401k Plan data: LEWIS & COMPANY 401K P/S PLAN plan

LEWIS & COMPANY 401K P/S PLAN 401k Plan overview

Plan Name	LEWIS & COMPANY 401K P/S PLAN
Plan identification number	001

LEWIS & COMPANY 401K P/S PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

LEWIS & COMPANY, P.C. has sponsored the creation of one or more 401k plans.

Company Name: LEWIS & COMPANY, P.C.

Employer identification number (EIN): 541829592

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEWIS & COMPANY 401K P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ROBERT LEWIS 2024-06-08
001 2022-01-01 ROBERT LEWIS 2023-09-26
001 2021-01-01 ROBERT LEWIS 2022-03-18
001 2020-01-01 ROBERT LEWIS 2021-07-05
001 2019-01-01 ROBERT LEWIS 2020-06-29
001 2018-01-01 ROBERT LEWIS
001 2017-01-01 ROBERT LEWIS
001 2016-01-01 ROBERT LEWIS
001 2015-01-01 ROBERT LEWIS
001 2014-01-01 ROBERT LEWIS
001 2013-01-01 ROBERT LEWIS
001 2012-01-01 ROBERT LEWIS
001 2011-01-01 ROBERT LEWIS
001 2010-01-01 ROBERT LEWIS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	ROBERT LEWIS	2024-06-08
001	2022-01-01	ROBERT LEWIS	2023-09-26
001	2021-01-01	ROBERT LEWIS	2022-03-18
001	2020-01-01	ROBERT LEWIS	2021-07-05
001	2019-01-01	ROBERT LEWIS	2020-06-29
001	2018-01-01	ROBERT LEWIS
001	2017-01-01	ROBERT LEWIS
001	2016-01-01	ROBERT LEWIS
001	2015-01-01	ROBERT LEWIS
001	2014-01-01	ROBERT LEWIS
001	2013-01-01	ROBERT LEWIS
001	2012-01-01	ROBERT LEWIS
001	2011-01-01	ROBERT LEWIS
001	2010-01-01	ROBERT LEWIS

Plan Statistics for LEWIS & COMPANY 401K P/S PLAN

401k plan membership statisitcs for LEWIS & COMPANY 401K P/S PLAN

Measure Date Value
2018: LEWIS & COMPANY 401K P/S PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Total of all active and inactive participants 2018-01-01 6
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 6
2017: LEWIS & COMPANY 401K P/S PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Total of all active and inactive participants 2017-01-01 5
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
2016: LEWIS & COMPANY 401K P/S PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Total of all active and inactive participants 2016-01-01 5
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 6
2015: LEWIS & COMPANY 401K P/S PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Total of all active and inactive participants 2015-01-01 5
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
2014: LEWIS & COMPANY 401K P/S PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total of all active and inactive participants 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 5
2013: LEWIS & COMPANY 401K P/S PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Total of all active and inactive participants 2013-01-01 5
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
2012: LEWIS & COMPANY 401K P/S PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Total of all active and inactive participants 2012-01-01 5
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
2011: LEWIS & COMPANY 401K P/S PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
2010: LEWIS & COMPANY 401K P/S PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Total of all active and inactive participants 2010-01-01 5
Total participants 2010-01-01 5
Number of participants with account balances 2010-01-01 5

Measure	Date	Value
2018: LEWIS & COMPANY 401K P/S PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Total of all active and inactive participants	2018-01-01	6
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	6
2017: LEWIS & COMPANY 401K P/S PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Total of all active and inactive participants	2017-01-01	5
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
2016: LEWIS & COMPANY 401K P/S PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Total of all active and inactive participants	2016-01-01	5
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	6
2015: LEWIS & COMPANY 401K P/S PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Total of all active and inactive participants	2015-01-01	5
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
2014: LEWIS & COMPANY 401K P/S PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total of all active and inactive participants	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	5
2013: LEWIS & COMPANY 401K P/S PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Total of all active and inactive participants	2013-01-01	5
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
2012: LEWIS & COMPANY 401K P/S PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Total of all active and inactive participants	2012-01-01	5
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
2011: LEWIS & COMPANY 401K P/S PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
2010: LEWIS & COMPANY 401K P/S PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Total of all active and inactive participants	2010-01-01	5
Total participants	2010-01-01	5
Number of participants with account balances	2010-01-01	5

Financial Data on LEWIS & COMPANY 401K P/S PLAN

Measure	Date	Value
2018 : LEWIS & COMPANY 401K P/S PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$65,487
Expenses. Total of all expenses incurred	2018-12-31	$30
Total plan assets at end of year	2018-12-31	$594,200
Total plan assets at beginning of year	2018-12-31	$528,743
Total contributions received or receivable from participants	2018-12-31	$37,874
Assets. Value of loans (other than to participants)	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$15,358
Other income received	2018-12-31	$-1,381
Net income (gross income less expenses)	2018-12-31	$65,457
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$594,200
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$528,743
Total contributions received or receivable from employer(s)	2018-12-31	$13,636
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$30
2017 : LEWIS & COMPANY 401K P/S PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$53,667
Expenses. Total of all expenses incurred	2017-12-31	$13,532
Benefits paid (including direct rollovers)	2017-12-31	$13,459
Total plan assets at end of year	2017-12-31	$528,743
Total plan assets at beginning of year	2017-12-31	$488,608
Total contributions received or receivable from participants	2017-12-31	$29,885
Assets. Value of loans (other than to participants)	2017-12-31	$16,253
Contributions received from other sources (not participants or employers)	2017-12-31	$4,652
Other income received	2017-12-31	$9,744
Net income (gross income less expenses)	2017-12-31	$40,135
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$528,743
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$488,608
Total contributions received or receivable from employer(s)	2017-12-31	$9,386
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$73
2016 : LEWIS & COMPANY 401K P/S PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$56,670
Expenses. Total of all expenses incurred	2016-12-31	$48
Total plan assets at end of year	2016-12-31	$488,608
Total plan assets at beginning of year	2016-12-31	$431,986
Value of fidelity bond covering the plan	2016-12-31	$60,000
Total contributions received or receivable from participants	2016-12-31	$40,175
Expenses. Other expenses not covered elsewhere	2016-12-31	$48
Contributions received from other sources (not participants or employers)	2016-12-31	$4,652
Other income received	2016-12-31	$3,265
Net income (gross income less expenses)	2016-12-31	$56,622
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$488,608
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$431,986
Total contributions received or receivable from employer(s)	2016-12-31	$8,578
2015 : LEWIS & COMPANY 401K P/S PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$12,668
Expenses. Total of all expenses incurred	2015-12-31	$48
Total plan assets at end of year	2015-12-31	$431,986
Total plan assets at beginning of year	2015-12-31	$419,366
Total contributions received or receivable from participants	2015-12-31	$5,169
Expenses. Other expenses not covered elsewhere	2015-12-31	$48
Contributions received from other sources (not participants or employers)	2015-12-31	$4,264
Other income received	2015-12-31	$-1,086
Net income (gross income less expenses)	2015-12-31	$12,620
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$431,986
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$419,366
Total contributions received or receivable from employer(s)	2015-12-31	$4,321
2014 : LEWIS & COMPANY 401K P/S PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$19,277
Expenses. Total of all expenses incurred	2014-12-31	$48
Total plan assets at end of year	2014-12-31	$419,366
Total plan assets at beginning of year	2014-12-31	$400,137
Value of fidelity bond covering the plan	2014-12-31	$40,000
Total contributions received or receivable from participants	2014-12-31	$7,039
Expenses. Other expenses not covered elsewhere	2014-12-31	$48
Contributions received from other sources (not participants or employers)	2014-12-31	$4,652
Other income received	2014-12-31	$1,851
Net income (gross income less expenses)	2014-12-31	$19,229
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$419,366
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$400,137
Assets. Value of participant loans	2014-12-31	$32,954
Total contributions received or receivable from employer(s)	2014-12-31	$5,735
2013 : LEWIS & COMPANY 401K P/S PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$41,277
Expenses. Total of all expenses incurred	2013-12-31	$79
Total plan assets at end of year	2013-12-31	$400,137
Total plan assets at beginning of year	2013-12-31	$358,939
Value of fidelity bond covering the plan	2013-12-31	$40,000
Total contributions received or receivable from participants	2013-12-31	$24,792
Expenses. Other expenses not covered elsewhere	2013-12-31	$79
Contributions received from other sources (not participants or employers)	2013-12-31	$5,039
Other income received	2013-12-31	$3,814
Net income (gross income less expenses)	2013-12-31	$41,198
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$400,137
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$358,939
Assets. Value of participant loans	2013-12-31	$38,017
Total contributions received or receivable from employer(s)	2013-12-31	$7,632
2012 : LEWIS & COMPANY 401K P/S PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$43,654
Expenses. Total of all expenses incurred	2012-12-31	$14,893
Benefits paid (including direct rollovers)	2012-12-31	$14,845
Total plan assets at end of year	2012-12-31	$358,939
Total plan assets at beginning of year	2012-12-31	$330,178
Total contributions received or receivable from participants	2012-12-31	$29,778
Contributions received from other sources (not participants or employers)	2012-12-31	$4,652
Other income received	2012-12-31	$2,246
Net income (gross income less expenses)	2012-12-31	$28,761
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$358,939
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$330,178
Total contributions received or receivable from employer(s)	2012-12-31	$6,978
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$48
2011 : LEWIS & COMPANY 401K P/S PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$32,014
Expenses. Total of all expenses incurred	2011-12-31	$48
Total plan assets at end of year	2011-12-31	$330,178
Total plan assets at beginning of year	2011-12-31	$298,212
Total contributions received or receivable from participants	2011-12-31	$23,058
Contributions received from other sources (not participants or employers)	2011-12-31	$4,652
Other income received	2011-12-31	$-2,403
Net income (gross income less expenses)	2011-12-31	$31,966
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$330,178
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$298,212
Total contributions received or receivable from employer(s)	2011-12-31	$6,707
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$48
2010 : LEWIS & COMPANY 401K P/S PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$40,383
Expenses. Total of all expenses incurred	2010-12-31	$5,035
Benefits paid (including direct rollovers)	2010-12-31	$4,944
Total plan assets at end of year	2010-12-31	$298,212
Total plan assets at beginning of year	2010-12-31	$262,864
Total contributions received or receivable from participants	2010-12-31	$21,358
Contributions received from other sources (not participants or employers)	2010-12-31	$4,264
Other income received	2010-12-31	$5,250
Net income (gross income less expenses)	2010-12-31	$35,348
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$298,212
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$262,864
Total contributions received or receivable from employer(s)	2010-12-31	$9,511
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$91

Form 5500 Responses for LEWIS & COMPANY 401K P/S PLAN

2018: LEWIS & COMPANY 401K P/S PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LEWIS & COMPANY 401K P/S PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LEWIS & COMPANY 401K P/S PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LEWIS & COMPANY 401K P/S PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LEWIS & COMPANY 401K P/S PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LEWIS & COMPANY 401K P/S PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LEWIS & COMPANY 401K P/S PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LEWIS & COMPANY 401K P/S PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LEWIS & COMPANY 401K P/S PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

670927

Policy instance

Insurance contract or identification number	670927
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
Insurance broker organization code?	3

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

670927

Policy instance

Insurance contract or identification number	670927
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
Insurance broker organization code?	3
Insurance broker name	RAGAN PULLEY

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

670927

Policy instance

Insurance contract or identification number	670927
Total amount of commissions paid to insurance broker	USD $1,380
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 $1,380
Insurance broker organization code?	3
Insurance broker name	RAGAN PULLEY

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

670927

Policy instance

Insurance contract or identification number	670927
Total amount of fees paid to insurance company	USD $1,296
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
Amount paid for insurance broker fees	1296
Insurance broker organization code?	3
Insurance broker name	RAGAN PULLEY

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

670927

Policy instance

Insurance contract or identification number	670927
Total amount of fees paid to insurance company	USD $1,198
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
Amount paid for insurance broker fees	1198
Insurance broker organization code?	3
Insurance broker name	RAGAN PULLEY

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

670927

Policy instance

Insurance contract or identification number	670927
Total amount of commissions paid to insurance broker	USD $1,074
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 $1,074
Insurance broker organization code?	3
Insurance broker name	RAGAN PULLEY

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

670927

Policy instance

Insurance contract or identification number	670927
Number of Individuals Covered	5
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

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

670927

Policy instance

Insurance contract or identification number	670927
Number of Individuals Covered	5
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
Insurance broker organization code?	3
Insurance broker name	RAGAN PULLEY

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Company Name:	LEWIS & COMPANY, P.C.
Employer identification number (EIN):	541829592
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants