401k Plan data: WORD & BROWN 401(K) RETIREMENT PLAN plan

WORD & BROWN 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	WORD & BROWN 401(K) RETIREMENT PLAN
Plan identification number	001

WORD & BROWN 401(K) RETIREMENT 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

WORD & BROWN INSURANCE ADMINISTRATORS, INC. has sponsored the creation of one or more 401k plans.

Company Name: WORD & BROWN INSURANCE ADMINISTRATORS, INC.

Employer identification number (EIN): 953161239

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WORD & BROWN 401(K) RETIREMENT 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
001 2017-01-01 CLINTON GEE
001 2016-01-01 CLINTON GEE CLINTON GEE 2017-10-03
001 2015-01-01 CLINTON GEE CLINTON GEE 2016-10-13
001 2014-01-01 CLINTON GEE CLINTON GEE 2015-10-08
001 2013-01-01 CLINTON GEE CLINTON GEE 2014-10-15
001 2012-01-01 CLINTON GEE CLINTON GEE 2013-10-14
001 2011-01-01 CLINTON GEE
001 2010-01-01 CLINTON GEE CLINTON GEE 2011-10-12
001 2009-01-01 CLINTON GEE CLINTON GEE 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	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
001	2017-01-01	CLINTON GEE
001	2016-01-01	CLINTON GEE	CLINTON GEE	2017-10-03
001	2015-01-01	CLINTON GEE	CLINTON GEE	2016-10-13
001	2014-01-01	CLINTON GEE	CLINTON GEE	2015-10-08
001	2013-01-01	CLINTON GEE	CLINTON GEE	2014-10-15
001	2012-01-01	CLINTON GEE	CLINTON GEE	2013-10-14
001	2011-01-01	CLINTON GEE
001	2010-01-01	CLINTON GEE	CLINTON GEE	2011-10-12
001	2009-01-01	CLINTON GEE	CLINTON GEE	2010-10-14

Plan Statistics for WORD & BROWN 401(K) RETIREMENT PLAN

401k plan membership statisitcs for WORD & BROWN 401(K) RETIREMENT PLAN

Measure Date Value
2023: WORD & BROWN 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 666
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 562
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 122
Total of all active and inactive participants 2023-01-01 685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 685
Number of participants with account balances 2023-01-01 669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 22
2022: WORD & BROWN 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 660
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 534
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 129
Total of all active and inactive participants 2022-01-01 666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 666
Number of participants with account balances 2022-01-01 645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 12
2021: WORD & BROWN 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 656
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 529
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 124
Total of all active and inactive participants 2021-01-01 656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 656
Number of participants with account balances 2021-01-01 647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 12
2020: WORD & BROWN 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 665
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 532
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 117
Total of all active and inactive participants 2020-01-01 653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 653
Number of participants with account balances 2020-01-01 645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: WORD & BROWN 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 641
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 526
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 122
Total of all active and inactive participants 2019-01-01 651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 651
Number of participants with account balances 2019-01-01 638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: WORD & BROWN 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 646
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 514
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 120
Total of all active and inactive participants 2018-01-01 637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 637
Number of participants with account balances 2018-01-01 453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: WORD & BROWN 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 773
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 519
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 122
Total of all active and inactive participants 2017-01-01 644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 644
Number of participants with account balances 2017-01-01 446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 16
2016: WORD & BROWN 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 835
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 670
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 101
Total of all active and inactive participants 2016-01-01 773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 773
Number of participants with account balances 2016-01-01 481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 10
2015: WORD & BROWN 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,047
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 714
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 109
Total of all active and inactive participants 2015-01-01 824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 824
Number of participants with account balances 2015-01-01 478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 7
2014: WORD & BROWN 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,106
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 916
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 122
Total of all active and inactive participants 2014-01-01 1,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1,039
Number of participants with account balances 2014-01-01 459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 22
2013: WORD & BROWN 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,047
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,013
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 79
Total of all active and inactive participants 2013-01-01 1,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1,093
Number of participants with account balances 2013-01-01 569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 27
2012: WORD & BROWN 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,032
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 944
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 70
Total of all active and inactive participants 2012-01-01 1,015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1,015
Number of participants with account balances 2012-01-01 527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 26
2011: WORD & BROWN 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,068
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 946
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 65
Total of all active and inactive participants 2011-01-01 1,012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,012
Number of participants with account balances 2011-01-01 510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 33
2010: WORD & BROWN 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 991
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1,002
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 49
Total of all active and inactive participants 2010-01-01 1,051
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 1,051
Number of participants with account balances 2010-01-01 456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 25
2009: WORD & BROWN 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 995
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 934
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 51
Total of all active and inactive participants 2009-01-01 985
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 985
Number of participants with account balances 2009-01-01 454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 42

Measure	Date	Value
2023: WORD & BROWN 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	666
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	562
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	122
Total of all active and inactive participants	2023-01-01	685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	685
Number of participants with account balances	2023-01-01	669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	22
2022: WORD & BROWN 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	660
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	534
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	129
Total of all active and inactive participants	2022-01-01	666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	666
Number of participants with account balances	2022-01-01	645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	12
2021: WORD & BROWN 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	656
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	529
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	124
Total of all active and inactive participants	2021-01-01	656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	656
Number of participants with account balances	2021-01-01	647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	12
2020: WORD & BROWN 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	665
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	532
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	117
Total of all active and inactive participants	2020-01-01	653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	653
Number of participants with account balances	2020-01-01	645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: WORD & BROWN 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	641
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	526
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	122
Total of all active and inactive participants	2019-01-01	651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	651
Number of participants with account balances	2019-01-01	638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: WORD & BROWN 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	646
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	514
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	120
Total of all active and inactive participants	2018-01-01	637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	637
Number of participants with account balances	2018-01-01	453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: WORD & BROWN 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	773
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	519
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	122
Total of all active and inactive participants	2017-01-01	644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	644
Number of participants with account balances	2017-01-01	446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	16
2016: WORD & BROWN 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	835
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	670
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	101
Total of all active and inactive participants	2016-01-01	773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	773
Number of participants with account balances	2016-01-01	481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	10
2015: WORD & BROWN 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,047
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	714
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	109
Total of all active and inactive participants	2015-01-01	824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	824
Number of participants with account balances	2015-01-01	478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	7
2014: WORD & BROWN 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,106
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	916
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	122
Total of all active and inactive participants	2014-01-01	1,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1,039
Number of participants with account balances	2014-01-01	459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	22
2013: WORD & BROWN 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,047
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,013
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	79
Total of all active and inactive participants	2013-01-01	1,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,093
Number of participants with account balances	2013-01-01	569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	27
2012: WORD & BROWN 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,032
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	944
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	70
Total of all active and inactive participants	2012-01-01	1,015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1,015
Number of participants with account balances	2012-01-01	527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	26
2011: WORD & BROWN 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,068
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	946
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	65
Total of all active and inactive participants	2011-01-01	1,012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,012
Number of participants with account balances	2011-01-01	510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	33
2010: WORD & BROWN 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	991
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1,002
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	49
Total of all active and inactive participants	2010-01-01	1,051
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	1,051
Number of participants with account balances	2010-01-01	456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	25
2009: WORD & BROWN 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	995
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	934
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	51
Total of all active and inactive participants	2009-01-01	985
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	985
Number of participants with account balances	2009-01-01	454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	42

Financial Data on WORD & BROWN 401(K) RETIREMENT PLAN

Measure	Date	Value
2023 : WORD & BROWN 401(K) RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets	2023-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$0
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Expenses. Interest paid	2023-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$20,187,855
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$8,867,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$8,681,006
Expenses. Certain deemed distributions of participant loans	2023-12-31	$40,073
Value of total corrective distributions	2023-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$5,779,258
Value of total assets at end of year	2023-12-31	$79,900,381
Value of total assets at beginning of year	2023-12-31	$68,579,578
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$145,973
Total income from rents	2023-12-31	$0
Total interest from all sources	2023-12-31	$249,502
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$2,154,000
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	$2,154,000
Assets. Real estate other than employer real property at end of year	2023-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-12-31	$0
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$4,358,893
Participant contributions at end of year	2023-12-31	$1,766,343
Participant contributions at beginning of year	2023-12-31	$1,605,087
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$169,482
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$0
Assets. Loans (other than to participants) at end of year	2023-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$0
Other income not declared elsewhere	2023-12-31	$-2,295
Administrative expenses (other) incurred	2023-12-31	$600
Total non interest bearing cash at end of year	2023-12-31	$0
Total non interest bearing cash at beginning of year	2023-12-31	$0
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
Income. Non cash contributions	2023-12-31	$0
Value of net income/loss	2023-12-31	$11,320,803
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$79,900,381
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$68,579,578
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
Assets. partnership/joint venture interests at end of year	2023-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2023-12-31	$0
Investment advisory and management fees	2023-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$56,776,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$56,720,822
Value of interest in pooled separate accounts at end of year	2023-12-31	$6,990,518
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$300,582
Interest on participant loans	2023-12-31	$71,826
Income. Interest from loans (other than to participants)	2023-12-31	$0
Interest earned on other investments	2023-12-31	$177,676
Income. Interest from US Government securities	2023-12-31	$0
Income. Interest from corporate debt instruments	2023-12-31	$0
Value of interest in master investment trust accounts at end of year	2023-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2023-12-31	$0
Value of interest in common/collective trusts at end of year	2023-12-31	$6,055,143
Value of interest in common/collective trusts at beginning of year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2023-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$8,311,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$9,953,087
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$0
Asset value of US Government securities at end of year	2023-12-31	$0
Asset value of US Government securities at beginning of year	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$10,699,581
Net investment gain/loss from pooled separate accounts	2023-12-31	$494,119
Net investment gain or loss from common/collective trusts	2023-12-31	$813,690
Net gain/loss from 103.12 investment entities	2023-12-31	$0
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	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Assets. Invements in employer securities at end of year	2023-12-31	$0
Assets. Invements in employer securities at beginning of year	2023-12-31	$0
Assets. Value of employer real property at end of year	2023-12-31	$0
Assets. Value of employer real property at beginning of year	2023-12-31	$0
Contributions received in cash from employer	2023-12-31	$1,250,883
Employer contributions (assets) at end of year	2023-12-31	$0
Employer contributions (assets) at beginning of year	2023-12-31	$0
Income. Dividends from preferred stock	2023-12-31	$0
Income. Dividends from common stock	2023-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$8,681,006
Asset. Corporate debt instrument preferred debt at end of year	2023-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-12-31	$0
Contract administrator fees	2023-12-31	$145,373
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	2023-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2023-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2023-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-12-31	$0
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
Aggregate proceeds on sale of assets	2023-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2023-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-12-31	$0
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2023-12-31	954345526
2022 : WORD & BROWN 401(K) RETIREMENT 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	$0
Total income from all sources (including contributions)	2022-12-31	$-10,629,798
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,677,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,539,232
Value of total corrective distributions	2022-12-31	$10,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$5,399,683
Value of total assets at end of year	2022-12-31	$68,579,578
Value of total assets at beginning of year	2022-12-31	$80,886,951
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$127,648
Total interest from all sources	2022-12-31	$216,386
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$725,893
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	$725,893
Administrative expenses professional fees incurred	2022-12-31	$0
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	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$4,096,528
Participant contributions at end of year	2022-12-31	$1,605,087
Participant contributions at beginning of year	2022-12-31	$1,517,881
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$155,900
Other income not declared elsewhere	2022-12-31	$1,272
Administrative expenses (other) incurred	2022-12-31	$383
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	$-12,307,373
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$68,579,578
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$80,886,951
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	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$56,720,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$70,223,103
Value of interest in pooled separate accounts at end of year	2022-12-31	$300,582
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$287,608
Interest on participant loans	2022-12-31	$57,897
Interest earned on other investments	2022-12-31	$158,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$9,953,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$8,858,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-16,933,277
Net investment gain/loss from pooled separate accounts	2022-12-31	$-39,755
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	$1,147,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,539,232
Contract administrator fees	2022-12-31	$127,265
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	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2022-12-31	954345526
2021 : WORD & BROWN 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$17,405,429
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,235,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,098,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$5,846,815
Value of total assets at end of year	2021-12-31	$80,886,951
Value of total assets at beginning of year	2021-12-31	$66,717,278
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$137,238
Total interest from all sources	2021-12-31	$197,028
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$675,926
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	$675,926
Was this plan covered by a fidelity bond	2021-12-31	No
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$3,936,498
Participant contributions at end of year	2021-12-31	$1,517,881
Participant contributions at beginning of year	2021-12-31	$1,213,879
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$781,950
Other income not declared elsewhere	2021-12-31	$-77
Administrative expenses (other) incurred	2021-12-31	$137,238
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	$14,169,673
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$80,886,951
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$66,717,278
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$70,223,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$56,316,452
Value of interest in pooled separate accounts at end of year	2021-12-31	$287,608
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$237,744
Interest on participant loans	2021-12-31	$50,929
Interest earned on other investments	2021-12-31	$146,099
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$8,858,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$8,949,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$10,651,846
Net investment gain/loss from pooled separate accounts	2021-12-31	$33,891
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	$1,128,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,098,518
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	Disclaimer
Accountancy firm name	2021-12-31	HOFFSKI PISANO & CO., CPA
Accountancy firm EIN	2021-12-31	330177600
2020 : WORD & BROWN 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$17,006,306
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$4,380,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,098,869
Value of total corrective distributions	2020-12-31	$161,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,877,337
Value of total assets at end of year	2020-12-31	$66,717,278
Value of total assets at beginning of year	2020-12-31	$54,091,292
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$120,100
Total interest from all sources	2020-12-31	$230,154
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$480,888
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	$480,888
Was this plan covered by a fidelity bond	2020-12-31	No
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$3,627,591
Participant contributions at end of year	2020-12-31	$1,213,879
Participant contributions at beginning of year	2020-12-31	$1,323,904
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$245,382
Other income not declared elsewhere	2020-12-31	$-723
Administrative expenses (other) incurred	2020-12-31	$120,100
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	$12,625,986
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$66,717,278
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$54,091,292
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$56,316,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$44,908,728
Value of interest in pooled separate accounts at end of year	2020-12-31	$237,744
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$171,268
Interest on participant loans	2020-12-31	$54,081
Interest earned on other investments	2020-12-31	$176,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$8,949,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$7,687,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$11,397,506
Net investment gain/loss from pooled separate accounts	2020-12-31	$21,144
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
Contributions received in cash from employer	2020-12-31	$1,004,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,098,869
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	Disclaimer
Accountancy firm name	2020-12-31	HOFFSKI PISANO & CO., CPA
Accountancy firm EIN	2020-12-31	330177600
2019 : WORD & BROWN 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$14,966,891
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,190,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,896,183
Value of total corrective distributions	2019-12-31	$160,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,445,575
Value of total assets at end of year	2019-12-31	$54,091,292
Value of total assets at beginning of year	2019-12-31	$41,314,916
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$134,238
Total interest from all sources	2019-12-31	$212,912
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$529,449
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	$529,449
Was this plan covered by a fidelity bond	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$3,301,686
Participant contributions at end of year	2019-12-31	$1,323,904
Participant contributions at beginning of year	2019-12-31	$1,314,260
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$220,864
Other income not declared elsewhere	2019-12-31	$2,968
Administrative expenses (other) incurred	2019-12-31	$134,238
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	$12,776,376
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$54,091,292
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$41,314,916
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$44,908,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$32,678,495
Value of interest in pooled separate accounts at end of year	2019-12-31	$171,268
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$119,860
Interest on participant loans	2019-12-31	$51,371
Interest earned on other investments	2019-12-31	$161,541
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$7,687,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$7,202,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$9,754,376
Net investment gain/loss from pooled separate accounts	2019-12-31	$21,611
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
Contributions received in cash from employer	2019-12-31	$923,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,896,183
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	HOFFSKI PISANO & CO., CPA
Accountancy firm EIN	2019-12-31	330177600
2018 : WORD & BROWN 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,446,303
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,668,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,607,774
Value of total corrective distributions	2018-12-31	$15,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,381,399
Value of total assets at end of year	2018-12-31	$41,314,916
Value of total assets at beginning of year	2018-12-31	$44,537,537
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$45,876
Total interest from all sources	2018-12-31	$175,796
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$339,028
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	$339,028
Was this plan covered by a fidelity bond	2018-12-31	No
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,710,140
Participant contributions at end of year	2018-12-31	$1,314,260
Participant contributions at beginning of year	2018-12-31	$1,373,746
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$35,788
Other income not declared elsewhere	2018-12-31	$9,001
Administrative expenses (other) incurred	2018-12-31	$45,876
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	$-3,222,621
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$41,314,916
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$44,537,537
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$32,678,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$29,466,657
Value of interest in pooled separate accounts at end of year	2018-12-31	$119,860
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$6,782,676
Interest on participant loans	2018-12-31	$48,946
Interest earned on other investments	2018-12-31	$126,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$7,202,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$6,914,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,432,177
Net investment gain/loss from pooled separate accounts	2018-12-31	$-26,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
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
Contributions received in cash from employer	2018-12-31	$635,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,607,774
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	HOFFSKI PISANO & CO., CPA
Accountancy firm EIN	2018-12-31	330177600
2017 : WORD & BROWN 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$9,865,164
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$4,593,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$4,551,627
Expenses. Certain deemed distributions of participant loans	2017-12-31	$-3,208
Value of total corrective distributions	2017-12-31	$31,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,465,440
Value of total assets at end of year	2017-12-31	$44,537,537
Value of total assets at beginning of year	2017-12-31	$39,266,370
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$14,126
Total interest from all sources	2017-12-31	$160,017
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$260,108
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	$260,108
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,655,409
Participant contributions at end of year	2017-12-31	$1,373,746
Participant contributions at beginning of year	2017-12-31	$1,499,889
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$203,340
Other income not declared elsewhere	2017-12-31	$12,073
Administrative expenses (other) incurred	2017-12-31	$14,126
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	$5,271,167
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$44,537,537
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$39,266,370
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$29,466,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$25,065,088
Value of interest in pooled separate accounts at end of year	2017-12-31	$6,782,676
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$5,707,449
Interest on participant loans	2017-12-31	$48,987
Interest earned on other investments	2017-12-31	$111,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$6,914,458
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$6,993,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$5,023,265
Net investment gain/loss from pooled separate accounts	2017-12-31	$944,261
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	No
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	$606,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$4,551,627
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	HOFFSKI PISANO & CO., CPA
Accountancy firm EIN	2017-12-31	330177600
2016 : WORD & BROWN 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$6,317,758
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,375,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,208,950
Expenses. Certain deemed distributions of participant loans	2016-12-31	$3,429
Value of total corrective distributions	2016-12-31	$147,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,919,231
Value of total assets at end of year	2016-12-31	$39,266,370
Value of total assets at beginning of year	2016-12-31	$34,323,914
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$15,334
Total interest from all sources	2016-12-31	$150,826
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$284,910
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	$284,910
Was this plan covered by a fidelity bond	2016-12-31	No
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,968,028
Participant contributions at end of year	2016-12-31	$1,499,889
Participant contributions at beginning of year	2016-12-31	$1,354,909
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$272,799
Other income not declared elsewhere	2016-12-31	$19,600
Administrative expenses (other) incurred	2016-12-31	$15,334
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	$4,942,456
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$39,266,370
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$34,323,914
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$25,065,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$24,737,894
Value of interest in pooled separate accounts at end of year	2016-12-31	$5,707,449
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,172,770
Interest on participant loans	2016-12-31	$49,114
Interest earned on other investments	2016-12-31	$101,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$6,993,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$6,058,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,462,558
Net investment gain/loss from pooled separate accounts	2016-12-31	$480,633
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	No
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	$678,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,208,950
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	HOFFSKI PISANO & CO., CPA
Accountancy firm EIN	2016-12-31	330177600
2015 : WORD & BROWN 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$4,058,067
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,559,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,521,386
Expenses. Certain deemed distributions of participant loans	2015-12-31	$-661
Value of total corrective distributions	2015-12-31	$18,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,751,208
Value of total assets at end of year	2015-12-31	$34,323,914
Value of total assets at beginning of year	2015-12-31	$32,825,077
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$19,663
Total interest from all sources	2015-12-31	$132,272
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$240,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$240,623
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,731,518
Participant contributions at end of year	2015-12-31	$1,354,909
Participant contributions at beginning of year	2015-12-31	$997,146
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$395,693
Other income not declared elsewhere	2015-12-31	$18,500
Administrative expenses (other) incurred	2015-12-31	$19,663
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	$1,498,837
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$34,323,914
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$32,825,077
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	$24,737,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$26,482,182
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,172,770
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$38,754
Interest earned on other investments	2015-12-31	$93,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$6,058,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$5,345,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-91,546
Net investment gain/loss from pooled separate accounts	2015-12-31	$7,010
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	$623,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,521,386
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	HOFFSKI PISANO & CO., CPA
Accountancy firm EIN	2015-12-31	330177600
2014 : WORD & BROWN 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$6,251,775
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$7,355,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$7,280,974
Value of total corrective distributions	2014-12-31	$53,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$4,096,244
Value of total assets at end of year	2014-12-31	$32,825,077
Value of total assets at beginning of year	2014-12-31	$33,928,372
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$20,370
Total interest from all sources	2014-12-31	$149,841
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$201,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$201,486
Was this plan covered by a fidelity bond	2014-12-31	No
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,762,106
Participant contributions at end of year	2014-12-31	$997,146
Participant contributions at beginning of year	2014-12-31	$1,274,169
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$3,888
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$673,482
Other income not declared elsewhere	2014-12-31	$34,843
Administrative expenses (other) incurred	2014-12-31	$20,370
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	$-1,103,295
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$32,825,077
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$33,928,372
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$26,482,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$25,217,106
Interest on participant loans	2014-12-31	$38,847
Interest earned on other investments	2014-12-31	$110,994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$5,345,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$7,433,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,769,361
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
Contributions received in cash from employer	2014-12-31	$660,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$7,280,974
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	HOFFSKI & PISANO CPAS
Accountancy firm EIN	2014-12-31	330177600
2013 : WORD & BROWN 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$9,331,692
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,477,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,347,969
Expenses. Certain deemed distributions of participant loans	2013-12-31	$10,196
Value of total corrective distributions	2013-12-31	$72,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,502,468
Value of total assets at end of year	2013-12-31	$33,928,372
Value of total assets at beginning of year	2013-12-31	$27,074,660
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$46,944
Total interest from all sources	2013-12-31	$167,333
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$195,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$195,781
Was this plan covered by a fidelity bond	2013-12-31	No
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,701,499
Participant contributions at end of year	2013-12-31	$1,274,169
Participant contributions at beginning of year	2013-12-31	$1,278,972
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$3,888
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$13,150
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$156,132
Other income not declared elsewhere	2013-12-31	$47,363
Administrative expenses (other) incurred	2013-12-31	$46,944
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	$6,853,712
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$33,928,372
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$27,074,660
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$25,217,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$19,144,204
Interest on participant loans	2013-12-31	$40,902
Interest earned on other investments	2013-12-31	$126,431
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$7,433,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$6,638,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$5,418,747
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
Contributions received in cash from employer	2013-12-31	$644,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,347,969
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	HOFFSKI & PISANO CPAS
Accountancy firm EIN	2013-12-31	330177600
2012 : WORD & BROWN 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$6,081,284
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,077,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,055,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,338,814
Value of total assets at end of year	2012-12-31	$27,074,660
Value of total assets at beginning of year	2012-12-31	$23,070,441
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$21,743
Total interest from all sources	2012-12-31	$180,153
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$200,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$200,095
Was this plan covered by a fidelity bond	2012-12-31	No
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,423,340
Participant contributions at end of year	2012-12-31	$1,278,972
Participant contributions at beginning of year	2012-12-31	$1,033,484
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$13,150
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$3,381
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$540,558
Other income not declared elsewhere	2012-12-31	$34,496
Administrative expenses (other) incurred	2012-12-31	$21,743
Total non interest bearing cash at beginning of year	2012-12-31	$271
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	$4,004,219
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$27,074,660
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$23,070,441
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$19,144,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$16,193,818
Interest on participant loans	2012-12-31	$38,510
Interest earned on other investments	2012-12-31	$141,643
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$6,638,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$5,839,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,327,726
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
Contributions received in cash from employer	2012-12-31	$374,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,055,322
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	HOFFSKI & PISANO CPAS
Accountancy firm EIN	2012-12-31	330177600
2011 : WORD & BROWN 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$2,658,259
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,616,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,582,575
Value of total corrective distributions	2011-12-31	$3,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,897,131
Value of total assets at end of year	2011-12-31	$23,070,441
Value of total assets at beginning of year	2011-12-31	$22,029,080
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$30,444
Total interest from all sources	2011-12-31	$182,551
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$140,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$140,338
Was this plan covered by a fidelity bond	2011-12-31	No
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$2,278,254
Participant contributions at end of year	2011-12-31	$1,033,484
Participant contributions at beginning of year	2011-12-31	$834,677
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$3,381
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$69,517
Other income not declared elsewhere	2011-12-31	$6,586
Administrative expenses (other) incurred	2011-12-31	$30,444
Total non interest bearing cash at end of year	2011-12-31	$271
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	$1,041,361
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$23,070,441
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$22,029,080
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$16,193,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$15,707,539
Interest on participant loans	2011-12-31	$32,614
Interest earned on other investments	2011-12-31	$149,937
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$5,839,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$5,486,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-568,347
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
Contributions received in cash from employer	2011-12-31	$549,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,582,575
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	HOFFSKI & PISANO CPAS
Accountancy firm EIN	2011-12-31	330177600
2010 : WORD & BROWN 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$5,034,795
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,037,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,014,725
Expenses. Certain deemed distributions of participant loans	2010-12-31	$-282
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,860,765
Value of total assets at end of year	2010-12-31	$22,029,080
Value of total assets at beginning of year	2010-12-31	$18,031,861
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$23,133
Total interest from all sources	2010-12-31	$73,862
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$148,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$148,083
Was this plan covered by a fidelity bond	2010-12-31	No
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	$2,292,484
Participant contributions at end of year	2010-12-31	$834,677
Participant contributions at beginning of year	2010-12-31	$897,863
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$4,406
Administrative expenses (other) incurred	2010-12-31	$23,133
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	$3,997,219
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$22,029,080
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$18,031,861
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$15,707,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$15,185,919
Interest on participant loans	2010-12-31	$37,975
Interest earned on other investments	2010-12-31	$35,887
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,948,079
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$5,486,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,911,098
Net investment gain or loss from common/collective trusts	2010-12-31	$40,987
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
Contributions received in cash from employer	2010-12-31	$563,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,014,725
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	HOFFSKI & PISANO
Accountancy firm EIN	2010-12-31	330177600
2009 : WORD & BROWN 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WORD & BROWN 401(K) RETIREMENT PLAN

2023: WORD & BROWN 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: WORD & BROWN 401(K) RETIREMENT 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WORD & BROWN 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WORD & BROWN 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WORD & BROWN 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WORD & BROWN 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WORD & BROWN 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WORD & BROWN 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WORD & BROWN 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WORD & BROWN 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WORD & BROWN 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WORD & BROWN 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WORD & BROWN 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WORD & BROWN 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WORD & BROWN 401(K) RETIREMENT 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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

556510-01

Policy instance

Insurance contract or identification number	556510-01
Number of Individuals Covered	302
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

040917

Policy instance

Insurance contract or identification number	040917
Number of Individuals Covered	666
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

040917

Policy instance

Insurance contract or identification number	040917
Number of Individuals Covered	656
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

040917

Policy instance

Insurance contract or identification number	040917
Number of Individuals Covered	653
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

040917

Policy instance

Insurance contract or identification number	040917
Number of Individuals Covered	651
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

040917

Policy instance

Insurance contract or identification number	040917
Number of Individuals Covered	637
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

040917

Policy instance

Insurance contract or identification number	040917
Number of Individuals Covered	644
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

WORD & BOND CASH BALANCE PLAN [EIN = 823882944]

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Company Name:	WORD & BROWN INSURANCE ADMINISTRATORS, INC.
Employer identification number (EIN):	953161239
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages