401k Plan data: BAILEY & DIXON, LLP 401(K) PLAN plan

BAILEY & DIXON, LLP 401(K) PLAN 401k Plan overview

Plan Name	BAILEY & DIXON, LLP 401(K) PLAN
Plan identification number	002

BAILEY & DIXON, LLP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.
Life insurance

401k Sponsoring company profile

BAILEY & DIXON, LLP has sponsored the creation of one or more 401k plans.

Company Name: BAILEY & DIXON, LLP

Employer identification number (EIN): 560647766

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAILEY & DIXON, LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 ROBERT H MERRITT JR 2024-06-06 ROBERT H MERRITT JR 2024-06-06
002 2022-01-01 ROBERT H MERRITT 2023-05-12 ROBERT H MERRITT 2023-05-12
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 ROBERT H. MERRITT, JR. ROBERT H. MERRITT,JR. 2019-06-28
002 2017-01-01 ROBERT H. MERRITT, JR. ROBERT H. MERRITT,JR. 2018-08-30
002 2016-01-01 ROBERT H. MERRITT, JR.
002 2015-01-01 ROBERT H. MERRITT, JR. ROBERT H. MERRITT, JR. 2016-07-26
002 2014-01-01 ROBERT H. MERRITT, JR.
002 2013-01-01 MONIQUE SHAW
002 2012-01-01 ROBERT MERRITT ROBERT MERRITT 2013-10-08
002 2011-01-01 ROBERT MERRITT
002 2010-01-01 CATHLEEN PLAUT
002 2009-01-01 CATHLEEN PLAUT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	ROBERT H MERRITT JR	2024-06-06	ROBERT H MERRITT JR	2024-06-06
002	2022-01-01	ROBERT H MERRITT	2023-05-12	ROBERT H MERRITT	2023-05-12
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	ROBERT H. MERRITT, JR.		ROBERT H. MERRITT,JR.	2019-06-28
002	2017-01-01	ROBERT H. MERRITT, JR.		ROBERT H. MERRITT,JR.	2018-08-30
002	2016-01-01	ROBERT H. MERRITT, JR.
002	2015-01-01	ROBERT H. MERRITT, JR.		ROBERT H. MERRITT, JR.	2016-07-26
002	2014-01-01	ROBERT H. MERRITT, JR.
002	2013-01-01	MONIQUE SHAW
002	2012-01-01	ROBERT MERRITT		ROBERT MERRITT	2013-10-08
002	2011-01-01	ROBERT MERRITT
002	2010-01-01	CATHLEEN PLAUT
002	2009-01-01	CATHLEEN PLAUT

Plan Statistics for BAILEY & DIXON, LLP 401(K) PLAN

401k plan membership statisitcs for BAILEY & DIXON, LLP 401(K) PLAN

Measure Date Value
2021: BAILEY & DIXON, LLP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 21
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 6
Total of all active and inactive participants 2021-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 27
Number of participants with account balances 2021-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BAILEY & DIXON, LLP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 22
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 6
Total of all active and inactive participants 2020-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 28
Number of participants with account balances 2020-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BAILEY & DIXON, LLP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 23
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 29
Number of participants with account balances 2019-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BAILEY & DIXON, LLP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 19
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 6
Total of all active and inactive participants 2018-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 25
Number of participants with account balances 2018-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BAILEY & DIXON, LLP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 20
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 25
Number of participants with account balances 2017-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BAILEY & DIXON, LLP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 24
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 2
Total of all active and inactive participants 2016-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 26
Number of participants with account balances 2016-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BAILEY & DIXON, LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 24
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 27
Number of participants with account balances 2015-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BAILEY & DIXON, LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 27
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 29
Number of participants with account balances 2014-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BAILEY & DIXON, LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 26
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 30
Number of participants with account balances 2013-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BAILEY & DIXON, LLP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 27
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 1
Total of all active and inactive participants 2012-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 29
Number of participants with account balances 2012-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BAILEY & DIXON, LLP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 30
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 1
Total of all active and inactive participants 2011-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 32
Number of participants with account balances 2011-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BAILEY & DIXON, LLP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 34
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 0
Total of all active and inactive participants 2010-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 35
Number of participants with account balances 2010-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BAILEY & DIXON, LLP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 27
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 1
Total of all active and inactive participants 2009-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 29
Number of participants with account balances 2009-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: BAILEY & DIXON, LLP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	21
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	6
Total of all active and inactive participants	2021-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	27
Number of participants with account balances	2021-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BAILEY & DIXON, LLP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	22
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	6
Total of all active and inactive participants	2020-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	28
Number of participants with account balances	2020-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BAILEY & DIXON, LLP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	23
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	29
Number of participants with account balances	2019-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BAILEY & DIXON, LLP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	19
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	6
Total of all active and inactive participants	2018-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	25
Number of participants with account balances	2018-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BAILEY & DIXON, LLP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	20
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	25
Number of participants with account balances	2017-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BAILEY & DIXON, LLP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	24
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	2
Total of all active and inactive participants	2016-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	26
Number of participants with account balances	2016-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BAILEY & DIXON, LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	24
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	27
Number of participants with account balances	2015-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BAILEY & DIXON, LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	27
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	29
Number of participants with account balances	2014-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BAILEY & DIXON, LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	26
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	30
Number of participants with account balances	2013-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BAILEY & DIXON, LLP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	27
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	1
Total of all active and inactive participants	2012-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	29
Number of participants with account balances	2012-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BAILEY & DIXON, LLP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	30
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	1
Total of all active and inactive participants	2011-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	32
Number of participants with account balances	2011-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BAILEY & DIXON, LLP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	34
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	0
Total of all active and inactive participants	2010-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	35
Number of participants with account balances	2010-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BAILEY & DIXON, LLP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	27
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	1
Total of all active and inactive participants	2009-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	29
Number of participants with account balances	2009-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BAILEY & DIXON, LLP 401(K) PLAN

Measure	Date	Value
2021 : BAILEY & DIXON, LLP 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$15,158
Total income from all sources	2021-12-31	$1,019,549
Expenses. Total of all expenses incurred	2021-12-31	$2,235,895
Benefits paid (including direct rollovers)	2021-12-31	$2,211,067
Total plan assets at end of year	2021-12-31	$5,291,903
Total plan assets at beginning of year	2021-12-31	$6,493,091
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$146,114
Expenses. Other expenses not covered elsewhere	2021-12-31	$24,828
Other income received	2021-12-31	$830,716
Net income (gross income less expenses)	2021-12-31	$-1,216,346
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,291,903
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,493,091
Assets. Value of participant loans	2021-12-31	$9,961
Total contributions received or receivable from employer(s)	2021-12-31	$42,719
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : BAILEY & DIXON, LLP 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,132,451
Expenses. Total of all expenses incurred	2020-12-31	$48,596
Benefits paid (including direct rollovers)	2020-12-31	$21,606
Total plan assets at end of year	2020-12-31	$6,493,091
Total plan assets at beginning of year	2020-12-31	$5,409,236
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$152,431
Expenses. Other expenses not covered elsewhere	2020-12-31	$26,990
Other income received	2020-12-31	$939,623
Net income (gross income less expenses)	2020-12-31	$1,083,855
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,493,091
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,409,236
Assets. Value of participant loans	2020-12-31	$9,733
Total contributions received or receivable from employer(s)	2020-12-31	$40,397
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : BAILEY & DIXON, LLP 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,204,365
Expenses. Total of all expenses incurred	2019-12-31	$117,295
Benefits paid (including direct rollovers)	2019-12-31	$92,453
Total plan assets at end of year	2019-12-31	$5,409,236
Total plan assets at beginning of year	2019-12-31	$4,322,166
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$126,836
Expenses. Other expenses not covered elsewhere	2019-12-31	$24,842
Other income received	2019-12-31	$1,034,792
Net income (gross income less expenses)	2019-12-31	$1,087,070
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,409,236
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,322,166
Assets. Value of participant loans	2019-12-31	$2,292
Total contributions received or receivable from employer(s)	2019-12-31	$42,737
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : BAILEY & DIXON, LLP 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-48,489
Expenses. Total of all expenses incurred	2018-12-31	$383,085
Benefits paid (including direct rollovers)	2018-12-31	$360,125
Total plan assets at end of year	2018-12-31	$4,322,166
Total plan assets at beginning of year	2018-12-31	$4,753,740
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$110,030
Expenses. Other expenses not covered elsewhere	2018-12-31	$270
Other income received	2018-12-31	$-195,929
Net income (gross income less expenses)	2018-12-31	$-431,574
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,322,166
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,753,740
Assets. Value of participant loans	2018-12-31	$793
Total contributions received or receivable from employer(s)	2018-12-31	$37,410
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$22,690
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : BAILEY & DIXON, LLP 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$963,219
Expenses. Total of all expenses incurred	2017-12-31	$219,060
Benefits paid (including direct rollovers)	2017-12-31	$196,860
Total plan assets at end of year	2017-12-31	$4,753,740
Total plan assets at beginning of year	2017-12-31	$4,009,581
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$140,146
Expenses. Other expenses not covered elsewhere	2017-12-31	$270
Contributions received from other sources (not participants or employers)	2017-12-31	$2,571
Other income received	2017-12-31	$775,745
Net income (gross income less expenses)	2017-12-31	$744,159
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,753,740
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,009,581
Total contributions received or receivable from employer(s)	2017-12-31	$44,757
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$21,930
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : BAILEY & DIXON, LLP 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$513,320
Expenses. Total of all expenses incurred	2016-12-31	$232,779
Benefits paid (including direct rollovers)	2016-12-31	$198,730
Total plan assets at end of year	2016-12-31	$4,009,581
Total plan assets at beginning of year	2016-12-31	$3,729,040
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$129,466
Expenses. Other expenses not covered elsewhere	2016-12-31	$270
Other income received	2016-12-31	$343,187
Net income (gross income less expenses)	2016-12-31	$280,541
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,009,581
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,729,040
Assets. Value of participant loans	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$40,667
Value of corrective distributions	2016-12-31	$14,862
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$18,917
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : BAILEY & DIXON, LLP 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$221,214
Expenses. Total of all expenses incurred	2015-12-31	$160,069
Benefits paid (including direct rollovers)	2015-12-31	$137,018
Total plan assets at end of year	2015-12-31	$3,729,040
Total plan assets at beginning of year	2015-12-31	$3,667,895
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$154,351
Expenses. Other expenses not covered elsewhere	2015-12-31	$19,211
Other income received	2015-12-31	$21,375
Net income (gross income less expenses)	2015-12-31	$61,145
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,729,040
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,667,895
Assets. Value of participant loans	2015-12-31	$1,996
Total contributions received or receivable from employer(s)	2015-12-31	$45,488
Value of certain deemed distributions of participant loans	2015-12-31	$1,582
Value of corrective distributions	2015-12-31	$2,258
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BAILEY & DIXON, LLP 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$432,887
Expenses. Total of all expenses incurred	2014-12-31	$854,581
Benefits paid (including direct rollovers)	2014-12-31	$837,845
Total plan assets at end of year	2014-12-31	$3,667,895
Total plan assets at beginning of year	2014-12-31	$4,089,589
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$145,445
Other income received	2014-12-31	$238,687
Net income (gross income less expenses)	2014-12-31	$-421,694
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,667,895
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,089,589
Assets. Value of participant loans	2014-12-31	$15,801
Total contributions received or receivable from employer(s)	2014-12-31	$48,755
Value of corrective distributions	2014-12-31	$3,737
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$12,999
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : BAILEY & DIXON, LLP 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$787,681
Expenses. Total of all expenses incurred	2013-12-31	$141,152
Benefits paid (including direct rollovers)	2013-12-31	$138,857
Total plan assets at end of year	2013-12-31	$4,089,589
Total plan assets at beginning of year	2013-12-31	$3,443,060
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$96,959
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$608,536
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$646,529
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,089,589
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,443,060
Assets. Value of participant loans	2013-12-31	$30,935
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$8,050
Total contributions received or receivable from employer(s)	2013-12-31	$82,186
Value of certain deemed distributions of participant loans	2013-12-31	$1,833
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$462
2012 : BAILEY & DIXON, LLP 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$605,259
Expenses. Total of all expenses incurred	2012-12-31	$630,816
Benefits paid (including direct rollovers)	2012-12-31	$630,263
Total plan assets at end of year	2012-12-31	$3,443,060
Total plan assets at beginning of year	2012-12-31	$3,468,617
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$107,940
Contributions received from other sources (not participants or employers)	2012-12-31	$13,623
Other income received	2012-12-31	$384,100
Net income (gross income less expenses)	2012-12-31	$-25,557
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,443,060
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,468,617
Assets. Value of participant loans	2012-12-31	$30,199
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$8,050
Total contributions received or receivable from employer(s)	2012-12-31	$99,596
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$553
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BAILEY & DIXON, LLP 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$96,495
Expenses. Total of all expenses incurred	2011-12-31	$132,709
Benefits paid (including direct rollovers)	2011-12-31	$132,089
Total plan assets at end of year	2011-12-31	$3,468,617
Total plan assets at beginning of year	2011-12-31	$3,504,831
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$106,635
Other income received	2011-12-31	$-104,610
Net income (gross income less expenses)	2011-12-31	$-36,214
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,468,617
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,504,831
Assets. Value of participant loans	2011-12-31	$39,212
Total contributions received or receivable from employer(s)	2011-12-31	$94,470
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$620
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : BAILEY & DIXON, LLP 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$604,191
Expenses. Total of all expenses incurred	2010-12-31	$253,867
Benefits paid (including direct rollovers)	2010-12-31	$253,562
Total plan assets at end of year	2010-12-31	$3,504,831
Total plan assets at beginning of year	2010-12-31	$3,154,507
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$118,262
Other income received	2010-12-31	$403,467
Net income (gross income less expenses)	2010-12-31	$350,324
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,504,831
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,154,507
Assets. Value of participant loans	2010-12-31	$27,612
Total contributions received or receivable from employer(s)	2010-12-31	$82,462
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$305
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : BAILEY & DIXON, LLP 401(K) PLAN 2009 401k financial data
Total income from all sources	2009-12-31	$530,973
Expenses. Total of all expenses incurred	2009-12-31	$556
Total plan assets at end of year	2009-12-31	$3,154,507
Total plan assets at beginning of year	2009-12-31	$2,624,090
Value of fidelity bond covering the plan	2009-12-31	$300,000
Total contributions received or receivable from participants	2009-12-31	$97,374
Other income received	2009-12-31	$363,846
Net income (gross income less expenses)	2009-12-31	$530,417
Net plan assets at end of year (total assets less liabilities)	2009-12-31	$3,154,507
Net plan assets at beginning of year (total assets less liabilities)	2009-12-31	$2,624,090
Assets. Value of participant loans	2009-12-31	$18,076
Total contributions received or receivable from employer(s)	2009-12-31	$69,753
Expenses. Administrative service providers (salaries,fees and commissions)	2009-12-31	$556

Form 5500 Responses for BAILEY & DIXON, LLP 401(K) PLAN

2021: BAILEY & DIXON, LLP 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – 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
2020: BAILEY & DIXON, LLP 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BAILEY & DIXON, LLP 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BAILEY & DIXON, LLP 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BAILEY & DIXON, LLP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BAILEY & DIXON, LLP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – 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: BAILEY & DIXON, LLP 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – 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: BAILEY & DIXON, LLP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – 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: BAILEY & DIXON, LLP 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BAILEY & DIXON, LLP 401(K) 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BAILEY & DIXON, LLP 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BAILEY & DIXON, LLP 401(K) 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 funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BAILEY & DIXON, LLP 401(K) PLAN 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

39369025

Policy instance

Insurance contract or identification number	39369025
Number of Individuals Covered	1
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $6
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
Amount paid for insurance broker fees	6
Additional information about fees paid to insurance broker	GROSS DEALER CONCESSION
Insurance broker organization code?	4

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

39369025

Policy instance

Insurance contract or identification number	39369025
Number of Individuals Covered	1
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $6
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	6
Additional information about fees paid to insurance broker	GROSS DEALER CONCESSION
Insurance broker organization code?	4

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

39369025

Policy instance

Insurance contract or identification number	39369025
Number of Individuals Covered	1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $6
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	6
Additional information about fees paid to insurance broker	GROSS DEALER CONCESSION
Insurance broker organization code?	4

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

39369025

Policy instance

Insurance contract or identification number	39369025
Number of Individuals Covered	1
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $12
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	12
Additional information about fees paid to insurance broker	GROSS DEALER CONCESSION
Insurance broker organization code?	4

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

39369025

Policy instance

Insurance contract or identification number	39369025
Number of Individuals Covered	1
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $12
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	12
Additional information about fees paid to insurance broker	GROSS DEALER CONCESSION
Insurance broker organization code?	4
Insurance broker name	NEW ENGLAND LIFE INSURANCE COMPANY

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

39369025

Policy instance

Insurance contract or identification number	39369025
Number of Individuals Covered	1
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 $12
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?	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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	12
Additional information about fees paid to insurance broker	GROSS DEALER CONCESSION
Insurance broker organization code?	4
Insurance broker name	NEW ENGLAND FINANCIAL

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

39369025

Policy instance

Insurance contract or identification number	39369025
Number of Individuals Covered	1
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 $12
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?	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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	12
Additional information about fees paid to insurance broker	GROSS DEALER CONCESSION
Insurance broker organization code?	4
Insurance broker name	NEW ENGLAND FINANCIAL

Potentially related plans

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Company Name:	BAILEY & DIXON, LLP
Employer identification number (EIN):	560647766
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers