401k Plan data: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN plan

LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan Name	LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN
Plan identification number	002

LEE & MASON FINANCIAL SERVICES, INC. 401(K) 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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LEE & MASON FINANCIAL SERVICES, INC has sponsored the creation of one or more 401k plans.

Company Name: LEE & MASON FINANCIAL SERVICES, INC

Employer identification number (EIN): 141722170

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 LYNDE A. GANDER
002 2016-01-01 LYNDE A. GANDER
002 2015-01-01 LYNDE A. GANDER
002 2014-01-01 LYNDE A. GANDER
002 2013-01-01 MICHELLE ABRAMS
002 2012-01-01 JANET CHARDAVOYNE 2013-06-12
002 2011-01-01 JANET CHARDAVOYNE 2012-04-26
002 2010-01-01 JANET CHARDAVOYNE 2011-05-11 JANET CHARDAVOYNE 2011-05-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	LYNDE A. GANDER
002	2016-01-01	LYNDE A. GANDER
002	2015-01-01	LYNDE A. GANDER
002	2014-01-01	LYNDE A. GANDER
002	2013-01-01	MICHELLE ABRAMS
002	2012-01-01	JANET CHARDAVOYNE	2013-06-12
002	2011-01-01	JANET CHARDAVOYNE	2012-04-26
002	2010-01-01	JANET CHARDAVOYNE	2011-05-11	JANET CHARDAVOYNE	2011-05-11

Plan Statistics for LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN

401k plan membership statisitcs for LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN

Measure Date Value
2022: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 155
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 38
Total of all active and inactive participants 2022-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 193
Number of participants with account balances 2022-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 7
2021: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 142
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 38
Total of all active and inactive participants 2021-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 180
Number of participants with account balances 2021-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 242
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 146
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 29
Total of all active and inactive participants 2020-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 176
Number of participants with account balances 2020-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 145
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 97
Total of all active and inactive participants 2019-01-01 242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 242
Number of participants with account balances 2019-01-01 222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 131
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 93
Total of all active and inactive participants 2018-01-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 225
Number of participants with account balances 2018-01-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 119
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 81
Total of all active and inactive participants 2017-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 201
Number of participants with account balances 2017-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 131
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 71
Total of all active and inactive participants 2016-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 203
Number of participants with account balances 2016-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 121
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 67
Total of all active and inactive participants 2015-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 190
Number of participants with account balances 2015-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6
2014: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 120
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 57
Total of all active and inactive participants 2014-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 178
Number of participants with account balances 2014-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 111
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 44
Total of all active and inactive participants 2013-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 155
Number of participants with account balances 2013-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2

Measure	Date	Value
2022: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	155
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	38
Total of all active and inactive participants	2022-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	193
Number of participants with account balances	2022-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	7
2021: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	142
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	38
Total of all active and inactive participants	2021-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	180
Number of participants with account balances	2021-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	242
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	146
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	29
Total of all active and inactive participants	2020-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	176
Number of participants with account balances	2020-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	145
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	97
Total of all active and inactive participants	2019-01-01	242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	242
Number of participants with account balances	2019-01-01	222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	131
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	93
Total of all active and inactive participants	2018-01-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	225
Number of participants with account balances	2018-01-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	119
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	81
Total of all active and inactive participants	2017-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	201
Number of participants with account balances	2017-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	131
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	71
Total of all active and inactive participants	2016-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	203
Number of participants with account balances	2016-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	121
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	67
Total of all active and inactive participants	2015-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	190
Number of participants with account balances	2015-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6
2014: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	120
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	57
Total of all active and inactive participants	2014-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	178
Number of participants with account balances	2014-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	111
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	44
Total of all active and inactive participants	2013-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	155
Number of participants with account balances	2013-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2

Financial Data on LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN

Measure	Date	Value
2022 : LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,796,346
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$421,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$410,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,487,992
Value of total assets at end of year	2022-12-31	$21,623,191
Value of total assets at beginning of year	2022-12-31	$23,841,276
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$11,113
Total interest from all sources	2022-12-31	$27,028
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$554,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$554,779
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$703,776
Participant contributions at end of year	2022-12-31	$248,854
Participant contributions at beginning of year	2022-12-31	$258,449
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$5,669,818
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$4,718,834
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$188,792
Other income not declared elsewhere	2022-12-31	$-463,685
Administrative expenses (other) incurred	2022-12-31	$11,113
Total non interest bearing cash at end of year	2022-12-31	$14,317
Total non interest bearing cash at beginning of year	2022-12-31	$367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,218,085
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$21,623,191
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$23,841,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$14,042,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$17,457,062
Interest on participant loans	2022-12-31	$11,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1,052,287
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$863,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$863,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$15,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,402,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$595,424
Employer contributions (assets) at end of year	2022-12-31	$595,423
Employer contributions (assets) at beginning of year	2022-12-31	$543,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$410,626
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PHILIP BECKETT CPA, P.C.
Accountancy firm EIN	2022-12-31	141767080
2021 : LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,728,009
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$199,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$157,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,163,968
Value of total assets at end of year	2021-12-31	$23,841,276
Value of total assets at beginning of year	2021-12-31	$20,312,405
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$41,484
Total interest from all sources	2021-12-31	$11,752
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,511,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,511,368
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$620,703
Participant contributions at end of year	2021-12-31	$258,449
Participant contributions at beginning of year	2021-12-31	$213,184
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$4,718,834
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$3,612,680
Other income not declared elsewhere	2021-12-31	$375,586
Administrative expenses (other) incurred	2021-12-31	$41,484
Total non interest bearing cash at end of year	2021-12-31	$367
Total non interest bearing cash at beginning of year	2021-12-31	$1,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,528,871
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$23,841,276
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$20,312,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$17,457,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$14,438,367
Interest on participant loans	2021-12-31	$11,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$863,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$905,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$905,088
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$211
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$665,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$543,265
Employer contributions (assets) at end of year	2021-12-31	$543,265
Employer contributions (assets) at beginning of year	2021-12-31	$1,141,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$157,654
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PHILIP BECKETT CPA, P.C.
Accountancy firm EIN	2021-12-31	141767080
2020 : LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,914,981
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,209,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,209,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,693,277
Value of total assets at end of year	2020-12-31	$20,312,405
Value of total assets at beginning of year	2020-12-31	$17,606,951
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$450
Total interest from all sources	2020-12-31	$14,219
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$489,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$489,948
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$551,438
Participant contributions at end of year	2020-12-31	$213,184
Participant contributions at beginning of year	2020-12-31	$234,988
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$3,612,680
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$3,505,816
Other income not declared elsewhere	2020-12-31	$293,469
Administrative expenses (other) incurred	2020-12-31	$450
Total non interest bearing cash at end of year	2020-12-31	$1,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,705,454
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$20,312,405
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$17,606,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$14,438,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$12,445,332
Interest on participant loans	2020-12-31	$10,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$905,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$937,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$937,390
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$3,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,424,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,141,839
Employer contributions (assets) at end of year	2020-12-31	$1,141,839
Employer contributions (assets) at beginning of year	2020-12-31	$483,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,209,077
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PHILIP BECKETT CPA, P.C.
Accountancy firm EIN	2020-12-31	141767080
2019 : LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,068,327
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,196,187
Total of all expenses incurred	2019-12-31	$1,196,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,194,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,194,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,047,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,047,069
Value of total assets at end of year	2019-12-31	$17,606,951
Value of total assets at end of year	2019-12-31	$17,606,951
Value of total assets at beginning of year	2019-12-31	$14,734,811
Value of total assets at beginning of year	2019-12-31	$14,734,811
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,212
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,212
Total interest from all sources	2019-12-31	$30,602
Total interest from all sources	2019-12-31	$30,602
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$392,712
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$392,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$392,712
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$392,712
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$553,125
Participant contributions at end of year	2019-12-31	$234,988
Participant contributions at end of year	2019-12-31	$234,988
Participant contributions at beginning of year	2019-12-31	$275,352
Participant contributions at beginning of year	2019-12-31	$275,352
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$3,505,816
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$3,505,816
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$2,884,730
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$10,519
