401k Plan data: JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN plan

JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOHN S. CONNOR, INC. has sponsored the creation of one or more 401k plans.

Company Name: JOHN S. CONNOR, INC.

Employer identification number (EIN): 520728100

NAIC Classification: 488510
NAIC Description: Freight Transportation Arrangement

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01 CLEO MATTHEWS-CONLEY 2021-04-16
002 2019-01-01 CLEO MATTHEWS-CONLEY 2020-04-17
002 2018-01-01 LEE CONNOR 2019-07-18 CLEO MATTHEWS-CONLEY 2019-07-18
002 2017-01-01 CLEO MATTHEWS-CONLEY 2018-06-15 CLEO MATTHEWS-CONLEY 2018-06-15
002 2017-01-01 CLEO MATTHEWS-CONLEY 2018-11-16 CLEO MATTHEWS-CONLEY 2018-11-16
002 2016-01-01 CLEO MATTHEWS-CONLEY 2017-03-21 CLEO MATTHEWS-CONLEY 2017-03-21
002 2015-01-01 CLEO MATTHEWS-CONLEY 2016-08-19 CLEO MATTHEWS-CONLEY 2016-08-19
002 2014-01-01
002 2013-01-01 VICTORIA GATES 2014-06-18
002 2012-01-01 YVETTE HARRIS
002 2011-01-01 YVETTE HARRIS
002 2010-01-01 YVETTE HARRIS
002 2009-01-01 LOUIS G. CONNOR, JR.
002 2009-01-01 LOUIS G. CONNOR, JR.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01	CLEO MATTHEWS-CONLEY	2021-04-16
002	2019-01-01	CLEO MATTHEWS-CONLEY	2020-04-17
002	2018-01-01	LEE CONNOR	2019-07-18	CLEO MATTHEWS-CONLEY	2019-07-18
002	2017-01-01	CLEO MATTHEWS-CONLEY	2018-06-15	CLEO MATTHEWS-CONLEY	2018-06-15
002	2017-01-01	CLEO MATTHEWS-CONLEY	2018-11-16	CLEO MATTHEWS-CONLEY	2018-11-16
002	2016-01-01	CLEO MATTHEWS-CONLEY	2017-03-21	CLEO MATTHEWS-CONLEY	2017-03-21
002	2015-01-01	CLEO MATTHEWS-CONLEY	2016-08-19	CLEO MATTHEWS-CONLEY	2016-08-19
002	2014-01-01
002	2013-01-01	VICTORIA GATES	2014-06-18
002	2012-01-01	YVETTE HARRIS
002	2011-01-01	YVETTE HARRIS
002	2010-01-01	YVETTE HARRIS
002	2009-01-01	LOUIS G. CONNOR, JR.
002	2009-01-01	LOUIS G. CONNOR, JR.

Plan Statistics for JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 124
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 18
Total of all active and inactive participants 2023-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 143
Number of participants with account balances 2023-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 15
2022: JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 126
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 13
Total of all active and inactive participants 2022-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 139
Number of participants with account balances 2022-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 106
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 17
Total of all active and inactive participants 2021-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 125
Number of participants with account balances 2021-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2012: JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 90
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 97
Number of participants with account balances 2012-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 89
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 23
Total of all active and inactive participants 2011-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 112
Number of participants with account balances 2011-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2010: JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 84
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 35
Total of all active and inactive participants 2010-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 119
Number of participants with account balances 2010-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 9
2009: JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 88
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 35
Total of all active and inactive participants 2009-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 123
Number of participants with account balances 2009-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 10

Measure	Date	Value
2023: JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	124
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	18
Total of all active and inactive participants	2023-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	143
Number of participants with account balances	2023-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	15
2022: JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	126
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	13
Total of all active and inactive participants	2022-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	139
Number of participants with account balances	2022-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	106
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	17
Total of all active and inactive participants	2021-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	125
Number of participants with account balances	2021-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2012: JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	90
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	97
Number of participants with account balances	2012-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	89
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	23
Total of all active and inactive participants	2011-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	112
Number of participants with account balances	2011-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2010: JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	84
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	35
Total of all active and inactive participants	2010-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	119
Number of participants with account balances	2010-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	9
2009: JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	88
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	35
Total of all active and inactive participants	2009-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	123
Number of participants with account balances	2009-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	10

Financial Data on JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$2,544,794
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$3,944,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$3,886,377
Value of total corrective distributions	2023-12-31	$12,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$888,880
Value of total assets at end of year	2023-12-31	$9,015,854
Value of total assets at beginning of year	2023-12-31	$10,415,754
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$45,994
Total interest from all sources	2023-12-31	$11,726
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$97,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$97,653
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$545,126
Participant contributions at end of year	2023-12-31	$185,438
Participant contributions at beginning of year	2023-12-31	$175,257
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$133,605
Other income not declared elsewhere	2023-12-31	$2,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$-1,399,900
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$9,015,854
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$10,415,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$942
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$5,593,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$7,234,194
Interest on participant loans	2023-12-31	$11,726
Value of interest in common/collective trusts at end of year	2023-12-31	$3,236,619
Value of interest in common/collective trusts at beginning of year	2023-12-31	$2,327,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$678,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,204,865
Net investment gain or loss from common/collective trusts	2023-12-31	$339,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$210,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$3,886,377
Contract administrator fees	2023-12-31	$45,052
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	REGAN, SCHICKNER, & HARPER LLC
Accountancy firm EIN	2023-12-31	853625959
2022 : JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,293,377
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$481,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$478,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$966,060
Value of total assets at end of year	2022-12-31	$10,415,754
Value of total assets at beginning of year	2022-12-31	$12,190,879
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$2,893
Total interest from all sources	2022-12-31	$8,488
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$122,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$122,341
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$460,742
Participant contributions at end of year	2022-12-31	$175,257
Participant contributions at beginning of year	2022-12-31	$139,650
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$374,483
Other income not declared elsewhere	2022-12-31	$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,775,125
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$10,415,754
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,190,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,234,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,262,624
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$5,295,918
Interest on participant loans	2022-12-31	$8,488
Value of interest in common/collective trusts at end of year	2022-12-31	$2,327,557
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,747,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$678,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$669,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-950,089
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,146,822
Net investment gain or loss from common/collective trusts	2022-12-31	$-293,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$130,835
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$75,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$478,855
Contract administrator fees	2022-12-31	$2,893
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	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	REGAN SCHICKNER HARPER LLC
Accountancy firm EIN	2022-12-31	462374336
2021 : JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,243,545
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$98,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$94,059
Value of total corrective distributions	2021-12-31	$1,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$628,310
Value of total assets at end of year	2021-12-31	$12,190,879
Value of total assets at beginning of year	2021-12-31	$10,045,923
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,582
Total interest from all sources	2021-12-31	$13,979
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$54,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$54,746
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$399,289
Participant contributions at end of year	2021-12-31	$139,650
Participant contributions at beginning of year	2021-12-31	$151,884
Participant contributions at beginning of year	2021-12-31	$11,908
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,144,956
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,190,879
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,045,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$4,262,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,704,692
Value of interest in pooled separate accounts at end of year	2021-12-31	$5,295,918
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$4,153,691
Interest on participant loans	2021-12-31	$7,961
Interest earned on other investments	2021-12-31	$6,018
Value of interest in common/collective trusts at end of year	2021-12-31	$1,747,712
Value of interest in common/collective trusts at beginning of year	2021-12-31	$1,375,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$669,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$644,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$324,183
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,043,960
Net investment gain or loss from common/collective trusts	2021-12-31	$178,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$226,521
Employer contributions (assets) at end of year	2021-12-31	$75,000
Employer contributions (assets) at beginning of year	2021-12-31	$4,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$94,059
Contract administrator fees	2021-12-31	$2,582
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	REGAN SCHICKNER HARPER LLC
Accountancy firm EIN	2021-12-31	462374336
2012 : JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
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	$1,322,123
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$556,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$553,834
Expenses. Certain deemed distributions of participant loans	2012-12-31	$1,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$302,626
Value of total assets at end of year	2012-12-31	$7,844,086
Value of total assets at beginning of year	2012-12-31	$7,078,146
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$915
Total interest from all sources	2012-12-31	$7,073
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
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	$267,626
Participant contributions at end of year	2012-12-31	$147,675
Participant contributions at beginning of year	2012-12-31	$184,455
Participant contributions at beginning of year	2012-12-31	$63
Administrative expenses (other) incurred	2012-12-31	$915
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	$765,940
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,844,086
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$7,078,146
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	$6,998,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,858,628
Interest on participant loans	2012-12-31	$7,073
Value of interest in common/collective trusts at end of year	2012-12-31	$662,607
Value of interest in common/collective trusts at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,012,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
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	$35,000
Employer contributions (assets) at end of year	2012-12-31	$35,000
Employer contributions (assets) at beginning of year	2012-12-31	$35,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$553,834
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	STEGMAN & COMPANY
Accountancy firm EIN	2012-12-31	520947747
2011 : JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$-67,902
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$215,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$215,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$326,267
Value of total assets at end of year	2011-12-31	$7,078,146
Value of total assets at beginning of year	2011-12-31	$7,361,752
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$680
Total interest from all sources	2011-12-31	$7,761
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
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	$261,748
Participant contributions at end of year	2011-12-31	$184,455
Participant contributions at beginning of year	2011-12-31	$144,041
Participant contributions at end of year	2011-12-31	$63
Participant contributions at beginning of year	2011-12-31	$2
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$29,519
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$11
Administrative expenses (other) incurred	2011-12-31	$680
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	$-283,606
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$7,078,146
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,361,752
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	$6,858,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,182,698
Interest on participant loans	2011-12-31	$7,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-401,930
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	Yes
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	$35,000
Employer contributions (assets) at end of year	2011-12-31	$35,000
Employer contributions (assets) at beginning of year	2011-12-31	$35,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$215,024
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	STEGMAN & COMPANY
Accountancy firm EIN	2011-12-31	520947747
2010 : JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
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	$1,068,375
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$134,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$133,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$290,968
Value of total assets at end of year	2010-12-31	$7,361,752
Value of total assets at beginning of year	2010-12-31	$6,427,550
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$880
Total interest from all sources	2010-12-31	$7,742
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$255,968
Participant contributions at end of year	2010-12-31	$144,041
Participant contributions at beginning of year	2010-12-31	$127,267
Participant contributions at end of year	2010-12-31	$2
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$24
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$11
Administrative expenses (other) incurred	2010-12-31	$880
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	$934,202
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,361,752
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,427,550
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	$7,182,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,265,283
Interest on participant loans	2010-12-31	$7,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$769,665
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	$35,000
Employer contributions (assets) at end of year	2010-12-31	$35,000
Employer contributions (assets) at beginning of year	2010-12-31	$35,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$133,269
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	STEGMAN & COMPANY
Accountancy firm EIN	2010-12-31	520947747
2009 : JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN

2023: JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	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 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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	0
Insurance policy start date	2023-01-01
Insurance policy end date	2023-09-07
Are there contracts with allocated funds for individual policies?	0
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	138
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $2,357
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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
Commission paid to Insurance Broker	USD $2,357
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

462899

Policy instance

Insurance contract or identification number	462899
Number of Individuals Covered	138
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $15,567
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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?	No
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
Commission paid to Insurance Broker	USD $15,567
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	125
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $2,617
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,617
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

462899

Policy instance

Insurance contract or identification number	462899
Number of Individuals Covered	125
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $18,289
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $18,289
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

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Company Name:	JOHN S. CONNOR, INC.
Employer identification number (EIN):	520728100
NAIC Classification:	488510
NAIC Description:	Freight Transportation Arrangement