GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	002

GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1. Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met. Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash. Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities. 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. Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GOULSTON & STORRS PC has sponsored the creation of one or more 401k plans.

Company Name:	GOULSTON & STORRS PC
Employer identification number (EIN):	042738098
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-04-01
002	2023-04-01	CHRISTOPHER WATERS
002	2022-04-01
002	2022-04-01	CHRISTOPHER WATERS
002	2021-04-01
002	2021-04-01	CHRISTOPHER WATERS
002	2020-04-01
002	2017-04-01	KEVIN SMITH
002	2016-04-01	KEVIN SMITH
002	2015-04-01	KEVIN SMITH
002	2014-04-01	KEVIN SMITH
002	2013-04-01	KEVIN SMITH
002	2012-04-01	KEVIN SMITH
002	2011-04-01	KEVIN SMITH
002	2009-04-01	KEVIN SMITH
002	2009-04-01	KEVIN SMITH
002	2009-04-01	KEVIN SMITH

Plan Statistics for GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2023: GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-04-01	465
Total number of active participants reported on line 7a of the Form 5500	2023-04-01	331
Number of retired or separated participants receiving benefits	2023-04-01	15
Number of other retired or separated participants entitled to future benefits	2023-04-01	110
Total of all active and inactive participants	2023-04-01	456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-04-01	3
Total participants	2023-04-01	459
Number of participants with account balances	2023-04-01	456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-04-01	10
2022: GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-04-01	449
Total number of active participants reported on line 7a of the Form 5500	2022-04-01	347
Number of retired or separated participants receiving benefits	2022-04-01	13
Number of other retired or separated participants entitled to future benefits	2022-04-01	102
Total of all active and inactive participants	2022-04-01	462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-04-01	3
Total participants	2022-04-01	465
Number of participants with account balances	2022-04-01	460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-04-01	6
2021: GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-04-01	424
Total number of active participants reported on line 7a of the Form 5500	2021-04-01	337
Number of retired or separated participants receiving benefits	2021-04-01	14
Number of other retired or separated participants entitled to future benefits	2021-04-01	96
Total of all active and inactive participants	2021-04-01	447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-04-01	2
Total participants	2021-04-01	449
Number of participants with account balances	2021-04-01	436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-04-01	4
2020: GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-04-01	431
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	319
Number of retired or separated participants receiving benefits	2020-04-01	11
Number of other retired or separated participants entitled to future benefits	2020-04-01	90
Total of all active and inactive participants	2020-04-01	420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-04-01	4
Total participants	2020-04-01	424
Number of participants with account balances	2020-04-01	422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-04-01	4
2017: GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-04-01	383
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	302
Number of retired or separated participants receiving benefits	2017-04-01	13
Number of other retired or separated participants entitled to future benefits	2017-04-01	83
Total of all active and inactive participants	2017-04-01	398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	1
Total participants	2017-04-01	399
Number of participants with account balances	2017-04-01	387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	4
2016: GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-04-01	393
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	294
Number of retired or separated participants receiving benefits	2016-04-01	6
Number of other retired or separated participants entitled to future benefits	2016-04-01	82
Total of all active and inactive participants	2016-04-01	382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	1
Total participants	2016-04-01	383
Number of participants with account balances	2016-04-01	281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	1
2015: GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-04-01	359
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	301
Number of retired or separated participants receiving benefits	2015-04-01	0
Number of other retired or separated participants entitled to future benefits	2015-04-01	91
Total of all active and inactive participants	2015-04-01	392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-04-01	1
Total participants	2015-04-01	393
Number of participants with account balances	2015-04-01	392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-04-01	4
2014: GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-04-01	360
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	289
Number of retired or separated participants receiving benefits	2014-04-01	0
Number of other retired or separated participants entitled to future benefits	2014-04-01	69
Total of all active and inactive participants	2014-04-01	358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-01	1
Total participants	2014-04-01	359
Number of participants with account balances	2014-04-01	326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	10
2013: GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-04-01	368
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	280
Number of retired or separated participants receiving benefits	2013-04-01	0
Number of other retired or separated participants entitled to future benefits	2013-04-01	79
Total of all active and inactive participants	2013-04-01	359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	1
Total participants	2013-04-01	360
Number of participants with account balances	2013-04-01	325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	8
2012: GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-04-01	372
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	274
Number of retired or separated participants receiving benefits	2012-04-01	0
Number of other retired or separated participants entitled to future benefits	2012-04-01	87
Total of all active and inactive participants	2012-04-01	361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	1
Total participants	2012-04-01	362
Number of participants with account balances	2012-04-01	330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	15
2011: GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-04-01	370
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	270
Number of retired or separated participants receiving benefits	2011-04-01	0
Number of other retired or separated participants entitled to future benefits	2011-04-01	83
Total of all active and inactive participants	2011-04-01	353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	1
Total participants	2011-04-01	354
Number of participants with account balances	2011-04-01	328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	7
2009: GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-04-01	400
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	265
Number of retired or separated participants receiving benefits	2009-04-01	0
Number of other retired or separated participants entitled to future benefits	2009-04-01	92
Total of all active and inactive participants	2009-04-01	357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	1
Total participants	2009-04-01	358
Number of participants with account balances	2009-04-01	338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	14

Financial Data on GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2024 : GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Unrealized appreciation/depreciation of real estate assets	2024-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2024-03-31	$0
Total unrealized appreciation/depreciation of assets	2024-03-31	$0
Total transfer of assets to this plan	2024-03-31	$471,508
Total transfer of assets from this plan	2024-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2024-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2024-03-31	$0
Expenses. Interest paid	2024-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2024-03-31	$0
Total income from all sources (including contributions)	2024-03-31	$80,683,748
Total loss/gain on sale of assets	2024-03-31	$0
Total of all expenses incurred	2024-03-31	$15,957,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2024-03-31	$15,659,596
Expenses. Certain deemed distributions of participant loans	2024-03-31	$0
Value of total corrective distributions	2024-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2024-03-31	$28,186,445
Value of total assets at end of year	2024-03-31	$371,115,575
Value of total assets at beginning of year	2024-03-31	$305,917,579
Total of administrative expenses incurred including professional, contract, advisory and management fees	2024-03-31	$297,664
Total income from rents	2024-03-31	$0
Total interest from all sources	2024-03-31	$57,443
Total dividends received (eg from common stock, registered investment company shares)	2024-03-31	$14,329,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2024-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2024-03-31	$14,329,823
Assets. Real estate other than employer real property at end of year	2024-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2024-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2024-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2024-03-31	$0
Was this plan covered by a fidelity bond	2024-03-31	Yes
Value of fidelity bond cover	2024-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2024-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2024-03-31	No
Contributions received from participants	2024-03-31	$5,518,728
Participant contributions at end of year	2024-03-31	$928,652
Participant contributions at beginning of year	2024-03-31	$911,993
Participant contributions at end of year	2024-03-31	$0
Participant contributions at beginning of year	2024-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2024-03-31	$1,684,763
Assets. Other investments not covered elsewhere at beginning of year	2024-03-31	$1,628,018
Income. Received or receivable in cash from other sources (including rollovers)	2024-03-31	$14,884,569
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2024-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2024-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2024-03-31	$0
Assets. Loans (other than to participants) at end of year	2024-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2024-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2024-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2024-03-31	$0
Other income not declared elsewhere	2024-03-31	$528,466
Administrative expenses (other) incurred	2024-03-31	$300
Liabilities. Value of operating payables at end of year	2024-03-31	$0
Liabilities. Value of operating payables at beginning of year	2024-03-31	$0
Total non interest bearing cash at end of year	2024-03-31	$0
Total non interest bearing cash at beginning of year	2024-03-31	$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	2024-03-31	No
Income. Non cash contributions	2024-03-31	$0
Value of net income/loss	2024-03-31	$64,726,488
Value of net assets at end of year (total assets less liabilities)	2024-03-31	$371,115,575
Value of net assets at beginning of year (total assets less liabilities)	2024-03-31	$305,917,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2024-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2024-03-31	No
Were any leases to which the plan was party in default or uncollectible	2024-03-31	No
Assets. partnership/joint venture interests at end of year	2024-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2024-03-31	$0
Investment advisory and management fees	2024-03-31	$119,564
Value of interest in registered invesment companies (eg mutual funds) at end of year	2024-03-31	$348,558,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2024-03-31	$285,592,024
Value of interest in pooled separate accounts at end of year	2024-03-31	$14,733,835
Value of interest in pooled separate accounts at beginning of year	2024-03-31	$13,383,719
Interest on participant loans	2024-03-31	$57,443
Income. Interest from loans (other than to participants)	2024-03-31	$0
Interest earned on other investments	2024-03-31	$0
Income. Interest from US Government securities	2024-03-31	$0
Income. Interest from corporate debt instruments	2024-03-31	$0
Value of interest in master investment trust accounts at end of year	2024-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2024-03-31	$0
Value of interest in common/collective trusts at end of year	2024-03-31	$2,433,113
Value of interest in common/collective trusts at beginning of year	2024-03-31	$2,244,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2024-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2024-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2024-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2024-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2024-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2024-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2024-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2024-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2024-03-31	$0
Asset value of US Government securities at end of year	2024-03-31	$0
Asset value of US Government securities at beginning of year	2024-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2024-03-31	$37,581,571
Net investment gain/loss from pooled separate accounts	2024-03-31	$0
Net gain/loss from 103.12 investment entities	2024-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2024-03-31	No
Was there a failure to transmit to the plan any participant contributions	2024-03-31	No
Has the plan failed to provide any benefit when due under the plan	2024-03-31	No
Assets. Invements in employer securities at end of year	2024-03-31	$0
Assets. Invements in employer securities at beginning of year	2024-03-31	$0
Assets. Value of employer real property at end of year	2024-03-31	$0
Assets. Value of employer real property at beginning of year	2024-03-31	$0
Contributions received in cash from employer	2024-03-31	$7,783,148
Employer contributions (assets) at end of year	2024-03-31	$2,776,290
Employer contributions (assets) at beginning of year	2024-03-31	$2,157,149
Income. Dividends from preferred stock	2024-03-31	$0
Income. Dividends from common stock	2024-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2024-03-31	$15,659,596
Asset. Corporate debt instrument preferred debt at end of year	2024-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2024-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2024-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2024-03-31	$0
Contract administrator fees	2024-03-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2024-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2024-03-31	$0
Liabilities. Value of benefit claims payable at end of year	2024-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2024-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2024-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2024-03-31	$0
Did the plan have assets held for investment	2024-03-31	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	2024-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2024-03-31	No
Aggregate proceeds on sale of assets	2024-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2024-03-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2024-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2024-03-31	$0
Opinion of an independent qualified public accountant for this plan	2024-03-31	Unqualified
Accountancy firm name	2024-03-31	PRICE WATERHOUSE COOPERS LLP
Accountancy firm EIN	2024-03-31	134008324
2023 : GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets	2023-04-01	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-04-01	$0
Total unrealized appreciation/depreciation of assets	2023-04-01	$0
Total transfer of assets to this plan	2023-04-01	$471,508
Total transfer of assets from this plan	2023-04-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-04-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-04-01	$0
Total income from all sources (including contributions)	2023-04-01	$80,683,748
Total loss/gain on sale of assets	2023-04-01	$0
Total of all expenses incurred	2023-04-01	$15,957,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-04-01	$15,659,596
Expenses. Certain deemed distributions of participant loans	2023-04-01	$0
Value of total corrective distributions	2023-04-01	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-04-01	$28,186,445
Value of total assets at end of year	2023-04-01	$371,115,575
Value of total assets at beginning of year	2023-04-01	$305,917,579
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-04-01	$297,664
Total income from rents	2023-04-01	$0
Total interest from all sources	2023-04-01	$57,443
Total dividends received (eg from common stock, registered investment company shares)	2023-04-01	$14,329,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-04-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-04-01	$14,329,823
Assets. Real estate other than employer real property at end of year	2023-04-01	$0
Assets. Real estate other than employer real property at beginning of year	2023-04-01	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-04-01	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-04-01	$0
Was this plan covered by a fidelity bond	2023-04-01	Yes
Value of fidelity bond cover	2023-04-01	$5,000,000
If this is an individual account plan, was there a blackout period	2023-04-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-04-01	No
Contributions received from participants	2023-04-01	$5,518,728
Participant contributions at end of year	2023-04-01	$928,652
Participant contributions at beginning of year	2023-04-01	$911,993
Participant contributions at end of year	2023-04-01	$0
Participant contributions at beginning of year	2023-04-01	$0
Assets. Other investments not covered elsewhere at end of year	2023-04-01	$1,684,763
Assets. Other investments not covered elsewhere at beginning of year	2023-04-01	$1,628,018
Income. Received or receivable in cash from other sources (including rollovers)	2023-04-01	$14,884,569
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-04-01	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-04-01	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-04-01	$0
Assets. Loans (other than to participants) at end of year	2023-04-01	$0
Assets. Loans (other than to participants) at beginning of year	2023-04-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-04-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-04-01	$0
Other income not declared elsewhere	2023-04-01	$528,466
Administrative expenses (other) incurred	2023-04-01	$300
Liabilities. Value of operating payables at end of year	2023-04-01	$0
Liabilities. Value of operating payables at beginning of year	2023-04-01	$0
Total non interest bearing cash at end of year	2023-04-01	$0
Total non interest bearing cash at beginning of year	2023-04-01	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-04-01	No
Income. Non cash contributions	2023-04-01	$0
Value of net income/loss	2023-04-01	$64,726,488
Value of net assets at end of year (total assets less liabilities)	2023-04-01	$371,115,575
Value of net assets at beginning of year (total assets less liabilities)	2023-04-01	$305,917,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-04-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-04-01	No
Were any leases to which the plan was party in default or uncollectible	2023-04-01	No
Assets. partnership/joint venture interests at end of year	2023-04-01	$0
Assets. partnership/joint venture interests at beginning of year	2023-04-01	$0
Investment advisory and management fees	2023-04-01	$119,564
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-04-01	$348,558,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-04-01	$285,592,024
Value of interest in pooled separate accounts at end of year	2023-04-01	$14,733,835
Value of interest in pooled separate accounts at beginning of year	2023-04-01	$13,383,719
Interest on participant loans	2023-04-01	$57,443
Income. Interest from loans (other than to participants)	2023-04-01	$0
Interest earned on other investments	2023-04-01	$0
Income. Interest from US Government securities	2023-04-01	$0
Income. Interest from corporate debt instruments	2023-04-01	$0
Value of interest in master investment trust accounts at end of year	2023-04-01	$0
Value of interest in master investment trust accounts at beginning of year	2023-04-01	$0
Value of interest in common/collective trusts at end of year	2023-04-01	$2,433,113
Value of interest in common/collective trusts at beginning of year	2023-04-01	$2,244,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-04-01	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-04-01	$0
Assets. Value of investments in 103.12 investment entities at end of year	2023-04-01	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-04-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-04-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-04-01	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2023-04-01	$0
Asset value of US Government securities at end of year	2023-04-01	$0
Asset value of US Government securities at beginning of year	2023-04-01	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-04-01	$37,581,571
Net investment gain/loss from pooled separate accounts	2023-04-01	$0
Net gain/loss from 103.12 investment entities	2023-04-01	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-04-01	No
Was there a failure to transmit to the plan any participant contributions	2023-04-01	No
Has the plan failed to provide any benefit when due under the plan	2023-04-01	No
Assets. Invements in employer securities at end of year	2023-04-01	$0
Assets. Invements in employer securities at beginning of year	2023-04-01	$0
Assets. Value of employer real property at end of year	2023-04-01	$0
Assets. Value of employer real property at beginning of year	2023-04-01	$0
Contributions received in cash from employer	2023-04-01	$7,783,148
Employer contributions (assets) at end of year	2023-04-01	$2,776,290
Employer contributions (assets) at beginning of year	2023-04-01	$2,157,149
Income. Dividends from preferred stock	2023-04-01	$0
Income. Dividends from common stock	2023-04-01	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-04-01	$15,659,596
Asset. Corporate debt instrument preferred debt at end of year	2023-04-01	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-04-01	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-04-01	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-04-01	$0
Contract administrator fees	2023-04-01	$0
Assets. Corporate common stocks other than exployer securities at end of year	2023-04-01	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-04-01	$0
Liabilities. Value of benefit claims payable at end of year	2023-04-01	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-04-01	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-04-01	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-04-01	$0
Did the plan have assets held for investment	2023-04-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-04-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-04-01	No
Aggregate proceeds on sale of assets	2023-04-01	$0
Aggregate carrying amount (costs) on sale of assets	2023-04-01	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-04-01	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-04-01	$0
Opinion of an independent qualified public accountant for this plan	2023-04-01	1
Accountancy firm name	2023-04-01	PRICE WATERHOUSE COOPERS LLP
Accountancy firm EIN	2023-04-01	134008324
Unrealized appreciation/depreciation of real estate assets	2023-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-03-31	$0
Total unrealized appreciation/depreciation of assets	2023-03-31	$0
Total transfer of assets to this plan	2023-03-31	$3,397,842
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-03-31	$0
Expenses. Interest paid	2023-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-03-31	$0
Total income from all sources (including contributions)	2023-03-31	$302,155
Total loss/gain on sale of assets	2023-03-31	$0
Total of all expenses incurred	2023-03-31	$10,491,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-03-31	$10,292,506
Expenses. Certain deemed distributions of participant loans	2023-03-31	$50,122
Value of total corrective distributions	2023-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-03-31	$17,736,303
Value of total assets at end of year	2023-03-31	$305,917,579
Value of total assets at beginning of year	2023-03-31	$312,708,726
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-03-31	$148,516
Total income from rents	2023-03-31	$0
Total interest from all sources	2023-03-31	$44,530
Total dividends received (eg from common stock, registered investment company shares)	2023-03-31	$10,986,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-03-31	$10,986,901
Assets. Real estate other than employer real property at end of year	2023-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2023-03-31	$0
Administrative expenses professional fees incurred	2023-03-31	$29,700
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-03-31	$0
Was this plan covered by a fidelity bond	2023-03-31	Yes
Value of fidelity bond cover	2023-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2023-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-03-31	No
Contributions received from participants	2023-03-31	$5,541,100
Participant contributions at end of year	2023-03-31	$911,993
Participant contributions at beginning of year	2023-03-31	$820,447
Participant contributions at end of year	2023-03-31	$0
Participant contributions at beginning of year	2023-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2023-03-31	$1,628,018
Assets. Other investments not covered elsewhere at beginning of year	2023-03-31	$1,570,175
Income. Received or receivable in cash from other sources (including rollovers)	2023-03-31	$4,949,346
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-03-31	$-3
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-03-31	$0
Assets. Loans (other than to participants) at end of year	2023-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2023-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-03-31	$0
Other income not declared elsewhere	2023-03-31	$249,792
Administrative expenses (other) incurred	2023-03-31	$0
Total non interest bearing cash at end of year	2023-03-31	$0
Total non interest bearing cash at beginning of year	2023-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-03-31	No
Income. Non cash contributions	2023-03-31	$0
Value of net income/loss	2023-03-31	$-10,188,989
Value of net assets at end of year (total assets less liabilities)	2023-03-31	$305,917,579
Value of net assets at beginning of year (total assets less liabilities)	2023-03-31	$312,708,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-03-31	No
Were any leases to which the plan was party in default or uncollectible	2023-03-31	No
Assets. partnership/joint venture interests at end of year	2023-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2023-03-31	$0
Investment advisory and management fees	2023-03-31	$115,508
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-03-31	$285,532,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-03-31	$303,155,867
Value of interest in pooled separate accounts at end of year	2023-03-31	$13,443,346
Value of interest in pooled separate accounts at beginning of year	2023-03-31	$5,143,124
Interest on participant loans	2023-03-31	$44,530
Income. Interest from loans (other than to participants)	2023-03-31	$0
Interest earned on other investments	2023-03-31	$0
Income. Interest from US Government securities	2023-03-31	$0
Income. Interest from corporate debt instruments	2023-03-31	$0
Value of interest in master investment trust accounts at end of year	2023-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2023-03-31	$0
Value of interest in common/collective trusts at end of year	2023-03-31	$2,244,676
Value of interest in common/collective trusts at beginning of year	2023-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2023-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2023-03-31	$3,993
Asset value of US Government securities at end of year	2023-03-31	$0
Asset value of US Government securities at beginning of year	2023-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-03-31	$-29,037,944
Net investment gain/loss from pooled separate accounts	2023-03-31	$322,573
Net investment gain or loss from common/collective trusts	2023-03-31	$0
Net gain/loss from 103.12 investment entities	2023-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-03-31	No
Was there a failure to transmit to the plan any participant contributions	2023-03-31	No
Has the plan failed to provide any benefit when due under the plan	2023-03-31	No
Assets. Invements in employer securities at end of year	2023-03-31	$0
Assets. Invements in employer securities at beginning of year	2023-03-31	$0
Assets. Value of employer real property at end of year	2023-03-31	$0
Assets. Value of employer real property at beginning of year	2023-03-31	$0
Contributions received in cash from employer	2023-03-31	$7,245,857
Employer contributions (assets) at end of year	2023-03-31	$2,157,149
Employer contributions (assets) at beginning of year	2023-03-31	$2,019,113
Income. Dividends from preferred stock	2023-03-31	$0
Income. Dividends from common stock	2023-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-03-31	$10,288,516
Asset. Corporate debt instrument preferred debt at end of year	2023-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-03-31	$0
Contract administrator fees	2023-03-31	$3,308
Assets. Corporate common stocks other than exployer securities at end of year	2023-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-03-31	$0
Liabilities. Value of benefit claims payable at end of year	2023-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-03-31	$0
Did the plan have assets held for investment	2023-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-03-31	No
Aggregate proceeds on sale of assets	2023-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2023-03-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-03-31	$0
Opinion of an independent qualified public accountant for this plan	2023-03-31	Unqualified
Accountancy firm name	2023-03-31	PRICE WATERHOUSE COOPERS LLP
Accountancy firm EIN	2023-03-31	134008324
2022 : GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-04-01	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-04-01	$0
Total unrealized appreciation/depreciation of assets	2022-04-01	$0
Total transfer of assets to this plan	2022-04-01	$3,397,842
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-04-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-04-01	$0
Total income from all sources (including contributions)	2022-04-01	$302,155
Total loss/gain on sale of assets	2022-04-01	$0
Total of all expenses incurred	2022-04-01	$10,491,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-04-01	$10,292,506
Expenses. Certain deemed distributions of participant loans	2022-04-01	$50,122
Value of total corrective distributions	2022-04-01	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-04-01	$17,736,303
Value of total assets at end of year	2022-04-01	$305,917,579
Value of total assets at beginning of year	2022-04-01	$312,708,726
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-04-01	$148,516
Total income from rents	2022-04-01	$0
Total interest from all sources	2022-04-01	$44,530
Total dividends received (eg from common stock, registered investment company shares)	2022-04-01	$10,986,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-04-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-04-01	$10,986,901
Assets. Real estate other than employer real property at end of year	2022-04-01	$0
Assets. Real estate other than employer real property at beginning of year	2022-04-01	$0
Administrative expenses professional fees incurred	2022-04-01	$29,700
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-04-01	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-04-01	$0
Was this plan covered by a fidelity bond	2022-04-01	Yes
Value of fidelity bond cover	2022-04-01	$5,000,000
If this is an individual account plan, was there a blackout period	2022-04-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-04-01	No
Contributions received from participants	2022-04-01	$5,541,100
Participant contributions at end of year	2022-04-01	$911,993
Participant contributions at beginning of year	2022-04-01	$820,447
Participant contributions at end of year	2022-04-01	$0
Participant contributions at beginning of year	2022-04-01	$0
Assets. Other investments not covered elsewhere at end of year	2022-04-01	$1,628,018
Assets. Other investments not covered elsewhere at beginning of year	2022-04-01	$1,570,175
Income. Received or receivable in cash from other sources (including rollovers)	2022-04-01	$4,949,346
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-04-01	$-3
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-04-01	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-04-01	$0
Assets. Loans (other than to participants) at end of year	2022-04-01	$0
Assets. Loans (other than to participants) at beginning of year	2022-04-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-04-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-04-01	$0
Other income not declared elsewhere	2022-04-01	$249,792
Administrative expenses (other) incurred	2022-04-01	$0
Total non interest bearing cash at end of year	2022-04-01	$0
Total non interest bearing cash at beginning of year	2022-04-01	$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	2022-04-01	No
Income. Non cash contributions	2022-04-01	$0
Value of net income/loss	2022-04-01	$-10,188,989
Value of net assets at end of year (total assets less liabilities)	2022-04-01	$305,917,579
Value of net assets at beginning of year (total assets less liabilities)	2022-04-01	$312,708,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-04-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-04-01	No
Were any leases to which the plan was party in default or uncollectible	2022-04-01	No
Assets. partnership/joint venture interests at end of year	2022-04-01	$0
Assets. partnership/joint venture interests at beginning of year	2022-04-01	$0
Investment advisory and management fees	2022-04-01	$115,508
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-04-01	$285,532,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-04-01	$303,155,867
Value of interest in pooled separate accounts at end of year	2022-04-01	$13,443,346
Value of interest in pooled separate accounts at beginning of year	2022-04-01	$5,143,124
Interest on participant loans	2022-04-01	$44,530
Income. Interest from loans (other than to participants)	2022-04-01	$0
Interest earned on other investments	2022-04-01	$0
Income. Interest from US Government securities	2022-04-01	$0
Income. Interest from corporate debt instruments	2022-04-01	$0
Value of interest in master investment trust accounts at end of year	2022-04-01	$0
Value of interest in master investment trust accounts at beginning of year	2022-04-01	$0
Value of interest in common/collective trusts at end of year	2022-04-01	$2,244,676
Value of interest in common/collective trusts at beginning of year	2022-04-01	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-04-01	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-04-01	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-04-01	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-04-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-04-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-04-01	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-04-01	$3,993
Asset value of US Government securities at end of year	2022-04-01	$0
Asset value of US Government securities at beginning of year	2022-04-01	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-04-01	$-29,037,944
Net investment gain/loss from pooled separate accounts	2022-04-01	$322,573
Net investment gain or loss from common/collective trusts	2022-04-01	$0
Net gain/loss from 103.12 investment entities	2022-04-01	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-04-01	No
Was there a failure to transmit to the plan any participant contributions	2022-04-01	No
Has the plan failed to provide any benefit when due under the plan	2022-04-01	No
Assets. Invements in employer securities at end of year	2022-04-01	$0
Assets. Invements in employer securities at beginning of year	2022-04-01	$0
Assets. Value of employer real property at end of year	2022-04-01	$0
Assets. Value of employer real property at beginning of year	2022-04-01	$0
Contributions received in cash from employer	2022-04-01	$7,245,857
Employer contributions (assets) at end of year	2022-04-01	$2,157,149
Employer contributions (assets) at beginning of year	2022-04-01	$2,019,113
Income. Dividends from preferred stock	2022-04-01	$0
Income. Dividends from common stock	2022-04-01	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-04-01	$10,288,516
Asset. Corporate debt instrument preferred debt at end of year	2022-04-01	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-04-01	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-04-01	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-04-01	$0
Contract administrator fees	2022-04-01	$3,308
Assets. Corporate common stocks other than exployer securities at end of year	2022-04-01	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-04-01	$0
Liabilities. Value of benefit claims payable at end of year	2022-04-01	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-04-01	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-04-01	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-04-01	$0
Did the plan have assets held for investment	2022-04-01	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	2022-04-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-04-01	No
Aggregate proceeds on sale of assets	2022-04-01	$0
Aggregate carrying amount (costs) on sale of assets	2022-04-01	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-04-01	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-04-01	$0
Opinion of an independent qualified public accountant for this plan	2022-04-01	1
Accountancy firm name	2022-04-01	PRICE WATERHOUSE COOPERS LLP
Accountancy firm EIN	2022-04-01	134008324
Unrealized appreciation/depreciation of real estate assets	2022-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-03-31	$0
Total unrealized appreciation/depreciation of assets	2022-03-31	$0
Total transfer of assets to this plan	2022-03-31	$1,126,228
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-03-31	$0
Expenses. Interest paid	2022-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-03-31	$0
Total income from all sources (including contributions)	2022-03-31	$23,425,073
Total loss/gain on sale of assets	2022-03-31	$0
Total of all expenses incurred	2022-03-31	$7,446,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-03-31	$7,271,598
Expenses. Certain deemed distributions of participant loans	2022-03-31	$25,978
Value of total corrective distributions	2022-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-03-31	$12,271,198
Value of total assets at end of year	2022-03-31	$312,708,726
Value of total assets at beginning of year	2022-03-31	$295,603,887
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-03-31	$148,886
Total income from rents	2022-03-31	$0
Total interest from all sources	2022-03-31	$45,180
Total dividends received (eg from common stock, registered investment company shares)	2022-03-31	$15,847,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-03-31	$15,847,551
Assets. Real estate other than employer real property at end of year	2022-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-03-31	$0
Administrative expenses professional fees incurred	2022-03-31	$28,500
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-03-31	$0
Was this plan covered by a fidelity bond	2022-03-31	Yes
Value of fidelity bond cover	2022-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2022-03-31	No
Contributions received from participants	2022-03-31	$5,039,045
Participant contributions at end of year	2022-03-31	$820,447
Participant contributions at beginning of year	2022-03-31	$808,076
Participant contributions at end of year	2022-03-31	$0
Participant contributions at beginning of year	2022-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-03-31	$1,570,175
Assets. Other investments not covered elsewhere at beginning of year	2022-03-31	$1,512,259
Income. Received or receivable in cash from other sources (including rollovers)	2022-03-31	$513,842
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-03-31	$-8,872
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-03-31	$0
Assets. Loans (other than to participants) at end of year	2022-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-03-31	$0
Other income not declared elsewhere	2022-03-31	$402,756
Administrative expenses (other) incurred	2022-03-31	$300
Liabilities. Value of operating payables at end of year	2022-03-31	$0
Liabilities. Value of operating payables at beginning of year	2022-03-31	$0
Total non interest bearing cash at end of year	2022-03-31	$0
Total non interest bearing cash at beginning of year	2022-03-31	$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	2022-03-31	No
Income. Non cash contributions	2022-03-31	$0
Value of net income/loss	2022-03-31	$15,978,611
Value of net assets at end of year (total assets less liabilities)	2022-03-31	$312,708,726
Value of net assets at beginning of year (total assets less liabilities)	2022-03-31	$295,603,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-03-31	No
Were any leases to which the plan was party in default or uncollectible	2022-03-31	No
Assets. partnership/joint venture interests at end of year	2022-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-03-31	$0
Investment advisory and management fees	2022-03-31	$117,974
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-03-31	$303,155,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-03-31	$286,570,839
Value of interest in pooled separate accounts at end of year	2022-03-31	$5,143,124
Value of interest in pooled separate accounts at beginning of year	2022-03-31	$4,460,987
Interest on participant loans	2022-03-31	$45,180
Income. Interest from loans (other than to participants)	2022-03-31	$0
Interest earned on other investments	2022-03-31	$0
Income. Interest from US Government securities	2022-03-31	$0
Income. Interest from corporate debt instruments	2022-03-31	$0
Value of interest in master investment trust accounts at end of year	2022-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-03-31	$0
Value of interest in common/collective trusts at end of year	2022-03-31	$0
Value of interest in common/collective trusts at beginning of year	2022-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-03-31	$3,993
Asset value of US Government securities at end of year	2022-03-31	$0
Asset value of US Government securities at beginning of year	2022-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-03-31	$-5,234,546
Net investment gain/loss from pooled separate accounts	2022-03-31	$92,934
Net investment gain or loss from common/collective trusts	2022-03-31	$0
Net gain/loss from 103.12 investment entities	2022-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-03-31	No
Was there a failure to transmit to the plan any participant contributions	2022-03-31	No
Has the plan failed to provide any benefit when due under the plan	2022-03-31	No
Assets. Invements in employer securities at end of year	2022-03-31	$0
Assets. Invements in employer securities at beginning of year	2022-03-31	$0
Assets. Value of employer real property at end of year	2022-03-31	$0
Assets. Value of employer real property at beginning of year	2022-03-31	$0
Contributions received in cash from employer	2022-03-31	$6,718,311
Employer contributions (assets) at end of year	2022-03-31	$2,019,113
Employer contributions (assets) at beginning of year	2022-03-31	$2,251,726
Income. Dividends from preferred stock	2022-03-31	$0
Income. Dividends from common stock	2022-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-03-31	$7,276,477
Asset. Corporate debt instrument preferred debt at end of year	2022-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-03-31	$0
Contract administrator fees	2022-03-31	$2,112
Assets. Corporate common stocks other than exployer securities at end of year	2022-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-03-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-03-31	$0
Did the plan have assets held for investment	2022-03-31	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	2022-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-03-31	No
Aggregate proceeds on sale of assets	2022-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-03-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-03-31	$0
Opinion of an independent qualified public accountant for this plan	2022-03-31	Unqualified
Accountancy firm name	2022-03-31	PRICE WATERHOUSE COOPERS LLP
Accountancy firm EIN	2022-03-31	134008324
2021 : GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-03-31	$0
Total unrealized appreciation/depreciation of assets	2021-03-31	$0
Total transfer of assets to this plan	2021-03-31	$1,356,538
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-03-31	$0
Expenses. Interest paid	2021-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-03-31	$0
Total income from all sources (including contributions)	2021-03-31	$90,218,899
Total loss/gain on sale of assets	2021-03-31	$0
Total of all expenses incurred	2021-03-31	$9,719,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-03-31	$9,522,423
Expenses. Certain deemed distributions of participant loans	2021-03-31	$60,188
Value of total corrective distributions	2021-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-03-31	$11,914,907
Value of total assets at end of year	2021-03-31	$295,603,887
Value of total assets at beginning of year	2021-03-31	$213,747,933
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-03-31	$136,872
Total income from rents	2021-03-31	$0
Total interest from all sources	2021-03-31	$49,149
Total dividends received (eg from common stock, registered investment company shares)	2021-03-31	$9,801,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-03-31	$9,801,971
Assets. Real estate other than employer real property at end of year	2021-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-03-31	$0
Administrative expenses professional fees incurred	2021-03-31	$25,000
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-03-31	$0
Was this plan covered by a fidelity bond	2021-03-31	Yes
Value of fidelity bond cover	2021-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-03-31	No
Contributions received from participants	2021-03-31	$4,782,077
Participant contributions at end of year	2021-03-31	$808,076
Participant contributions at beginning of year	2021-03-31	$944,357
Participant contributions at end of year	2021-03-31	$0
Participant contributions at beginning of year	2021-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-03-31	$1,512,259
Assets. Other investments not covered elsewhere at beginning of year	2021-03-31	$1,452,255
Income. Received or receivable in cash from other sources (including rollovers)	2021-03-31	$905,337
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-03-31	$-4,076
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-03-31	$0
Assets. Loans (other than to participants) at end of year	2021-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-03-31	$0
Other income not declared elsewhere	2021-03-31	$260,258
Administrative expenses (other) incurred	2021-03-31	$1,400
Liabilities. Value of operating payables at end of year	2021-03-31	$0
Liabilities. Value of operating payables at beginning of year	2021-03-31	$0
Total non interest bearing cash at end of year	2021-03-31	$0
Total non interest bearing cash at beginning of year	2021-03-31	$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	2021-03-31	No
Income. Non cash contributions	2021-03-31	$0
Value of net income/loss	2021-03-31	$80,499,416
Value of net assets at end of year (total assets less liabilities)	2021-03-31	$295,603,887
Value of net assets at beginning of year (total assets less liabilities)	2021-03-31	$213,747,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-03-31	No
Were any leases to which the plan was party in default or uncollectible	2021-03-31	No
Assets. partnership/joint venture interests at end of year	2021-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-03-31	$0
Investment advisory and management fees	2021-03-31	$110,472
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-03-31	$286,570,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-03-31	$206,443,071
Value of interest in pooled separate accounts at end of year	2021-03-31	$4,460,987
Value of interest in pooled separate accounts at beginning of year	2021-03-31	$3,056,017
Interest on participant loans	2021-03-31	$49,149
Income. Interest from loans (other than to participants)	2021-03-31	$0
Interest earned on other investments	2021-03-31	$0
Income. Interest from US Government securities	2021-03-31	$0
Income. Interest from corporate debt instruments	2021-03-31	$0
Value of interest in master investment trust accounts at end of year	2021-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-03-31	$0
Value of interest in common/collective trusts at end of year	2021-03-31	$0
Value of interest in common/collective trusts at beginning of year	2021-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2021-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-03-31	$3,993
Asset value of US Government securities at end of year	2021-03-31	$0
Asset value of US Government securities at beginning of year	2021-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-03-31	$68,116,682
Net investment gain/loss from pooled separate accounts	2021-03-31	$75,932
Net investment gain or loss from common/collective trusts	2021-03-31	$0
Net gain/loss from 103.12 investment entities	2021-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-03-31	No
Was there a failure to transmit to the plan any participant contributions	2021-03-31	No
Has the plan failed to provide any benefit when due under the plan	2021-03-31	No
Assets. Invements in employer securities at end of year	2021-03-31	$0
Assets. Invements in employer securities at beginning of year	2021-03-31	$0
Assets. Value of employer real property at end of year	2021-03-31	$0
Assets. Value of employer real property at beginning of year	2021-03-31	$0
Contributions received in cash from employer	2021-03-31	$6,227,493
Employer contributions (assets) at end of year	2021-03-31	$2,251,726
Employer contributions (assets) at beginning of year	2021-03-31	$1,852,233
Income. Dividends from preferred stock	2021-03-31	$0
Income. Dividends from common stock	2021-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-03-31	$9,522,506
Asset. Corporate debt instrument preferred debt at end of year	2021-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-03-31	$0
Contract administrator fees	2021-03-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2021-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-03-31	$0
Liabilities. Value of benefit claims payable at end of year	2021-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-03-31	$0
Did the plan have assets held for investment	2021-03-31	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	2021-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-03-31	No
Aggregate proceeds on sale of assets	2021-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2021-03-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2021-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-03-31	$0
Opinion of an independent qualified public accountant for this plan	2021-03-31	Disclaimer
Accountancy firm name	2021-03-31	PRICE WATERHOUSE COOPERS LLP
Accountancy firm EIN	2021-03-31	134008324
2020 : GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-03-31	$0
Total unrealized appreciation/depreciation of assets	2020-03-31	$0
Total transfer of assets to this plan	2020-03-31	$190,130
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-03-31	$0
Expenses. Interest paid	2020-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-03-31	$0
Total income from all sources (including contributions)	2020-03-31	$-2,446,234
Total loss/gain on sale of assets	2020-03-31	$0
Total of all expenses incurred	2020-03-31	$13,286,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-03-31	$13,011,006
Expenses. Certain deemed distributions of participant loans	2020-03-31	$1,116
Value of total corrective distributions	2020-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-03-31	$13,241,877
Value of total assets at end of year	2020-03-31	$213,747,933
Value of total assets at beginning of year	2020-03-31	$229,290,777
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-03-31	$274,618
Total income from rents	2020-03-31	$0
Total interest from all sources	2020-03-31	$46,196
Total dividends received (eg from common stock, registered investment company shares)	2020-03-31	$10,737,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-03-31	$10,737,106
Assets. Real estate other than employer real property at end of year	2020-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-03-31	$0
Administrative expenses professional fees incurred	2020-03-31	$22,500
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-03-31	$0
Was this plan covered by a fidelity bond	2020-03-31	Yes
Value of fidelity bond cover	2020-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-03-31	No
Contributions received from participants	2020-03-31	$4,418,160
Participant contributions at end of year	2020-03-31	$944,357
Participant contributions at beginning of year	2020-03-31	$695,908
Participant contributions at end of year	2020-03-31	$0
Participant contributions at beginning of year	2020-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-03-31	$1,452,255
Assets. Other investments not covered elsewhere at beginning of year	2020-03-31	$1,429,176
Income. Received or receivable in cash from other sources (including rollovers)	2020-03-31	$2,974,220
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-03-31	$-3,663
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-03-31	$0
Assets. Loans (other than to participants) at end of year	2020-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-03-31	$0
Other income not declared elsewhere	2020-03-31	$340,143
Administrative expenses (other) incurred	2020-03-31	$141,870
Liabilities. Value of operating payables at end of year	2020-03-31	$0
Liabilities. Value of operating payables at beginning of year	2020-03-31	$0
Total non interest bearing cash at end of year	2020-03-31	$0
Total non interest bearing cash at beginning of year	2020-03-31	$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	2020-03-31	No
Income. Non cash contributions	2020-03-31	$0
Value of net income/loss	2020-03-31	$-15,732,974
Value of net assets at end of year (total assets less liabilities)	2020-03-31	$213,747,933
Value of net assets at beginning of year (total assets less liabilities)	2020-03-31	$229,290,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-03-31	No
Were any leases to which the plan was party in default or uncollectible	2020-03-31	No
Assets. partnership/joint venture interests at end of year	2020-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-03-31	$0
Investment advisory and management fees	2020-03-31	$110,248
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-03-31	$206,443,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-03-31	$221,891,645
Value of interest in pooled separate accounts at end of year	2020-03-31	$3,056,017
Value of interest in pooled separate accounts at beginning of year	2020-03-31	$3,585,962
Interest on participant loans	2020-03-31	$46,196
Income. Interest from loans (other than to participants)	2020-03-31	$0
Interest earned on other investments	2020-03-31	$0
Income. Interest from US Government securities	2020-03-31	$0
Income. Interest from corporate debt instruments	2020-03-31	$0
Value of interest in master investment trust accounts at end of year	2020-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-03-31	$0
Value of interest in common/collective trusts at end of year	2020-03-31	$0
Value of interest in common/collective trusts at beginning of year	2020-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2020-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-03-31	$3,994
Asset value of US Government securities at end of year	2020-03-31	$0
Asset value of US Government securities at beginning of year	2020-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-03-31	$-26,889,874
Net investment gain/loss from pooled separate accounts	2020-03-31	$0
Net investment gain or loss from common/collective trusts	2020-03-31	$78,318
Net gain/loss from 103.12 investment entities	2020-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-03-31	No
Was there a failure to transmit to the plan any participant contributions	2020-03-31	No
Has the plan failed to provide any benefit when due under the plan	2020-03-31	No
Assets. Invements in employer securities at end of year	2020-03-31	$0
Assets. Invements in employer securities at beginning of year	2020-03-31	$0
Assets. Value of employer real property at end of year	2020-03-31	$0
Assets. Value of employer real property at beginning of year	2020-03-31	$0
Contributions received in cash from employer	2020-03-31	$5,849,497
Employer contributions (assets) at end of year	2020-03-31	$1,852,233
Employer contributions (assets) at beginning of year	2020-03-31	$1,688,086
Income. Dividends from preferred stock	2020-03-31	$0
Income. Dividends from common stock	2020-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-03-31	$13,010,675
Asset. Corporate debt instrument preferred debt at end of year	2020-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-03-31	$0
Contract administrator fees	2020-03-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2020-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-03-31	$0
Liabilities. Value of benefit claims payable at end of year	2020-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-03-31	$0
Did the plan have assets held for investment	2020-03-31	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	2020-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-03-31	No
Aggregate proceeds on sale of assets	2020-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-03-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2020-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-03-31	Disclaimer
Accountancy firm name	2020-03-31	MAYER HOFFMAN MCCAIN, P.C.
Accountancy firm EIN	2020-03-31	431947695
2019 : GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-03-31	$0
Total unrealized appreciation/depreciation of assets	2019-03-31	$0
Total transfer of assets to this plan	2019-03-31	$947,330
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-03-31	$0
Expenses. Interest paid	2019-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-03-31	$0
Total income from all sources (including contributions)	2019-03-31	$29,332,369
Total loss/gain on sale of assets	2019-03-31	$0
Total of all expenses incurred	2019-03-31	$5,143,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-03-31	$4,898,292
Expenses. Certain deemed distributions of participant loans	2019-03-31	$0
Value of total corrective distributions	2019-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-03-31	$19,871,676
Value of total assets at end of year	2019-03-31	$229,290,777
Value of total assets at beginning of year	2019-03-31	$204,154,706
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-03-31	$245,336
Total income from rents	2019-03-31	$0
Total interest from all sources	2019-03-31	$34,368
Total dividends received (eg from common stock, registered investment company shares)	2019-03-31	$11,446,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-03-31	$11,446,920
Assets. Real estate other than employer real property at end of year	2019-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-03-31	$0
Administrative expenses professional fees incurred	2019-03-31	$11,641
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-03-31	$0
Was this plan covered by a fidelity bond	2019-03-31	Yes
Value of fidelity bond cover	2019-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-03-31	No
Contributions received from participants	2019-03-31	$4,249,240
Participant contributions at end of year	2019-03-31	$695,908
Participant contributions at beginning of year	2019-03-31	$787,071
Participant contributions at end of year	2019-03-31	$0
Participant contributions at beginning of year	2019-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-03-31	$1,429,176
Assets. Other investments not covered elsewhere at beginning of year	2019-03-31	$1,334,210
Income. Received or receivable in cash from other sources (including rollovers)	2019-03-31	$9,895,437
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-03-31	$-2,645
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-03-31	$0
Assets. Loans (other than to participants) at end of year	2019-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-03-31	$0
Other income not declared elsewhere	2019-03-31	$249,857
Administrative expenses (other) incurred	2019-03-31	$127,204
Total non interest bearing cash at end of year	2019-03-31	$0
Total non interest bearing cash at beginning of year	2019-03-31	$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	2019-03-31	No
Income. Non cash contributions	2019-03-31	$0
Value of net income/loss	2019-03-31	$24,188,741
Value of net assets at end of year (total assets less liabilities)	2019-03-31	$229,290,777
Value of net assets at beginning of year (total assets less liabilities)	2019-03-31	$204,154,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-03-31	No
Were any leases to which the plan was party in default or uncollectible	2019-03-31	No
Assets. partnership/joint venture interests at end of year	2019-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2019-03-31	$0
Investment advisory and management fees	2019-03-31	$106,491
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-03-31	$221,891,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-03-31	$197,519,797
Value of interest in pooled separate accounts at end of year	2019-03-31	$3,585,962
Value of interest in pooled separate accounts at beginning of year	2019-03-31	$2,741,803
Interest on participant loans	2019-03-31	$34,368
Income. Interest from loans (other than to participants)	2019-03-31	$0
Interest earned on other investments	2019-03-31	$0
Income. Interest from US Government securities	2019-03-31	$0
Income. Interest from corporate debt instruments	2019-03-31	$0
Value of interest in master investment trust accounts at end of year	2019-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-03-31	$0
Value of interest in common/collective trusts at end of year	2019-03-31	$0
Value of interest in common/collective trusts at beginning of year	2019-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2019-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-03-31	$3,994
Asset value of US Government securities at end of year	2019-03-31	$0
Asset value of US Government securities at beginning of year	2019-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-03-31	$-2,270,452
Net investment gain/loss from pooled separate accounts	2019-03-31	$0
Net investment gain or loss from common/collective trusts	2019-03-31	$0
Net gain/loss from 103.12 investment entities	2019-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-03-31	No
Was there a failure to transmit to the plan any participant contributions	2019-03-31	No
Has the plan failed to provide any benefit when due under the plan	2019-03-31	No
Assets. Invements in employer securities at end of year	2019-03-31	$0
Assets. Invements in employer securities at beginning of year	2019-03-31	$0
Assets. Value of employer real property at end of year	2019-03-31	$0
Assets. Value of employer real property at beginning of year	2019-03-31	$0
Contributions received in cash from employer	2019-03-31	$5,726,999
Employer contributions (assets) at end of year	2019-03-31	$1,688,086
Employer contributions (assets) at beginning of year	2019-03-31	$1,771,825
Income. Dividends from preferred stock	2019-03-31	$0
Income. Dividends from common stock	2019-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-03-31	$4,896,943
Asset. Corporate debt instrument preferred debt at end of year	2019-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-03-31	$0
Contract administrator fees	2019-03-31	$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	2019-03-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2019-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-03-31	$0
Liabilities. Value of benefit claims payable at end of year	2019-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2019-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-03-31	$0
Did the plan have assets held for investment	2019-03-31	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	2019-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-03-31	No
Aggregate proceeds on sale of assets	2019-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-03-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2019-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-03-31	Disclaimer
Accountancy firm name	2019-03-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2019-03-31	431947695
2018 : GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-03-31	$0
Total unrealized appreciation/depreciation of assets	2018-03-31	$0
Total transfer of assets to this plan	2018-03-31	$780,540
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-03-31	$0
Expenses. Interest paid	2018-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-03-31	$0
Total income from all sources (including contributions)	2018-03-31	$30,402,939
Total loss/gain on sale of assets	2018-03-31	$0
Total of all expenses incurred	2018-03-31	$8,316,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-03-31	$8,075,627
Expenses. Certain deemed distributions of participant loans	2018-03-31	$0
Value of total corrective distributions	2018-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-03-31	$10,469,281
Value of total assets at end of year	2018-03-31	$204,154,706
Value of total assets at beginning of year	2018-03-31	$181,287,752
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-03-31	$240,898
Total income from rents	2018-03-31	$0
Total interest from all sources	2018-03-31	$35,788
Total dividends received (eg from common stock, registered investment company shares)	2018-03-31	$9,012,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-03-31	$9,012,826
Assets. Real estate other than employer real property at end of year	2018-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2018-03-31	$0
Administrative expenses professional fees incurred	2018-03-31	$19,493
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-03-31	$0
Was this plan covered by a fidelity bond	2018-03-31	Yes
Value of fidelity bond cover	2018-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-03-31	No
Contributions received from participants	2018-03-31	$3,873,107
Participant contributions at end of year	2018-03-31	$787,071
Participant contributions at beginning of year	2018-03-31	$838,977
Participant contributions at end of year	2018-03-31	$0
Participant contributions at beginning of year	2018-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-03-31	$1,334,210
Assets. Other investments not covered elsewhere at beginning of year	2018-03-31	$1,387,523
Income. Received or receivable in cash from other sources (including rollovers)	2018-03-31	$1,196,116
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-03-31	$0
Assets. Loans (other than to participants) at end of year	2018-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-03-31	$0
Other income not declared elsewhere	2018-03-31	$162,186
Administrative expenses (other) incurred	2018-03-31	$117,202
Total non interest bearing cash at end of year	2018-03-31	$0
Total non interest bearing cash at beginning of year	2018-03-31	$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	2018-03-31	No
Income. Non cash contributions	2018-03-31	$0
Value of net income/loss	2018-03-31	$22,086,414
Value of net assets at end of year (total assets less liabilities)	2018-03-31	$204,154,706
Value of net assets at beginning of year (total assets less liabilities)	2018-03-31	$181,287,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-03-31	No
Were any leases to which the plan was party in default or uncollectible	2018-03-31	No
Assets. partnership/joint venture interests at end of year	2018-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2018-03-31	$0
Investment advisory and management fees	2018-03-31	$104,203
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-03-31	$197,519,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-03-31	$174,381,324
Value of interest in pooled separate accounts at end of year	2018-03-31	$2,741,803
Value of interest in pooled separate accounts at beginning of year	2018-03-31	$2,609,331
Interest on participant loans	2018-03-31	$35,788
Income. Interest from loans (other than to participants)	2018-03-31	$0
Interest earned on other investments	2018-03-31	$0
Income. Interest from US Government securities	2018-03-31	$0
Income. Interest from corporate debt instruments	2018-03-31	$0
Value of interest in master investment trust accounts at end of year	2018-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2018-03-31	$0
Value of interest in common/collective trusts at end of year	2018-03-31	$0
Value of interest in common/collective trusts at beginning of year	2018-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2018-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-03-31	$3,993
Asset value of US Government securities at end of year	2018-03-31	$0
Asset value of US Government securities at beginning of year	2018-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-03-31	$10,675,372
Net investment gain/loss from pooled separate accounts	2018-03-31	$0
Net investment gain or loss from common/collective trusts	2018-03-31	$47,486
Net gain/loss from 103.12 investment entities	2018-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-03-31	No
Was there a failure to transmit to the plan any participant contributions	2018-03-31	No
Has the plan failed to provide any benefit when due under the plan	2018-03-31	No
Assets. Invements in employer securities at end of year	2018-03-31	$0
Assets. Invements in employer securities at beginning of year	2018-03-31	$0
Assets. Value of employer real property at end of year	2018-03-31	$0
Assets. Value of employer real property at beginning of year	2018-03-31	$0
Contributions received in cash from employer	2018-03-31	$5,400,058
Employer contributions (assets) at end of year	2018-03-31	$1,771,825
Employer contributions (assets) at beginning of year	2018-03-31	$2,070,597
Income. Dividends from preferred stock	2018-03-31	$0
Income. Dividends from common stock	2018-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-03-31	$8,071,634
Asset. Corporate debt instrument preferred debt at end of year	2018-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-03-31	$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	2018-03-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2018-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-03-31	$0
Liabilities. Value of benefit claims payable at end of year	2018-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2018-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-03-31	$0
Did the plan have assets held for investment	2018-03-31	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	2018-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-03-31	No
Aggregate proceeds on sale of assets	2018-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-03-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2018-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-03-31	Disclaimer
Accountancy firm name	2018-03-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2018-03-31	431947695
2017 : GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-03-31	$0
Total unrealized appreciation/depreciation of assets	2017-03-31	$0
Total transfer of assets to this plan	2017-03-31	$656,091
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-03-31	$0
Expenses. Interest paid	2017-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-03-31	$0
Total income from all sources (including contributions)	2017-03-31	$32,461,057
Total loss/gain on sale of assets	2017-03-31	$0
Total of all expenses incurred	2017-03-31	$4,424,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-03-31	$4,255,862
Expenses. Certain deemed distributions of participant loans	2017-03-31	$3,244
Value of total corrective distributions	2017-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-03-31	$11,436,791
Value of total assets at end of year	2017-03-31	$181,287,752
Value of total assets at beginning of year	2017-03-31	$152,595,334
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-03-31	$165,624
Total income from rents	2017-03-31	$0
Total interest from all sources	2017-03-31	$30,993
Total dividends received (eg from common stock, registered investment company shares)	2017-03-31	$6,568,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-03-31	$6,568,684
Assets. Real estate other than employer real property at end of year	2017-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2017-03-31	$0
Administrative expenses professional fees incurred	2017-03-31	$7,500
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-03-31	$0
Was this plan covered by a fidelity bond	2017-03-31	Yes
Value of fidelity bond cover	2017-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-03-31	No
Contributions received from participants	2017-03-31	$3,828,744
Participant contributions at end of year	2017-03-31	$838,977
Participant contributions at beginning of year	2017-03-31	$608,497
Participant contributions at end of year	2017-03-31	$0
Participant contributions at beginning of year	2017-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2017-03-31	$1,387,523
Assets. Other investments not covered elsewhere at beginning of year	2017-03-31	$1,487,351
Income. Received or receivable in cash from other sources (including rollovers)	2017-03-31	$2,064,695
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-03-31	$0
Assets. Loans (other than to participants) at end of year	2017-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2017-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-03-31	$0
Other income not declared elsewhere	2017-03-31	$125,592
Administrative expenses (other) incurred	2017-03-31	$60,701
Total non interest bearing cash at end of year	2017-03-31	$0
Total non interest bearing cash at beginning of year	2017-03-31	$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	2017-03-31	No
Income. Non cash contributions	2017-03-31	$0
Value of net income/loss	2017-03-31	$28,036,327
Value of net assets at end of year (total assets less liabilities)	2017-03-31	$181,287,752
Value of net assets at beginning of year (total assets less liabilities)	2017-03-31	$152,595,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-03-31	No
Were any leases to which the plan was party in default or uncollectible	2017-03-31	No
Assets. partnership/joint venture interests at end of year	2017-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2017-03-31	$0
Investment advisory and management fees	2017-03-31	$97,423
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-03-31	$174,381,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-03-31	$146,250,841
Value of interest in pooled separate accounts at end of year	2017-03-31	$2,609,331
Value of interest in pooled separate accounts at beginning of year	2017-03-31	$2,416,196
Interest on participant loans	2017-03-31	$30,993
Income. Interest from loans (other than to participants)	2017-03-31	$0
Interest earned on other investments	2017-03-31	$0
Income. Interest from US Government securities	2017-03-31	$0
Income. Interest from corporate debt instruments	2017-03-31	$0
Value of interest in master investment trust accounts at end of year	2017-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2017-03-31	$0
Value of interest in common/collective trusts at end of year	2017-03-31	$0
Value of interest in common/collective trusts at beginning of year	2017-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2017-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2017-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-03-31	$3,994
Asset value of US Government securities at end of year	2017-03-31	$0
Asset value of US Government securities at beginning of year	2017-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-03-31	$14,255,007
Net investment gain/loss from pooled separate accounts	2017-03-31	$43,990
Net gain/loss from 103.12 investment entities	2017-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-03-31	No
Was there a failure to transmit to the plan any participant contributions	2017-03-31	No
Has the plan failed to provide any benefit when due under the plan	2017-03-31	No
Assets. Invements in employer securities at end of year	2017-03-31	$0
Assets. Invements in employer securities at beginning of year	2017-03-31	$0
Assets. Value of employer real property at end of year	2017-03-31	$0
Assets. Value of employer real property at beginning of year	2017-03-31	$0
Contributions received in cash from employer	2017-03-31	$5,543,352
Employer contributions (assets) at end of year	2017-03-31	$2,070,597
Employer contributions (assets) at beginning of year	2017-03-31	$1,832,449
Income. Dividends from preferred stock	2017-03-31	$0
Income. Dividends from common stock	2017-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-03-31	$4,251,868
Asset. Corporate debt instrument preferred debt at end of year	2017-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2017-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2017-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2017-03-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2017-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-03-31	$0
Liabilities. Value of benefit claims payable at end of year	2017-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2017-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2017-03-31	$0
Did the plan have assets held for investment	2017-03-31	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	2017-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-03-31	No
Aggregate proceeds on sale of assets	2017-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-03-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2017-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-03-31	Disclaimer
Accountancy firm name	2017-03-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2017-03-31	431947695
2016 : GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-03-31	$0
Total transfer of assets to this plan	2016-03-31	$64,766,962
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-03-31	$0
Total income from all sources (including contributions)	2016-03-31	$7,088,640
Total loss/gain on sale of assets	2016-03-31	$0
Total of all expenses incurred	2016-03-31	$4,532,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-03-31	$4,412,471
Expenses. Certain deemed distributions of participant loans	2016-03-31	$10,694
Value of total corrective distributions	2016-03-31	$3,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-03-31	$9,135,264
Value of total assets at end of year	2016-03-31	$152,595,334
Value of total assets at beginning of year	2016-03-31	$85,272,180
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-03-31	$105,289
Total interest from all sources	2016-03-31	$23,310
Total dividends received (eg from common stock, registered investment company shares)	2016-03-31	$5,848,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-03-31	$5,848,619
Administrative expenses professional fees incurred	2016-03-31	$18,500
Was this plan covered by a fidelity bond	2016-03-31	Yes
Value of fidelity bond cover	2016-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-03-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-03-31	No
Contributions received from participants	2016-03-31	$3,609,749
Participant contributions at end of year	2016-03-31	$608,497
Participant contributions at beginning of year	2016-03-31	$403,502
Assets. Other investments not covered elsewhere at end of year	2016-03-31	$1,487,351
Assets. Other investments not covered elsewhere at beginning of year	2016-03-31	$239,002
Income. Received or receivable in cash from other sources (including rollovers)	2016-03-31	$235,207
Other income not declared elsewhere	2016-03-31	$68,232
Administrative expenses (other) incurred	2016-03-31	$39,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-03-31	No
Value of net income/loss	2016-03-31	$2,556,192
Value of net assets at end of year (total assets less liabilities)	2016-03-31	$152,595,334
Value of net assets at beginning of year (total assets less liabilities)	2016-03-31	$85,272,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-03-31	No
Were any leases to which the plan was party in default or uncollectible	2016-03-31	No
Investment advisory and management fees	2016-03-31	$47,470
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-03-31	$146,250,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-03-31	$81,850,971
Value of interest in pooled separate accounts at end of year	2016-03-31	$2,416,196
Value of interest in pooled separate accounts at beginning of year	2016-03-31	$1,251,063
Interest on participant loans	2016-03-31	$23,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-03-31	$74
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-03-31	$-8,015,011
Net investment gain/loss from pooled separate accounts	2016-03-31	$28,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-03-31	No
Was there a failure to transmit to the plan any participant contributions	2016-03-31	No
Has the plan failed to provide any benefit when due under the plan	2016-03-31	No
Contributions received in cash from employer	2016-03-31	$5,290,308
Employer contributions (assets) at end of year	2016-03-31	$1,832,449
Employer contributions (assets) at beginning of year	2016-03-31	$1,527,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-03-31	$4,412,471
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	2016-03-31	Yes
Did the plan have assets held for investment	2016-03-31	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	2016-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-03-31	Disclaimer
Accountancy firm name	2016-03-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2016-03-31	431947695
2015 : GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-03-31	$0
Total transfer of assets to this plan	2015-03-31	$1,331,149
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-03-31	$0
Total income from all sources (including contributions)	2015-03-31	$10,348,766
Total loss/gain on sale of assets	2015-03-31	$0
Total of all expenses incurred	2015-03-31	$6,450,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-03-31	$6,429,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-03-31	$5,103,166
Value of total assets at end of year	2015-03-31	$85,272,180
Value of total assets at beginning of year	2015-03-31	$80,043,160
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-03-31	$21,656
Total interest from all sources	2015-03-31	$25,762
Total dividends received (eg from common stock, registered investment company shares)	2015-03-31	$1,117,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-03-31	$1,117,984
Administrative expenses professional fees incurred	2015-03-31	$15,300
Was this plan covered by a fidelity bond	2015-03-31	Yes
Value of fidelity bond cover	2015-03-31	$500,000
If this is an individual account plan, was there a blackout period	2015-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-03-31	No
Contributions received from participants	2015-03-31	$3,229,494
Participant contributions at end of year	2015-03-31	$403,502
Participant contributions at beginning of year	2015-03-31	$269,263
Assets. Other investments not covered elsewhere at end of year	2015-03-31	$239,002
Assets. Other investments not covered elsewhere at beginning of year	2015-03-31	$227,847
Income. Received or receivable in cash from other sources (including rollovers)	2015-03-31	$346,030
Other income not declared elsewhere	2015-03-31	$52,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-03-31	No
Value of net income/loss	2015-03-31	$3,897,871
Value of net assets at end of year (total assets less liabilities)	2015-03-31	$85,272,180
Value of net assets at beginning of year (total assets less liabilities)	2015-03-31	$80,043,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-03-31	No
Were any leases to which the plan was party in default or uncollectible	2015-03-31	No
Investment advisory and management fees	2015-03-31	$62
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-03-31	$81,850,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-03-31	$74,490,086
Value of interest in pooled separate accounts at end of year	2015-03-31	$1,251,063
Value of interest in pooled separate accounts at beginning of year	2015-03-31	$3,567,483
Interest on participant loans	2015-03-31	$14,607
Interest earned on other investments	2015-03-31	$11,155
Expenses. Payments to insurance carriers foe the provision of benefits	2015-03-31	$1,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-03-31	$3,991,294
Net investment gain/loss from pooled separate accounts	2015-03-31	$58,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-03-31	No
Was there a failure to transmit to the plan any participant contributions	2015-03-31	No
Has the plan failed to provide any benefit when due under the plan	2015-03-31	No
Contributions received in cash from employer	2015-03-31	$1,527,642
Employer contributions (assets) at end of year	2015-03-31	$1,527,642
Employer contributions (assets) at beginning of year	2015-03-31	$1,488,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-03-31	$6,427,584
Contract administrator fees	2015-03-31	$6,294
Did the plan have assets held for investment	2015-03-31	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	2015-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-03-31	Disclaimer
Accountancy firm name	2015-03-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2015-03-31	431947695
2014 : GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-03-31	$0
Total transfer of assets to this plan	2014-03-31	$698,704
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-03-31	$0
Total income from all sources (including contributions)	2014-03-31	$16,348,965
Total loss/gain on sale of assets	2014-03-31	$0
Total of all expenses incurred	2014-03-31	$4,239,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-03-31	$4,232,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-03-31	$5,791,639
Value of total assets at end of year	2014-03-31	$80,043,160
Value of total assets at beginning of year	2014-03-31	$67,235,254
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-03-31	$6,803
Total interest from all sources	2014-03-31	$21,886
Total dividends received (eg from common stock, registered investment company shares)	2014-03-31	$944,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-03-31	$944,644
Was this plan covered by a fidelity bond	2014-03-31	Yes
Value of fidelity bond cover	2014-03-31	$500,000
If this is an individual account plan, was there a blackout period	2014-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-03-31	No
Contributions received from participants	2014-03-31	$3,046,043
Participant contributions at end of year	2014-03-31	$269,263
Participant contributions at beginning of year	2014-03-31	$212,827
Assets. Other investments not covered elsewhere at end of year	2014-03-31	$227,847
Assets. Other investments not covered elsewhere at beginning of year	2014-03-31	$217,448
Income. Received or receivable in cash from other sources (including rollovers)	2014-03-31	$1,257,115
Other income not declared elsewhere	2014-03-31	$14,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-03-31	No
Value of net income/loss	2014-03-31	$12,109,202
Value of net assets at end of year (total assets less liabilities)	2014-03-31	$80,043,160
Value of net assets at beginning of year (total assets less liabilities)	2014-03-31	$67,235,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-03-31	No
Were any leases to which the plan was party in default or uncollectible	2014-03-31	No
Investment advisory and management fees	2014-03-31	$203
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-03-31	$74,490,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-03-31	$64,941,251
Value of interest in pooled separate accounts at end of year	2014-03-31	$3,567,483
Value of interest in pooled separate accounts at beginning of year	2014-03-31	$504,431
Interest on participant loans	2014-03-31	$11,487
Interest earned on other investments	2014-03-31	$10,399
Expenses. Payments to insurance carriers foe the provision of benefits	2014-03-31	$1,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-03-31	$9,530,175
Net investment gain/loss from pooled separate accounts	2014-03-31	$45,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-03-31	No
Was there a failure to transmit to the plan any participant contributions	2014-03-31	No
Has the plan failed to provide any benefit when due under the plan	2014-03-31	No
Contributions received in cash from employer	2014-03-31	$1,488,481
Employer contributions (assets) at end of year	2014-03-31	$1,488,481
Employer contributions (assets) at beginning of year	2014-03-31	$1,359,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-03-31	$4,231,305
Contract administrator fees	2014-03-31	$6,600
Did the plan have assets held for investment	2014-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-03-31	Disclaimer
Accountancy firm name	2014-03-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2014-03-31	431947695
2013 : GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-03-31	$0
Total transfer of assets to this plan	2013-03-31	$240,360
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-03-31	$0
Total income from all sources (including contributions)	2013-03-31	$11,146,399
Total loss/gain on sale of assets	2013-03-31	$0
Total of all expenses incurred	2013-03-31	$6,502,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-03-31	$6,500,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-03-31	$4,796,073
Value of total assets at end of year	2013-03-31	$67,235,254
Value of total assets at beginning of year	2013-03-31	$62,350,629
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-03-31	$1,418
Total interest from all sources	2013-03-31	$19,423
Total dividends received (eg from common stock, registered investment company shares)	2013-03-31	$988,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-03-31	$988,756
Was this plan covered by a fidelity bond	2013-03-31	Yes
Value of fidelity bond cover	2013-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-03-31	No
Contributions received from participants	2013-03-31	$2,894,534
Participant contributions at end of year	2013-03-31	$212,827
Participant contributions at beginning of year	2013-03-31	$223,122
Assets. Other investments not covered elsewhere at end of year	2013-03-31	$217,448
Assets. Other investments not covered elsewhere at beginning of year	2013-03-31	$207,219
Income. Received or receivable in cash from other sources (including rollovers)	2013-03-31	$542,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-03-31	No
Value of net income/loss	2013-03-31	$4,644,265
Value of net assets at end of year (total assets less liabilities)	2013-03-31	$67,235,254
Value of net assets at beginning of year (total assets less liabilities)	2013-03-31	$62,350,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-03-31	No
Were any leases to which the plan was party in default or uncollectible	2013-03-31	No
Investment advisory and management fees	2013-03-31	$618
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-03-31	$64,941,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-03-31	$60,581,401
Value of interest in pooled separate accounts at end of year	2013-03-31	$504,431
Value of interest in pooled separate accounts at beginning of year	2013-03-31	$0
Interest on participant loans	2013-03-31	$9,194
Interest earned on other investments	2013-03-31	$10,229
Expenses. Payments to insurance carriers foe the provision of benefits	2013-03-31	$1,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-03-31	$5,341,781
Net investment gain/loss from pooled separate accounts	2013-03-31	$366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-03-31	No
Was there a failure to transmit to the plan any participant contributions	2013-03-31	No
Has the plan failed to provide any benefit when due under the plan	2013-03-31	No
Contributions received in cash from employer	2013-03-31	$1,359,297
Employer contributions (assets) at end of year	2013-03-31	$1,359,297
Employer contributions (assets) at beginning of year	2013-03-31	$1,338,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-03-31	$6,499,061
Contract administrator fees	2013-03-31	$800
Did the plan have assets held for investment	2013-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-03-31	Disclaimer
Accountancy firm name	2013-03-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2013-03-31	431947695
2012 : GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-03-31	$0
Total unrealized appreciation/depreciation of assets	2012-03-31	$0
Total transfer of assets to this plan	2012-03-31	$197,420
Total transfer of assets from this plan	2012-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-03-31	$0
Total income from all sources (including contributions)	2012-03-31	$6,067,708
Total loss/gain on sale of assets	2012-03-31	$0
Total of all expenses incurred	2012-03-31	$5,630,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-03-31	$5,628,265
Expenses. Certain deemed distributions of participant loans	2012-03-31	$0
Value of total corrective distributions	2012-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-03-31	$4,061,519
Value of total assets at end of year	2012-03-31	$62,350,629
Value of total assets at beginning of year	2012-03-31	$61,716,441
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-03-31	$2,675
Total interest from all sources	2012-03-31	$18,619
Total dividends received (eg from common stock, registered investment company shares)	2012-03-31	$971,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-03-31	$971,513
Administrative expenses professional fees incurred	2012-03-31	$0
Was this plan covered by a fidelity bond	2012-03-31	Yes
Value of fidelity bond cover	2012-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-03-31	No
Contributions received from participants	2012-03-31	$2,626,689
Participant contributions at end of year	2012-03-31	$223,122
Participant contributions at beginning of year	2012-03-31	$206,138
Assets. Other investments not covered elsewhere at end of year	2012-03-31	$207,219
Assets. Other investments not covered elsewhere at beginning of year	2012-03-31	$198,044
Income. Received or receivable in cash from other sources (including rollovers)	2012-03-31	$95,943
Other income not declared elsewhere	2012-03-31	$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	2012-03-31	No
Value of net income/loss	2012-03-31	$436,768
Value of net assets at end of year (total assets less liabilities)	2012-03-31	$62,350,629
Value of net assets at beginning of year (total assets less liabilities)	2012-03-31	$61,716,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-03-31	No
Were any leases to which the plan was party in default or uncollectible	2012-03-31	No
Investment advisory and management fees	2012-03-31	$1,275
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-03-31	$60,581,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-03-31	$60,015,897
Interest on participant loans	2012-03-31	$9,444
Interest earned on other investments	2012-03-31	$9,175
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2012-03-31	$1,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-03-31	$1,016,057
Net investment gain/loss from pooled separate accounts	2012-03-31	$0
Net investment gain or loss from common/collective trusts	2012-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-03-31	No
Was there a failure to transmit to the plan any participant contributions	2012-03-31	No
Has the plan failed to provide any benefit when due under the plan	2012-03-31	No
Assets. Invements in employer securities at end of year	2012-03-31	$0
Contributions received in cash from employer	2012-03-31	$1,338,887
Employer contributions (assets) at end of year	2012-03-31	$1,338,887
Employer contributions (assets) at beginning of year	2012-03-31	$1,296,362
Income. Dividends from common stock	2012-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-03-31	$5,626,610
Contract administrator fees	2012-03-31	$1,400
Did the plan have assets held for investment	2012-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-03-31	No
Aggregate proceeds on sale of assets	2012-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2012-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-03-31	Disclaimer
Accountancy firm name	2012-03-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2012-03-31	431947695
2011 : GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-03-31	$0
Total transfer of assets to this plan	2011-03-31	$152,349
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-03-31	$0
Total income from all sources (including contributions)	2011-03-31	$10,318,956
Total loss/gain on sale of assets	2011-03-31	$0
Total of all expenses incurred	2011-03-31	$2,168,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-03-31	$2,166,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-03-31	$3,871,893
Value of total assets at end of year	2011-03-31	$61,716,441
Value of total assets at beginning of year	2011-03-31	$53,413,859
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-03-31	$2,602
Total interest from all sources	2011-03-31	$16,285
Total dividends received (eg from common stock, registered investment company shares)	2011-03-31	$903,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-03-31	$903,315
Was this plan covered by a fidelity bond	2011-03-31	Yes
Value of fidelity bond cover	2011-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-03-31	No
Contributions received from participants	2011-03-31	$2,575,531
Participant contributions at end of year	2011-03-31	$206,138
Participant contributions at beginning of year	2011-03-31	$97,012
Assets. Other investments not covered elsewhere at end of year	2011-03-31	$198,044
Assets. Other investments not covered elsewhere at beginning of year	2011-03-31	$188,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-03-31	No
Value of net income/loss	2011-03-31	$8,150,233
Value of net assets at end of year (total assets less liabilities)	2011-03-31	$61,716,441
Value of net assets at beginning of year (total assets less liabilities)	2011-03-31	$53,413,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-03-31	No
Were any leases to which the plan was party in default or uncollectible	2011-03-31	No
Investment advisory and management fees	2011-03-31	$1,002
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-03-31	$60,015,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-03-31	$51,857,817
Interest on participant loans	2011-03-31	$6,506
Interest earned on other investments	2011-03-31	$9,779
Expenses. Payments to insurance carriers foe the provision of benefits	2011-03-31	$1,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-03-31	$5,527,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-03-31	No
Was there a failure to transmit to the plan any participant contributions	2011-03-31	No
Has the plan failed to provide any benefit when due under the plan	2011-03-31	No
Contributions received in cash from employer	2011-03-31	$1,296,362
Employer contributions (assets) at end of year	2011-03-31	$1,296,362
Employer contributions (assets) at beginning of year	2011-03-31	$1,270,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-03-31	$2,164,466
Contract administrator fees	2011-03-31	$1,600
Did the plan have assets held for investment	2011-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-03-31	Disclaimer
Accountancy firm name	2011-03-31	MAYER HOFFMAN MCCANN, P.C. - TOFIAS
Accountancy firm EIN	2011-03-31	431947695
2010 : GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-03-31	$0

Form 5500 Responses for GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST

2023: GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-04-01	Type of plan entity	Single employer plan
2023-04-01	Submission has been amended	No
2023-04-01	This submission is the final filing	No
2023-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-04-01	Plan is a collectively bargained plan	No
2023-04-01	Plan funding arrangement – Insurance	Yes
2023-04-01	Plan funding arrangement – Trust	Yes
2023-04-01	Plan benefit arrangement – Insurance	Yes
2023-04-01	Plan benefit arrangement - Trust	Yes
2022: GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-04-01	Type of plan entity	Single employer plan
2022-04-01	Submission has been amended	No
2022-04-01	This submission is the final filing	No
2022-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-04-01	Plan is a collectively bargained plan	No
2022-04-01	Plan funding arrangement – Insurance	Yes
2022-04-01	Plan funding arrangement – Trust	Yes
2022-04-01	Plan benefit arrangement – Insurance	Yes
2022-04-01	Plan benefit arrangement - Trust	Yes
2021: GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-04-01	Type of plan entity	Single employer plan
2021-04-01	Submission has been amended	No
2021-04-01	This submission is the final filing	No
2021-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-04-01	Plan is a collectively bargained plan	No
2021-04-01	Plan funding arrangement – Insurance	Yes
2021-04-01	Plan funding arrangement – Trust	Yes
2021-04-01	Plan benefit arrangement – Insurance	Yes
2021-04-01	Plan benefit arrangement - Trust	Yes
2020: GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	Submission has been amended	No
2020-04-01	This submission is the final filing	No
2020-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-04-01	Plan is a collectively bargained plan	No
2020-04-01	Plan funding arrangement – Insurance	Yes
2020-04-01	Plan funding arrangement – Trust	Yes
2020-04-01	Plan benefit arrangement – Insurance	Yes
2020-04-01	Plan benefit arrangement - Trust	Yes
2017: GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Submission has been amended	No
2017-04-01	This submission is the final filing	No
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-04-01	Plan is a collectively bargained plan	No
2017-04-01	Plan funding arrangement – Insurance	Yes
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement – Insurance	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2016: GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Submission has been amended	No
2016-04-01	This submission is the final filing	No
2016-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-04-01	Plan is a collectively bargained plan	No
2016-04-01	Plan funding arrangement – Insurance	Yes
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement – Insurance	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes
2015: GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Submission has been amended	No
2015-04-01	This submission is the final filing	No
2015-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-04-01	Plan is a collectively bargained plan	No
2015-04-01	Plan funding arrangement – Insurance	Yes
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement – Insurance	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes
2014: GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Submission has been amended	No
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-04-01	Plan is a collectively bargained plan	No
2014-04-01	Plan funding arrangement – Insurance	Yes
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement – Insurance	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2013: GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Submission has been amended	No
2013-04-01	This submission is the final filing	No
2013-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-04-01	Plan is a collectively bargained plan	No
2013-04-01	Plan funding arrangement – Insurance	Yes
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement – Insurance	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Submission has been amended	No
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-04-01	Plan is a collectively bargained plan	No
2012-04-01	Plan funding arrangement – Insurance	Yes
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement – Insurance	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	No
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Insurance	Yes
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement – Insurance	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2009: GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Submission has been amended	Yes
2009-04-01	This submission is the final filing	No
2009-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-04-01	Plan is a collectively bargained plan	No
2009-04-01	Plan funding arrangement – Insurance	Yes
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement – Insurance	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number	GA31683
Policy instance	4
Insurance contract or identification number GA31683 Number of Individuals Covered 226 Insurance policy start date 2023-04-01 Insurance policy end date 2024-03-31 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number	IND POL
Policy instance	3
Insurance contract or identification number IND POL Number of Individuals Covered 1 Insurance policy start date 2023-04-01 Insurance policy end date 2024-03-31 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60097 )
Policy contract number	IND POL
Policy instance	2
Insurance contract or identification number IND POL Number of Individuals Covered 1 Insurance policy start date 2023-04-01 Insurance policy end date 2024-03-31 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	IND POL
Policy instance	1
Insurance contract or identification number IND POL Number of Individuals Covered 2 Insurance policy start date 2023-04-01 Insurance policy end date 2024-03-31 Total amount of commissions paid to insurance broker USD $80 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	IND POL
Policy instance	1
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60097 )
Policy contract number	IND POL
Policy instance	2
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number	IND POL
Policy instance	3
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number	GA31683
Policy instance	4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	IND POL
Policy instance	1
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60097 )
Policy contract number	IND POL
Policy instance	2
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number	IND POL
Policy instance	3
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number	GA31683
Policy instance	4
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number	GA31683
Policy instance	4
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number	IND POL
Policy instance	3
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60097 )
Policy contract number	IND POL
Policy instance	2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	IND POL
Policy instance	1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number	31683
Policy instance	4
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number	IND POL
Policy instance	3
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60097 )
Policy contract number	IND POL
Policy instance	2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	IND POL
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	IND POL
Policy instance	1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number	31683
Policy instance	4
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number	IND POL
Policy instance	3
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60097 )
Policy contract number	IND POL
Policy instance	2
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60097 )
Policy contract number	IND. POL.
Policy instance	1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number	31505
Policy instance	3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	IND. POL.
Policy instance	2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	IND. POL.
Policy instance	2
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60097 )
Policy contract number	IND. POL.
Policy instance	1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number	31505
Policy instance	3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	IND. POL.
Policy instance	2
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number	31505
Policy instance	3
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60097 )
Policy contract number	IND. POL.
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	IND. POL.
Policy instance	2
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60097 )
Policy contract number	IND. POL.
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	IND. POL.
Policy instance	2
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60097 )
Policy contract number	IND. POL.
Policy instance	1