401k Plan data: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN plan

CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 401k Plan overview

Plan Name	CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN
Plan identification number	001

CONRAD SIEGEL ACTUARIES PROFIT SHARING 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.
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.
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

CONRAD M. SIEGEL, INC. has sponsored the creation of one or more 401k plans.

Company Name: CONRAD M. SIEGEL, INC.

Employer identification number (EIN): 231669823

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01 THOMAS L. ZIMMERMAN
001 2012-07-01 THOMAS L. ZIMMERMAN
001 2011-07-01 THOMAS L. ZIMMERMAN
001 2010-07-01 MATTHEW NEISWENDER 2011-11-21

Plan Statistics for CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN

401k plan membership statisitcs for CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN

Measure Date Value
2022: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 172
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 122
Number of retired or separated participants receiving benefits 2022-07-01 4
Number of other retired or separated participants entitled to future benefits 2022-07-01 50
Total of all active and inactive participants 2022-07-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 176
Number of participants with account balances 2022-07-01 171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 8
2021: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 164
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 125
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 47
Total of all active and inactive participants 2021-07-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 172
Number of participants with account balances 2021-07-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 2
2020: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 151
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 119
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 46
Total of all active and inactive participants 2020-07-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 165
Number of participants with account balances 2020-07-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 5
2019: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 156
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 114
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 37
Total of all active and inactive participants 2019-07-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 151
Number of participants with account balances 2019-07-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 5
2018: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 151
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 120
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 33
Total of all active and inactive participants 2018-07-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 153
Number of participants with account balances 2018-07-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 3
2017: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 139
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 100
Number of retired or separated participants receiving benefits 2017-07-01 1
Number of other retired or separated participants entitled to future benefits 2017-07-01 26
Total of all active and inactive participants 2017-07-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 3
Total participants 2017-07-01 130
Number of participants with account balances 2017-07-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 4
2016: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 118
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 95
Number of retired or separated participants receiving benefits 2016-07-01 1
Number of other retired or separated participants entitled to future benefits 2016-07-01 27
Total of all active and inactive participants 2016-07-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 3
Total participants 2016-07-01 126
Number of participants with account balances 2016-07-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 5
2015: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 114
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 93
Number of retired or separated participants receiving benefits 2015-07-01 1
Number of other retired or separated participants entitled to future benefits 2015-07-01 21
Total of all active and inactive participants 2015-07-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 3
Total participants 2015-07-01 118
Number of participants with account balances 2015-07-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 3
2014: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 115
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 89
Number of retired or separated participants receiving benefits 2014-07-01 1
Number of other retired or separated participants entitled to future benefits 2014-07-01 22
Total of all active and inactive participants 2014-07-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 2
Total participants 2014-07-01 114
Number of participants with account balances 2014-07-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 1
2013: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 118
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 93
Number of retired or separated participants receiving benefits 2013-07-01 1
Number of other retired or separated participants entitled to future benefits 2013-07-01 19
Total of all active and inactive participants 2013-07-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 2
Total participants 2013-07-01 115
Number of participants with account balances 2013-07-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 1
2012: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 121
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 96
Number of retired or separated participants receiving benefits 2012-07-01 1
Number of other retired or separated participants entitled to future benefits 2012-07-01 16
Total of all active and inactive participants 2012-07-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 2
Total participants 2012-07-01 115
Number of participants with account balances 2012-07-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 4
2011: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 124
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 97
Number of retired or separated participants receiving benefits 2011-07-01 1
Number of other retired or separated participants entitled to future benefits 2011-07-01 17
Total of all active and inactive participants 2011-07-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 2
Total participants 2011-07-01 117
Number of participants with account balances 2011-07-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0

Measure	Date	Value
2022: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	172
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	122
Number of retired or separated participants receiving benefits	2022-07-01	4
Number of other retired or separated participants entitled to future benefits	2022-07-01	50
Total of all active and inactive participants	2022-07-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	176
Number of participants with account balances	2022-07-01	171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	8
2021: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	164
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	125
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	47
Total of all active and inactive participants	2021-07-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	172
Number of participants with account balances	2021-07-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	2
2020: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	151
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	119
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	46
Total of all active and inactive participants	2020-07-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	165
Number of participants with account balances	2020-07-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	5
2019: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	156
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	114
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	37
Total of all active and inactive participants	2019-07-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	151
Number of participants with account balances	2019-07-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	5
2018: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	151
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	120
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	33
Total of all active and inactive participants	2018-07-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	153
Number of participants with account balances	2018-07-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	3
2017: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	139
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	100
Number of retired or separated participants receiving benefits	2017-07-01	1
Number of other retired or separated participants entitled to future benefits	2017-07-01	26
Total of all active and inactive participants	2017-07-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	3
Total participants	2017-07-01	130
Number of participants with account balances	2017-07-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	4
2016: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	118
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	95
Number of retired or separated participants receiving benefits	2016-07-01	1
Number of other retired or separated participants entitled to future benefits	2016-07-01	27
Total of all active and inactive participants	2016-07-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	3
Total participants	2016-07-01	126
Number of participants with account balances	2016-07-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	5
2015: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	114
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	93
Number of retired or separated participants receiving benefits	2015-07-01	1
Number of other retired or separated participants entitled to future benefits	2015-07-01	21
Total of all active and inactive participants	2015-07-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	3
Total participants	2015-07-01	118
Number of participants with account balances	2015-07-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	3
2014: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	115
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	89
Number of retired or separated participants receiving benefits	2014-07-01	1
Number of other retired or separated participants entitled to future benefits	2014-07-01	22
Total of all active and inactive participants	2014-07-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	2
Total participants	2014-07-01	114
Number of participants with account balances	2014-07-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	1
2013: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	118
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	93
Number of retired or separated participants receiving benefits	2013-07-01	1
Number of other retired or separated participants entitled to future benefits	2013-07-01	19
Total of all active and inactive participants	2013-07-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	2
Total participants	2013-07-01	115
Number of participants with account balances	2013-07-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	1
2012: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	121
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	96
Number of retired or separated participants receiving benefits	2012-07-01	1
Number of other retired or separated participants entitled to future benefits	2012-07-01	16
Total of all active and inactive participants	2012-07-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	2
Total participants	2012-07-01	115
Number of participants with account balances	2012-07-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	4
2011: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	124
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	97
Number of retired or separated participants receiving benefits	2011-07-01	1
Number of other retired or separated participants entitled to future benefits	2011-07-01	17
Total of all active and inactive participants	2011-07-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	2
Total participants	2011-07-01	117
Number of participants with account balances	2011-07-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0

Financial Data on CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN

Measure	Date	Value
2023 : CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$9,762,331
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$1,346,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$1,328,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$2,728,785
Value of total assets at end of year	2023-06-30	$78,441,656
Value of total assets at beginning of year	2023-06-30	$70,025,611
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$17,718
Total interest from all sources	2023-06-30	$31,668
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$1,709,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$1,709,263
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$798,762
Participant contributions at end of year	2023-06-30	$298,772
Participant contributions at beginning of year	2023-06-30	$266,173
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$1,849
Administrative expenses (other) incurred	2023-06-30	$17,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$8,416,045
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$78,441,656
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$70,025,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$75,827,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$67,546,675
Interest on participant loans	2023-06-30	$12,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-06-30	$386,759
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-06-30	$421,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-06-30	$421,732
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-06-30	$19,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$5,292,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$1,928,174
Employer contributions (assets) at end of year	2023-06-30	$1,928,174
Employer contributions (assets) at beginning of year	2023-06-30	$1,791,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$1,328,568
Did the plan have assets held for investment	2023-06-30	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	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2023-06-30	410746749
2022 : CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-7,339,590
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$4,507,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$4,485,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$2,546,801
Value of total assets at end of year	2022-06-30	$70,025,611
Value of total assets at beginning of year	2022-06-30	$81,872,614
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$22,167
Total interest from all sources	2022-06-30	$13,977
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$1,706,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$1,706,013
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$693,150
Participant contributions at end of year	2022-06-30	$266,173
Participant contributions at beginning of year	2022-06-30	$302,327
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$62,620
Administrative expenses (other) incurred	2022-06-30	$22,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-11,847,003
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$70,025,611
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$81,872,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$67,546,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$78,834,389
Interest on participant loans	2022-06-30	$13,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$421,732
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$1,191,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$1,191,943
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$394
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-11,606,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$1,791,031
Employer contributions (assets) at end of year	2022-06-30	$1,791,031
Employer contributions (assets) at beginning of year	2022-06-30	$1,543,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$4,485,246
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2022-06-30	410746749
2021 : CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$18,547,618
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$2,865,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$2,844,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$2,170,442
Value of total assets at end of year	2021-06-30	$81,872,614
Value of total assets at beginning of year	2021-06-30	$66,190,136
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$21,088
Total interest from all sources	2021-06-30	$14,635
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$1,729,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$1,729,087
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$622,373
Participant contributions at end of year	2021-06-30	$302,327
Participant contributions at beginning of year	2021-06-30	$221,243
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$4,114
Administrative expenses (other) incurred	2021-06-30	$21,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$15,682,478
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$81,872,614
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$66,190,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$78,834,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$62,452,314
Interest on participant loans	2021-06-30	$14,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$1,191,943
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$1,919,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$1,919,569
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$149
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$14,633,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$1,543,955
Employer contributions (assets) at end of year	2021-06-30	$1,543,955
Employer contributions (assets) at beginning of year	2021-06-30	$1,597,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$2,844,052
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2021-06-30	410746749
2020 : CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$3,691,486
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$922,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$920,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$2,281,411
Value of total assets at end of year	2020-06-30	$66,190,136
Value of total assets at beginning of year	2020-06-30	$63,421,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$2,081
Total interest from all sources	2020-06-30	$13,525
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$1,817,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$1,817,027
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$586,027
Participant contributions at end of year	2020-06-30	$221,243
Participant contributions at beginning of year	2020-06-30	$176,258
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$79,282
Other income not declared elsewhere	2020-06-30	$6,830
Administrative expenses (other) incurred	2020-06-30	$2,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$2,768,744
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$66,190,136
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$63,421,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$62,452,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$61,696,101
Interest on participant loans	2020-06-30	$10,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$1,919,569
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$114,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$114,682
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$2,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$-427,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$1,616,102
Employer contributions (assets) at end of year	2020-06-30	$1,597,010
Employer contributions (assets) at beginning of year	2020-06-30	$1,434,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$920,661
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2020-06-30	410746749
2019 : CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$4,906,260
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$411,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$397,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$2,144,550
Value of total assets at end of year	2019-06-30	$63,421,392
Value of total assets at beginning of year	2019-06-30	$58,926,737
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$13,684
Total interest from all sources	2019-06-30	$20,036
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$1,861,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$1,861,635
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$588,401
Participant contributions at end of year	2019-06-30	$176,258
Participant contributions at beginning of year	2019-06-30	$167,642
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$121,798
Other income not declared elsewhere	2019-06-30	$8,732
Administrative expenses (other) incurred	2019-06-30	$13,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$4,494,655
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$63,421,392
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$58,926,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$61,696,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$57,334,136
Interest on participant loans	2019-06-30	$7,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$114,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$12,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$871,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$1,434,351
Employer contributions (assets) at end of year	2019-06-30	$1,434,351
Employer contributions (assets) at beginning of year	2019-06-30	$1,424,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$397,921
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2019-06-30	410746749
2018 : CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$5,920,507
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$2,628,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$2,628,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,931,962
Value of total assets at end of year	2018-06-30	$58,926,737
Value of total assets at beginning of year	2018-06-30	$55,634,923
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$0
Total interest from all sources	2018-06-30	$7,914
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$1,499,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$1,499,509
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$483,435
Participant contributions at end of year	2018-06-30	$167,642
Participant contributions at beginning of year	2018-06-30	$158,947
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$23,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$3,291,814
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$58,926,737
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$55,634,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$57,334,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$54,020,079
Income. Interest from loans (other than to participants)	2018-06-30	$7,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$2,481,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$1,424,959
Employer contributions (assets) at end of year	2018-06-30	$1,424,959
Employer contributions (assets) at beginning of year	2018-06-30	$1,455,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$2,628,693
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	2018-06-30	Yes
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	No
Opinion of an independent qualified public accountant for this plan	2018-06-30	Unqualified
Accountancy firm name	2018-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-06-30	410746749
2017 : CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$735
Total income from all sources (including contributions)	2017-06-30	$8,260,024
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$2,226,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$2,226,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,908,730
Value of total assets at end of year	2017-06-30	$55,634,923
Value of total assets at beginning of year	2017-06-30	$49,602,133
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$0
Total interest from all sources	2017-06-30	$7,594
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$1,429,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$1,429,065
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$452,833
Participant contributions at end of year	2017-06-30	$158,947
Participant contributions at beginning of year	2017-06-30	$211,008
Participant contributions at end of year	2017-06-30	$0
Participant contributions at beginning of year	2017-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$6,033,525
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$55,634,923
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$49,601,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$54,020,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$47,957,509
Income. Interest from loans (other than to participants)	2017-06-30	$7,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$4,914,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$1,455,897
Employer contributions (assets) at end of year	2017-06-30	$1,455,897
Employer contributions (assets) at beginning of year	2017-06-30	$1,433,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$2,226,499
Liabilities. Value of benefit claims payable at end of year	2017-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-06-30	$735
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	No
Opinion of an independent qualified public accountant for this plan	2017-06-30	Unqualified
Accountancy firm name	2017-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-06-30	410746749
2016 : CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$735
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$1,898,855
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$873,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$873,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,921,970
Value of total assets at end of year	2016-06-30	$49,602,133
Value of total assets at beginning of year	2016-06-30	$48,576,512
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$0
Total interest from all sources	2016-06-30	$9,812
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$1,316,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$1,316,732
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$454,398
Participant contributions at end of year	2016-06-30	$211,008
Participant contributions at beginning of year	2016-06-30	$201,738
Participant contributions at end of year	2016-06-30	$0
Participant contributions at beginning of year	2016-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$34,277
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$321
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$1,024,886
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$49,601,398
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$48,576,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$47,957,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$47,092,068
Interest on participant loans	2016-06-30	$9,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-1,349,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$1,433,295
Employer contributions (assets) at end of year	2016-06-30	$1,433,295
Employer contributions (assets) at beginning of year	2016-06-30	$1,282,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$873,969
Liabilities. Value of benefit claims payable at end of year	2016-06-30	$735
Liabilities. Value of benefit claims payable at beginning of year	2016-06-30	$0
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	No
Opinion of an independent qualified public accountant for this plan	2016-06-30	Unqualified
Accountancy firm name	2016-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-06-30	410746749
2015 : CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$2,942,744
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$925,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$925,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$1,949,887
Value of total assets at end of year	2015-06-30	$48,576,512
Value of total assets at beginning of year	2015-06-30	$46,559,314
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$0
Total interest from all sources	2015-06-30	$9,001
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$1,173,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$1,173,146
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$405,938
Participant contributions at end of year	2015-06-30	$201,738
Participant contributions at beginning of year	2015-06-30	$226,762
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$261,502
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$259
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$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	2015-06-30	No
Value of net income/loss	2015-06-30	$2,017,198
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$48,576,512
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$46,559,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$47,092,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$45,080,334
Interest on participant loans	2015-06-30	$9,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$-189,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$1,282,447
Employer contributions (assets) at end of year	2015-06-30	$1,282,447
Employer contributions (assets) at beginning of year	2015-06-30	$1,251,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$925,546
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	No
Opinion of an independent qualified public accountant for this plan	2015-06-30	Unqualified
Accountancy firm name	2015-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2015-06-30	410746749
2014 : CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$8,566,643
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$1,459,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$1,459,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$1,653,305
Value of total assets at end of year	2014-06-30	$46,559,314
Value of total assets at beginning of year	2014-06-30	$39,452,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$0
Total interest from all sources	2014-06-30	$10,805
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$1,018,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$1,018,638
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$395,208
Participant contributions at end of year	2014-06-30	$226,762
Participant contributions at beginning of year	2014-06-30	$301,395
Participant contributions at end of year	2014-06-30	$0
Participant contributions at beginning of year	2014-06-30	$61,676
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$6,144
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$265
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$7,106,979
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$46,559,314
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$39,452,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$45,080,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$37,896,001
Interest on participant loans	2014-06-30	$10,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$5,883,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$1,251,953
Employer contributions (assets) at end of year	2014-06-30	$1,251,953
Employer contributions (assets) at beginning of year	2014-06-30	$1,192,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$1,459,664
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	No
Opinion of an independent qualified public accountant for this plan	2014-06-30	Unqualified
Accountancy firm name	2014-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2014-06-30	410746749
2013 : CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$6,729,004
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$1,314,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$1,314,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$1,568,345
Value of total assets at end of year	2013-06-30	$39,452,335
Value of total assets at beginning of year	2013-06-30	$34,037,542
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$0
Total interest from all sources	2013-06-30	$11,397
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$1,065,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$1,065,600
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$375,435
Participant contributions at end of year	2013-06-30	$301,395
Participant contributions at beginning of year	2013-06-30	$299,757
Participant contributions at end of year	2013-06-30	$61,676
Participant contributions at beginning of year	2013-06-30	$105,417
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$353
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$5,414,793
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$39,452,335
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$34,037,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$37,896,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$32,603,678
Interest on participant loans	2013-06-30	$11,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$4,083,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$1,192,910
Employer contributions (assets) at end of year	2013-06-30	$1,192,910
Employer contributions (assets) at beginning of year	2013-06-30	$1,028,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$1,314,211
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	No
Opinion of an independent qualified public accountant for this plan	2013-06-30	Unqualified
Accountancy firm name	2013-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2013-06-30	410746749
2012 : CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$1,384,047
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$1,298,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$1,298,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$1,533,984
Value of total assets at end of year	2012-06-30	$34,037,542
Value of total assets at beginning of year	2012-06-30	$33,951,922
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$0
Total interest from all sources	2012-06-30	$15,124
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$875,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$875,086
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$502,953
Participant contributions at end of year	2012-06-30	$299,757
Participant contributions at beginning of year	2012-06-30	$359,382
Participant contributions at end of year	2012-06-30	$105,417
Participant contributions at beginning of year	2012-06-30	$98,003
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$2,659
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$85,620
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$34,037,542
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$33,951,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$32,603,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$32,512,949
Interest on participant loans	2012-06-30	$15,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-1,040,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$1,028,372
Employer contributions (assets) at end of year	2012-06-30	$1,028,372
Employer contributions (assets) at beginning of year	2012-06-30	$981,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$1,298,427
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Unqualified
Accountancy firm name	2012-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2012-06-30	410746749

Form 5500 Responses for CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN

2022: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: CONRAD SIEGEL ACTUARIES PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CONRAD M. SIEGEL, INC.
Employer identification number (EIN):	231669823
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services