401k Plan data: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN plan

DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 401k Plan overview

Plan Name	DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN
Plan identification number	002

DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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

DRUMMOND, WOODSUM & MACMAHON, P.A. has sponsored the creation of one or more 401k plans.

Company Name: DRUMMOND, WOODSUM & MACMAHON, P.A.

Employer identification number (EIN): 010351512

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 AMY BECKWITH
002 2016-01-01 AMY BECKWITH
002 2015-01-01 AMY BECKWITH
002 2014-01-01 AMY BECKWITH
002 2013-01-01 AMY BECKWITH DRUMMOND WOODSUM MACMAHON PA 2014-09-12
002 2012-01-01 AMY BECKWITH AMY L BECKWTIH 2013-06-27
002 2011-01-01 AMY BECKWITH 2012-07-27 AMY BECKWITH 2012-07-27
002 2010-01-01 AMY BECKWITH 2011-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	AMY BECKWITH
002	2016-01-01	AMY BECKWITH
002	2015-01-01	AMY BECKWITH
002	2014-01-01	AMY BECKWITH
002	2013-01-01	AMY BECKWITH		DRUMMOND WOODSUM MACMAHON PA	2014-09-12
002	2012-01-01	AMY BECKWITH		AMY L BECKWTIH	2013-06-27
002	2011-01-01	AMY BECKWITH	2012-07-27	AMY BECKWITH	2012-07-27
002	2010-01-01	AMY BECKWITH	2011-07-19

Plan Statistics for DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN

401k plan membership statisitcs for DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN

Measure Date Value
2022: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 149
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 38
Total of all active and inactive participants 2022-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 188
Number of participants with account balances 2022-01-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 10
2021: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 151
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 34
Total of all active and inactive participants 2021-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 185
Number of participants with account balances 2021-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 128
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 31
Total of all active and inactive participants 2020-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 159
Number of participants with account balances 2020-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 124
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 29
Total of all active and inactive participants 2019-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 153
Number of participants with account balances 2019-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 118
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 26
Total of all active and inactive participants 2018-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 145
Number of participants with account balances 2018-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 112
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 25
Total of all active and inactive participants 2017-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 139
Number of participants with account balances 2017-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 102
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 28
Total of all active and inactive participants 2016-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 132
Number of participants with account balances 2016-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 92
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 27
Total of all active and inactive participants 2015-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 121
Number of participants with account balances 2015-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 97
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 23
Total of all active and inactive participants 2014-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 122
Number of participants with account balances 2014-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 93
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 17
Total of all active and inactive participants 2013-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 111
Number of participants with account balances 2013-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 80
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 18
Total of all active and inactive participants 2012-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 99
Number of participants with account balances 2012-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2

Measure	Date	Value
2022: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	149
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	38
Total of all active and inactive participants	2022-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	188
Number of participants with account balances	2022-01-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	10
2021: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	151
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	34
Total of all active and inactive participants	2021-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	185
Number of participants with account balances	2021-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	128
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	31
Total of all active and inactive participants	2020-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	159
Number of participants with account balances	2020-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	124
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	29
Total of all active and inactive participants	2019-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	153
Number of participants with account balances	2019-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	118
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	26
Total of all active and inactive participants	2018-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	145
Number of participants with account balances	2018-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	112
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	25
Total of all active and inactive participants	2017-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	139
Number of participants with account balances	2017-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	102
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	28
Total of all active and inactive participants	2016-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	132
Number of participants with account balances	2016-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	92
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	27
Total of all active and inactive participants	2015-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	121
Number of participants with account balances	2015-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	97
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	23
Total of all active and inactive participants	2014-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	122
Number of participants with account balances	2014-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	93
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	17
Total of all active and inactive participants	2013-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	111
Number of participants with account balances	2013-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	80
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	18
Total of all active and inactive participants	2012-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	99
Number of participants with account balances	2012-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2

Financial Data on DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN

Measure	Date	Value
2022 : DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-630,472
Total unrealized appreciation/depreciation of assets	2022-12-31	$-630,472
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	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
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-6,161,759
Total loss/gain on sale of assets	2022-12-31	$-70,109
Total of all expenses incurred	2022-12-31	$3,664,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,656,136
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$5,924,449
Value of total assets at end of year	2022-12-31	$68,837,705
Value of total assets at beginning of year	2022-12-31	$78,664,193
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$8,593
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$47,948
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,611,926
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	$1,554,630
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$42,365
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$46,184
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,200,000
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	$2,021,099
Participant contributions at end of year	2022-12-31	$400,107
Participant contributions at beginning of year	2022-12-31	$310,579
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,983,837
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$6,396
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$4,543
Total non interest bearing cash at beginning of year	2022-12-31	$4,824
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
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-9,826,488
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$68,837,705
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$78,664,193
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
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$2,197
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$56,340,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$64,796,633
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$16,615
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$2,950
Income. Interest from corporate debt instruments	2022-12-31	$9,969
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$5,410,269
Value of interest in common/collective trusts at beginning of year	2022-12-31	$6,225,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1,359,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,862,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,862,962
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$18,414
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$429,389
Asset value of US Government securities at beginning of year	2022-12-31	$476,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-12,676,160
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$-369,341
Net gain/loss from 103.12 investment entities	2022-12-31	$0
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
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$1,919,513
Employer contributions (assets) at end of year	2022-12-31	$1,919,513
Employer contributions (assets) at beginning of year	2022-12-31	$1,776,575
Income. Dividends from preferred stock	2022-12-31	$2,592
Income. Dividends from common stock	2022-12-31	$54,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,656,136
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$310,170
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$444,605
Contract administrator fees	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$2,621,509
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$2,720,071
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
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
Aggregate proceeds on sale of assets	2022-12-31	$737,240
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$807,349
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PURDY POWERS & CO. P.A.
Accountancy firm EIN	2022-12-31	010463013
2021 : DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$500,670
Total unrealized appreciation/depreciation of assets	2021-12-31	$500,670
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	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
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$12,697,437
Total loss/gain on sale of assets	2021-12-31	$1,357
Total of all expenses incurred	2021-12-31	$2,409,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,401,246
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,465,822
Value of total assets at end of year	2021-12-31	$78,664,193
Value of total assets at beginning of year	2021-12-31	$68,375,843
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$7,841
Total income from rents	2021-12-31	$0
Total interest from all sources	2021-12-31	$35,081
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,972,696
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	$1,919,676
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$46,184
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$38,857
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,200,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,961,147
Participant contributions at end of year	2021-12-31	$310,579
Participant contributions at beginning of year	2021-12-31	$259,331
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$728,100
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$61
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$6,861
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$4,824
Total non interest bearing cash at beginning of year	2021-12-31	$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	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$10,288,350
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$78,664,193
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$68,375,843
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
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$980
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$64,796,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$57,159,105
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$14,692
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$0
Income. Interest from US Government securities	2021-12-31	$4,466
Income. Interest from corporate debt instruments	2021-12-31	$10,581
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$6,225,501
Value of interest in common/collective trusts at beginning of year	2021-12-31	$4,593,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,862,962
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$2,041,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$2,041,223
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$5,342
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Asset value of US Government securities at end of year	2021-12-31	$476,259
Asset value of US Government securities at beginning of year	2021-12-31	$581,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,770,499
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$-48,688
Net gain/loss from 103.12 investment entities	2021-12-31	$0
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
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$1,776,575
Employer contributions (assets) at end of year	2021-12-31	$1,776,575
Employer contributions (assets) at beginning of year	2021-12-31	$1,533,270
Income. Dividends from preferred stock	2021-12-31	$2,471
Income. Dividends from common stock	2021-12-31	$50,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,401,246
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$444,605
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$139,346
Contract administrator fees	2021-12-31	$0
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	2021-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$2,720,071
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$2,029,693
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
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
Aggregate proceeds on sale of assets	2021-12-31	$760,553
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$759,196
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PURDY POWERS & CO. P.A.
Accountancy firm EIN	2021-12-31	010463013
2020 : DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$293,681
Total unrealized appreciation/depreciation of assets	2020-12-31	$293,681
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	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
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$10,795,722
Total loss/gain on sale of assets	2020-12-31	$307,136
Total of all expenses incurred	2020-12-31	$4,337,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,326,540
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,934,092
Value of total assets at end of year	2020-12-31	$68,375,843
Value of total assets at beginning of year	2020-12-31	$61,917,636
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$10,975
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$52,904
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,551,806
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	$1,520,651
Assets. Real estate other than employer real property at end of year	2020-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$38,857
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$40,203
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,200,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,303,556
Participant contributions at end of year	2020-12-31	$259,331
Participant contributions at beginning of year	2020-12-31	$283,977
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$97,205
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$61
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$7,422
Liabilities. Value of operating payables at end of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$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	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$6,458,207
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$68,375,843
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$61,917,636
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
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$3,553
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$57,159,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$52,298,716
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$14,503
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$10,753
Income. Interest from corporate debt instruments	2020-12-31	$8,101
Value of interest in master investment trust accounts at end of year	2020-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$4,593,790
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,286,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$2,041,223
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$3,187,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$3,187,618
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$19,547
Assets. Value of investments in 103.12 investment entities at end of year	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Asset value of US Government securities at end of year	2020-12-31	$581,167
Asset value of US Government securities at beginning of year	2020-12-31	$908,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$5,480,091
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$176,012
Net gain/loss from 103.12 investment entities	2020-12-31	$0
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
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Assets. Value of employer real property at end of year	2020-12-31	$0
Assets. Value of employer real property at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$1,533,331
Employer contributions (assets) at end of year	2020-12-31	$1,533,270
Employer contributions (assets) at beginning of year	2020-12-31	$1,525,096
Income. Dividends from preferred stock	2020-12-31	$2,106
Income. Dividends from common stock	2020-12-31	$29,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,326,540
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$139,346
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$152,040
Contract administrator fees	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$2,029,693
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$1,234,896
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-12-31	$0
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
Aggregate proceeds on sale of assets	2020-12-31	$2,740,191
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$2,433,055
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PURDY POWERS & CO. P.A.
Accountancy firm EIN	2020-12-31	010463013
2019 : DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$269,029
Total unrealized appreciation/depreciation of assets	2019-12-31	$269,029
Total transfer of assets to this plan	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
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$12,443,493
Total loss/gain on sale of assets	2019-12-31	$8,692
Total of all expenses incurred	2019-12-31	$1,529,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,520,654
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,295,596
Value of total assets at end of year	2019-12-31	$61,917,636
Value of total assets at beginning of year	2019-12-31	$51,004,045
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$9,248
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$57,249
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$6,006,348
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	$5,988,803
Assets. Real estate other than employer real property at end of year	2019-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$40,203
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,200,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,476,070
Participant contributions at end of year	2019-12-31	$283,977
Participant contributions at beginning of year	2019-12-31	$356,386
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$15,454
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$3,988,486
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$279,571
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$24,471
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$77,369
Administrative expenses (other) incurred	2019-12-31	$8,251
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$1,835
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
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$10,913,591
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$61,917,636
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$51,004,045
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
Assets. partnership/joint venture interests at end of year	2019-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$648,737
Investment advisory and management fees	2019-12-31	$997
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$52,298,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$38,578,943
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$15,291
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$2,867
Income. Interest from corporate debt instruments	2019-12-31	$2,475
Value of interest in master investment trust accounts at end of year	2019-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$2,286,211
Value of interest in common/collective trusts at beginning of year	2019-12-31	$6,071,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$3,187,618
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$36,616
Assets. Value of investments in 103.12 investment entities at end of year	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Asset value of US Government securities at end of year	2019-12-31	$908,879
Asset value of US Government securities at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,624,141
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$105,069
Net gain/loss from 103.12 investment entities	2019-12-31	$0
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
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Assets. Value of employer real property at end of year	2019-12-31	$0
Assets. Value of employer real property at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$1,539,955
Employer contributions (assets) at end of year	2019-12-31	$1,525,096
Employer contributions (assets) at beginning of year	2019-12-31	$1,317,950
Income. Dividends from preferred stock	2019-12-31	$1,053
Income. Dividends from common stock	2019-12-31	$16,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,520,654
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$152,040
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$0
Contract administrator fees	2019-12-31	$0
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	2019-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$1,234,896
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-12-31	$0
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
Aggregate proceeds on sale of assets	2019-12-31	$149,921
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$141,229
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
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	PURDY POWERS & CO. P.A.
Accountancy firm EIN	2019-12-31	010463013
2018 : DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING 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	$37,765
Total income from all sources (including contributions)	2018-12-31	$433,407
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$973,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$925,794
Expenses. Certain deemed distributions of participant loans	2018-12-31	$11,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,647,572
Value of total assets at end of year	2018-12-31	$51,004,045
Value of total assets at beginning of year	2018-12-31	$51,581,466
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$35,834
Total interest from all sources	2018-12-31	$16,699
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$729,952
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$729,952
Administrative expenses professional fees incurred	2018-12-31	$35,834
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,200,000
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	$1,306,437
Participant contributions at end of year	2018-12-31	$356,386
Participant contributions at beginning of year	2018-12-31	$358,855
Participant contributions at end of year	2018-12-31	$15,454
Participant contributions at beginning of year	2018-12-31	$45,723
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$3,988,486
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$4,035,024
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$22,683
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$24,471
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$15,738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$37,765
Other income not declared elsewhere	2018-12-31	$28,027
Total non interest bearing cash at end of year	2018-12-31	$1,835
Total non interest bearing cash at beginning of year	2018-12-31	$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	2018-12-31	No
Value of net income/loss	2018-12-31	$-539,656
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$51,004,045
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$51,543,701
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
Assets. partnership/joint venture interests at end of year	2018-12-31	$648,737
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$648,737
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$38,578,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$40,147,812
Interest on participant loans	2018-12-31	$16,699
Value of interest in common/collective trusts at end of year	2018-12-31	$6,071,783
Value of interest in common/collective trusts at beginning of year	2018-12-31	$5,075,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,091,774
Net investment gain or loss from common/collective trusts	2018-12-31	$102,931
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	Yes
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	$1,318,452
Employer contributions (assets) at end of year	2018-12-31	$1,317,950
Employer contributions (assets) at beginning of year	2018-12-31	$1,254,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$925,794
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	PURDY POWERS & CO. P.A.
Accountancy firm EIN	2018-12-31	010463013
2017 : DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING 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	$37,765
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$97,497
Total income from all sources (including contributions)	2017-12-31	$9,561,042
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,916,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,881,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,515,937
Value of total assets at end of year	2017-12-31	$51,581,466
Value of total assets at beginning of year	2017-12-31	$45,997,064
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$35,197
Total interest from all sources	2017-12-31	$16,768
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$642,634
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$642,634
Administrative expenses professional fees incurred	2017-12-31	$35,197
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,200,000
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	$1,257,872
Participant contributions at end of year	2017-12-31	$358,855
Participant contributions at beginning of year	2017-12-31	$323,351
Participant contributions at end of year	2017-12-31	$45,723
Participant contributions at beginning of year	2017-12-31	$77,093
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$4,035,024
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$3,861,574
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$3,869
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$15,738
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$13,486
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$37,765
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$97,497
Other income not declared elsewhere	2017-12-31	$232,327
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	$5,644,134
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$51,543,701
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$45,899,567
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
Assets. partnership/joint venture interests at end of year	2017-12-31	$648,737
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$648,737
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$40,147,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$35,327,483
Interest on participant loans	2017-12-31	$16,768
Value of interest in common/collective trusts at end of year	2017-12-31	$5,075,381
Value of interest in common/collective trusts at beginning of year	2017-12-31	$4,643,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$6,058,298
Net investment gain or loss from common/collective trusts	2017-12-31	$95,078
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	$1,254,196
Employer contributions (assets) at end of year	2017-12-31	$1,254,196
Employer contributions (assets) at beginning of year	2017-12-31	$1,101,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,881,711
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	WIPFLI LLP
Accountancy firm EIN	2017-12-31	390758449
2016 : DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING 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	$97,497
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	$7,954,419
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$845,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$815,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$4,610,813
Value of total assets at end of year	2016-12-31	$45,997,064
Value of total assets at beginning of year	2016-12-31	$38,791,106
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$30,568
Total interest from all sources	2016-12-31	$11,785
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$588,551
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$588,551
Administrative expenses professional fees incurred	2016-12-31	$30,568
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,200,000
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	$1,143,661
Participant contributions at end of year	2016-12-31	$323,351
Participant contributions at beginning of year	2016-12-31	$255,584
Participant contributions at end of year	2016-12-31	$77,093
Participant contributions at beginning of year	2016-12-31	$26,350
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$3,861,574
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$2,700,208
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$2,365,798
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$13,486
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$12,919
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$97,497
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$117,226
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$1,835
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	$7,108,461
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$45,899,567
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$38,791,106
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
Assets. partnership/joint venture interests at end of year	2016-12-31	$648,737
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$1,648,737
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$35,327,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$29,203,534
Interest on participant loans	2016-12-31	$11,785
Value of interest in common/collective trusts at end of year	2016-12-31	$4,643,986
Value of interest in common/collective trusts at beginning of year	2016-12-31	$3,926,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,548,644
Net investment gain or loss from common/collective trusts	2016-12-31	$77,400
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	$1,101,354
Employer contributions (assets) at end of year	2016-12-31	$1,101,354
Employer contributions (assets) at beginning of year	2016-12-31	$1,015,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$815,390
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
Aggregate proceeds on sale of assets	2016-12-31	$1,000,000
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$1,000,000
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	MACPAGE, LLC
Accountancy firm EIN	2016-12-31	010242373
2015 : DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-47,260
Total unrealized appreciation/depreciation of assets	2015-12-31	$-47,260
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	$36,857
Total income from all sources (including contributions)	2015-12-31	$3,044,757
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$5,672,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$5,640,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,177,075
Value of total assets at end of year	2015-12-31	$38,791,106
Value of total assets at beginning of year	2015-12-31	$41,456,011
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$32,545
Total interest from all sources	2015-12-31	$12,189
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$484,597
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$484,597
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,200,000
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	Yes
Amount of non-exempt transactions with any party-in-interest	2015-12-31	$1,205
Contributions received from participants	2015-12-31	$1,114,391
Participant contributions at end of year	2015-12-31	$255,584
Participant contributions at beginning of year	2015-12-31	$218,680
Participant contributions at end of year	2015-12-31	$26,350
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$2,700,208
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$4,016,441
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$19,203
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$12,919
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$13,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$36,857
Other income not declared elsewhere	2015-12-31	$-13,268
Administrative expenses (other) incurred	2015-12-31	$32,545
Total non interest bearing cash at end of year	2015-12-31	$1,835
Total non interest bearing cash at beginning of year	2015-12-31	$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	2015-12-31	No
Value of net income/loss	2015-12-31	$-2,628,048
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$38,791,106
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$41,419,154
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
Assets. partnership/joint venture interests at end of year	2015-12-31	$1,648,737
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$1,695,997
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$29,203,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$31,966,894
Interest on participant loans	2015-12-31	$12,189
Value of interest in common/collective trusts at end of year	2015-12-31	$3,926,262
Value of interest in common/collective trusts at beginning of year	2015-12-31	$3,544,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-636,109
Net investment gain or loss from common/collective trusts	2015-12-31	$67,533
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	$2,043,481
Employer contributions (assets) at end of year	2015-12-31	$1,015,677
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$5,640,260
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	MACPAGE, LLC
Accountancy firm EIN	2015-12-31	010242373
2014 : DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$6,352,784
Expenses. Total of all expenses incurred	2014-12-31	$196,419
Benefits paid (including direct rollovers)	2014-12-31	$163,762
Total plan assets at end of year	2014-12-31	$41,419,154
Total plan assets at beginning of year	2014-12-31	$35,262,789
Value of fidelity bond covering the plan	2014-12-31	$2,200,000
Total contributions received or receivable from participants	2014-12-31	$1,140,511
Contributions received from other sources (not participants or employers)	2014-12-31	$173,620
Other income received	2014-12-31	$4,043,006
Net income (gross income less expenses)	2014-12-31	$6,156,365
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$41,419,154
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$35,262,789
Assets. Value of participant loans	2014-12-31	$218,680
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$1,695,997
Total contributions received or receivable from employer(s)	2014-12-31	$995,647
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$32,657
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$8,055,381
Expenses. Total of all expenses incurred	2013-12-31	$898,206
Benefits paid (including direct rollovers)	2013-12-31	$878,500
Total plan assets at end of year	2013-12-31	$35,262,789
Total plan assets at beginning of year	2013-12-31	$28,105,614
Value of fidelity bond covering the plan	2013-12-31	$2,200,000
Total contributions received or receivable from participants	2013-12-31	$1,025,849
Contributions received from other sources (not participants or employers)	2013-12-31	$6,291
Other income received	2013-12-31	$6,140,365
Net income (gross income less expenses)	2013-12-31	$7,157,175
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$35,262,789
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$28,105,614
Assets. Value of participant loans	2013-12-31	$298,657
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$200,000
Total contributions received or receivable from employer(s)	2013-12-31	$882,876
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$19,706
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$4,716,372
Expenses. Total of all expenses incurred	2012-12-31	$131,623
Benefits paid (including direct rollovers)	2012-12-31	$125,851
Total plan assets at end of year	2012-12-31	$28,105,614
Total plan assets at beginning of year	2012-12-31	$23,520,865
Value of fidelity bond covering the plan	2012-12-31	$2,200,000
Total contributions received or receivable from participants	2012-12-31	$866,086
Contributions received from other sources (not participants or employers)	2012-12-31	$64,237
Other income received	2012-12-31	$2,967,167
Net income (gross income less expenses)	2012-12-31	$4,584,749
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$28,105,614
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$23,520,865
Assets. Value of participant loans	2012-12-31	$335,755
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$200,000
Total contributions received or receivable from employer(s)	2012-12-31	$818,882
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5,772
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN

2022: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DRUMMOND WOODSUM & MACMAHON PA PROFIT SHARING 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DRUMMOND, WOODSUM & MACMAHON, P.A.
Employer identification number (EIN):	010351512
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers