401k Plan data: CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN plan

CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN
Plan identification number	002

CLARK & WAMBERG, LLC 401(K) SAVINGS 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.
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

CLARK & WAMBERG, LLC has sponsored the creation of one or more 401k plans.

Company Name: CLARK & WAMBERG, LLC

Employer identification number (EIN): 205815315

NAIC Classification: 541600

Additional information about CLARK & WAMBERG, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2015-05-05

Company Identification Number: L15000079645

Legal Registered Office Address: 1111 RITZ CARLTON DR.APT 1701

SARASOTA

34236

More information about CLARK & WAMBERG, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 LINDA BERT PATRICIA BAEDER 2015-06-15
002 2013-01-01 PAT MURPHY PATRICIA BAEDER 2014-09-16
002 2012-01-01 PATRICIA MURPHY PATRICIA BAEDER 2014-06-09
002 2011-01-01 PATRICIA MURPHY PATRICIA BAEDER 2012-10-09
002 2010-01-01 PATRICIA MURPHY PATRICIA BAEDER 2012-09-13
002 2009-01-01 PATRICIA MURPHY PATRICIA BAEDER 2010-09-22
002 2009-01-01 PATRICIA MURPHY PATRICIA BAEDER 2011-10-25
002 2009-01-01 PATRICIA MURPHY PATRICIA BAEDER 2012-09-13
002 2009-01-01 PATRICIA MURPHY PATRICIA BAEDER 2010-09-22

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2014-01-01	LINDA BERT	PATRICIA BAEDER	2015-06-15
002	2013-01-01	PAT MURPHY	PATRICIA BAEDER	2014-09-16
002	2012-01-01	PATRICIA MURPHY	PATRICIA BAEDER	2014-06-09
002	2011-01-01	PATRICIA MURPHY	PATRICIA BAEDER	2012-10-09
002	2010-01-01	PATRICIA MURPHY	PATRICIA BAEDER	2012-09-13
002	2009-01-01	PATRICIA MURPHY	PATRICIA BAEDER	2010-09-22
002	2009-01-01	PATRICIA MURPHY	PATRICIA BAEDER	2011-10-25
002	2009-01-01	PATRICIA MURPHY	PATRICIA BAEDER	2012-09-13
002	2009-01-01	PATRICIA MURPHY	PATRICIA BAEDER	2010-09-22

Plan Statistics for CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN

401k plan membership statisitcs for CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN

Measure Date Value
2014: CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 270
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Total participants 2014-01-01 0
2013: CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 320
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 267
Total of all active and inactive participants 2013-01-01 269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 270
Number of participants with account balances 2013-01-01 270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 385
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 73
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 246
Total of all active and inactive participants 2012-01-01 320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 320
Number of participants with account balances 2012-01-01 312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 853
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 101
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 284
Total of all active and inactive participants 2011-01-01 385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 385
Number of participants with account balances 2011-01-01 374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 692
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 496
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 356
Total of all active and inactive participants 2010-01-01 852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 853
Number of participants with account balances 2010-01-01 437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 6
2009: CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 801
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 285
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 406
Total of all active and inactive participants 2009-01-01 692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 692
Number of participants with account balances 2009-01-01 677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 18

Measure	Date	Value
2014: CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	270
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Total participants	2014-01-01	0
2013: CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	320
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
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	267
Total of all active and inactive participants	2013-01-01	269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	270
Number of participants with account balances	2013-01-01	270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	385
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	73
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	246
Total of all active and inactive participants	2012-01-01	320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	320
Number of participants with account balances	2012-01-01	312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	853
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	101
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	284
Total of all active and inactive participants	2011-01-01	385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	385
Number of participants with account balances	2011-01-01	374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	692
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	496
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	356
Total of all active and inactive participants	2010-01-01	852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	853
Number of participants with account balances	2010-01-01	437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	6
2009: CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	801
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	285
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	406
Total of all active and inactive participants	2009-01-01	692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	692
Number of participants with account balances	2009-01-01	677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	18

Financial Data on CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN

Measure	Date	Value
2014 : CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-10-09	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-10-09	$0
Total unrealized appreciation/depreciation of assets	2014-10-09	$0
Total transfer of assets to this plan	2014-10-09	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-10-09	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-10-09	$0
Expenses. Interest paid	2014-10-09	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-10-09	$0
Total income from all sources (including contributions)	2014-10-09	$263,317
Total loss/gain on sale of assets	2014-10-09	$-2,931
Total of all expenses incurred	2014-10-09	$23,381,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-10-09	$23,370,004
Expenses. Certain deemed distributions of participant loans	2014-10-09	$0
Value of total corrective distributions	2014-10-09	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-10-09	$0
Value of total assets at end of year	2014-10-09	$0
Value of total assets at beginning of year	2014-10-09	$23,118,287
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-10-09	$11,600
Total income from rents	2014-10-09	$0
Total interest from all sources	2014-10-09	$383
Total dividends received (eg from common stock, registered investment company shares)	2014-10-09	$80,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-10-09	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-10-09	$0
Total dividends received from registered investment company shares (eg mutual funds)	2014-10-09	$79,961
Assets. Real estate other than employer real property at end of year	2014-10-09	$0
Assets. Real estate other than employer real property at beginning of year	2014-10-09	$0
Administrative expenses professional fees incurred	2014-10-09	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-10-09	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-10-09	$0
Was this plan covered by a fidelity bond	2014-10-09	Yes
Value of fidelity bond cover	2014-10-09	$2,000,000
If this is an individual account plan, was there a blackout period	2014-10-09	No
Were there any nonexempt tranactions with any party-in-interest	2014-10-09	No
Contributions received from participants	2014-10-09	$0
Participant contributions at end of year	2014-10-09	$0
Participant contributions at beginning of year	2014-10-09	$90,265
Participant contributions at end of year	2014-10-09	$0
Participant contributions at beginning of year	2014-10-09	$0
Assets. Other investments not covered elsewhere at end of year	2014-10-09	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-10-09	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-10-09	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-10-09	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-10-09	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-10-09	$0
Assets. Loans (other than to participants) at end of year	2014-10-09	$0
Assets. Loans (other than to participants) at beginning of year	2014-10-09	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-10-09	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-10-09	$0
Other income not declared elsewhere	2014-10-09	$0
Administrative expenses (other) incurred	2014-10-09	$11,590
Liabilities. Value of operating payables at end of year	2014-10-09	$0
Liabilities. Value of operating payables at beginning of year	2014-10-09	$0
Total non interest bearing cash at end of year	2014-10-09	$0
Total non interest bearing cash at beginning of year	2014-10-09	$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	2014-10-09	No
Income. Non cash contributions	2014-10-09	$0
Value of net income/loss	2014-10-09	$-23,118,287
Value of net assets at end of year (total assets less liabilities)	2014-10-09	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-10-09	$23,118,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-10-09	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-10-09	No
Were any leases to which the plan was party in default or uncollectible	2014-10-09	No
Assets. partnership/joint venture interests at end of year	2014-10-09	$0
Assets. partnership/joint venture interests at beginning of year	2014-10-09	$0
Investment advisory and management fees	2014-10-09	$10
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-10-09	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-10-09	$21,628,790
Value of interest in pooled separate accounts at end of year	2014-10-09	$0
Value of interest in pooled separate accounts at beginning of year	2014-10-09	$0
Interest on participant loans	2014-10-09	$350
Income. Interest from loans (other than to participants)	2014-10-09	$0
Interest earned on other investments	2014-10-09	$0
Income. Interest from US Government securities	2014-10-09	$0
Income. Interest from corporate debt instruments	2014-10-09	$0
Value of interest in master investment trust accounts at end of year	2014-10-09	$0
Value of interest in master investment trust accounts at beginning of year	2014-10-09	$0
Value of interest in common/collective trusts at end of year	2014-10-09	$0
Value of interest in common/collective trusts at beginning of year	2014-10-09	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-10-09	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-10-09	$1,282,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-10-09	$1,282,660
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-10-09	$33
Assets. Value of investments in 103.12 investment entities at end of year	2014-10-09	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-10-09	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-10-09	$0
Asset value of US Government securities at end of year	2014-10-09	$0
Asset value of US Government securities at beginning of year	2014-10-09	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-10-09	$185,825
Net investment gain/loss from pooled separate accounts	2014-10-09	$0
Net investment gain or loss from common/collective trusts	2014-10-09	$0
Net gain/loss from 103.12 investment entities	2014-10-09	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-10-09	No
Was there a failure to transmit to the plan any participant contributions	2014-10-09	No
Has the plan failed to provide any benefit when due under the plan	2014-10-09	No
Assets. Invements in employer securities at end of year	2014-10-09	$0
Assets. Invements in employer securities at beginning of year	2014-10-09	$0
Assets. Value of employer real property at end of year	2014-10-09	$0
Assets. Value of employer real property at beginning of year	2014-10-09	$0
Contributions received in cash from employer	2014-10-09	$0
Employer contributions (assets) at end of year	2014-10-09	$0
Employer contributions (assets) at beginning of year	2014-10-09	$0
Income. Dividends from preferred stock	2014-10-09	$0
Income. Dividends from common stock	2014-10-09	$79
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-10-09	$23,370,004
Asset. Corporate debt instrument preferred debt at end of year	2014-10-09	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-10-09	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-10-09	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-10-09	$0
Contract administrator fees	2014-10-09	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-10-09	No
Assets. Corporate common stocks other than exployer securities at end of year	2014-10-09	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-10-09	$116,572
Liabilities. Value of benefit claims payable at end of year	2014-10-09	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-10-09	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2014-10-09	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-10-09	$0
Did the plan have assets held for investment	2014-10-09	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	2014-10-09	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-10-09	Yes
Aggregate proceeds on sale of assets	2014-10-09	$120,411
Aggregate carrying amount (costs) on sale of assets	2014-10-09	$123,342
Liabilities. Value of acquisition indebtedness at end of year	2014-10-09	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-10-09	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-10-09	Yes
Opinion of an independent qualified public accountant for this plan	2014-10-09	Disclaimer
Accountancy firm name	2014-10-09	LANE GORMAN TRUBITT, PLLC
Accountancy firm EIN	2014-10-09	751044330
2013 : CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$18,426
Total unrealized appreciation/depreciation of assets	2013-12-31	$18,426
Total transfer of assets to this plan	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$646,585
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
Expenses. Interest paid	2013-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$5,197,485
Total loss/gain on sale of assets	2013-12-31	$16,647
Total of all expenses incurred	2013-12-31	$3,265,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,234,306
Expenses. Certain deemed distributions of participant loans	2013-12-31	$30,122
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$610,272
Value of total assets at end of year	2013-12-31	$23,118,287
Value of total assets at beginning of year	2013-12-31	$21,833,117
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,302
Total income from rents	2013-12-31	$0
Total interest from all sources	2013-12-31	$19,009
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$802,028
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	$799,883
Assets. Real estate other than employer real property at end of year	2013-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2013-12-31	$0
Administrative expenses professional fees incurred	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
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	$453,624
Participant contributions at end of year	2013-12-31	$90,265
Participant contributions at beginning of year	2013-12-31	$205,008
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$3,409
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Assets. Loans (other than to participants) at end of year	2013-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$1,293
Liabilities. Value of operating payables at end of year	2013-12-31	$0
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$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	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$1,931,755
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$23,118,287
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$21,833,117
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
Assets. partnership/joint venture interests at end of year	2013-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$9
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$21,628,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$20,342,807
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$10,133
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$0
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$0
Value of interest in master investment trust accounts at end of year	2013-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,282,660
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,196,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,196,498
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$8,876
Assets. Value of investments in 103.12 investment entities at end of year	2013-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2013-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Asset value of US Government securities at end of year	2013-12-31	$0
Asset value of US Government securities at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,731,103
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Net investment gain or loss from common/collective trusts	2013-12-31	$0
Net gain/loss from 103.12 investment entities	2013-12-31	$0
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
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Assets. Value of employer real property at end of year	2013-12-31	$0
Assets. Value of employer real property at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$153,239
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$0
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$2,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,234,306
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$0
Contract administrator fees	2013-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$116,572
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$88,804
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-12-31	$0
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
Aggregate proceeds on sale of assets	2013-12-31	$102,246
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$85,599
Liabilities. Value of acquisition indebtedness at end of year	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	LANE GORMAN TRUBITT, PLLC
Accountancy firm EIN	2013-12-31	751044330
2012 : CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$3,108
Total unrealized appreciation/depreciation of assets	2012-12-31	$3,108
Total transfer of assets from this plan	2012-12-31	$4,269,971
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$4,014,363
Total loss/gain on sale of assets	2012-12-31	$5,154
Total of all expenses incurred	2012-12-31	$3,591,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,590,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$774,863
Value of total assets at end of year	2012-12-31	$21,833,117
Value of total assets at beginning of year	2012-12-31	$25,680,296
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,413
Total interest from all sources	2012-12-31	$12,374
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$621,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$619,722
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$520,438
Participant contributions at end of year	2012-12-31	$205,008
Participant contributions at beginning of year	2012-12-31	$188,970
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$49,484
Administrative expenses (other) incurred	2012-12-31	$1,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$422,792
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$21,833,117
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$25,680,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$20,342,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$23,355,709
Interest on participant loans	2012-12-31	$12,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,196,498
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$2,036,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$2,036,763
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$145
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,597,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$204,941
Income. Dividends from common stock	2012-12-31	$1,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,590,158
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$88,804
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$98,854
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$114,639
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$109,485
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	LANE GORMAN TRUBITT, PLLC
Accountancy firm EIN	2012-12-31	751044330
2011 : CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-12,017
Total unrealized appreciation/depreciation of assets	2011-12-31	$-12,017
Total income from all sources (including contributions)	2011-12-31	$-77,175
Total loss/gain on sale of assets	2011-12-31	$-9,510
Total of all expenses incurred	2011-12-31	$3,636,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,628,811
Value of total corrective distributions	2011-12-31	$5,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$892,869
Value of total assets at end of year	2011-12-31	$25,680,296
Value of total assets at beginning of year	2011-12-31	$29,394,127
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,267
Total interest from all sources	2011-12-31	$13,709
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$674,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$672,023
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$649,732
Participant contributions at end of year	2011-12-31	$188,970
Participant contributions at beginning of year	2011-12-31	$169,865
Administrative expenses (other) incurred	2011-12-31	$2,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-3,713,831
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$25,680,296
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$29,394,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$23,355,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$27,355,589
Interest on participant loans	2011-12-31	$13,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$2,036,763
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,742,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,742,521
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$223
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,636,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$243,137
Income. Dividends from common stock	2011-12-31	$2,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,628,811
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$98,854
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$126,152
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$239,227
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$248,737
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	LANE GORMAN TRUBITT
Accountancy firm EIN	2011-12-31	751044330
2010 : CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$-6,233
Total unrealized appreciation/depreciation of assets	2010-12-31	$-6,233
Total transfer of assets from this plan	2010-12-31	$20,760,005
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$8,177,740
Total loss/gain on sale of assets	2010-12-31	$-12,299
Total of all expenses incurred	2010-12-31	$4,062,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$4,058,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,480,537
Value of total assets at end of year	2010-12-31	$29,394,127
Value of total assets at beginning of year	2010-12-31	$46,038,946
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$4,440
Total interest from all sources	2010-12-31	$31,863
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$716,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$714,951
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$2,296,144
Participant contributions at end of year	2010-12-31	$169,865
Participant contributions at beginning of year	2010-12-31	$436,138
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$277,539
Administrative expenses (other) incurred	2010-12-31	$4,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$4,115,186
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$29,394,127
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$46,038,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$162
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$27,355,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$41,787,139
Interest on participant loans	2010-12-31	$31,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,742,521
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$3,705,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$3,705,238
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$567
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$3,967,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$906,854
Income. Dividends from common stock	2010-12-31	$1,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$4,058,114
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$126,152
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$110,431
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$601,530
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$613,829
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	LANE GORMAN TRUBITT
Accountancy firm EIN	2010-12-31	751044330
2009 : CLARK & WAMBERG, LLC 401(K) SAVINGS 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 CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN

2014: CLARK & WAMBERG, LLC 401(K) SAVINGS 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	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: CLARK & WAMBERG, LLC 401(K) SAVINGS 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
2012: CLARK & WAMBERG, LLC 401(K) SAVINGS 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CLARK & WAMBERG, LLC 401(K) SAVINGS 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
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 funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CLARK & WAMBERG, LLC 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CLARK & WAMBERG, LLC
Employer identification number (EIN):	205815315
NAIC Classification:	541600

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2015-05-05
Company Identification Number:	L15000079645
Legal Registered Office Address:	1111 RITZ CARLTON DR.APT 1701 SARASOTA 34236