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$10,519
Other income not declared elsewhere	2019-12-31	$521,205
Other income not declared elsewhere	2019-12-31	$521,205
Administrative expenses (other) incurred	2019-12-31	$1,212
Administrative expenses (other) incurred	2019-12-31	$1,212
Total non interest bearing cash at beginning of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,872,140
Value of net income/loss	2019-12-31	$2,872,140
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$17,606,951
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$17,606,951
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,734,811
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,734,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,445,332
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,445,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,432,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,432,371
Interest on participant loans	2019-12-31	$11,986
Interest on participant loans	2019-12-31	$11,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$937,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$937,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$693,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$693,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$693,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$693,960
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$18,616
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$18,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,076,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,076,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$483,425
Contributions received in cash from employer	2019-12-31	$483,425
Employer contributions (assets) at end of year	2019-12-31	$483,425
Employer contributions (assets) at end of year	2019-12-31	$483,425
Employer contributions (assets) at beginning of year	2019-12-31	$448,398
Employer contributions (assets) at beginning of year	2019-12-31	$448,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,194,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,194,975
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PHILIP BECKETT CPA, P.C.
Accountancy firm name	2019-12-31	PHILIP BECKETT CPA, P.C.
Accountancy firm EIN	2019-12-31	141767080
Accountancy firm EIN	2019-12-31	141767080
2018 : LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,184,164
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$112,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$110,425
Value of total corrective distributions	2018-12-31	$550
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,888,156
Value of total assets at end of year	2018-12-31	$14,734,811
Value of total assets at beginning of year	2018-12-31	$13,662,972
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,350
Total interest from all sources	2018-12-31	$22,234
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$426,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$426,635
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$514,084
Participant contributions at end of year	2018-12-31	$275,352
Participant contributions at beginning of year	2018-12-31	$253,590
Participant contributions at beginning of year	2018-12-31	$14,313
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$2,884,730
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$2,759,933
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$925,674
Other income not declared elsewhere	2018-12-31	$-118,597
Administrative expenses (other) incurred	2018-12-31	$1,350
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,071,839
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$14,734,811
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$13,662,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$10,432,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,717,180
Interest on participant loans	2018-12-31	$12,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$693,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$501,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$501,955
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$10,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,034,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$448,398
Employer contributions (assets) at end of year	2018-12-31	$448,398
Employer contributions (assets) at beginning of year	2018-12-31	$415,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$110,425
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PHILIP BECKETT CPA, P.C.
Accountancy firm EIN	2018-12-31	141767080
2017 : LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,748,475
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$275,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$274,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$901,647
Value of total assets at end of year	2017-12-31	$13,662,972
Value of total assets at beginning of year	2017-12-31	$11,190,437
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,800
Total interest from all sources	2017-12-31	$12,978
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$336,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$336,232
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$50,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$486,391
Participant contributions at end of year	2017-12-31	$253,590
Participant contributions at beginning of year	2017-12-31	$173,890
Participant contributions at end of year	2017-12-31	$14,313
Participant contributions at beginning of year	2017-12-31	$21,184
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$2,759,933
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$2,339,159
Other income not declared elsewhere	2017-12-31	$254,416
Administrative expenses (other) incurred	2017-12-31	$1,800
Total non interest bearing cash at end of year	2017-12-31	$745
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,472,535
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$13,662,972
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,190,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$9,717,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$7,761,759
Interest on participant loans	2017-12-31	$9,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$501,955
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$494,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$494,282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$3,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,243,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$415,256
Employer contributions (assets) at end of year	2017-12-31	$415,256
Employer contributions (assets) at beginning of year	2017-12-31	$400,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$274,140
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PHILIP BECKETT CPA, P.C.
Accountancy firm EIN	2017-12-31	141767080
2016 : LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,671,261
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$123,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$122,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$938,480
Value of total assets at end of year	2016-12-31	$11,190,437
Value of total assets at beginning of year	2016-12-31	$9,642,292
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$600
Total interest from all sources	2016-12-31	$7,612
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$211,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$211,090
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$50,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$426,447
Participant contributions at end of year	2016-12-31	$173,890
Participant contributions at beginning of year	2016-12-31	$155,585
Participant contributions at end of year	2016-12-31	$21,184
Participant contributions at beginning of year	2016-12-31	$5,385
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$2,339,159
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$2,028,420
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$111,870
Other income not declared elsewhere	2016-12-31	$172,545
Administrative expenses (other) incurred	2016-12-31	$600
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$11,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,548,145
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$11,190,437
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,642,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$7,761,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$6,567,511
Interest on participant loans	2016-12-31	$6,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$494,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$471,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$471,609
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$1,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$341,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$400,163
Employer contributions (assets) at end of year	2016-12-31	$400,163
Employer contributions (assets) at beginning of year	2016-12-31	$402,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$122,516
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	PHILIP BECKETT CPA, P.C.
Accountancy firm EIN	2016-12-31	141767080
2015 : LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$765,240
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$222,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$221,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$836,013
Value of total assets at end of year	2015-12-31	$9,642,292
Value of total assets at beginning of year	2015-12-31	$9,099,574
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,350
Total interest from all sources	2015-12-31	$5,638
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$324,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$324,319
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$50,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$433,565
Participant contributions at end of year	2015-12-31	$155,585
Participant contributions at beginning of year	2015-12-31	$120,823
Participant contributions at end of year	2015-12-31	$5,385
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$2,028,420
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$962,001
Other income not declared elsewhere	2015-12-31	$-72,506
Administrative expenses (other) incurred	2015-12-31	$1,350
Total non interest bearing cash at end of year	2015-12-31	$11,333
Total non interest bearing cash at beginning of year	2015-12-31	$68
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$542,718
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,642,292
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,099,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$6,567,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,174,426
Interest on participant loans	2015-12-31	$5,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$471,609
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$468,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$468,609
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$67
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-328,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$402,448
Employer contributions (assets) at end of year	2015-12-31	$402,449
Employer contributions (assets) at beginning of year	2015-12-31	$373,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$221,172
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	PHILIP BECKETT CPA, P.C.
Accountancy firm EIN	2015-12-31	141767080
2014 : LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,513,534
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$108,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$107,492
Value of total corrective distributions	2014-12-31	$119
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$958,723
Value of total assets at end of year	2014-12-31	$9,099,574
Value of total assets at beginning of year	2014-12-31	$7,695,006
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,355
Total interest from all sources	2014-12-31	$5,878
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$332,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$332,264
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$50,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$424,836
Participant contributions at end of year	2014-12-31	$120,823
Participant contributions at beginning of year	2014-12-31	$148,463
Participant contributions at beginning of year	2014-12-31	$12,431
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$962,001
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$414,170
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$160,240
Other income not declared elsewhere	2014-12-31	$53,718
Administrative expenses (other) incurred	2014-12-31	$1,355
Total non interest bearing cash at end of year	2014-12-31	$68
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,404,568
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,099,574
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,695,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,174,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,942,493
Interest on participant loans	2014-12-31	$5,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$468,609
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$815,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$815,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$49
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$162,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$373,647
Employer contributions (assets) at end of year	2014-12-31	$373,647
Employer contributions (assets) at beginning of year	2014-12-31	$362,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$107,492
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	PHILIP BECKETT CPA, P.C.
Accountancy firm EIN	2014-12-31	141767080
2013 : LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,237,334
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$115,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$114,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,089,386
Value of total assets at end of year	2013-12-31	$7,695,006
Value of total assets at beginning of year	2013-12-31	$5,573,491
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$900
Total interest from all sources	2013-12-31	$5,604
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$181,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$181,844
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$50,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$391,962
Participant contributions at end of year	2013-12-31	$148,463
Participant contributions at beginning of year	2013-12-31	$143,391
Participant contributions at end of year	2013-12-31	$12,431
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$414,170
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$377,680
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,694
Other income not declared elsewhere	2013-12-31	$7,164
Administrative expenses (other) incurred	2013-12-31	$900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,121,515
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,695,006
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,573,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,942,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,232,816
Interest on participant loans	2013-12-31	$5,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$815,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$819,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$819,604
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$81
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$953,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$695,730
Employer contributions (assets) at end of year	2013-12-31	$362,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$114,919
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	PHILIP BECKETT CPA, P.C.
Accountancy firm EIN	2013-12-31	141767080

Form 5500 Responses for LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN

2022: LEE & MASON FINANCIAL SERVICES, INC. 401(K) 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: LEE & MASON FINANCIAL SERVICES, INC. 401(K) 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: LEE & MASON FINANCIAL SERVICES, INC. 401(K) 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: LEE & MASON FINANCIAL SERVICES, INC. 401(K) 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: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LEE & MASON FINANCIAL SERVICES, INC
Employer identification number (EIN):	141722170
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages