401k Plan data: THE EMERSON GROUP RETIREMENT PLAN plan

THE EMERSON GROUP RETIREMENT PLAN 401k Plan overview

Plan Name	THE EMERSON GROUP RETIREMENT PLAN
Plan identification number	002

THE EMERSON GROUP RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
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.
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

S. EMERSON GROUP, INC has sponsored the creation of one or more 401k plans.

Company Name: S. EMERSON GROUP, INC

Employer identification number (EIN): 232811186

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE EMERSON GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01 SCOTT EMERSON 2021-10-14
002 2019-01-01
002 2018-01-01 SCOTT EMERSON 2019-10-14
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 KEVIN S HILL
002 2011-01-01 KEVIN S. HILL
002 2009-01-01 MARY JANE KLOIBER

Plan Statistics for THE EMERSON GROUP RETIREMENT PLAN

401k plan membership statisitcs for THE EMERSON GROUP RETIREMENT PLAN

Measure Date Value
2023: THE EMERSON GROUP RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 251
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 247
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 17
Total of all active and inactive participants 2023-01-01 264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 264
Number of participants with account balances 2023-01-01 253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 2
2022: THE EMERSON GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 219
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 233
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 18
Total of all active and inactive participants 2022-01-01 251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 251
Number of participants with account balances 2022-01-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: THE EMERSON GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 202
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 17
Total of all active and inactive participants 2021-01-01 219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 219
Number of participants with account balances 2021-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE EMERSON GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 171
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 23
Total of all active and inactive participants 2020-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 194
Number of participants with account balances 2020-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: THE EMERSON GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 142
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 14
Total of all active and inactive participants 2019-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 156
Number of participants with account balances 2019-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: THE EMERSON GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 136
Total of all active and inactive participants 2018-01-01 136
Total participants 2018-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: THE EMERSON GROUP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 102
Total of all active and inactive participants 2017-01-01 102
Total participants 2017-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 7
2016: THE EMERSON GROUP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 92
Total of all active and inactive participants 2016-01-01 92
Total participants 2016-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: THE EMERSON GROUP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 77
Total of all active and inactive participants 2015-01-01 77
Total participants 2015-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: THE EMERSON GROUP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 70
Total of all active and inactive participants 2014-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: THE EMERSON GROUP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 63
Total of all active and inactive participants 2013-01-01 63
Total participants 2013-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: THE EMERSON GROUP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 53
Number of retired or separated participants receiving benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 57
Total participants 2012-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: THE EMERSON GROUP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 40
Total of all active and inactive participants 2011-01-01 40
Total participants 2011-01-01 40
Number of participants with account balances 2011-01-01 40
2009: THE EMERSON GROUP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 29
Total of all active and inactive participants 2009-01-01 29
Total participants 2009-01-01 29
Number of participants with account balances 2009-01-01 29

Measure	Date	Value
2023: THE EMERSON GROUP RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	251
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	247
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	17
Total of all active and inactive participants	2023-01-01	264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	264
Number of participants with account balances	2023-01-01	253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	2
2022: THE EMERSON GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	219
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	233
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	18
Total of all active and inactive participants	2022-01-01	251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	251
Number of participants with account balances	2022-01-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: THE EMERSON GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	202
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	17
Total of all active and inactive participants	2021-01-01	219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	219
Number of participants with account balances	2021-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE EMERSON GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	171
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	23
Total of all active and inactive participants	2020-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	194
Number of participants with account balances	2020-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: THE EMERSON GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	142
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	14
Total of all active and inactive participants	2019-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	156
Number of participants with account balances	2019-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: THE EMERSON GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	136
Total of all active and inactive participants	2018-01-01	136
Total participants	2018-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: THE EMERSON GROUP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	102
Total of all active and inactive participants	2017-01-01	102
Total participants	2017-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	7
2016: THE EMERSON GROUP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	92
Total of all active and inactive participants	2016-01-01	92
Total participants	2016-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: THE EMERSON GROUP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	77
Total of all active and inactive participants	2015-01-01	77
Total participants	2015-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: THE EMERSON GROUP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	70
Total of all active and inactive participants	2014-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: THE EMERSON GROUP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	63
Total of all active and inactive participants	2013-01-01	63
Total participants	2013-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: THE EMERSON GROUP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	53
Number of retired or separated participants receiving benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	57
Total participants	2012-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: THE EMERSON GROUP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	40
Total of all active and inactive participants	2011-01-01	40
Total participants	2011-01-01	40
Number of participants with account balances	2011-01-01	40
2009: THE EMERSON GROUP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	29
Total of all active and inactive participants	2009-01-01	29
Total participants	2009-01-01	29
Number of participants with account balances	2009-01-01	29

Financial Data on THE EMERSON GROUP RETIREMENT PLAN

Measure	Date	Value
2023 : THE EMERSON GROUP RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets	2023-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$122,462
Total unrealized appreciation/depreciation of assets	2023-12-31	$122,462
Total transfer of assets to this plan	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Expenses. Interest paid	2023-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$18,898,262
Total loss/gain on sale of assets	2023-12-31	$164,150
Total of all expenses incurred	2023-12-31	$1,732,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,731,924
Expenses. Certain deemed distributions of participant loans	2023-12-31	$0
Value of total corrective distributions	2023-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$8,950,656
Value of total assets at end of year	2023-12-31	$69,679,701
Value of total assets at beginning of year	2023-12-31	$52,513,838
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$475
Total income from rents	2023-12-31	$0
Total interest from all sources	2023-12-31	$75,384
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$1,453,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$1,453,691
Assets. Real estate other than employer real property at end of year	2023-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-12-31	$0
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$935,784
Participant contributions at end of year	2023-12-31	$2,587
Participant contributions at beginning of year	2023-12-31	$3,199
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$1,561,422
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$0
Assets. Loans (other than to participants) at end of year	2023-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$0
Other income not declared elsewhere	2023-12-31	$0
Administrative expenses (other) incurred	2023-12-31	$0
Liabilities. Value of operating payables at end of year	2023-12-31	$0
Liabilities. Value of operating payables at beginning of year	2023-12-31	$0
Total non interest bearing cash at end of year	2023-12-31	$0
Total non interest bearing cash at beginning of year	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Income. Non cash contributions	2023-12-31	$0
Value of net income/loss	2023-12-31	$17,165,863
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$69,679,701
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$52,513,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Assets. partnership/joint venture interests at end of year	2023-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2023-12-31	$0
Investment advisory and management fees	2023-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$66,923,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$50,157,811
Value of interest in pooled separate accounts at end of year	2023-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$0
Interest on participant loans	2023-12-31	$146
Income. Interest from loans (other than to participants)	2023-12-31	$0
Interest earned on other investments	2023-12-31	$35,247
Income. Interest from US Government securities	2023-12-31	$0
Income. Interest from corporate debt instruments	2023-12-31	$0
Value of interest in master investment trust accounts at end of year	2023-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2023-12-31	$0
Value of interest in common/collective trusts at end of year	2023-12-31	$0
Value of interest in common/collective trusts at beginning of year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$1,405,183
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$563,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$563,001
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$39,991
Assets. Value of investments in 103.12 investment entities at end of year	2023-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$1,068,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$1,185,020
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$0
Asset value of US Government securities at end of year	2023-12-31	$0
Asset value of US Government securities at beginning of year	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$8,131,919
Net investment gain/loss from pooled separate accounts	2023-12-31	$0
Net investment gain or loss from common/collective trusts	2023-12-31	$0
Net gain/loss from 103.12 investment entities	2023-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Assets. Invements in employer securities at end of year	2023-12-31	$0
Assets. Invements in employer securities at beginning of year	2023-12-31	$0
Assets. Value of employer real property at end of year	2023-12-31	$0
Assets. Value of employer real property at beginning of year	2023-12-31	$0
Contributions received in cash from employer	2023-12-31	$6,453,450
Employer contributions (assets) at end of year	2023-12-31	$0
Employer contributions (assets) at beginning of year	2023-12-31	$0
Income. Dividends from preferred stock	2023-12-31	$0
Income. Dividends from common stock	2023-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,731,924
Asset. Corporate debt instrument preferred debt at end of year	2023-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-12-31	$0
Contract administrator fees	2023-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2023-12-31	$280,168
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-12-31	$604,807
Liabilities. Value of benefit claims payable at end of year	2023-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-12-31	$0
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Aggregate proceeds on sale of assets	2023-12-31	$4,868,757
Aggregate carrying amount (costs) on sale of assets	2023-12-31	$4,704,607
Liabilities. Value of acquisition indebtedness at end of year	2023-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-12-31	$0
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	SMITH AND HOWARD, PC
Accountancy firm EIN	2023-12-31	581250486
2022 : THE EMERSON GROUP RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-862,753
Total unrealized appreciation/depreciation of assets	2022-12-31	$-862,753
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,712,926
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,122,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,122,044
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$8,116,012
Value of total assets at end of year	2022-12-31	$52,513,838
Value of total assets at beginning of year	2022-12-31	$55,349,371
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$563
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$22,610
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,774,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,774,904
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$828,054
Participant contributions at end of year	2022-12-31	$3,199
Participant contributions at beginning of year	2022-12-31	$0
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,493,250
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$563
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-2,835,533
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$52,513,838
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$55,349,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$50,157,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$53,023,624
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$41
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$14,726
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$563,001
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,137,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,137,778
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$7,843
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,185,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$277,081
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-11,763,699
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$5,794,708
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,122,044
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$604,807
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$910,888
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	RSM US LLP
Accountancy firm EIN	2022-12-31	420714325
2021 : THE EMERSON GROUP RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$-391,876
Total unrealized appreciation/depreciation of assets	2021-12-31	$-391,876
Total transfer of assets to this plan	2021-12-31	$2,910,908
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$35,404,538
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,395,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,395,024
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$33,402,755
Value of total assets at end of year	2021-12-31	$55,349,371
Value of total assets at beginning of year	2021-12-31	$18,429,324
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$375
Total income from rents	2021-12-31	$0
Total interest from all sources	2021-12-31	$-23,670
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,286,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,286,438
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$357,792
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$33,038,410
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$65,836
Administrative expenses (other) incurred	2021-12-31	$375
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$34,009,139
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$55,349,371
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$18,429,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$53,023,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$16,021,592
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$0
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$2,924
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$0
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$0
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,137,778
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$336,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$336,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$-26,594
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$277,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$65,055
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$0
Net gain/loss from 103.12 investment entities	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$6,553
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$2,070,971
Income. Dividends from preferred stock	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,395,024
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Contract administrator fees	2021-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$910,888
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	RSM US LLP
Accountancy firm EIN	2021-12-31	420714325
2020 : THE EMERSON GROUP RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,607,887
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$856,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$855,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,073,351
Value of total assets at end of year	2020-12-31	$18,429,324
Value of total assets at beginning of year	2020-12-31	$15,678,218
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,642
Total interest from all sources	2020-12-31	$215
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$303,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$303,062
Administrative expenses professional fees incurred	2020-12-31	$800
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2020-12-31	$2,070,971
Minimum employer required contribution for this plan year	2020-12-31	$2,073,351
Amount contributed by the employer to the plan for this plan year	2020-12-31	$2,380
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Other income not declared elsewhere	2020-12-31	$448,033
Administrative expenses (other) incurred	2020-12-31	$366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,751,106
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$18,429,324
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$15,678,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$476
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$16,021,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$13,853,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$336,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$103,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$103,752
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$215
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$783,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,073,351
Employer contributions (assets) at end of year	2020-12-31	$2,070,971
Employer contributions (assets) at beginning of year	2020-12-31	$1,721,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$855,139
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	RSM US LLP
Accountancy firm EIN	2020-12-31	420714325
2019 : THE EMERSON GROUP RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,037,732
Total income from all sources (including contributions)	2019-12-31	$4,037,732
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$36,214
Total of all expenses incurred	2019-12-31	$36,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$35,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$35,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,721,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,721,240
Value of total assets at end of year	2019-12-31	$15,678,218
Value of total assets at end of year	2019-12-31	$15,678,218
Value of total assets at beginning of year	2019-12-31	$11,676,700
Value of total assets at beginning of year	2019-12-31	$11,676,700
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,156
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,156
Total interest from all sources	2019-12-31	$924
Total interest from all sources	2019-12-31	$924
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$433,326
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$433,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$433,326
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$433,326
Administrative expenses professional fees incurred	2019-12-31	$900
Administrative expenses professional fees incurred	2019-12-31	$900
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$1,619,046
Minimum employer required contribution for this plan year	2019-12-31	$1,676,093
Amount contributed by the employer to the plan for this plan year	2019-12-31	$57,047
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Other income not declared elsewhere	2019-12-31	$423,405
Other income not declared elsewhere	2019-12-31	$423,405
Administrative expenses (other) incurred	2019-12-31	$256
Administrative expenses (other) incurred	2019-12-31	$256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,001,518
Value of net income/loss	2019-12-31	$4,001,518
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,678,218
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,678,218
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,676,700
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,676,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$13,853,226
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$13,853,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,020,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,020,152
Interest earned on other investments	2019-12-31	$70
Interest earned on other investments	2019-12-31	$70
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$103,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$103,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$149,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$149,469
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$149,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$149,469
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$854
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$854
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,458,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,458,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,721,240
Contributions received in cash from employer	2019-12-31	$1,721,240
Employer contributions (assets) at end of year	2019-12-31	$1,721,240
Employer contributions (assets) at end of year	2019-12-31	$1,721,240
Employer contributions (assets) at beginning of year	2019-12-31	$1,507,079
Employer contributions (assets) at beginning of year	2019-12-31	$1,507,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$35,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$35,058
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	RSM US LLP
Accountancy firm name	2019-12-31	RSM US LLP
Accountancy firm EIN	2019-12-31	420714325
Accountancy firm EIN	2019-12-31	420714325
2018 : THE EMERSON GROUP RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$614,322
Expenses. Total of all expenses incurred	2018-12-31	$456,061
Benefits paid (including direct rollovers)	2018-12-31	$456,061
Total plan assets at end of year	2018-12-31	$11,676,700
Total plan assets at beginning of year	2018-12-31	$11,518,439
Other income received	2018-12-31	$-906,225
Net income (gross income less expenses)	2018-12-31	$158,261
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$11,676,700
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$11,518,439
Total contributions received or receivable from employer(s)	2018-12-31	$1,520,547
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$1,520,547
Amount contributed by the employer to the plan for this plan year	2018-12-31	$1,520,547
2017 : THE EMERSON GROUP RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$2,690,757
Expenses. Total of all expenses incurred	2017-12-31	$769,926
Benefits paid (including direct rollovers)	2017-12-31	$769,926
Total plan assets at end of year	2017-12-31	$11,518,439
Total plan assets at beginning of year	2017-12-31	$9,597,608
Other income received	2017-12-31	$1,318,881
Net income (gross income less expenses)	2017-12-31	$1,920,831
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$11,518,439
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$9,597,608
Total contributions received or receivable from employer(s)	2017-12-31	$1,371,876
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$1,371,876
Amount contributed by the employer to the plan for this plan year	2017-12-31	$1,371,876
2016 : THE EMERSON GROUP RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,581,044
Expenses. Total of all expenses incurred	2016-12-31	$113,563
Benefits paid (including direct rollovers)	2016-12-31	$113,563
Total plan assets at end of year	2016-12-31	$9,597,608
Total plan assets at beginning of year	2016-12-31	$8,130,127
Other income received	2016-12-31	$327,281
Net income (gross income less expenses)	2016-12-31	$1,467,481
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$9,597,608
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$8,130,127
Total contributions received or receivable from employer(s)	2016-12-31	$1,253,763
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$1,253,763
Amount contributed by the employer to the plan for this plan year	2016-12-31	$1,253,763
2015 : THE EMERSON GROUP RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$1,249,738
Expenses. Total of all expenses incurred	2015-12-31	$15,835
Benefits paid (including direct rollovers)	2015-12-31	$15,835
Total plan assets at end of year	2015-12-31	$8,130,127
Total plan assets at beginning of year	2015-12-31	$6,896,224
Other income received	2015-12-31	$269,494
Net income (gross income less expenses)	2015-12-31	$1,233,903
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$8,130,127
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,896,224
Total contributions received or receivable from employer(s)	2015-12-31	$980,244
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$980,244
Amount contributed by the employer to the plan for this plan year	2015-12-31	$980,244
2014 : THE EMERSON GROUP RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,483,022
Total plan assets at end of year	2014-12-31	$6,896,224
Total plan assets at beginning of year	2014-12-31	$5,413,202
Other income received	2014-12-31	$520,672
Net income (gross income less expenses)	2014-12-31	$1,483,022
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,896,224
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,413,202
Total contributions received or receivable from employer(s)	2014-12-31	$962,350
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	$962,350
Amount contributed by the employer to the plan for this plan year	2014-12-31	$962,350
2013 : THE EMERSON GROUP RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,382,054
Total plan assets at end of year	2013-12-31	$5,413,202
Total plan assets at beginning of year	2013-12-31	$4,031,148
Other income received	2013-12-31	$562,014
Net income (gross income less expenses)	2013-12-31	$1,382,054
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,413,202
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,031,148
Total contributions received or receivable from employer(s)	2013-12-31	$820,040
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	$820,040
Amount contributed by the employer to the plan for this plan year	2013-12-31	$820,040
2012 : THE EMERSON GROUP RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,009,528
Expenses. Total of all expenses incurred	2012-12-31	$529,939
Benefits paid (including direct rollovers)	2012-12-31	$529,939
Total plan assets at end of year	2012-12-31	$4,031,148
Total plan assets at beginning of year	2012-12-31	$3,551,559
Other income received	2012-12-31	$317,565
Net income (gross income less expenses)	2012-12-31	$479,589
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,031,148
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,551,559
Total contributions received or receivable from employer(s)	2012-12-31	$691,963
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2012-12-31	0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$691,963
Minimum employer required contribution for this plan year	2012-12-31	$691,963
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : THE EMERSON GROUP RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$504,391
Expenses. Total of all expenses incurred	2011-12-31	$109,912
Benefits paid (including direct rollovers)	2011-12-31	$109,912
Total plan assets at end of year	2011-12-31	$3,551,559
Total plan assets at beginning of year	2011-12-31	$3,157,080
Other income received	2011-12-31	$-17,477
Net income (gross income less expenses)	2011-12-31	$394,479
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,551,559
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,157,080
Total contributions received or receivable from employer(s)	2011-12-31	$521,868
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$521,868
Minimum employer required contribution for this plan year	2011-12-31	$521,868
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : THE EMERSON GROUP RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$702,895
Total plan assets at end of year	2010-12-31	$3,157,080
Total plan assets at beginning of year	2010-12-31	$2,454,185
Other income received	2010-12-31	$224,148
Net income (gross income less expenses)	2010-12-31	$702,895
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,157,080
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,454,185
Total contributions received or receivable from employer(s)	2010-12-31	$478,747
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$478,747
Minimum employer required contribution for this plan year	2010-12-31	$478,747
2009 : THE EMERSON GROUP RETIREMENT PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$356,336
Minimum employer required contribution for this plan year	2009-12-31	$356,336
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for THE EMERSON GROUP RETIREMENT PLAN

2023: THE EMERSON GROUP RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE EMERSON GROUP RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE EMERSON GROUP RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE EMERSON GROUP RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE EMERSON GROUP RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE EMERSON GROUP RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE EMERSON GROUP RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE EMERSON GROUP RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE EMERSON GROUP RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE EMERSON GROUP RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE EMERSON GROUP RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE EMERSON GROUP RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE EMERSON GROUP RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE EMERSON GROUP RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

814858

Policy instance

Insurance contract or identification number	814858
Number of Individuals Covered	10
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

814858

Policy instance

Insurance contract or identification number	814858
Number of Individuals Covered	10
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

814858

Policy instance

Insurance contract or identification number	814858
Number of Individuals Covered	10
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	S. EMERSON GROUP, INC
Employer identification number (EIN):	232811186
NAIC Classification:	541800