401k Plan data: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. plan

401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 401k Plan overview

Plan Name	401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A.
Plan identification number	001

401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO, AND BOZARTH, P.A. has sponsored the creation of one or more 401k plans.

Company Name: DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO, AND BOZARTH, P.A.

Employer identification number (EIN): 592049716

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-02-01
001 2021-02-01
001 2020-02-01
001 2020-02-01
001 2019-02-01
001 2018-02-01
001 2017-02-01 JAY VAN HEYDE
001 2016-02-01 JAY VAN HEYDE
001 2015-02-01 JAY VAN HEYDE
001 2014-02-01 JAY VAN HEYDE
001 2013-02-01 JAY VAN HEYDE
001 2012-02-01 STEVEN C. LEE
001 2011-02-01 STEVEN C. LEE
001 2009-02-01 STEVEN C. LEE STEVEN C. LEE 2010-08-23

Plan Statistics for 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A.

401k plan membership statisitcs for 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A.

Measure Date Value
2022: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2022 401k membership
Total participants, beginning-of-year 2022-02-01 118
Total number of active participants reported on line 7a of the Form 5500 2022-02-01 95
Number of retired or separated participants receiving benefits 2022-02-01 0
Number of other retired or separated participants entitled to future benefits 2022-02-01 23
Total of all active and inactive participants 2022-02-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-02-01 0
Total participants 2022-02-01 118
Number of participants with account balances 2022-02-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-02-01 5
2021: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2021 401k membership
Total participants, beginning-of-year 2021-02-01 115
Total number of active participants reported on line 7a of the Form 5500 2021-02-01 95
Number of retired or separated participants receiving benefits 2021-02-01 0
Number of other retired or separated participants entitled to future benefits 2021-02-01 23
Total of all active and inactive participants 2021-02-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-02-01 0
Total participants 2021-02-01 118
Number of participants with account balances 2021-02-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-02-01 3
2020: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2020 401k membership
Total participants, beginning-of-year 2020-02-01 129
Total number of active participants reported on line 7a of the Form 5500 2020-02-01 96
Number of retired or separated participants receiving benefits 2020-02-01 0
Number of other retired or separated participants entitled to future benefits 2020-02-01 19
Total of all active and inactive participants 2020-02-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-02-01 0
Total participants 2020-02-01 115
Number of participants with account balances 2020-02-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-02-01 1
2019: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2019 401k membership
Total participants, beginning-of-year 2019-02-01 121
Total number of active participants reported on line 7a of the Form 5500 2019-02-01 103
Number of retired or separated participants receiving benefits 2019-02-01 0
Number of other retired or separated participants entitled to future benefits 2019-02-01 24
Total of all active and inactive participants 2019-02-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-02-01 2
Total participants 2019-02-01 129
Number of participants with account balances 2019-02-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-02-01 10
2018: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2018 401k membership
Total participants, beginning-of-year 2018-02-01 120
Total number of active participants reported on line 7a of the Form 5500 2018-02-01 104
Number of retired or separated participants receiving benefits 2018-02-01 0
Number of other retired or separated participants entitled to future benefits 2018-02-01 15
Total of all active and inactive participants 2018-02-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-02-01 2
Total participants 2018-02-01 121
Number of participants with account balances 2018-02-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-02-01 2
2017: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2017 401k membership
Total participants, beginning-of-year 2017-02-01 125
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 102
Number of retired or separated participants receiving benefits 2017-02-01 0
Number of other retired or separated participants entitled to future benefits 2017-02-01 18
Total of all active and inactive participants 2017-02-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-02-01 0
Total participants 2017-02-01 120
Number of participants with account balances 2017-02-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-02-01 3
2016: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2016 401k membership
Total participants, beginning-of-year 2016-02-01 113
Total number of active participants reported on line 7a of the Form 5500 2016-02-01 92
Number of retired or separated participants receiving benefits 2016-02-01 0
Number of other retired or separated participants entitled to future benefits 2016-02-01 17
Total of all active and inactive participants 2016-02-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-02-01 1
Total participants 2016-02-01 110
Number of participants with account balances 2016-02-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-02-01 8
2015: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2015 401k membership
Total participants, beginning-of-year 2015-02-01 106
Total number of active participants reported on line 7a of the Form 5500 2015-02-01 91
Number of retired or separated participants receiving benefits 2015-02-01 0
Number of other retired or separated participants entitled to future benefits 2015-02-01 12
Total of all active and inactive participants 2015-02-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-02-01 0
Total participants 2015-02-01 103
Number of participants with account balances 2015-02-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-02-01 1
2014: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2014 401k membership
Total participants, beginning-of-year 2014-02-01 103
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 85
Number of retired or separated participants receiving benefits 2014-02-01 0
Number of other retired or separated participants entitled to future benefits 2014-02-01 12
Total of all active and inactive participants 2014-02-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-02-01 0
Total participants 2014-02-01 97
Number of participants with account balances 2014-02-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-02-01 4
2013: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2013 401k membership
Total participants, beginning-of-year 2013-02-01 97
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 91
Number of retired or separated participants receiving benefits 2013-02-01 0
Number of other retired or separated participants entitled to future benefits 2013-02-01 8
Total of all active and inactive participants 2013-02-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-01 0
Total participants 2013-02-01 99
Number of participants with account balances 2013-02-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-01 0
2012: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2012 401k membership
Total participants, beginning-of-year 2012-02-01 110
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 91
Number of retired or separated participants receiving benefits 2012-02-01 0
Number of other retired or separated participants entitled to future benefits 2012-02-01 6
Total of all active and inactive participants 2012-02-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 0
Total participants 2012-02-01 97
Number of participants with account balances 2012-02-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 3
2011: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2011 401k membership
Total participants, beginning-of-year 2011-02-01 111
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 95
Number of retired or separated participants receiving benefits 2011-02-01 0
Number of other retired or separated participants entitled to future benefits 2011-02-01 10
Total of all active and inactive participants 2011-02-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 0
Total participants 2011-02-01 105
Number of participants with account balances 2011-02-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 2
2009: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2009 401k membership
Total participants, beginning-of-year 2009-02-01 134
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 102
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 20
Total of all active and inactive participants 2009-02-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 0
Total participants 2009-02-01 122
Number of participants with account balances 2009-02-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 8

Measure	Date	Value
2022: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2022 401k membership
Total participants, beginning-of-year	2022-02-01	118
Total number of active participants reported on line 7a of the Form 5500	2022-02-01	95
Number of retired or separated participants receiving benefits	2022-02-01	0
Number of other retired or separated participants entitled to future benefits	2022-02-01	23
Total of all active and inactive participants	2022-02-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-02-01	0
Total participants	2022-02-01	118
Number of participants with account balances	2022-02-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-02-01	5
2021: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2021 401k membership
Total participants, beginning-of-year	2021-02-01	115
Total number of active participants reported on line 7a of the Form 5500	2021-02-01	95
Number of retired or separated participants receiving benefits	2021-02-01	0
Number of other retired or separated participants entitled to future benefits	2021-02-01	23
Total of all active and inactive participants	2021-02-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-02-01	0
Total participants	2021-02-01	118
Number of participants with account balances	2021-02-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-02-01	3
2020: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2020 401k membership
Total participants, beginning-of-year	2020-02-01	129
Total number of active participants reported on line 7a of the Form 5500	2020-02-01	96
Number of retired or separated participants receiving benefits	2020-02-01	0
Number of other retired or separated participants entitled to future benefits	2020-02-01	19
Total of all active and inactive participants	2020-02-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-02-01	0
Total participants	2020-02-01	115
Number of participants with account balances	2020-02-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-02-01	1
2019: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2019 401k membership
Total participants, beginning-of-year	2019-02-01	121
Total number of active participants reported on line 7a of the Form 5500	2019-02-01	103
Number of retired or separated participants receiving benefits	2019-02-01	0
Number of other retired or separated participants entitled to future benefits	2019-02-01	24
Total of all active and inactive participants	2019-02-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-02-01	2
Total participants	2019-02-01	129
Number of participants with account balances	2019-02-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-02-01	10
2018: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2018 401k membership
Total participants, beginning-of-year	2018-02-01	120
Total number of active participants reported on line 7a of the Form 5500	2018-02-01	104
Number of retired or separated participants receiving benefits	2018-02-01	0
Number of other retired or separated participants entitled to future benefits	2018-02-01	15
Total of all active and inactive participants	2018-02-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-02-01	2
Total participants	2018-02-01	121
Number of participants with account balances	2018-02-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-02-01	2
2017: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2017 401k membership
Total participants, beginning-of-year	2017-02-01	125
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	102
Number of retired or separated participants receiving benefits	2017-02-01	0
Number of other retired or separated participants entitled to future benefits	2017-02-01	18
Total of all active and inactive participants	2017-02-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-02-01	0
Total participants	2017-02-01	120
Number of participants with account balances	2017-02-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-02-01	3
2016: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2016 401k membership
Total participants, beginning-of-year	2016-02-01	113
Total number of active participants reported on line 7a of the Form 5500	2016-02-01	92
Number of retired or separated participants receiving benefits	2016-02-01	0
Number of other retired or separated participants entitled to future benefits	2016-02-01	17
Total of all active and inactive participants	2016-02-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-02-01	1
Total participants	2016-02-01	110
Number of participants with account balances	2016-02-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-02-01	8
2015: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2015 401k membership
Total participants, beginning-of-year	2015-02-01	106
Total number of active participants reported on line 7a of the Form 5500	2015-02-01	91
Number of retired or separated participants receiving benefits	2015-02-01	0
Number of other retired or separated participants entitled to future benefits	2015-02-01	12
Total of all active and inactive participants	2015-02-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-02-01	0
Total participants	2015-02-01	103
Number of participants with account balances	2015-02-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-02-01	1
2014: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2014 401k membership
Total participants, beginning-of-year	2014-02-01	103
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	85
Number of retired or separated participants receiving benefits	2014-02-01	0
Number of other retired or separated participants entitled to future benefits	2014-02-01	12
Total of all active and inactive participants	2014-02-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-02-01	0
Total participants	2014-02-01	97
Number of participants with account balances	2014-02-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-02-01	4
2013: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2013 401k membership
Total participants, beginning-of-year	2013-02-01	97
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	91
Number of retired or separated participants receiving benefits	2013-02-01	0
Number of other retired or separated participants entitled to future benefits	2013-02-01	8
Total of all active and inactive participants	2013-02-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-01	0
Total participants	2013-02-01	99
Number of participants with account balances	2013-02-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-01	0
2012: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2012 401k membership
Total participants, beginning-of-year	2012-02-01	110
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	91
Number of retired or separated participants receiving benefits	2012-02-01	0
Number of other retired or separated participants entitled to future benefits	2012-02-01	6
Total of all active and inactive participants	2012-02-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	0
Total participants	2012-02-01	97
Number of participants with account balances	2012-02-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	3
2011: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2011 401k membership
Total participants, beginning-of-year	2011-02-01	111
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	95
Number of retired or separated participants receiving benefits	2011-02-01	0
Number of other retired or separated participants entitled to future benefits	2011-02-01	10
Total of all active and inactive participants	2011-02-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	0
Total participants	2011-02-01	105
Number of participants with account balances	2011-02-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	2
2009: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2009 401k membership
Total participants, beginning-of-year	2009-02-01	134
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	102
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	20
Total of all active and inactive participants	2009-02-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	0
Total participants	2009-02-01	122
Number of participants with account balances	2009-02-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	8

Financial Data on 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A.

Measure	Date	Value
2023 : 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-31	$0
Total income from all sources (including contributions)	2023-01-31	$-923,629
Total loss/gain on sale of assets	2023-01-31	$0
Total of all expenses incurred	2023-01-31	$938,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-31	$908,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-31	$1,127,422
Value of total assets at end of year	2023-01-31	$26,399,971
Value of total assets at beginning of year	2023-01-31	$28,261,611
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-31	$29,532
Total interest from all sources	2023-01-31	$21,065
Total dividends received (eg from common stock, registered investment company shares)	2023-01-31	$1,489,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-31	$1,489,561
Was this plan covered by a fidelity bond	2023-01-31	Yes
Value of fidelity bond cover	2023-01-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-01-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-31	No
Contributions received from participants	2023-01-31	$1,171,146
Participant contributions at end of year	2023-01-31	$62,843
Participant contributions at beginning of year	2023-01-31	$115,051
Participant contributions at end of year	2023-01-31	$25,977
Participant contributions at beginning of year	2023-01-31	$30,205
Assets. Other investments not covered elsewhere at end of year	2023-01-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-01-31	$0
Administrative expenses (other) incurred	2023-01-31	$29,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-31	No
Value of net income/loss	2023-01-31	$-1,861,640
Value of net assets at end of year (total assets less liabilities)	2023-01-31	$26,399,971
Value of net assets at beginning of year (total assets less liabilities)	2023-01-31	$28,261,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-31	No
Were any leases to which the plan was party in default or uncollectible	2023-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-31	$26,305,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-31	$24,746,856
Interest on participant loans	2023-01-31	$4,650
Value of interest in common/collective trusts at end of year	2023-01-31	$0
Value of interest in common/collective trusts at beginning of year	2023-01-31	$2,193,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-01-31	$6,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-01-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-01-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-01-31	$16,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-31	$-3,561,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-31	No
Was there a failure to transmit to the plan any participant contributions	2023-01-31	No
Has the plan failed to provide any benefit when due under the plan	2023-01-31	No
Contributions received in cash from employer	2023-01-31	$-43,724
Employer contributions (assets) at end of year	2023-01-31	$0
Employer contributions (assets) at beginning of year	2023-01-31	$1,176,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-31	$908,479
Liabilities. Value of benefit claims payable at end of year	2023-01-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-01-31	$0
Did the plan have assets held for investment	2023-01-31	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	2023-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-31	No
Opinion of an independent qualified public accountant for this plan	2023-01-31	Unqualified
Accountancy firm name	2023-01-31	BERMAN HOPKINS WRIGHT & LAHAM CPA'S
Accountancy firm EIN	2023-01-31	591152714
2022 : 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-31	$0
Total income from all sources (including contributions)	2022-01-31	$5,915,474
Total loss/gain on sale of assets	2022-01-31	$0
Total of all expenses incurred	2022-01-31	$4,989,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-31	$4,976,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-31	$3,344,529
Value of total assets at end of year	2022-01-31	$28,261,611
Value of total assets at beginning of year	2022-01-31	$27,335,718
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-31	$13,013
Total interest from all sources	2022-01-31	$7,746
Total dividends received (eg from common stock, registered investment company shares)	2022-01-31	$1,740,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-31	$1,740,446
Was this plan covered by a fidelity bond	2022-01-31	Yes
Value of fidelity bond cover	2022-01-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2022-01-31	No
Contributions received from participants	2022-01-31	$1,148,240
Participant contributions at end of year	2022-01-31	$115,051
Participant contributions at beginning of year	2022-01-31	$130,678
Participant contributions at end of year	2022-01-31	$30,205
Participant contributions at beginning of year	2022-01-31	$26,000
Assets. Other investments not covered elsewhere at end of year	2022-01-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-01-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-31	$1,035,627
Administrative expenses (other) incurred	2022-01-31	$13,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-31	No
Value of net income/loss	2022-01-31	$925,893
Value of net assets at end of year (total assets less liabilities)	2022-01-31	$28,261,611
Value of net assets at beginning of year (total assets less liabilities)	2022-01-31	$27,335,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-31	No
Were any leases to which the plan was party in default or uncollectible	2022-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-31	$24,746,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-31	$24,143,678
Interest on participant loans	2022-01-31	$7,745
Value of interest in common/collective trusts at end of year	2022-01-31	$2,193,326
Value of interest in common/collective trusts at beginning of year	2022-01-31	$2,210,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-01-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-01-31	$20,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-01-31	$20,007
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-01-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-31	$822,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-31	No
Was there a failure to transmit to the plan any participant contributions	2022-01-31	No
Has the plan failed to provide any benefit when due under the plan	2022-01-31	No
Contributions received in cash from employer	2022-01-31	$1,160,662
Employer contributions (assets) at end of year	2022-01-31	$1,176,173
Employer contributions (assets) at beginning of year	2022-01-31	$804,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-31	$4,976,568
Liabilities. Value of benefit claims payable at end of year	2022-01-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-01-31	$0
Did the plan have assets held for investment	2022-01-31	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	2022-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-31	No
Opinion of an independent qualified public accountant for this plan	2022-01-31	Unqualified
Accountancy firm name	2022-01-31	BERMAN HOPKINS WRIGHT & LAHAM CPA'S
Accountancy firm EIN	2022-01-31	591152714
2021 : 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-01-31	$0
Total income from all sources (including contributions)	2021-01-31	$5,078,933
Total loss/gain on sale of assets	2021-01-31	$0
Total of all expenses incurred	2021-01-31	$1,561,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-01-31	$1,535,111
Value of total corrective distributions	2021-01-31	$427
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-01-31	$1,811,248
Value of total assets at end of year	2021-01-31	$27,335,718
Value of total assets at beginning of year	2021-01-31	$23,818,356
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-01-31	$26,033
Total interest from all sources	2021-01-31	$22,242
Total dividends received (eg from common stock, registered investment company shares)	2021-01-31	$750,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-01-31	$750,180
Was this plan covered by a fidelity bond	2021-01-31	Yes
Value of fidelity bond cover	2021-01-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-01-31	No
Contributions received from participants	2021-01-31	$1,004,739
Participant contributions at end of year	2021-01-31	$130,678
Participant contributions at beginning of year	2021-01-31	$220,898
Participant contributions at end of year	2021-01-31	$26,000
Participant contributions at beginning of year	2021-01-31	$27,542
Assets. Other investments not covered elsewhere at end of year	2021-01-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-01-31	$3,297,339
Administrative expenses (other) incurred	2021-01-31	$26,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-01-31	No
Value of net income/loss	2021-01-31	$3,517,362
Value of net assets at end of year (total assets less liabilities)	2021-01-31	$27,335,718
Value of net assets at beginning of year (total assets less liabilities)	2021-01-31	$23,818,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-01-31	No
Were any leases to which the plan was party in default or uncollectible	2021-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-01-31	$24,143,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-01-31	$17,788,069
Interest on participant loans	2021-01-31	$9,978
Value of interest in common/collective trusts at end of year	2021-01-31	$2,210,759
Value of interest in common/collective trusts at beginning of year	2021-01-31	$1,883,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-01-31	$20,007
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-01-31	$2,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-01-31	$2,610
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-01-31	$12,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-01-31	$2,452,872
Net investment gain or loss from common/collective trusts	2021-01-31	$42,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-01-31	No
Was there a failure to transmit to the plan any participant contributions	2021-01-31	No
Has the plan failed to provide any benefit when due under the plan	2021-01-31	No
Contributions received in cash from employer	2021-01-31	$806,509
Employer contributions (assets) at end of year	2021-01-31	$804,596
Employer contributions (assets) at beginning of year	2021-01-31	$598,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-01-31	$1,535,111
Liabilities. Value of benefit claims payable at end of year	2021-01-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-01-31	$0
Did the plan have assets held for investment	2021-01-31	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	2021-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-01-31	No
Opinion of an independent qualified public accountant for this plan	2021-01-31	Disclaimer
Accountancy firm name	2021-01-31	BERMAN HOPKINS WRIGHT & LAHAM CPA'S
Accountancy firm EIN	2021-01-31	591152714
2020 : 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-01-31	$0
Total unrealized appreciation/depreciation of assets	2020-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-31	$0
Total income from all sources (including contributions)	2020-01-31	$4,403,018
Total income from all sources (including contributions)	2020-01-31	$4,403,018
Total loss/gain on sale of assets	2020-01-31	$0
Total loss/gain on sale of assets	2020-01-31	$0
Total of all expenses incurred	2020-01-31	$4,387,658
Total of all expenses incurred	2020-01-31	$4,387,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-01-31	$4,362,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-01-31	$4,362,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-01-31	$1,592,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-01-31	$1,592,851
Value of total assets at end of year	2020-01-31	$23,818,356
Value of total assets at beginning of year	2020-01-31	$23,802,996
Value of total assets at beginning of year	2020-01-31	$23,802,996
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-01-31	$25,235
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-01-31	$25,235
Total interest from all sources	2020-01-31	$26,084
Total interest from all sources	2020-01-31	$26,084
Total dividends received (eg from common stock, registered investment company shares)	2020-01-31	$653,079
Total dividends received (eg from common stock, registered investment company shares)	2020-01-31	$653,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-01-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-01-31	$653,079
Total dividends received from registered investment company shares (eg mutual funds)	2020-01-31	$653,079
Was this plan covered by a fidelity bond	2020-01-31	Yes
Was this plan covered by a fidelity bond	2020-01-31	Yes
Value of fidelity bond cover	2020-01-31	$1,000,000
Value of fidelity bond cover	2020-01-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-01-31	No
If this is an individual account plan, was there a blackout period	2020-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-01-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-01-31	No
Contributions received from participants	2020-01-31	$999,891
Contributions received from participants	2020-01-31	$999,891
Participant contributions at end of year	2020-01-31	$220,898
Participant contributions at end of year	2020-01-31	$220,898
Participant contributions at beginning of year	2020-01-31	$280,461
Participant contributions at beginning of year	2020-01-31	$280,461
Participant contributions at end of year	2020-01-31	$27,542
Participant contributions at end of year	2020-01-31	$27,542
Participant contributions at beginning of year	2020-01-31	$72,499
Participant contributions at beginning of year	2020-01-31	$72,499
Assets. Other investments not covered elsewhere at end of year	2020-01-31	$3,297,339
Assets. Other investments not covered elsewhere at end of year	2020-01-31	$3,297,339
Assets. Other investments not covered elsewhere at beginning of year	2020-01-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-01-31	$0
Administrative expenses (other) incurred	2020-01-31	$25,235
Administrative expenses (other) incurred	2020-01-31	$25,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-01-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-01-31	No
Value of net income/loss	2020-01-31	$15,360
Value of net income/loss	2020-01-31	$15,360
Value of net assets at end of year (total assets less liabilities)	2020-01-31	$23,818,356
Value of net assets at end of year (total assets less liabilities)	2020-01-31	$23,818,356
Value of net assets at beginning of year (total assets less liabilities)	2020-01-31	$23,802,996
Value of net assets at beginning of year (total assets less liabilities)	2020-01-31	$23,802,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-01-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-01-31	No
Were any leases to which the plan was party in default or uncollectible	2020-01-31	No
Were any leases to which the plan was party in default or uncollectible	2020-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-01-31	$17,788,069
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-01-31	$17,788,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-01-31	$22,850,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-01-31	$22,850,199
Interest on participant loans	2020-01-31	$13,983
Interest on participant loans	2020-01-31	$13,983
Value of interest in common/collective trusts at end of year	2020-01-31	$1,883,715
Value of interest in common/collective trusts at end of year	2020-01-31	$1,883,715
Value of interest in common/collective trusts at beginning of year	2020-01-31	$63,302
Value of interest in common/collective trusts at beginning of year	2020-01-31	$63,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-01-31	$2,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-01-31	$2,610
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-01-31	$6,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-01-31	$6,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-01-31	$6,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-01-31	$6,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-01-31	$12,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-01-31	$2,131,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-01-31	$2,131,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-01-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-01-31	No
Was there a failure to transmit to the plan any participant contributions	2020-01-31	No
Was there a failure to transmit to the plan any participant contributions	2020-01-31	No
Has the plan failed to provide any benefit when due under the plan	2020-01-31	No
Has the plan failed to provide any benefit when due under the plan	2020-01-31	No
Contributions received in cash from employer	2020-01-31	$592,960
Contributions received in cash from employer	2020-01-31	$592,960
Employer contributions (assets) at end of year	2020-01-31	$598,183
Employer contributions (assets) at end of year	2020-01-31	$598,183
Employer contributions (assets) at beginning of year	2020-01-31	$530,003
Employer contributions (assets) at beginning of year	2020-01-31	$530,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-01-31	$4,362,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-01-31	$4,362,423
Liabilities. Value of benefit claims payable at end of year	2020-01-31	$0
Liabilities. Value of benefit claims payable at end of year	2020-01-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-01-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-01-31	$0
Did the plan have assets held for investment	2020-01-31	Yes
Did the plan have assets held for investment	2020-01-31	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	2020-01-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-01-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2020-01-31	Disclaimer
Accountancy firm name	2020-01-31	BERMAN HOPKINS WRIGHT & LAHAM CPA'S
Accountancy firm name	2020-01-31	BERMAN HOPKINS WRIGHT & LAHAM CPA'S
Accountancy firm EIN	2020-01-31	591152714
Accountancy firm EIN	2020-01-31	591152714
2019 : 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-01-31	$0
Total income from all sources (including contributions)	2019-01-31	$652,631
Total loss/gain on sale of assets	2019-01-31	$0
Total of all expenses incurred	2019-01-31	$1,407,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-01-31	$1,403,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-01-31	$1,363,736
Value of total assets at end of year	2019-01-31	$23,802,996
Value of total assets at beginning of year	2019-01-31	$24,557,467
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-01-31	$3,338
Total interest from all sources	2019-01-31	$9,790
Total dividends received (eg from common stock, registered investment company shares)	2019-01-31	$584,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-01-31	$584,913
Was this plan covered by a fidelity bond	2019-01-31	Yes
Value of fidelity bond cover	2019-01-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-01-31	No
Contributions received from participants	2019-01-31	$833,733
Participant contributions at end of year	2019-01-31	$280,461
Participant contributions at beginning of year	2019-01-31	$178,579
Participant contributions at end of year	2019-01-31	$72,499
Participant contributions at beginning of year	2019-01-31	$111,916
Assets. Other investments not covered elsewhere at end of year	2019-01-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-01-31	$6,748,400
Administrative expenses (other) incurred	2019-01-31	$3,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-01-31	No
Value of net income/loss	2019-01-31	$-754,471
Value of net assets at end of year (total assets less liabilities)	2019-01-31	$23,802,996
Value of net assets at beginning of year (total assets less liabilities)	2019-01-31	$24,557,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-01-31	No
Were any leases to which the plan was party in default or uncollectible	2019-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-01-31	$22,850,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-01-31	$15,266,716
Interest on participant loans	2019-01-31	$9,772
Value of interest in common/collective trusts at end of year	2019-01-31	$63,302
Value of interest in common/collective trusts at beginning of year	2019-01-31	$1,754,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-01-31	$6,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-01-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-01-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-01-31	$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-01-31	$-1,305,955
Net investment gain or loss from common/collective trusts	2019-01-31	$147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-01-31	No
Was there a failure to transmit to the plan any participant contributions	2019-01-31	No
Has the plan failed to provide any benefit when due under the plan	2019-01-31	No
Contributions received in cash from employer	2019-01-31	$530,003
Employer contributions (assets) at end of year	2019-01-31	$530,003
Employer contributions (assets) at beginning of year	2019-01-31	$497,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-01-31	$1,403,764
Liabilities. Value of benefit claims payable at end of year	2019-01-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-01-31	$0
Did the plan have assets held for investment	2019-01-31	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	2019-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-01-31	Disclaimer
Accountancy firm name	2019-01-31	BERMAN HOPKINS WRIGHT & LAHAM CPA'S
Accountancy firm EIN	2019-01-31	591152714
2018 : 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-01-31	$0
Total income from all sources (including contributions)	2018-01-31	$4,839,289
Total loss/gain on sale of assets	2018-01-31	$0
Total of all expenses incurred	2018-01-31	$1,660,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-01-31	$1,657,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-01-31	$1,407,542
Value of total assets at end of year	2018-01-31	$24,557,467
Value of total assets at beginning of year	2018-01-31	$21,378,541
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-01-31	$3,220
Total interest from all sources	2018-01-31	$6,689
Total dividends received (eg from common stock, registered investment company shares)	2018-01-31	$447,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-01-31	$447,363
Was this plan covered by a fidelity bond	2018-01-31	Yes
Value of fidelity bond cover	2018-01-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-01-31	No
Contributions received from participants	2018-01-31	$878,599
Participant contributions at end of year	2018-01-31	$178,579
Participant contributions at beginning of year	2018-01-31	$184,984
Participant contributions at end of year	2018-01-31	$111,916
Participant contributions at beginning of year	2018-01-31	$74,130
Assets. Other investments not covered elsewhere at end of year	2018-01-31	$6,748,400
Assets. Other investments not covered elsewhere at beginning of year	2018-01-31	$5,618,736
Income. Received or receivable in cash from other sources (including rollovers)	2018-01-31	$31,928
Other income not declared elsewhere	2018-01-31	$673,636
Administrative expenses (other) incurred	2018-01-31	$28
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-01-31	No
Value of net income/loss	2018-01-31	$3,178,926
Value of net assets at end of year (total assets less liabilities)	2018-01-31	$24,557,467
Value of net assets at beginning of year (total assets less liabilities)	2018-01-31	$21,378,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-01-31	No
Were any leases to which the plan was party in default or uncollectible	2018-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-01-31	$15,266,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-01-31	$12,762,721
Interest on participant loans	2018-01-31	$6,689
Value of interest in common/collective trusts at end of year	2018-01-31	$1,754,841
Value of interest in common/collective trusts at beginning of year	2018-01-31	$2,379,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-01-31	$2,277,739
Net investment gain or loss from common/collective trusts	2018-01-31	$26,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-01-31	No
Was there a failure to transmit to the plan any participant contributions	2018-01-31	No
Has the plan failed to provide any benefit when due under the plan	2018-01-31	No
Contributions received in cash from employer	2018-01-31	$497,015
Employer contributions (assets) at end of year	2018-01-31	$497,015
Employer contributions (assets) at beginning of year	2018-01-31	$358,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-01-31	$1,657,143
Contract administrator fees	2018-01-31	$3,192
Liabilities. Value of benefit claims payable at end of year	2018-01-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-01-31	$0
Did the plan have assets held for investment	2018-01-31	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	2018-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-01-31	No
Opinion of an independent qualified public accountant for this plan	2018-01-31	Qualified
Accountancy firm name	2018-01-31	BERMAN HOPKINS WRIGHT & LAHAM CPA'S
Accountancy firm EIN	2018-01-31	591152714
2017 : 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2017 401k financial data
Total income from all sources	2017-01-31	$3,558,729
Expenses. Total of all expenses incurred	2017-01-31	$268,588
Benefits paid (including direct rollovers)	2017-01-31	$259,730
Total plan assets at end of year	2017-01-31	$20,946,316
Total plan assets at beginning of year	2017-01-31	$17,656,175
Value of fidelity bond covering the plan	2017-01-31	$500,000
Total contributions received or receivable from participants	2017-01-31	$867,568
Other income received	2017-01-31	$2,302,452
Net income (gross income less expenses)	2017-01-31	$3,290,141
Net plan assets at end of year (total assets less liabilities)	2017-01-31	$20,946,316
Net plan assets at beginning of year (total assets less liabilities)	2017-01-31	$17,656,175
Assets. Value of participant loans	2017-01-31	$184,984
Total contributions received or receivable from employer(s)	2017-01-31	$388,709
Expenses. Administrative service providers (salaries,fees and commissions)	2017-01-31	$8,858
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-01-31	$0
2016 : 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2016 401k financial data
Total income from all sources	2016-01-31	$464,877
Expenses. Total of all expenses incurred	2016-01-31	$2,577,864
Benefits paid (including direct rollovers)	2016-01-31	$2,562,895
Total plan assets at end of year	2016-01-31	$17,656,175
Total plan assets at beginning of year	2016-01-31	$19,769,162
Value of fidelity bond covering the plan	2016-01-31	$500,000
Total contributions received or receivable from participants	2016-01-31	$752,051
Contributions received from other sources (not participants or employers)	2016-01-31	$85,398
Other income received	2016-01-31	$-682,463
Net income (gross income less expenses)	2016-01-31	$-2,112,987
Net plan assets at end of year (total assets less liabilities)	2016-01-31	$17,656,175
Net plan assets at beginning of year (total assets less liabilities)	2016-01-31	$19,769,162
Assets. Value of participant loans	2016-01-31	$185,048
Total contributions received or receivable from employer(s)	2016-01-31	$309,891
Expenses. Administrative service providers (salaries,fees and commissions)	2016-01-31	$14,969
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-01-31	$0
2015 : 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2015 401k financial data
Total income from all sources	2015-01-31	$2,152,535
Expenses. Total of all expenses incurred	2015-01-31	$926,548
Benefits paid (including direct rollovers)	2015-01-31	$915,214
Total plan assets at end of year	2015-01-31	$19,769,162
Total plan assets at beginning of year	2015-01-31	$18,543,175
Value of fidelity bond covering the plan	2015-01-31	$500,000
Total contributions received or receivable from participants	2015-01-31	$676,558
Contributions received from other sources (not participants or employers)	2015-01-31	$1,467
Other income received	2015-01-31	$1,189,703
Net income (gross income less expenses)	2015-01-31	$1,225,987
Net plan assets at end of year (total assets less liabilities)	2015-01-31	$19,769,162
Net plan assets at beginning of year (total assets less liabilities)	2015-01-31	$18,543,175
Assets. Value of participant loans	2015-01-31	$169,693
Total contributions received or receivable from employer(s)	2015-01-31	$284,807
Expenses. Administrative service providers (salaries,fees and commissions)	2015-01-31	$11,334
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-01-31	$0
2014 : 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2014 401k financial data
Total income from all sources	2014-01-31	$2,491,802
Expenses. Total of all expenses incurred	2014-01-31	$476,750
Benefits paid (including direct rollovers)	2014-01-31	$448,957
Total plan assets at end of year	2014-01-31	$18,543,175
Total plan assets at beginning of year	2014-01-31	$16,528,123
Value of fidelity bond covering the plan	2014-01-31	$500,000
Total contributions received or receivable from participants	2014-01-31	$583,457
Expenses. Other expenses not covered elsewhere	2014-01-31	$14
Other income received	2014-01-31	$1,659,942
Net income (gross income less expenses)	2014-01-31	$2,015,052
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$18,543,175
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$16,528,123
Assets. Value of participant loans	2014-01-31	$231,576
Total contributions received or receivable from employer(s)	2014-01-31	$248,403
Expenses. Administrative service providers (salaries,fees and commissions)	2014-01-31	$27,779
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-01-31	$0
2013 : 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-01-31	$0
Total income from all sources (including contributions)	2013-01-31	$6,235,052
Total loss/gain on sale of assets	2013-01-31	$0
Total of all expenses incurred	2013-01-31	$1,908,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-01-31	$1,891,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-01-31	$5,077,268
Value of total assets at end of year	2013-01-31	$16,528,123
Value of total assets at beginning of year	2013-01-31	$12,201,993
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-01-31	$17,011
Total interest from all sources	2013-01-31	$15,397
Total dividends received (eg from common stock, registered investment company shares)	2013-01-31	$302,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-01-31	$302,713
Administrative expenses professional fees incurred	2013-01-31	$10,800
Was this plan covered by a fidelity bond	2013-01-31	Yes
Value of fidelity bond cover	2013-01-31	$500,000
If this is an individual account plan, was there a blackout period	2013-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-01-31	No
Contributions received from participants	2013-01-31	$483,404
Participant contributions at end of year	2013-01-31	$313,760
Participant contributions at beginning of year	2013-01-31	$366,493
Assets. Other investments not covered elsewhere at end of year	2013-01-31	$4,651,294
Assets. Other investments not covered elsewhere at beginning of year	2013-01-31	$1,616,798
Income. Received or receivable in cash from other sources (including rollovers)	2013-01-31	$4,386,016
Other income not declared elsewhere	2013-01-31	$89,447
Administrative expenses (other) incurred	2013-01-31	$37
Total non interest bearing cash at end of year	2013-01-31	$20
Total non interest bearing cash at beginning of year	2013-01-31	$2,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-01-31	No
Value of net income/loss	2013-01-31	$4,326,130
Value of net assets at end of year (total assets less liabilities)	2013-01-31	$16,528,123
Value of net assets at beginning of year (total assets less liabilities)	2013-01-31	$12,201,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-01-31	No
Were any leases to which the plan was party in default or uncollectible	2013-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-01-31	$9,771,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-01-31	$8,024,990
Interest on participant loans	2013-01-31	$15,397
Value of interest in common/collective trusts at end of year	2013-01-31	$1,791,582
Value of interest in common/collective trusts at beginning of year	2013-01-31	$2,190,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-01-31	$708,036
Net investment gain or loss from common/collective trusts	2013-01-31	$42,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-01-31	No
Was there a failure to transmit to the plan any participant contributions	2013-01-31	No
Has the plan failed to provide any benefit when due under the plan	2013-01-31	No
Contributions received in cash from employer	2013-01-31	$207,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-01-31	$1,891,911
Contract administrator fees	2013-01-31	$6,174
Did the plan have assets held for investment	2013-01-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-01-31	Disclaimer
Accountancy firm name	2013-01-31	BERMAN HOPKINS WRIGHT & LAHAM CPA'S
Accountancy firm EIN	2013-01-31	591152714
2012 : 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-01-31	$0
Total income from all sources (including contributions)	2012-01-31	$1,085,424
Total loss/gain on sale of assets	2012-01-31	$0
Total of all expenses incurred	2012-01-31	$842,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-01-31	$826,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-01-31	$787,434
Value of total assets at end of year	2012-01-31	$12,201,993
Value of total assets at beginning of year	2012-01-31	$11,959,198
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-01-31	$16,048
Total interest from all sources	2012-01-31	$16,592
Total dividends received (eg from common stock, registered investment company shares)	2012-01-31	$253,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-01-31	$253,459
Was this plan covered by a fidelity bond	2012-01-31	Yes
Value of fidelity bond cover	2012-01-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-01-31	No
Contributions received from participants	2012-01-31	$485,167
Participant contributions at end of year	2012-01-31	$366,493
Participant contributions at beginning of year	2012-01-31	$275,968
Assets. Other investments not covered elsewhere at end of year	2012-01-31	$1,616,798
Assets. Other investments not covered elsewhere at beginning of year	2012-01-31	$1,494,380
Income. Received or receivable in cash from other sources (including rollovers)	2012-01-31	$86,583
Other income not declared elsewhere	2012-01-31	$100,343
Administrative expenses (other) incurred	2012-01-31	$10
Total non interest bearing cash at end of year	2012-01-31	$2,777
Total non interest bearing cash at beginning of year	2012-01-31	$1,651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-01-31	No
Value of net income/loss	2012-01-31	$242,795
Value of net assets at end of year (total assets less liabilities)	2012-01-31	$12,201,993
Value of net assets at beginning of year (total assets less liabilities)	2012-01-31	$11,959,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-01-31	No
Were any leases to which the plan was party in default or uncollectible	2012-01-31	No
Investment advisory and management fees	2012-01-31	$9,634
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-01-31	$8,024,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-01-31	$7,681,909
Interest on participant loans	2012-01-31	$16,592
Value of interest in common/collective trusts at end of year	2012-01-31	$2,190,935
Value of interest in common/collective trusts at beginning of year	2012-01-31	$2,505,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-01-31	$-158,495
Net investment gain or loss from common/collective trusts	2012-01-31	$86,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-01-31	No
Was there a failure to transmit to the plan any participant contributions	2012-01-31	No
Has the plan failed to provide any benefit when due under the plan	2012-01-31	No
Contributions received in cash from employer	2012-01-31	$215,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-01-31	$826,581
Contract administrator fees	2012-01-31	$6,404
Did the plan have assets held for investment	2012-01-31	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	2012-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-01-31	Disclaimer
Accountancy firm name	2012-01-31	BERMAN HOPKINS WRIGHT & LAHAM CPA'S
Accountancy firm EIN	2012-01-31	591152714
2011 : 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-01-31	$0
Total income from all sources (including contributions)	2011-01-31	$1,858,713
Total loss/gain on sale of assets	2011-01-31	$0
Total of all expenses incurred	2011-01-31	$279,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-01-31	$266,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-01-31	$417,956
Value of total assets at end of year	2011-01-31	$11,959,198
Value of total assets at beginning of year	2011-01-31	$10,380,429
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-01-31	$13,039
Total interest from all sources	2011-01-31	$16,500
Total dividends received (eg from common stock, registered investment company shares)	2011-01-31	$168,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-01-31	$168,704
Administrative expenses professional fees incurred	2011-01-31	$8,069
Was this plan covered by a fidelity bond	2011-01-31	Yes
Value of fidelity bond cover	2011-01-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-01-31	No
Contributions received from participants	2011-01-31	$412,079
Participant contributions at end of year	2011-01-31	$275,968
Participant contributions at beginning of year	2011-01-31	$260,938
Assets. Other investments not covered elsewhere at end of year	2011-01-31	$1,494,380
Assets. Other investments not covered elsewhere at beginning of year	2011-01-31	$1,279,160
Income. Received or receivable in cash from other sources (including rollovers)	2011-01-31	$5,877
Other income not declared elsewhere	2011-01-31	$201,166
Administrative expenses (other) incurred	2011-01-31	$9
Total non interest bearing cash at end of year	2011-01-31	$1,651
Total non interest bearing cash at beginning of year	2011-01-31	$1,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-01-31	No
Value of net income/loss	2011-01-31	$1,578,769
Value of net assets at end of year (total assets less liabilities)	2011-01-31	$11,959,198
Value of net assets at beginning of year (total assets less liabilities)	2011-01-31	$10,380,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-01-31	No
Were any leases to which the plan was party in default or uncollectible	2011-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-01-31	$7,681,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-01-31	$6,584,843
Interest on participant loans	2011-01-31	$15,752
Value of interest in common/collective trusts at end of year	2011-01-31	$2,505,290
Value of interest in common/collective trusts at beginning of year	2011-01-31	$2,253,917
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-01-31	$748
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-01-31	$1,001,325
Net investment gain or loss from common/collective trusts	2011-01-31	$53,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-01-31	No
Was there a failure to transmit to the plan any participant contributions	2011-01-31	No
Has the plan failed to provide any benefit when due under the plan	2011-01-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-01-31	$266,905
Contract administrator fees	2011-01-31	$4,961
Did the plan have assets held for investment	2011-01-31	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	2011-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-01-31	Disclaimer
Accountancy firm name	2011-01-31	BERMAN HOPKINS WRIGHT & LAHAM CPA'S
Accountancy firm EIN	2011-01-31	591152714
2010 : 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-01-31	$0

Form 5500 Responses for 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A.

2022: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2022 form 5500 responses
2022-02-01	Type of plan entity	Single employer plan
2022-02-01	Submission has been amended	Yes
2022-02-01	This submission is the final filing	No
2022-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-02-01	Plan is a collectively bargained plan	No
2022-02-01	Plan funding arrangement – Trust	Yes
2022-02-01	Plan benefit arrangement - Trust	Yes
2021: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2021 form 5500 responses
2021-02-01	Type of plan entity	Single employer plan
2021-02-01	Submission has been amended	Yes
2021-02-01	This submission is the final filing	No
2021-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-02-01	Plan is a collectively bargained plan	No
2021-02-01	Plan funding arrangement – Trust	Yes
2021-02-01	Plan benefit arrangement - Trust	Yes
2020: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2020 form 5500 responses
2020-02-01	Type of plan entity	Single employer plan
2020-02-01	Submission has been amended	Yes
2020-02-01	This submission is the final filing	No
2020-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-02-01	Plan is a collectively bargained plan	No
2020-02-01	Plan funding arrangement – Trust	Yes
2020-02-01	Plan benefit arrangement - Trust	Yes
2019: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2019 form 5500 responses
2019-02-01	Type of plan entity	Single employer plan
2019-02-01	Submission has been amended	No
2019-02-01	This submission is the final filing	No
2019-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-02-01	Plan is a collectively bargained plan	No
2019-02-01	Plan funding arrangement – Trust	Yes
2019-02-01	Plan benefit arrangement - Trust	Yes
2018: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2018 form 5500 responses
2018-02-01	Type of plan entity	Single employer plan
2018-02-01	Submission has been amended	No
2018-02-01	This submission is the final filing	No
2018-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-02-01	Plan is a collectively bargained plan	No
2018-02-01	Plan funding arrangement – Trust	Yes
2018-02-01	Plan benefit arrangement - Trust	Yes
2017: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	Submission has been amended	No
2017-02-01	This submission is the final filing	No
2017-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-02-01	Plan is a collectively bargained plan	No
2017-02-01	Plan funding arrangement – Trust	Yes
2017-02-01	Plan benefit arrangement - Trust	Yes
2016: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2016 form 5500 responses
2016-02-01	Type of plan entity	Single employer plan
2016-02-01	Submission has been amended	No
2016-02-01	This submission is the final filing	No
2016-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-02-01	Plan is a collectively bargained plan	No
2016-02-01	Plan funding arrangement – Trust	Yes
2016-02-01	Plan benefit arrangement - Trust	Yes
2015: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2015 form 5500 responses
2015-02-01	Type of plan entity	Single employer plan
2015-02-01	Submission has been amended	No
2015-02-01	This submission is the final filing	No
2015-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-02-01	Plan is a collectively bargained plan	No
2015-02-01	Plan funding arrangement – Trust	Yes
2015-02-01	Plan benefit arrangement - Trust	Yes
2014: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Submission has been amended	No
2014-02-01	This submission is the final filing	No
2014-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-02-01	Plan is a collectively bargained plan	No
2014-02-01	Plan funding arrangement – Trust	Yes
2014-02-01	Plan benefit arrangement - Trust	Yes
2013: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Submission has been amended	No
2013-02-01	This submission is the final filing	No
2013-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-02-01	Plan is a collectively bargained plan	No
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Submission has been amended	No
2012-02-01	This submission is the final filing	No
2012-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-02-01	Plan is a collectively bargained plan	No
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Submission has been amended	No
2011-02-01	This submission is the final filing	No
2011-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-02-01	Plan is a collectively bargained plan	No
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2009: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	No
2009-02-01	This submission is the final filing	No
2009-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-02-01	Plan is a collectively bargained plan	No
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO, AND BOZARTH, P.A.
Employer identification number (EIN):	592049716
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers