401k Plan data: LKCM DISTRIBUTION 401(K) PLAN plan

LKCM DISTRIBUTION 401(K) PLAN 401k Plan overview

Plan Name	LKCM DISTRIBUTION 401(K) PLAN
Plan identification number	001

LKCM DISTRIBUTION 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RELEVANT SOLUTIONS, LLC has sponsored the creation of one or more 401k plans.

Company Name: RELEVANT SOLUTIONS, LLC

Employer identification number (EIN): 274029053

NAIC Classification: 334500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LKCM DISTRIBUTION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01 JOHN WILSON 2021-10-15 JOHN WILSON 2021-10-15
001 2019-01-01 JOHN WILSON 2020-10-09 JOHN WILSON 2020-10-09
001 2018-01-01 JOHN WILSON 2019-10-11 JOHN WILSON 2019-10-11
001 2017-01-01
001 2016-01-01
001 2015-01-01 JOHN WILSON
001 2014-01-01 JOHN WILSON
001 2013-01-01 JOHN WILSON
001 2012-10-01 JOHN WILSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01	JOHN WILSON	2021-10-15	JOHN WILSON	2021-10-15
001	2019-01-01	JOHN WILSON	2020-10-09	JOHN WILSON	2020-10-09
001	2018-01-01	JOHN WILSON	2019-10-11	JOHN WILSON	2019-10-11
001	2017-01-01
001	2016-01-01
001	2015-01-01	JOHN WILSON
001	2014-01-01	JOHN WILSON
001	2013-01-01	JOHN WILSON
001	2012-10-01	JOHN WILSON

Plan Statistics for LKCM DISTRIBUTION 401(K) PLAN

401k plan membership statisitcs for LKCM DISTRIBUTION 401(K) PLAN

Measure Date Value
2022: LKCM DISTRIBUTION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 315
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 264
Number of retired or separated participants receiving benefits 2022-01-01 5
Number of other retired or separated participants entitled to future benefits 2022-01-01 91
Total of all active and inactive participants 2022-01-01 360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 360
Number of participants with account balances 2022-01-01 259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 9
2021: LKCM DISTRIBUTION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 343
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 276
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 65
Total of all active and inactive participants 2021-01-01 343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 343
Number of participants with account balances 2021-01-01 230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: LKCM DISTRIBUTION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 314
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 282
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 57
Total of all active and inactive participants 2020-01-01 339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 339
Number of participants with account balances 2020-01-01 239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LKCM DISTRIBUTION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 318
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 273
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 41
Total of all active and inactive participants 2019-01-01 314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 314
Number of participants with account balances 2019-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LKCM DISTRIBUTION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 344
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 270
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 48
Total of all active and inactive participants 2018-01-01 318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 318
Number of participants with account balances 2018-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LKCM DISTRIBUTION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 346
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 282
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 57
Total of all active and inactive participants 2017-01-01 339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 339
Number of participants with account balances 2017-01-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LKCM DISTRIBUTION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 390
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 293
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 52
Total of all active and inactive participants 2016-01-01 345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 345
Number of participants with account balances 2016-01-01 222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LKCM DISTRIBUTION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 345
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 355
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 26
Total of all active and inactive participants 2015-01-01 381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 381
Number of participants with account balances 2015-01-01 232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LKCM DISTRIBUTION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 314
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 314
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 17
Total of all active and inactive participants 2014-01-01 331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 331
Number of participants with account balances 2014-01-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: LKCM DISTRIBUTION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 253
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 13
Total of all active and inactive participants 2013-01-01 266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 266
Number of participants with account balances 2013-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LKCM DISTRIBUTION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 129
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 158
Number of retired or separated participants receiving benefits 2012-10-01 2
Number of other retired or separated participants entitled to future benefits 2012-10-01 0
Total of all active and inactive participants 2012-10-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 160
Number of participants with account balances 2012-10-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0

Measure	Date	Value
2022: LKCM DISTRIBUTION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	315
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	264
Number of retired or separated participants receiving benefits	2022-01-01	5
Number of other retired or separated participants entitled to future benefits	2022-01-01	91
Total of all active and inactive participants	2022-01-01	360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	360
Number of participants with account balances	2022-01-01	259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	9
2021: LKCM DISTRIBUTION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	343
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	276
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	65
Total of all active and inactive participants	2021-01-01	343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	343
Number of participants with account balances	2021-01-01	230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: LKCM DISTRIBUTION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	314
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	282
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	57
Total of all active and inactive participants	2020-01-01	339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	339
Number of participants with account balances	2020-01-01	239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LKCM DISTRIBUTION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	318
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	273
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	41
Total of all active and inactive participants	2019-01-01	314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	314
Number of participants with account balances	2019-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LKCM DISTRIBUTION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	344
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	270
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	48
Total of all active and inactive participants	2018-01-01	318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	318
Number of participants with account balances	2018-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LKCM DISTRIBUTION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	346
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	282
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	57
Total of all active and inactive participants	2017-01-01	339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	339
Number of participants with account balances	2017-01-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LKCM DISTRIBUTION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	390
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	293
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	52
Total of all active and inactive participants	2016-01-01	345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	345
Number of participants with account balances	2016-01-01	222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LKCM DISTRIBUTION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	345
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	355
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	26
Total of all active and inactive participants	2015-01-01	381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	381
Number of participants with account balances	2015-01-01	232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LKCM DISTRIBUTION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	314
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	314
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	17
Total of all active and inactive participants	2014-01-01	331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	331
Number of participants with account balances	2014-01-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: LKCM DISTRIBUTION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	253
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	13
Total of all active and inactive participants	2013-01-01	266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	266
Number of participants with account balances	2013-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LKCM DISTRIBUTION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	129
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	158
Number of retired or separated participants receiving benefits	2012-10-01	2
Number of other retired or separated participants entitled to future benefits	2012-10-01	0
Total of all active and inactive participants	2012-10-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	160
Number of participants with account balances	2012-10-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0

Financial Data on LKCM DISTRIBUTION 401(K) PLAN

Measure	Date	Value
2022 : LKCM DISTRIBUTION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$7,099,399
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
Total income from all sources (including contributions)	2022-12-31	$-947,357
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,260,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,146,377
Value of total corrective distributions	2022-12-31	$134
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,699,643
Value of total assets at end of year	2022-12-31	$25,382,464
Value of total assets at beginning of year	2022-12-31	$20,491,305
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$114,372
Total interest from all sources	2022-12-31	$12,586
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$1,570,471
Participant contributions at end of year	2022-12-31	$273,117
Participant contributions at beginning of year	2022-12-31	$268,381
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$11,290
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$617,961
Administrative expenses (other) incurred	2022-12-31	$2,400
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	$13,674
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
Value of net income/loss	2022-12-31	$-2,208,240
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$25,382,464
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$20,491,305
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
Investment advisory and management fees	2022-12-31	$58,382
Value of interest in pooled separate accounts at end of year	2022-12-31	$24,838,538
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$19,936,088
Interest on participant loans	2022-12-31	$12,586
Net investment gain/loss from pooled separate accounts	2022-12-31	$-3,659,586
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
Contributions received in cash from employer	2022-12-31	$511,211
Employer contributions (assets) at end of year	2022-12-31	$270,809
Employer contributions (assets) at beginning of year	2022-12-31	$261,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,146,377
Contract administrator fees	2022-12-31	$53,590
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
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CROWE LLP
Accountancy firm EIN	2022-12-31	350921680
2021 : LKCM DISTRIBUTION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	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
Total income from all sources (including contributions)	2021-12-31	$4,611,810
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,840,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,736,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,012,978
Value of total assets at end of year	2021-12-31	$20,491,305
Value of total assets at beginning of year	2021-12-31	$18,720,103
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$104,204
Total interest from all sources	2021-12-31	$13,336
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,470,222
Participant contributions at end of year	2021-12-31	$268,381
Participant contributions at beginning of year	2021-12-31	$228,664
Participant contributions at end of year	2021-12-31	$11,290
Participant contributions at beginning of year	2021-12-31	$9,924
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$71,807
Total non interest bearing cash at end of year	2021-12-31	$13,674
Total non interest bearing cash at beginning of year	2021-12-31	$10,239
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
Value of net income/loss	2021-12-31	$1,771,202
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$20,491,305
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$18,720,103
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
Investment advisory and management fees	2021-12-31	$47,057
Value of interest in pooled separate accounts at end of year	2021-12-31	$19,936,088
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$18,141,849
Interest on participant loans	2021-12-31	$13,336
Net investment gain/loss from pooled separate accounts	2021-12-31	$2,585,496
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	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$470,949
Employer contributions (assets) at end of year	2021-12-31	$261,872
Employer contributions (assets) at beginning of year	2021-12-31	$329,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,736,404
Contract administrator fees	2021-12-31	$57,147
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
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CROWE LLP
Accountancy firm EIN	2021-12-31	741769118
2020 : LKCM DISTRIBUTION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$3,994,809
Total transfer of assets from this plan	2020-12-31	$1,262,634
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	$4,713,117
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,537,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,421,480
Value of total corrective distributions	2020-12-31	$9,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,060,681
Value of total assets at end of year	2020-12-31	$18,720,103
Value of total assets at beginning of year	2020-12-31	$13,812,039
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$106,626
Total interest from all sources	2020-12-31	$11,422
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$18,808
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,425,849
Participant contributions at end of year	2020-12-31	$228,664
Participant contributions at beginning of year	2020-12-31	$206,014
Participant contributions at end of year	2020-12-31	$9,924
Participant contributions at beginning of year	2020-12-31	$93
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$156,787
Total non interest bearing cash at end of year	2020-12-31	$10,239
Total non interest bearing cash at beginning of year	2020-12-31	$5,108
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	$2,175,889
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$18,720,103
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,812,039
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	$36,519
Value of interest in pooled separate accounts at end of year	2020-12-31	$18,141,849
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$13,264,090
Interest on participant loans	2020-12-31	$11,422
Net investment gain/loss from pooled separate accounts	2020-12-31	$2,641,014
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	Yes
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	$478,045
Employer contributions (assets) at end of year	2020-12-31	$329,427
Employer contributions (assets) at beginning of year	2020-12-31	$336,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,421,480
Contract administrator fees	2020-12-31	$51,299
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	Disclaimer
Accountancy firm name	2020-12-31	BRIGGS AND VESELKA CO.
Accountancy firm EIN	2020-12-31	741769118
2019 : LKCM DISTRIBUTION 401(K) PLAN 2019 401k financial data
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 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	$4,183,754
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,925,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,833,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,948,128
Value of total assets at end of year	2019-12-31	$13,812,039
Value of total assets at beginning of year	2019-12-31	$11,554,141
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$92,654
Total interest from all sources	2019-12-31	$12,672
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,047,915
Participant contributions at end of year	2019-12-31	$206,014
Participant contributions at beginning of year	2019-12-31	$254,706
Participant contributions at end of year	2019-12-31	$93
Participant contributions at beginning of year	2019-12-31	$1,884
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$563,063
Administrative expenses (other) incurred	2019-12-31	$92,654
Total non interest bearing cash at end of year	2019-12-31	$5,108
Total non interest bearing cash at beginning of year	2019-12-31	$10,035
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	$2,257,898
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,812,039
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,554,141
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$13,264,090
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$10,941,366
Interest on participant loans	2019-12-31	$12,672
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,222,954
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	Yes
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	$337,150
Employer contributions (assets) at end of year	2019-12-31	$336,734
Employer contributions (assets) at beginning of year	2019-12-31	$346,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,833,202
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
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	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BRIGGS AND VESELKA CO.
Accountancy firm EIN	2019-12-31	741769118
2018 : LKCM DISTRIBUTION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,042,432
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,310,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,249,236
Value of total corrective distributions	2018-12-31	$4,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,681,109
Value of total assets at end of year	2018-12-31	$11,554,141
Value of total assets at beginning of year	2018-12-31	$12,821,772
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$56,431
Total interest from all sources	2018-12-31	$9,864
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,108,111
Participant contributions at end of year	2018-12-31	$254,706
Participant contributions at beginning of year	2018-12-31	$196,486
Participant contributions at end of year	2018-12-31	$1,884
Participant contributions at beginning of year	2018-12-31	$2,231
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$226,848
Administrative expenses (other) incurred	2018-12-31	$56,431
Total non interest bearing cash at end of year	2018-12-31	$10,035
Total non interest bearing cash at beginning of year	2018-12-31	$10,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,267,631
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,554,141
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,821,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$10,941,366
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$12,296,905
Interest on participant loans	2018-12-31	$9,864
Net investment gain/loss from pooled separate accounts	2018-12-31	$-648,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$346,150
Employer contributions (assets) at end of year	2018-12-31	$346,150
Employer contributions (assets) at beginning of year	2018-12-31	$316,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,249,236
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BRIGGS AND VESELKA CO.
Accountancy firm EIN	2018-12-31	741769118
2017 : LKCM DISTRIBUTION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,073,054
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,349,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,321,062
Expenses. Certain deemed distributions of participant loans	2017-12-31	$21,488
Value of total corrective distributions	2017-12-31	$228
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,585,524
Value of total assets at end of year	2017-12-31	$12,821,772
Value of total assets at beginning of year	2017-12-31	$12,097,926
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,430
Total interest from all sources	2017-12-31	$10,124
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,017,475
Participant contributions at end of year	2017-12-31	$196,486
Participant contributions at beginning of year	2017-12-31	$251,713
Participant contributions at end of year	2017-12-31	$2,231
Participant contributions at beginning of year	2017-12-31	$32,647
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$251,934
Other income not declared elsewhere	2017-12-31	$647
Total non interest bearing cash at end of year	2017-12-31	$10,035
Total non interest bearing cash at beginning of year	2017-12-31	$10,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$723,846
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,821,772
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$12,097,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$12,296,905
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$11,803,114
Interest on participant loans	2017-12-31	$10,124
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,476,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$316,115
Employer contributions (assets) at end of year	2017-12-31	$316,115
Employer contributions (assets) at beginning of year	2017-12-31	$417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,321,062
Contract administrator fees	2017-12-31	$6,430
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BRIGGS AND VESELKA CO.
Accountancy firm EIN	2017-12-31	741769118
2016 : LKCM DISTRIBUTION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,215,212
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,052,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,023,580
Expenses. Certain deemed distributions of participant loans	2016-12-31	$8,179
Value of total corrective distributions	2016-12-31	$13,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,430,734
Value of total assets at end of year	2016-12-31	$12,097,926
Value of total assets at beginning of year	2016-12-31	$11,934,956
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$6,485
Total interest from all sources	2016-12-31	$15,913
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,101,815
Participant contributions at end of year	2016-12-31	$251,713
Participant contributions at beginning of year	2016-12-31	$300,129
Participant contributions at end of year	2016-12-31	$32,647
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$328,919
Total non interest bearing cash at end of year	2016-12-31	$10,035
Total non interest bearing cash at beginning of year	2016-12-31	$5,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$162,970
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$12,097,926
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$11,934,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$11,803,114
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$11,197,084
Interest on participant loans	2016-12-31	$11,619
Interest earned on other investments	2016-12-31	$4,294
Net investment gain/loss from pooled separate accounts	2016-12-31	$768,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Employer contributions (assets) at end of year	2016-12-31	$417
Employer contributions (assets) at beginning of year	2016-12-31	$432,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,023,580
Contract administrator fees	2016-12-31	$6,485
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BRIGGS AND VESELKA CO.
Accountancy firm EIN	2016-12-31	741769118
2015 : LKCM DISTRIBUTION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,588,261
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,167,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,155,411
Expenses. Certain deemed distributions of participant loans	2015-12-31	$7,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,784,796
Value of total assets at end of year	2015-12-31	$11,934,956
Value of total assets at beginning of year	2015-12-31	$11,513,874
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,983
Total interest from all sources	2015-12-31	$13,881
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,174,545
Participant contributions at end of year	2015-12-31	$300,129
Participant contributions at beginning of year	2015-12-31	$335,562
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$178,249
Total non interest bearing cash at end of year	2015-12-31	$5,741
Total non interest bearing cash at beginning of year	2015-12-31	$5,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$421,082
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$11,934,956
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$11,513,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$11,197,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$10,840,453
Interest on participant loans	2015-12-31	$13,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-210,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$432,002
Employer contributions (assets) at end of year	2015-12-31	$432,002
Employer contributions (assets) at beginning of year	2015-12-31	$332,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,155,411
Contract administrator fees	2015-12-31	$3,983
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BRIGGS AND VESELKA CO.
Accountancy firm EIN	2015-12-31	741769118
2014 : LKCM DISTRIBUTION 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$198,211
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$3,545,512
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$809,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$783,943
Value of total corrective distributions	2014-12-31	$21,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,052,716
Value of total assets at end of year	2014-12-31	$11,513,874
Value of total assets at beginning of year	2014-12-31	$8,579,582
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,938
Total interest from all sources	2014-12-31	$11,321
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$992,535
Participant contributions at end of year	2014-12-31	$335,562
Participant contributions at beginning of year	2014-12-31	$195,068
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,728,062
Total non interest bearing cash at end of year	2014-12-31	$5,741
Total non interest bearing cash at beginning of year	2014-12-31	$5,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,736,081
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$11,513,874
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,579,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$10,840,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,095,628
Interest on participant loans	2014-12-31	$11,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$481,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$332,119
Employer contributions (assets) at end of year	2014-12-31	$332,118
Employer contributions (assets) at beginning of year	2014-12-31	$283,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$783,943
Contract administrator fees	2014-12-31	$3,938
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BRIGGS AND VESELKA CO.
Accountancy firm EIN	2014-12-31	741769118
2013 : LKCM DISTRIBUTION 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,754,388
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$403,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$363,471
Value of total corrective distributions	2013-12-31	$38,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,039,236
Value of total assets at end of year	2013-12-31	$8,579,582
Value of total assets at beginning of year	2013-12-31	$6,228,672
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,958
Total interest from all sources	2013-12-31	$4,676
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$806,939
Participant contributions at end of year	2013-12-31	$195,068
Participant contributions at beginning of year	2013-12-31	$56,750
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$936,549
Total non interest bearing cash at end of year	2013-12-31	$5,741
Total non interest bearing cash at beginning of year	2013-12-31	$5,702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,350,910
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,579,582
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,228,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$8,095,628
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$6,166,220
Interest on participant loans	2013-12-31	$4,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$710,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$295,748
Employer contributions (assets) at end of year	2013-12-31	$283,145
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$363,471
Contract administrator fees	2013-12-31	$1,958
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BRIGGS AND VESELKA CO.
Accountancy firm EIN	2013-12-31	741769118
2012 : LKCM DISTRIBUTION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$5,836,358
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$392,324
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$10
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$320,356
Value of total assets at end of year	2012-12-31	$6,228,672
Value of total assets at beginning of year	2012-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$10
Total interest from all sources	2012-12-31	$126
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	No
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$134,701
Participant contributions at end of year	2012-12-31	$56,750
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$185,655
Total non interest bearing cash at end of year	2012-12-31	$5,702
Total non interest bearing cash at beginning of year	2012-12-31	$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	2012-12-31	No
Value of net income/loss	2012-12-31	$392,314
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,228,672
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$6,166,220
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest on participant loans	2012-12-31	$126
Net investment gain/loss from pooled separate accounts	2012-12-31	$71,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contract administrator fees	2012-12-31	$10
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No

Form 5500 Responses for LKCM DISTRIBUTION 401(K) PLAN

2022: LKCM DISTRIBUTION 401(K) 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: LKCM DISTRIBUTION 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LKCM DISTRIBUTION 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LKCM DISTRIBUTION 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LKCM DISTRIBUTION 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LKCM DISTRIBUTION 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LKCM DISTRIBUTION 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LKCM DISTRIBUTION 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LKCM DISTRIBUTION 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LKCM DISTRIBUTION 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LKCM DISTRIBUTION 401(K) PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	First time form 5500 has been submitted	Yes
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Insurance	Yes
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement – Insurance	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

107485

Policy instance

Insurance contract or identification number	107485
Number of Individuals Covered	354
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $29,492
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	29492
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTRATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

107485

Policy instance

Insurance contract or identification number	107485
Number of Individuals Covered	239
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $22,498
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	22498
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTRATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

107485

Policy instance

Insurance contract or identification number	107485
Number of Individuals Covered	247
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $34,052
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	34052
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTRATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

107485

Policy instance

Insurance contract or identification number	107485
Number of Individuals Covered	192
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $24,907
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	24907
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTRATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

107485

Policy instance

Insurance contract or identification number	107485
Number of Individuals Covered	204
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $24,340
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	24340
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTRATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

107485

Policy instance

Insurance contract or identification number	107485
Number of Individuals Covered	216
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $24,238
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	24238
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTRATION
Insurance broker organization code?	5
Insurance broker name	ALLIANCE BENEFIT GROUP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

107485

Policy instance

Insurance contract or identification number	107485
Number of Individuals Covered	232
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $50,417
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	29411
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	4
Insurance broker name	ALLIANCE BENEFIT GROUP OF HOUSTON

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

107485

Policy instance

Insurance contract or identification number	107485
Number of Individuals Covered	208
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $15,007
Total amount of fees paid to insurance company	USD $31,429
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,007
Amount paid for insurance broker fees	11282
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	4
Insurance broker name	ALLIANCE BENEFIT GROUP OF HOUSTON

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

107485

Policy instance

Insurance contract or identification number	107485
Number of Individuals Covered	178
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $21,899
Total amount of fees paid to insurance company	USD $24,652
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	24652
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTRATION
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $21,899
Insurance broker name	LPL FINANCIAL CORPORATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

107485

Policy instance

Insurance contract or identification number	107485
Number of Individuals Covered	105
Insurance policy start date	2012-10-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $30,323
Total amount of fees paid to insurance company	USD $4,961
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $30,323
Insurance broker organization code?	4
Amount paid for insurance broker fees	4961
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTRATION
Insurance broker name	ALLIANCE BENEFIT GROUP OF HOUSTON

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Company Name:	RELEVANT SOLUTIONS, LLC
Employer identification number (EIN):	274029053
NAIC Classification:	334500