401k Plan data: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN plan

BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 401k Plan overview

Plan Name	BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN
Plan identification number	001

BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

LIBERTY SELF STORAGE, LLC has sponsored the creation of one or more 401k plans.

Company Name: LIBERTY SELF STORAGE, LLC

Employer identification number (EIN): 201030537

NAIC Classification: 531130
NAIC Description: Lessors of Miniwarehouses and Self-Storage Units

Additional information about LIBERTY SELF STORAGE, LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2005-10-05

Company Identification Number: 1573975

Legal Registered Office Address: 120 W. SECOND STREET
SUITE 1111
DAYTON
United States of America (USA)
45402

More information about LIBERTY SELF STORAGE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 TAMMY NELSEN
001 2017-01-01 TAMMY NELSEN
001 2016-01-01 TAMMY NELSEN
001 2015-01-01 TAMMY NELSEN
001 2014-01-01 TAMMY NELSEN
001 2013-01-01 TAMMY NELSEN
001 2012-01-01 TAMMY NELSEN
001 2011-01-01 MATTHEW P. BENNETT
001 2010-01-01 MATTHEW P. BENNETT

Plan Statistics for BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN

401k plan membership statisitcs for BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN

Measure Date Value
2022: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 25
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 4
Total of all active and inactive participants 2022-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 29
Number of participants with account balances 2022-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 25
Number of retired or separated participants receiving benefits 2021-01-01 4
Number of other retired or separated participants entitled to future benefits 2021-01-01 4
Total of all active and inactive participants 2021-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 34
Number of participants with account balances 2021-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 28
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 7
Total of all active and inactive participants 2020-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 35
Number of participants with account balances 2020-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 26
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 33
Number of participants with account balances 2019-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 27
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 6
Total of all active and inactive participants 2018-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 34
Number of participants with account balances 2018-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 30
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 34
Number of participants with account balances 2017-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 25
Number of retired or separated participants receiving benefits 2016-01-01 7
Number of other retired or separated participants entitled to future benefits 2016-01-01 13
Total of all active and inactive participants 2016-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 45
Number of participants with account balances 2016-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 24
Number of retired or separated participants receiving benefits 2015-01-01 8
Number of other retired or separated participants entitled to future benefits 2015-01-01 13
Total of all active and inactive participants 2015-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 45
Number of participants with account balances 2015-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 23
Number of retired or separated participants receiving benefits 2014-01-01 6
Number of other retired or separated participants entitled to future benefits 2014-01-01 13
Total of all active and inactive participants 2014-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 42
Number of participants with account balances 2014-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 25
Number of retired or separated participants receiving benefits 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 14
Total of all active and inactive participants 2013-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 43
Number of participants with account balances 2013-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 24
Number of retired or separated participants receiving benefits 2012-01-01 4
Number of other retired or separated participants entitled to future benefits 2012-01-01 13
Total of all active and inactive participants 2012-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 41
Number of participants with account balances 2012-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 24
Number of retired or separated participants receiving benefits 2011-01-01 4
Number of other retired or separated participants entitled to future benefits 2011-01-01 12
Total of all active and inactive participants 2011-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 40
Number of participants with account balances 2011-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 23
Number of retired or separated participants receiving benefits 2010-01-01 3
Number of other retired or separated participants entitled to future benefits 2010-01-01 13
Total of all active and inactive participants 2010-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 39
Number of participants with account balances 2010-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1

Measure	Date	Value
2022: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	25
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	4
Total of all active and inactive participants	2022-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	29
Number of participants with account balances	2022-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	25
Number of retired or separated participants receiving benefits	2021-01-01	4
Number of other retired or separated participants entitled to future benefits	2021-01-01	4
Total of all active and inactive participants	2021-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	34
Number of participants with account balances	2021-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	28
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	7
Total of all active and inactive participants	2020-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	35
Number of participants with account balances	2020-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	26
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	33
Number of participants with account balances	2019-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	27
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	6
Total of all active and inactive participants	2018-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	34
Number of participants with account balances	2018-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	30
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	34
Number of participants with account balances	2017-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	25
Number of retired or separated participants receiving benefits	2016-01-01	7
Number of other retired or separated participants entitled to future benefits	2016-01-01	13
Total of all active and inactive participants	2016-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	45
Number of participants with account balances	2016-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	24
Number of retired or separated participants receiving benefits	2015-01-01	8
Number of other retired or separated participants entitled to future benefits	2015-01-01	13
Total of all active and inactive participants	2015-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	45
Number of participants with account balances	2015-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	23
Number of retired or separated participants receiving benefits	2014-01-01	6
Number of other retired or separated participants entitled to future benefits	2014-01-01	13
Total of all active and inactive participants	2014-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	42
Number of participants with account balances	2014-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	25
Number of retired or separated participants receiving benefits	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	14
Total of all active and inactive participants	2013-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	43
Number of participants with account balances	2013-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	24
Number of retired or separated participants receiving benefits	2012-01-01	4
Number of other retired or separated participants entitled to future benefits	2012-01-01	13
Total of all active and inactive participants	2012-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	41
Number of participants with account balances	2012-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	24
Number of retired or separated participants receiving benefits	2011-01-01	4
Number of other retired or separated participants entitled to future benefits	2011-01-01	12
Total of all active and inactive participants	2011-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	40
Number of participants with account balances	2011-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	23
Number of retired or separated participants receiving benefits	2010-01-01	3
Number of other retired or separated participants entitled to future benefits	2010-01-01	13
Total of all active and inactive participants	2010-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	39
Number of participants with account balances	2010-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1

Financial Data on BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN

Measure	Date	Value
2022 : BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-27,852
Expenses. Total of all expenses incurred	2022-12-31	$40,781
Benefits paid (including direct rollovers)	2022-12-31	$31,431
Total plan assets at end of year	2022-12-31	$3,785,473
Total plan assets at beginning of year	2022-12-31	$3,854,106
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$55,786
Other income received	2022-12-31	$-130,592
Net income (gross income less expenses)	2022-12-31	$-68,633
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,785,473
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,854,106
Assets. Value of participant loans	2022-12-31	$105,005
Total contributions received or receivable from employer(s)	2022-12-31	$46,954
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$9,350
2021 : BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$308,513
Expenses. Total of all expenses incurred	2021-12-31	$52,043
Benefits paid (including direct rollovers)	2021-12-31	$43,607
Total plan assets at end of year	2021-12-31	$3,854,106
Total plan assets at beginning of year	2021-12-31	$3,597,636
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$47,907
Other income received	2021-12-31	$217,671
Net income (gross income less expenses)	2021-12-31	$256,470
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,854,106
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,597,636
Assets. Value of participant loans	2021-12-31	$72,020
Total contributions received or receivable from employer(s)	2021-12-31	$42,935
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$8,436
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$96,556
Expenses. Total of all expenses incurred	2020-12-31	$147,350
Benefits paid (including direct rollovers)	2020-12-31	$140,476
Total plan assets at end of year	2020-12-31	$3,597,636
Total plan assets at beginning of year	2020-12-31	$3,648,430
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$34,890
Contributions received from other sources (not participants or employers)	2020-12-31	$21,299
Other income received	2020-12-31	$9,281
Net income (gross income less expenses)	2020-12-31	$-50,794
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,597,636
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,648,430
Assets. Value of participant loans	2020-12-31	$71,444
Total contributions received or receivable from employer(s)	2020-12-31	$31,086
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$6,874
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$552,686
Expenses. Total of all expenses incurred	2019-12-31	$22,179
Benefits paid (including direct rollovers)	2019-12-31	$20,729
Total plan assets at end of year	2019-12-31	$3,648,430
Total plan assets at beginning of year	2019-12-31	$3,117,923
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$28,566
Expenses. Other expenses not covered elsewhere	2019-12-31	$1,450
Other income received	2019-12-31	$498,577
Net income (gross income less expenses)	2019-12-31	$530,507
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,648,430
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,117,923
Assets. Value of participant loans	2019-12-31	$69,995
Total contributions received or receivable from employer(s)	2019-12-31	$25,543
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-74,316
Expenses. Total of all expenses incurred	2018-12-31	$1,465,268
Benefits paid (including direct rollovers)	2018-12-31	$1,464,400
Total plan assets at end of year	2018-12-31	$3,117,923
Total plan assets at beginning of year	2018-12-31	$4,657,507
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$28,487
Contributions received from other sources (not participants or employers)	2018-12-31	$6,127
Other income received	2018-12-31	$-132,844
Net income (gross income less expenses)	2018-12-31	$-1,539,584
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,117,923
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,657,507
Assets. Value of participant loans	2018-12-31	$38,580
Total contributions received or receivable from employer(s)	2018-12-31	$23,914
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$868
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$606,303
Expenses. Total of all expenses incurred	2017-12-31	$19,671
Benefits paid (including direct rollovers)	2017-12-31	$18,123
Total plan assets at end of year	2017-12-31	$4,657,507
Total plan assets at beginning of year	2017-12-31	$4,070,875
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$95,465
Expenses. Other expenses not covered elsewhere	2017-12-31	$1,548
Other income received	2017-12-31	$384,434
Net income (gross income less expenses)	2017-12-31	$586,632
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,657,507
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,070,875
Assets. Value of participant loans	2017-12-31	$36,559
Total contributions received or receivable from employer(s)	2017-12-31	$126,404
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$649,273
Expenses. Total of all expenses incurred	2016-12-31	$135,858
Benefits paid (including direct rollovers)	2016-12-31	$64,944
Total plan assets at end of year	2016-12-31	$4,070,875
Total plan assets at beginning of year	2016-12-31	$3,557,460
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$95,079
Other income received	2016-12-31	$485,109
Net income (gross income less expenses)	2016-12-31	$513,415
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,070,875
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,557,460
Assets. Value of participant loans	2016-12-31	$49,992
Total contributions received or receivable from employer(s)	2016-12-31	$69,085
Value of corrective distributions	2016-12-31	$70,185
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$729
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-5,040
Expenses. Total of all expenses incurred	2015-12-31	$40,968
Benefits paid (including direct rollovers)	2015-12-31	$40,714
Total plan assets at end of year	2015-12-31	$3,557,460
Total plan assets at beginning of year	2015-12-31	$3,603,468
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$94,874
Expenses. Other expenses not covered elsewhere	2015-12-31	$254
Other income received	2015-12-31	$-169,326
Net income (gross income less expenses)	2015-12-31	$-46,008
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,557,460
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,603,468
Assets. Value of participant loans	2015-12-31	$4,395
Total contributions received or receivable from employer(s)	2015-12-31	$69,412
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$318,692
Expenses. Total of all expenses incurred	2014-12-31	$5,984
Benefits paid (including direct rollovers)	2014-12-31	$5,286
Total plan assets at end of year	2014-12-31	$3,603,468
Total plan assets at beginning of year	2014-12-31	$3,290,760
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$90,047
Expenses. Other expenses not covered elsewhere	2014-12-31	$698
Other income received	2014-12-31	$163,557
Net income (gross income less expenses)	2014-12-31	$312,708
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,603,468
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,290,760
Assets. Value of participant loans	2014-12-31	$19,003
Total contributions received or receivable from employer(s)	2014-12-31	$65,088
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$532,302
Expenses. Total of all expenses incurred	2013-12-31	$1,062
Benefits paid (including direct rollovers)	2013-12-31	$482
Total plan assets at end of year	2013-12-31	$3,290,760
Total plan assets at beginning of year	2013-12-31	$2,759,520
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$90,007
Expenses. Other expenses not covered elsewhere	2013-12-31	$580
Other income received	2013-12-31	$378,531
Net income (gross income less expenses)	2013-12-31	$531,240
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,290,760
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,759,520
Assets. Value of participant loans	2013-12-31	$26,056
Total contributions received or receivable from employer(s)	2013-12-31	$63,764
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$461,481
Expenses. Total of all expenses incurred	2012-12-31	$54,370
Benefits paid (including direct rollovers)	2012-12-31	$53,720
Total plan assets at end of year	2012-12-31	$2,759,520
Total plan assets at beginning of year	2012-12-31	$2,352,409
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$91,327
Other income received	2012-12-31	$304,822
Net income (gross income less expenses)	2012-12-31	$407,111
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,759,520
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,352,409
Assets. Value of participant loans	2012-12-31	$37,792
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$78,274
Total contributions received or receivable from employer(s)	2012-12-31	$65,332
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$650
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$225,141
Expenses. Total of all expenses incurred	2011-12-31	$57,005
Benefits paid (including direct rollovers)	2011-12-31	$54,646
Total plan assets at end of year	2011-12-31	$2,352,409
Total plan assets at beginning of year	2011-12-31	$2,184,273
Value of fidelity bond covering the plan	2011-12-31	$210,000
Total contributions received or receivable from participants	2011-12-31	$89,389
Other income received	2011-12-31	$69,679
Net income (gross income less expenses)	2011-12-31	$168,136
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,352,409
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,184,273
Assets. Value of participant loans	2011-12-31	$27,786
Total contributions received or receivable from employer(s)	2011-12-31	$66,073
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,359
2010 : BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$67,106
Expenses. Total of all expenses incurred	2010-12-31	$17,237
Benefits paid (including direct rollovers)	2010-12-31	$2,715
Total plan assets at end of year	2010-12-31	$2,184,273
Total plan assets at beginning of year	2010-12-31	$2,134,404
Value of fidelity bond covering the plan	2010-12-31	$210,000
Total contributions received or receivable from participants	2010-12-31	$21,755
Other income received	2010-12-31	$25,386
Net income (gross income less expenses)	2010-12-31	$49,869
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,184,273
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,134,404
Assets. Value of participant loans	2010-12-31	$8,168
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$246
Total contributions received or receivable from employer(s)	2010-12-31	$19,965
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$14,522

Form 5500 Responses for BENNETT BROTHERS PROFIT SHARING AND SAVINGS PLAN

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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507502-01

Policy instance

Insurance contract or identification number	507502-01
Number of Individuals Covered	27
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507502-01

Policy instance

Insurance contract or identification number	507502-01
Number of Individuals Covered	34
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507502-01

Policy instance

Insurance contract or identification number	507502-01
Number of Individuals Covered	29
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-822926

Policy instance

Insurance contract or identification number	GA-822926
Number of Individuals Covered	29
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $1,334
Total amount of fees paid to insurance company	USD $1,376
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
Amount paid for insurance broker fees	1376
Additional information about fees paid to insurance broker	TPA SERVICES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $1,334

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-822926

Policy instance

Insurance contract or identification number	GA-822926
Number of Individuals Covered	31
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $5,682
Total amount of fees paid to insurance company	USD $1,115
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
Commission paid to Insurance Broker	USD $5,682
Insurance broker organization code?	3
Amount paid for insurance broker fees	1115
Additional information about fees paid to insurance broker	TPA SERVICES

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-822926

Policy instance

Insurance contract or identification number	GA-822926
Number of Individuals Covered	31
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $7,953
Total amount of fees paid to insurance company	USD $2,301
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
Commission paid to Insurance Broker	USD $7,953
Insurance broker organization code?	3
Amount paid for insurance broker fees	2301
Additional information about fees paid to insurance broker	TPA SERVICES
Insurance broker name	ACUFF & ASSOCIATES, INC.

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Company Name:	LIBERTY SELF STORAGE, LLC
Employer identification number (EIN):	201030537
NAIC Classification:	531130
NAIC Description:	Lessors of Miniwarehouses and Self-Storage Units

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2005-10-05
Company Identification Number:	1573975
Legal Registered Office Address:	120 W. SECOND STREET SUITE 1111 DAYTON United States of America (USA) 45402