan liabilities at beginning of year	2018-12-31	$923
Total income from all sources	2018-12-31	$221,606
Expenses. Total of all expenses incurred	2018-12-31	$117,897
Benefits paid (including direct rollovers)	2018-12-31	$97,889
Total plan assets at end of year	2018-12-31	$5,124,887
Total plan assets at beginning of year	2018-12-31	$5,021,369
Value of fidelity bond covering the plan	2018-12-31	$1,500,000
Total contributions received or receivable from participants	2018-12-31	$216,830
Expenses. Other expenses not covered elsewhere	2018-12-31	$51
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-182,067
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$103,709
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,124,155
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,020,446
Assets. Value of participant loans	2018-12-31	$102,875
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$1,438,037
Total contributions received or receivable from employer(s)	2018-12-31	$186,843
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	$19,957
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$923
Total plan liabilities at beginning of year	2017-12-31	$2,696
Total income from all sources	2017-12-31	$888,858
Expenses. Total of all expenses incurred	2017-12-31	$164,844
Benefits paid (including direct rollovers)	2017-12-31	$147,486
Total plan assets at end of year	2017-12-31	$5,021,369
Total plan assets at beginning of year	2017-12-31	$4,299,128
Value of fidelity bond covering the plan	2017-12-31	$1,500,000
Total contributions received or receivable from participants	2017-12-31	$195,350
Expenses. Other expenses not covered elsewhere	2017-12-31	$68
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$544,564
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$724,014
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,020,446
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,296,432
Assets. Value of participant loans	2017-12-31	$70,805
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$1,402,252
Total contributions received or receivable from employer(s)	2017-12-31	$148,944
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	$17,290
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$2,696
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$631,538
Expenses. Total of all expenses incurred	2016-12-31	$97,914
Benefits paid (including direct rollovers)	2016-12-31	$81,311
Total plan assets at end of year	2016-12-31	$4,299,128
Total plan assets at beginning of year	2016-12-31	$3,762,808
Value of fidelity bond covering the plan	2016-12-31	$1,500,000
Total contributions received or receivable from participants	2016-12-31	$147,227
Expenses. Other expenses not covered elsewhere	2016-12-31	$15
Contributions received from other sources (not participants or employers)	2016-12-31	$873
Other income received	2016-12-31	$343,945
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$533,624
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,296,432
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,762,808
Assets. Value of participant loans	2016-12-31	$72,583
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$1,319,549
Total contributions received or receivable from employer(s)	2016-12-31	$139,493
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$16,588
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 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	$1,274
Total income from all sources	2015-12-31	$271,001
Expenses. Total of all expenses incurred	2015-12-31	$110,503
Benefits paid (including direct rollovers)	2015-12-31	$97,403
Total plan assets at end of year	2015-12-31	$3,762,808
Total plan assets at beginning of year	2015-12-31	$3,603,584
Value of fidelity bond covering the plan	2015-12-31	$1,500,000
Total contributions received or receivable from participants	2015-12-31	$124,327
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	$14,535
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$160,498
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,762,808
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,602,310
Assets. Value of participant loans	2015-12-31	$71,461
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$1,132,387
Total contributions received or receivable from employer(s)	2015-12-31	$132,139
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$13,100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$1,274
Total plan liabilities at beginning of year	2014-12-31	$1,273
Total income from all sources	2014-12-31	$495,511
Expenses. Total of all expenses incurred	2014-12-31	$268,868
Benefits paid (including direct rollovers)	2014-12-31	$256,649
Total plan assets at end of year	2014-12-31	$3,603,584
Total plan assets at beginning of year	2014-12-31	$3,376,940
Value of fidelity bond covering the plan	2014-12-31	$1,500,000
Total contributions received or receivable from participants	2014-12-31	$121,983
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$6,254
Other income received	2014-12-31	$242,603
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$226,643
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,602,310
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,375,667
Assets. Value of participant loans	2014-12-31	$70,535
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$1,110,284
Total contributions received or receivable from employer(s)	2014-12-31	$124,671
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$12,219
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$1,273
Total plan liabilities at beginning of year	2013-12-31	$742
Total income from all sources	2013-12-31	$615,068
Expenses. Total of all expenses incurred	2013-12-31	$88,754
Benefits paid (including direct rollovers)	2013-12-31	$71,435
Total plan assets at end of year	2013-12-31	$3,376,940
Total plan assets at beginning of year	2013-12-31	$2,850,095
Value of fidelity bond covering the plan	2013-12-31	$1,500,000
Total contributions received or receivable from participants	2013-12-31	$137,030
Expenses. Other expenses not covered elsewhere	2013-12-31	$4,912
Contributions received from other sources (not participants or employers)	2013-12-31	$52,088
Other income received	2013-12-31	$308,047
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$526,314
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,375,667
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,849,353
Assets. Value of participant loans	2013-12-31	$82,349
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$1,056,723
Assets. Value of real-estate (other than employer real property)	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$117,903
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$12,407
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$742
Total plan liabilities at beginning of year	2012-12-31	$3,698
Total income from all sources	2012-12-31	$444,231
Expenses. Total of all expenses incurred	2012-12-31	$90,017
Benefits paid (including direct rollovers)	2012-12-31	$68,572
Total plan assets at end of year	2012-12-31	$2,850,095
Total plan assets at beginning of year	2012-12-31	$2,498,837
Value of fidelity bond covering the plan	2012-12-31	$1,500,000
Total contributions received or receivable from participants	2012-12-31	$93,204
Expenses. Other expenses not covered elsewhere	2012-12-31	$10,796
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$250,180
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$354,214
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,849,353
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,495,139
Assets. Value of participant loans	2012-12-31	$20,621
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$927,243
Assets. Value of real-estate (other than employer real property)	2012-12-31	$400,000
Total contributions received or receivable from employer(s)	2012-12-31	$100,847
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$10,649
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$3,698
Total plan liabilities at beginning of year	2011-12-31	$1,601
Total income from all sources	2011-12-31	$324,182
Expenses. Total of all expenses incurred	2011-12-31	$13,377
Benefits paid (including direct rollovers)	2011-12-31	$788
Total plan assets at end of year	2011-12-31	$2,498,837
Total plan assets at beginning of year	2011-12-31	$2,185,935
Value of fidelity bond covering the plan	2011-12-31	$1,500,000
Total contributions received or receivable from participants	2011-12-31	$93,730
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$135,670
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$310,805
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,495,139
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,184,334
Assets. Value of participant loans	2011-12-31	$16,378
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$825,545
Assets. Value of real-estate (other than employer real property)	2011-12-31	$400,000
Total contributions received or receivable from employer(s)	2011-12-31	$94,782
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$12,589
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$1,601
Total plan liabilities at beginning of year	2010-12-31	$993
Total income from all sources	2010-12-31	$569,307
Expenses. Total of all expenses incurred	2010-12-31	$20,062
Benefits paid (including direct rollovers)	2010-12-31	$16,389
Total plan assets at end of year	2010-12-31	$2,185,935
Total plan assets at beginning of year	2010-12-31	$1,636,082
Value of fidelity bond covering the plan	2010-12-31	$1,500,000
Total contributions received or receivable from participants	2010-12-31	$83,112
Expenses. Other expenses not covered elsewhere	2010-12-31	$2,367
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$396,123
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$549,245
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,184,334
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,635,089
Assets. Value of participant loans	2010-12-31	$4,699
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$689,767
Assets. Value of real-estate (other than employer real property)	2010-12-31	$400,000
Total contributions received or receivable from employer(s)	2010-12-31	$90,072
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,306
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 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 LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN

2022: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 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 is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LEAVITT, YAMANE & SOLDNER, AAL, ALC 401(K) PROFIT SHARING PLAN 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600554-000

Policy instance

Insurance contract or identification number	600554-000
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $6,213
Total amount of fees paid to insurance company	USD $779
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,213
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600554-000

Policy instance

Insurance contract or identification number	600554-000
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $7,248
Total amount of fees paid to insurance company	USD $632
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,248
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	3
Insurance broker organization code?	3
Insurance broker name	SI GROUP

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Company Name:	LEAVITT, YAMANE & SOLDNER, AAL, ALC
Employer identification number (EIN):	990175997
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers