401k Plan data: KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN plan

KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN 401k Plan overview

Plan Name	KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN
Plan identification number	001

KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KITTRELL & MIDDLEBROOKS, LLC has sponsored the creation of one or more 401k plans.

Company Name: KITTRELL & MIDDLEBROOKS, LLC

Employer identification number (EIN): 205641244

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 VALERIE WILH 2024-06-17 VALERIE WILHELM 2024-06-17
001 2022-01-01 VALERIE WILHELM 2023-07-12 VALERIE WILHELM 2023-07-12
001 2021-01-01 VALERIE WILHELM 2022-06-15 VALERIE WILHELM 2022-06-15
001 2020-01-01 VALERIE WILHELM 2021-06-14 VALERIE WILHELM 2021-06-14
001 2019-01-01 VALERIE WILHELM 2020-06-16 VALERIE WILHELM 2020-06-16
001 2018-01-01 VALERIE WILHELM 2019-06-12 VALERIE WILHELM 2019-06-12
001 2017-01-01 VALERIE WILHELM 2018-06-14 VALERIE WILHELM 2018-06-14
001 2016-01-01 VALERIE WILHELM 2017-06-15 VALERIE WILHELM 2017-06-15
001 2015-01-01 VALERIE WILHELM VALERIE WILHELM 2016-06-16
001 2014-01-01 VALERIE WILHELM VALERIE WILHELM 2015-06-11
001 2013-01-01 VALERIE WILHELM VALERIE WILHELM 2014-06-17
001 2012-01-01 VALERIE WILHELM
001 2011-01-01 VALERIE WILHELM
001 2009-01-01 VALERIE WILHELM

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	VALERIE WILH	2024-06-17	VALERIE WILHELM	2024-06-17
001	2022-01-01	VALERIE WILHELM	2023-07-12	VALERIE WILHELM	2023-07-12
001	2021-01-01	VALERIE WILHELM	2022-06-15	VALERIE WILHELM	2022-06-15
001	2020-01-01	VALERIE WILHELM	2021-06-14	VALERIE WILHELM	2021-06-14
001	2019-01-01	VALERIE WILHELM	2020-06-16	VALERIE WILHELM	2020-06-16
001	2018-01-01	VALERIE WILHELM	2019-06-12	VALERIE WILHELM	2019-06-12
001	2017-01-01	VALERIE WILHELM	2018-06-14	VALERIE WILHELM	2018-06-14
001	2016-01-01	VALERIE WILHELM	2017-06-15	VALERIE WILHELM	2017-06-15
001	2015-01-01	VALERIE WILHELM		VALERIE WILHELM	2016-06-16
001	2014-01-01	VALERIE WILHELM		VALERIE WILHELM	2015-06-11
001	2013-01-01	VALERIE WILHELM		VALERIE WILHELM	2014-06-17
001	2012-01-01	VALERIE WILHELM
001	2011-01-01	VALERIE WILHELM
001	2009-01-01	VALERIE WILHELM

Plan Statistics for KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN

401k plan membership statisitcs for KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN

Measure Date Value
2015: KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN

Measure	Date	Value
2015 : KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-19,311
Expenses. Total of all expenses incurred	2015-12-31	$10,000
Benefits paid (including direct rollovers)	2015-12-31	$10,000
Total plan assets at end of year	2015-12-31	$2,935,631
Total plan assets at beginning of year	2015-12-31	$2,964,942
Total contributions received or receivable from participants	2015-12-31	$11,436
Other income received	2015-12-31	$-30,747
Net income (gross income less expenses)	2015-12-31	$-29,311
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,935,631
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,964,942
Assets. Value of participant loans	2015-12-31	$11,230
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$140,872
Expenses. Total of all expenses incurred	2014-12-31	$6,000
Benefits paid (including direct rollovers)	2014-12-31	$6,000
Total plan assets at end of year	2014-12-31	$2,964,942
Total plan assets at beginning of year	2014-12-31	$2,830,070
Total contributions received or receivable from participants	2014-12-31	$12,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$128,872
Net income (gross income less expenses)	2014-12-31	$134,872
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,964,942
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,830,070
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$387,151
Expenses. Total of all expenses incurred	2013-12-31	$10,000
Benefits paid (including direct rollovers)	2013-12-31	$10,000
Total plan assets at end of year	2013-12-31	$2,830,070
Total plan assets at beginning of year	2013-12-31	$2,452,919
Total contributions received or receivable from participants	2013-12-31	$12,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$375,151
Net income (gross income less expenses)	2013-12-31	$377,151
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,830,070
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,452,919
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$201,618
Expenses. Total of all expenses incurred	2012-12-31	$22,004
Benefits paid (including direct rollovers)	2012-12-31	$22,004
Total plan assets at end of year	2012-12-31	$2,452,919
Total plan assets at beginning of year	2012-12-31	$2,273,306
Total contributions received or receivable from participants	2012-12-31	$11,539
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$190,079
Net income (gross income less expenses)	2012-12-31	$179,614
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,452,919
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,273,306
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-20,676
Expenses. Total of all expenses incurred	2011-12-31	$61,818
Benefits paid (including direct rollovers)	2011-12-31	$61,818
Total plan assets at end of year	2011-12-31	$2,273,306
Total plan assets at beginning of year	2011-12-31	$2,355,800
Total contributions received or receivable from participants	2011-12-31	$12,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-32,676
Net income (gross income less expenses)	2011-12-31	$-82,494
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,273,306
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,355,800
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$342,254
Expenses. Total of all expenses incurred	2010-12-31	$15,000
Benefits paid (including direct rollovers)	2010-12-31	$15,000
Total plan assets at end of year	2010-12-31	$2,355,800
Total plan assets at beginning of year	2010-12-31	$2,028,547
Total contributions received or receivable from participants	2010-12-31	$28,003
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$314,251
Net income (gross income less expenses)	2010-12-31	$327,254
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,355,800
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,028,547
Assets. Value of participant loans	2010-12-31	$12,775
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN

2015: KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KITTRELL & MIDDLEBROOKS, LLC RETIREMENT 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: KITTRELL & MIDDLEBROOKS, LLC RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KITTRELL & MIDDLEBROOKS, LLC
Employer identification number (EIN):	205641244
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers