401k Plan data: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN plan

STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN
Plan identification number	001

STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

PULTS & ASSOCIATES, LLP has sponsored the creation of one or more 401k plans.

Company Name: PULTS & ASSOCIATES, LLP

Employer identification number (EIN): 770444475

NAIC Classification: 541310
NAIC Description: Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 FRANCES F. GIBBS 2024-07-15
001 2022-01-01 FRANCES F. GIBBS 2023-10-02
001 2021-01-01 FRANCES F. GIBBS 2022-05-20
001 2020-01-01 FRANCES F. GIBBS 2021-05-28
001 2019-01-01 FRANCES F. GIBBS 2020-05-08
001 2018-01-01
001 2017-01-01 FRANCES F. GIBBS
001 2016-01-01 FRANCES F. GIBBS
001 2015-01-01 FRANCES F. GIBBS
001 2014-01-01 STEVEN D. PULTS
001 2013-01-01 STEVEN D. PULTS
001 2012-01-01 STEVEN D. PULTS
001 2011-01-01 STEVEN D. PULTS
001 2010-01-01 STEVEN D. PULTS
001 2009-01-01 STEVEN D. PULTS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	FRANCES F. GIBBS	2024-07-15
001	2022-01-01	FRANCES F. GIBBS	2023-10-02
001	2021-01-01	FRANCES F. GIBBS	2022-05-20
001	2020-01-01	FRANCES F. GIBBS	2021-05-28
001	2019-01-01	FRANCES F. GIBBS	2020-05-08
001	2018-01-01
001	2017-01-01	FRANCES F. GIBBS
001	2016-01-01	FRANCES F. GIBBS
001	2015-01-01	FRANCES F. GIBBS
001	2014-01-01	STEVEN D. PULTS
001	2013-01-01	STEVEN D. PULTS
001	2012-01-01	STEVEN D. PULTS
001	2011-01-01	STEVEN D. PULTS
001	2010-01-01	STEVEN D. PULTS
001	2009-01-01	STEVEN D. PULTS

Plan Statistics for STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 4
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 4
Number of participants with account balances 2023-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 5
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 5
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
2016: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 6
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 8
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 9
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of retired or separated participants receiving benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 10
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
2010: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 10
Total participants 2010-01-01 10
Number of participants with account balances 2010-01-01 10
2009: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 17
Number of participants with account balances 2009-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2023: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	4
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	4
Number of participants with account balances	2023-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	5
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	5
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
2016: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	6
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	8
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	9
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of retired or separated participants receiving benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	10
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
2010: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	10
Total participants	2010-01-01	10
Number of participants with account balances	2010-01-01	10
2009: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	17
Number of participants with account balances	2009-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$287,559
Expenses. Total of all expenses incurred	2023-12-31	$49,878
Benefits paid (including direct rollovers)	2023-12-31	$36,801
Total plan assets at end of year	2023-12-31	$2,230,046
Total plan assets at beginning of year	2023-12-31	$1,992,365
Value of fidelity bond covering the plan	2023-12-31	$199,237
Total contributions received or receivable from participants	2023-12-31	$31,200
Expenses. Other expenses not covered elsewhere	2023-12-31	$13,077
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$256,359
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$237,681
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,230,046
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,992,365
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$0
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$0
2022 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-355,562
Expenses. Total of all expenses incurred	2022-12-31	$59,352
Benefits paid (including direct rollovers)	2022-12-31	$44,519
Total plan assets at end of year	2022-12-31	$1,992,365
Total plan assets at beginning of year	2022-12-31	$2,407,279
Value of fidelity bond covering the plan	2022-12-31	$199,237
Total contributions received or receivable from participants	2022-12-31	$33,200
Expenses. Other expenses not covered elsewhere	2022-12-31	$14,833
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-388,762
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-414,914
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,992,365
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,407,279
Assets. Value of real-estate (other than employer real property)	2022-12-31	$18,923
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$398,942
Expenses. Total of all expenses incurred	2021-12-31	$156,734
Benefits paid (including direct rollovers)	2021-12-31	$142,872
Total plan assets at end of year	2021-12-31	$2,407,279
Total plan assets at beginning of year	2021-12-31	$2,165,071
Value of fidelity bond covering the plan	2021-12-31	$240,728
Total contributions received or receivable from participants	2021-12-31	$27,200
Expenses. Other expenses not covered elsewhere	2021-12-31	$13,862
Contributions received from other sources (not participants or employers)	2021-12-31	$142,872
Other income received	2021-12-31	$228,870
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$242,208
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,407,279
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,165,071
Assets. Value of real-estate (other than employer real property)	2021-12-31	$132,346
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$353,448
Expenses. Total of all expenses incurred	2020-12-31	$11,856
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$2,165,071
Total plan assets at beginning of year	2020-12-31	$1,823,479
Value of fidelity bond covering the plan	2020-12-31	$150,000
Total contributions received or receivable from participants	2020-12-31	$27,200
Expenses. Other expenses not covered elsewhere	2020-12-31	$11,856
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$326,248
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$341,592
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,165,071
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,823,479
Assets. Value of real-estate (other than employer real property)	2020-12-31	$129,664
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$370,544
Expenses. Total of all expenses incurred	2019-12-31	$11,918
Total plan assets at end of year	2019-12-31	$1,823,479
Total plan assets at beginning of year	2019-12-31	$1,464,853
Value of fidelity bond covering the plan	2019-12-31	$150,000
Total contributions received or receivable from participants	2019-12-31	$26,200
Expenses. Other expenses not covered elsewhere	2019-12-31	$1,587
Other income received	2019-12-31	$344,344
Net income (gross income less expenses)	2019-12-31	$358,626
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,823,479
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,464,853
Assets. Value of real-estate (other than employer real property)	2019-12-31	$129,664
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$10,331
2018 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-24,213
Expenses. Total of all expenses incurred	2018-12-31	$11,071
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$1,464,853
Total plan assets at beginning of year	2018-12-31	$1,500,137
Value of fidelity bond covering the plan	2018-12-31	$150,000
Total contributions received or receivable from participants	2018-12-31	$25,700
Expenses. Other expenses not covered elsewhere	2018-12-31	$11,071
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-49,913
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-35,284
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,464,853
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,500,137
Assets. Value of real-estate (other than employer real property)	2018-12-31	$75,000
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$714
Total income from all sources	2017-12-31	$215,899
Expenses. Total of all expenses incurred	2017-12-31	$7,544
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,500,137
Total plan assets at beginning of year	2017-12-31	$1,292,496
Value of fidelity bond covering the plan	2017-12-31	$150,000
Total contributions received or receivable from participants	2017-12-31	$25,200
Expenses. Other expenses not covered elsewhere	2017-12-31	$1,003
Other income received	2017-12-31	$189,271
Net income (gross income less expenses)	2017-12-31	$208,355
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,500,137
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,291,782
Assets. Value of real-estate (other than employer real property)	2017-12-31	$75,000
Total contributions received or receivable from employer(s)	2017-12-31	$1,428
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$6,541
2016 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$714
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$68,419
Expenses. Total of all expenses incurred	2016-12-31	$8,287
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,292,496
Total plan assets at beginning of year	2016-12-31	$1,231,650
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$27,700
Assets. Value of loans (other than to participants)	2016-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$8,287
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$40,719
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$60,132
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,291,782
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,231,650
Assets. Value of real-estate (other than employer real property)	2016-12-31	$25,000
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$29,714
Expenses. Total of all expenses incurred	2015-12-31	$42,293
Benefits paid (including direct rollovers)	2015-12-31	$34,038
Total plan assets at end of year	2015-12-31	$1,231,650
Total plan assets at beginning of year	2015-12-31	$1,244,229
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$34,866
Assets. Value of loans (other than to participants)	2015-12-31	$61,896
Expenses. Other expenses not covered elsewhere	2015-12-31	$8,255
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-9,042
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-12,579
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,231,650
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,244,229
Assets. Value of real-estate (other than employer real property)	2015-12-31	$31,538
Total contributions received or receivable from employer(s)	2015-12-31	$3,890
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$117,099
Expenses. Total of all expenses incurred	2014-12-31	$286,667
Benefits paid (including direct rollovers)	2014-12-31	$278,685
Total plan assets at end of year	2014-12-31	$1,244,229
Total plan assets at beginning of year	2014-12-31	$1,413,797
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$49,539
Assets. Value of loans (other than to participants)	2014-12-31	$61,896
Expenses. Other expenses not covered elsewhere	2014-12-31	$957
Other income received	2014-12-31	$62,409
Net income (gross income less expenses)	2014-12-31	$-169,568
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,244,229
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,413,797
Assets. Value of real-estate (other than employer real property)	2014-12-31	$31,538
Total contributions received or receivable from employer(s)	2014-12-31	$5,151
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$7,025
2013 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$257,057
Expenses. Total of all expenses incurred	2013-12-31	$526,866
Benefits paid (including direct rollovers)	2013-12-31	$518,081
Total plan assets at end of year	2013-12-31	$1,420,558
Total plan assets at beginning of year	2013-12-31	$1,690,367
Value of fidelity bond covering the plan	2013-12-31	$800,000
Total contributions received or receivable from participants	2013-12-31	$57,231
Expenses. Other expenses not covered elsewhere	2013-12-31	$2,015
Other income received	2013-12-31	$186,969
Net income (gross income less expenses)	2013-12-31	$-269,809
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,420,558
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,690,367
Assets. Value of real-estate (other than employer real property)	2013-12-31	$93,434
Total contributions received or receivable from employer(s)	2013-12-31	$12,857
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$6,770
2012 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$100,472
Expenses. Total of all expenses incurred	2012-12-31	$68,486
Benefits paid (including direct rollovers)	2012-12-31	$64,111
Total plan assets at end of year	2012-12-31	$1,690,367
Total plan assets at beginning of year	2012-12-31	$1,658,381
Value of fidelity bond covering the plan	2012-12-31	$800,000
Total contributions received or receivable from participants	2012-12-31	$69,719
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,112
Other income received	2012-12-31	$23,885
Net income (gross income less expenses)	2012-12-31	$31,986
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,690,367
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,658,381
Assets. Value of real-estate (other than employer real property)	2012-12-31	$73,451
Total contributions received or receivable from employer(s)	2012-12-31	$6,868
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,263
2011 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-320,492
Expenses. Total of all expenses incurred	2011-12-31	$7,893
Total plan assets at end of year	2011-12-31	$1,658,381
Total plan assets at beginning of year	2011-12-31	$1,986,766
Value of fidelity bond covering the plan	2011-12-31	$800,000
Total contributions received or receivable from participants	2011-12-31	$56,199
Assets. Value of loans (other than to participants)	2011-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$314
Contributions received from other sources (not participants or employers)	2011-12-31	$6,726
Other income received	2011-12-31	$-388,901
Net income (gross income less expenses)	2011-12-31	$-328,385
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,658,381
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,986,766
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2011-12-31	$75,000
Assets. Value of real-estate (other than employer real property)	2011-12-31	$184,950
Total contributions received or receivable from employer(s)	2011-12-31	$5,484
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$7,579
2010 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$239,712
Expenses. Total of all expenses incurred	2010-12-31	$125,130
Benefits paid (including direct rollovers)	2010-12-31	$119,189
Total plan assets at end of year	2010-12-31	$1,986,766
Total plan assets at beginning of year	2010-12-31	$1,872,184
Value of fidelity bond covering the plan	2010-12-31	$800,000
Total contributions received or receivable from participants	2010-12-31	$86,844
Assets. Value of loans (other than to participants)	2010-12-31	$530,241
Expenses. Other expenses not covered elsewhere	2010-12-31	$389
Other income received	2010-12-31	$144,774
Net income (gross income less expenses)	2010-12-31	$114,582
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,986,766
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,872,184
Assets. Value of real-estate (other than employer real property)	2010-12-31	$100,000
Total contributions received or receivable from employer(s)	2010-12-31	$8,094
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$5,552
2009 : STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN

2023: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: STEVEN D. PULTS, AIA & ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

12235

Policy instance

Insurance contract or identification number	12235
Number of Individuals Covered	10
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of fees paid to insurance company	USD $2,405
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

12235

Policy instance

Insurance contract or identification number	12235
Number of Individuals Covered	10
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $661
Total amount of fees paid to insurance company	USD $403
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $661
Amount paid for insurance broker fees	15
Additional information about fees paid to insurance broker	ADMINISTRATION FEES
Insurance broker organization code?	3
Insurance broker name	VANGUARD GROUP, INC.

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Company Name:	PULTS & ASSOCIATES, LLP
Employer identification number (EIN):	770444475
NAIC Classification:	541310
NAIC Description:	Architectural Services