401k Plan data: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN plan

JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 401k Plan overview

Plan Name	JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN
Plan identification number	001

JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

JOHN L. SCOTT, INC. has sponsored the creation of one or more 401k plans.

Company Name: JOHN L. SCOTT, INC.

Employer identification number (EIN): 910690535

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Additional information about JOHN L. SCOTT, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1959-02-02

Company Identification Number: 578038187

Legal Registered Office Address: 601 UNION ST STE 2600

SEATTLE
United States of America (USA)
981014000

More information about JOHN L. SCOTT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 PHIL MCBRIDE
001 2017-01-01 PHIL MCBRIDE
001 2016-01-01 PHIL MCBRIDE
001 2015-01-01 PHIL MCBRIDE
001 2014-01-01 PHIL MCBRIDE
001 2013-01-01 PHIL MCBRIDE
001 2012-01-01 PHIL MCBRIDE
001 2011-01-01 PHIL MCBRIDE
001 2009-01-01 PHIL MCBRIDE PHIL MCBRIDE 2010-10-12

Plan Statistics for JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN

401k plan membership statisitcs for JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN

Measure Date Value
2023: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 314
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 195
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 92
Total of all active and inactive participants 2023-01-01 287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 2
Total participants 2023-01-01 289
Number of participants with account balances 2023-01-01 257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 347
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 211
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 102
Total of all active and inactive participants 2022-01-01 313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 314
Number of participants with account balances 2022-01-01 281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 221
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 126
Total of all active and inactive participants 2021-01-01 347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 347
Number of participants with account balances 2021-01-01 304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 311
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 214
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 111
Total of all active and inactive participants 2020-01-01 325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 325
Number of participants with account balances 2020-01-01 282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 288
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 207
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 104
Total of all active and inactive participants 2019-01-01 311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 311
Number of participants with account balances 2019-01-01 273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 288
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 197
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 91
Total of all active and inactive participants 2018-01-01 288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 288
Number of participants with account balances 2018-01-01 250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 292
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 204
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 84
Total of all active and inactive participants 2017-01-01 288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 288
Number of participants with account balances 2017-01-01 239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 305
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 205
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 87
Total of all active and inactive participants 2016-01-01 292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 292
Number of participants with account balances 2016-01-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 295
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 181
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 121
Total of all active and inactive participants 2015-01-01 302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 302
Number of participants with account balances 2015-01-01 261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 290
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 185
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 110
Total of all active and inactive participants 2014-01-01 295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 295
Number of participants with account balances 2014-01-01 245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 310
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 161
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 129
Total of all active and inactive participants 2013-01-01 290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 290
Number of participants with account balances 2013-01-01 253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 338
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 159
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 151
Total of all active and inactive participants 2012-01-01 310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 310
Number of participants with account balances 2012-01-01 272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 11
2011: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 346
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 167
Number of other retired or separated participants entitled to future benefits 2011-01-01 162
Total of all active and inactive participants 2011-01-01 329
Total participants 2011-01-01 329
Number of participants with account balances 2011-01-01 296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 549
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 186
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 237
Total of all active and inactive participants 2009-01-01 423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 423
Number of participants with account balances 2009-01-01 402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2023: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	314
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	195
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	92
Total of all active and inactive participants	2023-01-01	287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	2
Total participants	2023-01-01	289
Number of participants with account balances	2023-01-01	257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	347
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	211
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	102
Total of all active and inactive participants	2022-01-01	313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	314
Number of participants with account balances	2022-01-01	281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	221
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	126
Total of all active and inactive participants	2021-01-01	347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	347
Number of participants with account balances	2021-01-01	304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	311
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	214
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	111
Total of all active and inactive participants	2020-01-01	325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	325
Number of participants with account balances	2020-01-01	282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	288
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	207
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	104
Total of all active and inactive participants	2019-01-01	311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	311
Number of participants with account balances	2019-01-01	273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	288
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	197
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	91
Total of all active and inactive participants	2018-01-01	288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	288
Number of participants with account balances	2018-01-01	250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	292
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	204
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	84
Total of all active and inactive participants	2017-01-01	288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	288
Number of participants with account balances	2017-01-01	239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	305
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	205
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	87
Total of all active and inactive participants	2016-01-01	292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	292
Number of participants with account balances	2016-01-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	295
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	181
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	121
Total of all active and inactive participants	2015-01-01	302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	302
Number of participants with account balances	2015-01-01	261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	290
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	185
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	110
Total of all active and inactive participants	2014-01-01	295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	295
Number of participants with account balances	2014-01-01	245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	310
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	161
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	129
Total of all active and inactive participants	2013-01-01	290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	290
Number of participants with account balances	2013-01-01	253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	338
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	159
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	151
Total of all active and inactive participants	2012-01-01	310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	310
Number of participants with account balances	2012-01-01	272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	11
2011: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	346
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	167
Number of other retired or separated participants entitled to future benefits	2011-01-01	162
Total of all active and inactive participants	2011-01-01	329
Total participants	2011-01-01	329
Number of participants with account balances	2011-01-01	296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	549
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	186
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	237
Total of all active and inactive participants	2009-01-01	423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	423
Number of participants with account balances	2009-01-01	402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN

Measure	Date	Value
2023 : JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-12-31	$3,459,734
Total of all expenses incurred	2023-12-31	$2,227,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,197,180
Value of total corrective distributions	2023-12-31	$31
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,098,104
Value of total assets at end of year	2023-12-31	$13,302,829
Value of total assets at beginning of year	2023-12-31	$12,070,501
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$30,195
Total interest from all sources	2023-12-31	$6,863
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$246,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$246,793
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,061,333
Participant contributions at end of year	2023-12-31	$126,609
Participant contributions at beginning of year	2023-12-31	$133,356
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$29,067
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$1,733,435
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$1,514,370
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$36,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,232,328
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$13,302,829
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$12,070,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$26,346
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$10,881,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$9,516,189
Interest on participant loans	2023-12-31	$5,953
Value of interest in common/collective trusts at end of year	2023-12-31	$541,882
Value of interest in common/collective trusts at beginning of year	2023-12-31	$859,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$18,969
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$17,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$17,636
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$910
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$2,088,648
Net investment gain or loss from common/collective trusts	2023-12-31	$19,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,197,180
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	SWEENEY, CONRAD, P.S.
Accountancy firm EIN	2023-12-31	911301672
2022 : JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$2,573
Total income from all sources (including contributions)	2022-12-31	$-1,481,944
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,551,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,516,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,152,199
Value of total assets at end of year	2022-12-31	$12,070,501
Value of total assets at beginning of year	2022-12-31	$15,106,174
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$34,604
Total interest from all sources	2022-12-31	$6,990
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$333,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$333,978
Administrative expenses professional fees incurred	2022-12-31	$15,854
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,077,944
Participant contributions at end of year	2022-12-31	$133,356
Participant contributions at beginning of year	2022-12-31	$134,085
Participant contributions at end of year	2022-12-31	$29,067
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$1,514,370
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$2,291,419
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$74,255
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$2,573
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$32,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,033,100
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$12,070,501
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$15,103,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$18,750
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,516,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,513,376
Interest on participant loans	2022-12-31	$6,950
Value of interest in common/collective trusts at end of year	2022-12-31	$859,883
Value of interest in common/collective trusts at beginning of year	2022-12-31	$833,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$17,636
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$40
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-369,802
Net investment gain or loss from common/collective trusts	2022-12-31	$-2,605,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$0
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$301,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,516,552
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SWEENEY, CONRAD, P.S.
Accountancy firm EIN	2022-12-31	911301672
2021 : JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$2,573
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$75
Total income from all sources (including contributions)	2021-12-31	$3,524,771
Total of all expenses incurred	2021-12-31	$613,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$570,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,438,640
Value of total assets at end of year	2021-12-31	$15,106,174
Value of total assets at beginning of year	2021-12-31	$12,192,175
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$42,607
Total interest from all sources	2021-12-31	$4,255
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$797,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$797,955
Administrative expenses professional fees incurred	2021-12-31	$17,607
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,032,202
Participant contributions at end of year	2021-12-31	$134,085
Participant contributions at beginning of year	2021-12-31	$37,990
Participant contributions at beginning of year	2021-12-31	$26,629
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$2,291,419
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$1,844,266
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$104,779
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$2,573
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$75
Total non interest bearing cash at end of year	2021-12-31	$32,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,911,501
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$15,103,601
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,192,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$11,513,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,499,438
Interest on participant loans	2021-12-31	$4,249
Value of interest in common/collective trusts at end of year	2021-12-31	$833,095
Value of interest in common/collective trusts at beginning of year	2021-12-31	$782,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,320
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,274,035
Net investment gain or loss from common/collective trusts	2021-12-31	$9,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$301,659
Employer contributions (assets) at end of year	2021-12-31	$301,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$570,663
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SWEENEY, CONRAD, P.S.
Accountancy firm EIN	2021-12-31	911301672
2020 : JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$75
Total income from all sources (including contributions)	2020-12-31	$2,888,359
Total of all expenses incurred	2020-12-31	$661,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$623,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,022,642
Value of total assets at end of year	2020-12-31	$12,192,175
Value of total assets at beginning of year	2020-12-31	$9,965,130
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$37,913
Total interest from all sources	2020-12-31	$3,534
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$322,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$322,511
Administrative expenses professional fees incurred	2020-12-31	$12,913
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$893,593
Participant contributions at end of year	2020-12-31	$37,990
Participant contributions at beginning of year	2020-12-31	$52,666
Participant contributions at end of year	2020-12-31	$26,629
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$1,844,266
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$1,357,881
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$129,049
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,226,970
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,192,100
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,965,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,499,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,083,536
Interest on participant loans	2020-12-31	$3,534
Value of interest in common/collective trusts at end of year	2020-12-31	$782,532
Value of interest in common/collective trusts at beginning of year	2020-12-31	$469,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,320
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,529,914
Net investment gain or loss from common/collective trusts	2020-12-31	$9,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$623,476
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	SWEENEY CONRAD, P.S.
Accountancy firm EIN	2020-12-31	911301672
2019 : JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,801,875
Total of all expenses incurred	2019-12-31	$1,175,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,136,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$880,920
Value of total assets at end of year	2019-12-31	$9,965,130
Value of total assets at beginning of year	2019-12-31	$8,338,569
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$38,658
Total interest from all sources	2019-12-31	$3,648
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$308,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$308,265
Administrative expenses professional fees incurred	2019-12-31	$13,658
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$875,055
Participant contributions at end of year	2019-12-31	$52,666
Participant contributions at beginning of year	2019-12-31	$78,226
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$1,357,881
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$1,173,504
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$5,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,626,561
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,965,130
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,338,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,083,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,605,322
Interest on participant loans	2019-12-31	$3,648
Value of interest in common/collective trusts at end of year	2019-12-31	$469,966
Value of interest in common/collective trusts at beginning of year	2019-12-31	$479,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,081
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,599,753
Net investment gain or loss from common/collective trusts	2019-12-31	$9,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,136,656
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SWEENEY CONRAD, P.S.
Accountancy firm EIN	2019-12-31	911301672
2018 : JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$150
Total income from all sources (including contributions)	2018-12-31	$459,454
Total of all expenses incurred	2018-12-31	$871,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$831,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$858,041
Value of total assets at end of year	2018-12-31	$8,338,569
Value of total assets at beginning of year	2018-12-31	$8,750,407
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$39,836
Total interest from all sources	2018-12-31	$3,745
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$374,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$374,451
Administrative expenses professional fees incurred	2018-12-31	$14,836
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$835,658
Participant contributions at end of year	2018-12-31	$78,226
Participant contributions at beginning of year	2018-12-31	$58,796
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$1,173,504
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$1,178,402
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$22,383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-411,688
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,338,569
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,750,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,605,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,865,782
Interest on participant loans	2018-12-31	$3,745
Value of interest in common/collective trusts at end of year	2018-12-31	$479,525
Value of interest in common/collective trusts at beginning of year	2018-12-31	$645,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-786,360
Net investment gain or loss from common/collective trusts	2018-12-31	$9,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$831,306
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SWEENEY CONRAD, P.S.
Accountancy firm EIN	2018-12-31	913101672
2017 : JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,636
Total income from all sources (including contributions)	2017-12-31	$1,911,093
Total of all expenses incurred	2017-12-31	$493,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$458,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$725,614
Value of total assets at end of year	2017-12-31	$8,750,407
Value of total assets at beginning of year	2017-12-31	$7,334,284
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$35,142
Total interest from all sources	2017-12-31	$1,963
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$315,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$315,721
Administrative expenses professional fees incurred	2017-12-31	$10,142
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$709,046
Participant contributions at end of year	2017-12-31	$58,796
Participant contributions at beginning of year	2017-12-31	$44,668
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$924
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$1,178,402
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$1,030,496
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$16,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$1,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,417,609
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,750,257
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,332,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$6,865,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,483,979
Interest on participant loans	2017-12-31	$1,963
Value of interest in common/collective trusts at end of year	2017-12-31	$645,525
Value of interest in common/collective trusts at beginning of year	2017-12-31	$768,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,902
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$5,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$5,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$856,708
Net investment gain or loss from common/collective trusts	2017-12-31	$11,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$458,342
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SWEENEY CONRAD, P.S.
Accountancy firm EIN	2017-12-31	913101672
2016 : JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$1,636
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$8,147
Total income from all sources (including contributions)	2016-12-31	$1,236,843
Total of all expenses incurred	2016-12-31	$921,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$885,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$685,365
Value of total assets at end of year	2016-12-31	$7,334,284
Value of total assets at beginning of year	2016-12-31	$7,025,371
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$35,538
Total interest from all sources	2016-12-31	$3,427
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$192,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$192,871
Administrative expenses professional fees incurred	2016-12-31	$12,152
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$679,893
Participant contributions at end of year	2016-12-31	$44,668
Participant contributions at beginning of year	2016-12-31	$86,241
Participant contributions at end of year	2016-12-31	$924
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$1,030,496
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$992,749
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$4,332
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$1,636
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$8,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$315,424
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,332,648
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,017,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$23,386
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,483,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,250,785
Interest on participant loans	2016-12-31	$3,427
Value of interest in common/collective trusts at end of year	2016-12-31	$768,358
Value of interest in common/collective trusts at beginning of year	2016-12-31	$686,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$5,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$9,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$9,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$346,230
Net investment gain or loss from common/collective trusts	2016-12-31	$8,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$885,881
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	SWEENEY CONRAD, P.S.
Accountancy firm EIN	2016-12-31	913101672
2015 : JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$8,147
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$300
Total income from all sources (including contributions)	2015-12-31	$727,856
Total of all expenses incurred	2015-12-31	$653,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$618,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$674,850
Value of total assets at end of year	2015-12-31	$7,025,371
Value of total assets at beginning of year	2015-12-31	$6,943,228
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$34,563
Total interest from all sources	2015-12-31	$4,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$9,564
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$664,846
Participant contributions at end of year	2015-12-31	$86,241
Participant contributions at beginning of year	2015-12-31	$102,730
Participant contributions at beginning of year	2015-12-31	$100
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$992,749
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$944,764
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$8,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$74,296
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,017,224
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,942,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,250,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,235,295
Interest on participant loans	2015-12-31	$4,670
Value of interest in common/collective trusts at end of year	2015-12-31	$686,537
Value of interest in common/collective trusts at beginning of year	2015-12-31	$659,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$9,059
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$41,299
Net investment gain or loss from common/collective trusts	2015-12-31	$7,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$10,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$618,997
Contract administrator fees	2015-12-31	$24,999
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	FINNEY, NEILL & COMPANY, PS
Accountancy firm EIN	2015-12-31	911566381
2014 : JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$554
Total income from all sources (including contributions)	2014-12-31	$1,021,409
Total of all expenses incurred	2014-12-31	$1,211,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,175,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$600,299
Value of total assets at end of year	2014-12-31	$6,943,228
Value of total assets at beginning of year	2014-12-31	$7,133,404
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$35,758
Total interest from all sources	2014-12-31	$6,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$10,758
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$594,573
Participant contributions at end of year	2014-12-31	$102,730
Participant contributions at beginning of year	2014-12-31	$159,861
Participant contributions at end of year	2014-12-31	$100
Participant contributions at beginning of year	2014-12-31	$31,153
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$944,764
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$926,482
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$5,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-189,922
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,942,928
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,132,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,235,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,035,503
Interest on participant loans	2014-12-31	$6,669
Value of interest in common/collective trusts at end of year	2014-12-31	$659,106
Value of interest in common/collective trusts at beginning of year	2014-12-31	$978,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,233
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$408,540
Net investment gain or loss from common/collective trusts	2014-12-31	$5,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,175,573
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	FINNEY, NEILL & COMPANY, PS
Accountancy firm EIN	2014-12-31	911566381
2013 : JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$554
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$250
Total income from all sources (including contributions)	2013-12-31	$1,690,747
Total of all expenses incurred	2013-12-31	$1,215,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,178,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$601,590
Value of total assets at end of year	2013-12-31	$7,133,404
Value of total assets at beginning of year	2013-12-31	$6,657,626
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$37,069
Total interest from all sources	2013-12-31	$6,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$584,712
Participant contributions at end of year	2013-12-31	$159,861
Participant contributions at beginning of year	2013-12-31	$76,314
Participant contributions at end of year	2013-12-31	$31,153
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$926,482
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$602,948
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$16,878
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$554
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$250
Administrative expenses (other) incurred	2013-12-31	$12,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$475,474
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,132,850
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,657,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,035,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,161,333
Interest on participant loans	2013-12-31	$6,217
Value of interest in common/collective trusts at end of year	2013-12-31	$978,905
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,815,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,500
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,069,271
Net investment gain or loss from common/collective trusts	2013-12-31	$13,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,178,204
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	FINNEY, NEILL & COMPANY, PS
Accountancy firm EIN	2013-12-31	911566381
2012 : JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$250
Total income from all sources (including contributions)	2012-12-31	$1,125,844
Total of all expenses incurred	2012-12-31	$1,017,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$983,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$546,437
Value of total assets at end of year	2012-12-31	$6,657,626
Value of total assets at beginning of year	2012-12-31	$6,549,182
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$34,524
Total interest from all sources	2012-12-31	$5,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$546,437
Participant contributions at end of year	2012-12-31	$76,314
Participant contributions at beginning of year	2012-12-31	$108,111
Participant contributions at beginning of year	2012-12-31	$20,905
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$602,948
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$458,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$250
Administrative expenses (other) incurred	2012-12-31	$9,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$108,194
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,657,376
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,549,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$4,161,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,113,292
Interest on participant loans	2012-12-31	$5,166
Value of interest in common/collective trusts at end of year	2012-12-31	$1,815,823
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,847,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,208
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$998
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$998
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$574,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$983,126
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	FINNEY, NEILL & COMPANY, PS
Accountancy firm EIN	2012-12-31	911566381
2011 : JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$2,724
Total income from all sources (including contributions)	2011-12-31	$510,581
Total of all expenses incurred	2011-12-31	$800,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$765,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$584,439
Value of total assets at end of year	2011-12-31	$6,549,182
Value of total assets at beginning of year	2011-12-31	$6,842,094
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$35,477
Total interest from all sources	2011-12-31	$6,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$562,177
Participant contributions at end of year	2011-12-31	$108,111
Participant contributions at beginning of year	2011-12-31	$125,778
Participant contributions at end of year	2011-12-31	$20,905
Participant contributions at beginning of year	2011-12-31	$20,198
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$458,861
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$475,848
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$22,262
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$2,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-290,188
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,549,182
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$6,839,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$35,477
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,113,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,463,653
Interest on participant loans	2011-12-31	$6,606
Value of interest in common/collective trusts at end of year	2011-12-31	$1,847,015
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,750,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$6,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$6,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-80,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$765,292
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	STERLING, KUDER & COMPANY, PS
Accountancy firm EIN	2011-12-31	911352573
2010 : JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$2,724
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$3,421
Total income from all sources (including contributions)	2010-12-31	$1,268,776
Total of all expenses incurred	2010-12-31	$1,649,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,605,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$578,672
Value of total assets at end of year	2010-12-31	$6,842,094
Value of total assets at beginning of year	2010-12-31	$7,223,482
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$44,013
Total interest from all sources	2010-12-31	$7,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$552,701
Participant contributions at end of year	2010-12-31	$125,778
Participant contributions at beginning of year	2010-12-31	$160,055
Participant contributions at end of year	2010-12-31	$20,198
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$475,848
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$784,046
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$25,971
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$2,724
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$3,421
Administrative expenses (other) incurred	2010-12-31	$19,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-380,691
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$6,839,370
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$7,220,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,463,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,502,727
Interest on participant loans	2010-12-31	$7,213
Value of interest in common/collective trusts at end of year	2010-12-31	$1,750,234
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,737,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$6,383
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$39,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$39,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$646,463
Net investment gain or loss from common/collective trusts	2010-12-31	$36,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,605,454
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	STERLING, KUDER & COMPANY,PS
Accountancy firm EIN	2010-12-31	911352573

Form 5500 Responses for JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN

2023: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS 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: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS 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: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS 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: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS 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: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS 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: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS 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: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS 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: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS 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: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS 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: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS 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: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS 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
2009: JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN L. SCOTT, INC.
Employer identification number (EIN):	910690535
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1959-02-02
Company Identification Number:	578038187
Legal Registered Office Address:	601 UNION ST STE 2600 SEATTLE United States of America (USA) 981014000