401k Plan data: PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES plan

PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 401k Plan overview

Plan Name	PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES
Plan identification number	026

PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 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.

401k Sponsoring company profile

PEERLESS-WINSMITH, INC. has sponsored the creation of one or more 401k plans.

Company Name: PEERLESS-WINSMITH, INC.

Employer identification number (EIN): 251487618

NAIC Classification: 332110

Additional information about PEERLESS-WINSMITH, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1985-03-01

Company Identification Number: 0006861406

Legal Registered Office Address: 5200 UPPER METRO PL STE 110

DUBLIN
United States of America (USA)
43017

More information about PEERLESS-WINSMITH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
026 2016-01-01 DAVID E MILLER
026 2015-01-01 DAVID E MILLER
026 2014-01-01 DAVID E MILLER
026 2013-01-01 DAVID E. MILLER
026 2012-01-01 DAVID MILLER MARK DYLL 2013-10-11
026 2011-01-01 DAVID MILLER MARK DYLL 2012-10-12
026 2009-01-01 DAVID MILLER MARK DYLL 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
026	2016-01-01	DAVID E MILLER
026	2015-01-01	DAVID E MILLER
026	2014-01-01	DAVID E MILLER
026	2013-01-01	DAVID E. MILLER
026	2012-01-01	DAVID MILLER	MARK DYLL	2013-10-11
026	2011-01-01	DAVID MILLER	MARK DYLL	2012-10-12
026	2009-01-01	DAVID MILLER	MARK DYLL	2010-10-13

Plan Statistics for PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES

401k plan membership statisitcs for PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES

Measure Date Value
2016: PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 2016 401k membership
Total participants, beginning-of-year 2016-01-01 355
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
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 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 2015 401k membership
Total participants, beginning-of-year 2015-01-01 388
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 215
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 137
Total of all active and inactive participants 2015-01-01 355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 355
Number of participants with account balances 2015-01-01 355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 2014 401k membership
Total participants, beginning-of-year 2014-01-01 370
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 255
Number of retired or separated participants receiving benefits 2014-01-01 3
Number of other retired or separated participants entitled to future benefits 2014-01-01 130
Total of all active and inactive participants 2014-01-01 388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 388
Number of participants with account balances 2014-01-01 388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
2013: PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 2013 401k membership
Total participants, beginning-of-year 2013-01-01 374
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 245
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 122
Total of all active and inactive participants 2013-01-01 370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 370
Number of participants with account balances 2013-01-01 370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 7
2012: PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 2012 401k membership
Total participants, beginning-of-year 2012-01-01 334
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 249
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 124
Total of all active and inactive participants 2012-01-01 374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 374
Number of participants with account balances 2012-01-01 374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7
2011: PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 2011 401k membership
Total participants, beginning-of-year 2011-01-01 332
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 266
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 67
Total of all active and inactive participants 2011-01-01 334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 334
Number of participants with account balances 2011-01-01 334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2009: PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 2009 401k membership
Total participants, beginning-of-year 2009-01-01 392
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 264
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 54
Total of all active and inactive participants 2009-01-01 319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 319
Number of participants with account balances 2009-01-01 319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 22

Measure	Date	Value
2016: PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 2016 401k membership
Total participants, beginning-of-year	2016-01-01	355
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
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	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 2015 401k membership
Total participants, beginning-of-year	2015-01-01	388
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	215
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	137
Total of all active and inactive participants	2015-01-01	355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	355
Number of participants with account balances	2015-01-01	355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 2014 401k membership
Total participants, beginning-of-year	2014-01-01	370
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	255
Number of retired or separated participants receiving benefits	2014-01-01	3
Number of other retired or separated participants entitled to future benefits	2014-01-01	130
Total of all active and inactive participants	2014-01-01	388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	388
Number of participants with account balances	2014-01-01	388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
2013: PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 2013 401k membership
Total participants, beginning-of-year	2013-01-01	374
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	245
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	122
Total of all active and inactive participants	2013-01-01	370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	370
Number of participants with account balances	2013-01-01	370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	7
2012: PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 2012 401k membership
Total participants, beginning-of-year	2012-01-01	334
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	249
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	124
Total of all active and inactive participants	2012-01-01	374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	374
Number of participants with account balances	2012-01-01	374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7
2011: PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 2011 401k membership
Total participants, beginning-of-year	2011-01-01	332
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	266
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	67
Total of all active and inactive participants	2011-01-01	334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	334
Number of participants with account balances	2011-01-01	334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2009: PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 2009 401k membership
Total participants, beginning-of-year	2009-01-01	392
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	264
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	54
Total of all active and inactive participants	2009-01-01	319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	319
Number of participants with account balances	2009-01-01	319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	22

Financial Data on PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES

Measure	Date	Value
2016 : PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-07-15	$0
Total transfer of assets from this plan	2016-07-15	$12,148,661
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-07-15	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-07-15	$0
Total income from all sources (including contributions)	2016-07-15	$996,632
Total loss/gain on sale of assets	2016-07-15	$0
Total of all expenses incurred	2016-07-15	$955,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-07-15	$946,032
Value of total corrective distributions	2016-07-15	$6,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-07-15	$623,426
Value of total assets at end of year	2016-07-15	$0
Value of total assets at beginning of year	2016-07-15	$12,107,929
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-07-15	$3,245
Total interest from all sources	2016-07-15	$49,739
Total dividends received (eg from common stock, registered investment company shares)	2016-07-15	$42,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-07-15	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-07-15	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-07-15	$42,074
Was this plan covered by a fidelity bond	2016-07-15	Yes
Value of fidelity bond cover	2016-07-15	$10,000,000
If this is an individual account plan, was there a blackout period	2016-07-15	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-07-15	$0
Were there any nonexempt tranactions with any party-in-interest	2016-07-15	No
Contributions received from participants	2016-07-15	$315,461
Participant contributions at end of year	2016-07-15	$0
Participant contributions at beginning of year	2016-07-15	$421,489
Income. Received or receivable in cash from other sources (including rollovers)	2016-07-15	$20,669
Other income not declared elsewhere	2016-07-15	$0
Administrative expenses (other) incurred	2016-07-15	$3,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-07-15	No
Value of net income/loss	2016-07-15	$40,732
Value of net assets at end of year (total assets less liabilities)	2016-07-15	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-07-15	$12,107,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-07-15	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-07-15	No
Were any leases to which the plan was party in default or uncollectible	2016-07-15	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-07-15	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-07-15	$7,445,228
Interest on participant loans	2016-07-15	$10,735
Interest earned on other investments	2016-07-15	$39,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-07-15	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-07-15	$4,241,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-07-15	$281,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-07-15	No
Was there a failure to transmit to the plan any participant contributions	2016-07-15	No
Has the plan failed to provide any benefit when due under the plan	2016-07-15	No
Contributions received in cash from employer	2016-07-15	$287,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-07-15	$946,032
Did the plan have assets held for investment	2016-07-15	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	2016-07-15	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-07-15	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-07-15	Yes
Opinion of an independent qualified public accountant for this plan	2016-07-15	Disclaimer
Accountancy firm name	2016-07-15	REA & ASSOCIATES, INC.
Accountancy firm EIN	2016-07-15	341310124
2015 : PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$11,741
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	$1,138,684
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,179,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,156,991
Expenses. Certain deemed distributions of participant loans	2015-12-31	$2,545
Value of total corrective distributions	2015-12-31	$9,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,134,609
Value of total assets at end of year	2015-12-31	$12,107,929
Value of total assets at beginning of year	2015-12-31	$13,136,725
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$10,402
Total interest from all sources	2015-12-31	$102,412
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$147,112
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	$147,112
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$578,969
Participant contributions at end of year	2015-12-31	$421,489
Participant contributions at beginning of year	2015-12-31	$491,693
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$126,440
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$10,402
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	$-1,040,537
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$12,107,929
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$13,136,725
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	$7,445,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$8,302,355
Interest on participant loans	2015-12-31	$25,445
Interest earned on other investments	2015-12-31	$76,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$4,241,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$4,342,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-245,449
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	$429,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,156,991
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	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	REA & ASSOCIATES, INC.
Accountancy firm EIN	2015-12-31	341310124
2014 : PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 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	$1,311,239
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,289,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,262,384
Value of total corrective distributions	2014-12-31	$16,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$853,556
Value of total assets at end of year	2014-12-31	$13,136,725
Value of total assets at beginning of year	2014-12-31	$13,115,426
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$11,040
Total interest from all sources	2014-12-31	$106,723
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$133,970
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	$133,970
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$531,809
Participant contributions at end of year	2014-12-31	$491,693
Participant contributions at beginning of year	2014-12-31	$400,865
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$36,470
Other income not declared elsewhere	2014-12-31	$-550
Administrative expenses (other) incurred	2014-12-31	$11,040
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	$21,299
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$13,136,725
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$13,115,426
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	$8,302,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$7,928,366
Interest on participant loans	2014-12-31	$21,425
Interest earned on other investments	2014-12-31	$85,298
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$4,342,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$4,786,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$217,540
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	$285,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,262,384
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	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	REA & ASSOCIATES, INC.
Accountancy firm EIN	2014-12-31	341310124
2013 : PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 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	$2,087,457
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$837,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$808,210
Value of total corrective distributions	2013-12-31	$11,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$513,991
Value of total assets at end of year	2013-12-31	$13,115,426
Value of total assets at beginning of year	2013-12-31	$11,865,568
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$17,675
Total interest from all sources	2013-12-31	$120,190
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$112,306
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	$112,306
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$497,907
Participant contributions at end of year	2013-12-31	$400,865
Participant contributions at beginning of year	2013-12-31	$370,367
Participant contributions at beginning of year	2013-12-31	$19,776
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,338
Other income not declared elsewhere	2013-12-31	$-7,585
Administrative expenses (other) incurred	2013-12-31	$17,675
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	$1,249,858
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$13,115,426
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$11,865,568
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	$7,928,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$6,965,238
Interest on participant loans	2013-12-31	$24,866
Interest earned on other investments	2013-12-31	$95,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$4,786,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$4,323,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,348,555
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	$14,746
Employer contributions (assets) at beginning of year	2013-12-31	$186,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$808,210
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	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	REA & ASSOCIATES, INC.
Accountancy firm EIN	2013-12-31	341310124
2012 : PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$770,576
Total unrealized appreciation/depreciation of assets	2012-12-31	$770,576
Total income from all sources (including contributions)	2012-12-31	$1,967,807
Total of all expenses incurred	2012-12-31	$445,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$428,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$963,535
Value of total assets at end of year	2012-12-31	$11,865,568
Value of total assets at beginning of year	2012-12-31	$10,343,669
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$17,113
Total interest from all sources	2012-12-31	$114,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$17,113
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
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	$526,820
Participant contributions at end of year	2012-12-31	$370,367
Participant contributions at beginning of year	2012-12-31	$309,674
Participant contributions at end of year	2012-12-31	$19,776
Participant contributions at beginning of year	2012-12-31	$20,012
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$38,040
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	$1,521,899
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$11,865,568
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$10,343,669
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	$6,965,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,140,020
Interest on participant loans	2012-12-31	$16,147
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$98,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$4,323,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$3,720,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$119,473
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	$398,675
Employer contributions (assets) at end of year	2012-12-31	$186,397
Employer contributions (assets) at beginning of year	2012-12-31	$153,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$428,795
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
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	REA & ASSOCIATES, INC.
Accountancy firm EIN	2012-12-31	341310124
2011 : PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-233,669
Total unrealized appreciation/depreciation of assets	2011-12-31	$-233,669
Total income from all sources (including contributions)	2011-12-31	$976,963
Total of all expenses incurred	2011-12-31	$320,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$308,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$986,069
Value of total assets at end of year	2011-12-31	$10,343,669
Value of total assets at beginning of year	2011-12-31	$9,687,039
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$12,105
Total interest from all sources	2011-12-31	$116,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$12,105
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
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	$487,079
Participant contributions at end of year	2011-12-31	$309,674
Participant contributions at beginning of year	2011-12-31	$280,862
Participant contributions at end of year	2011-12-31	$20,012
Participant contributions at beginning of year	2011-12-31	$18,599
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$152,785
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	$656,630
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$10,343,669
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$9,687,039
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	$6,140,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,738,946
Interest on participant loans	2011-12-31	$16,954
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$99,684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$3,720,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,562,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$107,925
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	$346,205
Employer contributions (assets) at end of year	2011-12-31	$153,571
Employer contributions (assets) at beginning of year	2011-12-31	$85,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$308,228
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
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	REA & ASSOCIATES, INC.
Accountancy firm EIN	2011-12-31	341310124
2010 : PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$1,469,550
Total of all expenses incurred	2010-12-31	$451,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$445,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$697,464
Value of total assets at end of year	2010-12-31	$9,687,039
Value of total assets at beginning of year	2010-12-31	$8,669,399
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$6,847
Total interest from all sources	2010-12-31	$154,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$6,847
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
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	$436,689
Participant contributions at end of year	2010-12-31	$280,862
Participant contributions at beginning of year	2010-12-31	$268,709
Participant contributions at end of year	2010-12-31	$18,599
Participant contributions at beginning of year	2010-12-31	$18,607
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	$1,017,640
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$9,687,039
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$8,669,399
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,738,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,249,531
Interest on participant loans	2010-12-31	$17,209
Interest earned on other investments	2010-12-31	$102,407
Value of interest in common/collective trusts at beginning of year	2010-12-31	$3,068,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$3,562,940
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$34,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$571,032
Net investment gain or loss from common/collective trusts	2010-12-31	$46,713
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	$260,775
Employer contributions (assets) at end of year	2010-12-31	$85,692
Employer contributions (assets) at beginning of year	2010-12-31	$63,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$445,063
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
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	Disclaimer
Accountancy firm name	2010-12-31	REA & ASSOCIATES, INC.
Accountancy firm EIN	2010-12-31	341310124
2009 : PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 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 PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES

2016: PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 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	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PROFIT SHARING AND 401K NON BARGAINING UNIT EMPLOYEES 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

310359

Policy instance

Insurance contract or identification number	310359
Number of Individuals Covered	355
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,672
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3672
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4
Insurance broker name	LPL FINANCIAL LLC

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

310359

Policy instance

Insurance contract or identification number	310359
Number of Individuals Covered	388
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,434
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	5434
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4
Insurance broker name	LPL FINANCIAL LLC

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

310359

Policy instance

Insurance contract or identification number	310359
Number of Individuals Covered	370
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,509
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	5509
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4
Insurance broker name	LPL FINANCIAL LLC

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041615

Policy instance

Insurance contract or identification number	041615
Number of Individuals Covered	374
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,822
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	4822
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL LLC

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

310359

Policy instance

Insurance contract or identification number	310359
Number of Individuals Covered	374
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

41615

Policy instance

Insurance contract or identification number	41615
Number of Individuals Covered	334
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,331
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

310359

Policy instance

Insurance contract or identification number	310359
Number of Individuals Covered	334
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

310359

Policy instance

Insurance contract or identification number	310359
Number of Individuals Covered	332
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,520
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1520
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	3
Insurance broker name	LINSCO PRIVATE LEDGER CORPORATION

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

310359

Policy instance

Insurance contract or identification number	310359
Number of Individuals Covered	332
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	PEERLESS-WINSMITH, INC.
Employer identification number (EIN):	251487618
NAIC Classification:	332110

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1985-03-01
Company Identification Number:	0006861406
Legal Registered Office Address:	5200 UPPER METRO PL STE 110 DUBLIN United States of America (USA) 43017