401k Plan data: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN plan

BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan Name	BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN
Plan identification number	001

BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PETERS KALAIL & MARKAKIS CO., L.P.A. has sponsored the creation of one or more 401k plans.

Company Name: PETERS KALAIL & MARKAKIS CO., L.P.A.

Employer identification number (EIN): 341940333

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about PETERS KALAIL & MARKAKIS CO., L.P.A.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2000-12-15

Company Identification Number: 1198303

Legal Registered Office Address: ONE CLEVELAND CENTER, 10TH FLOOR
1375 EAST NINTH STREET
CLEVELAND
United States of America (USA)
44114

More information about PETERS KALAIL & MARKAKIS CO., L.P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 SCOTT PETERS
001 2016-01-01 SCOTT PETERS
001 2015-01-01 SCOTT PETERS
001 2014-01-01 SCOTT PETERS
001 2013-01-01 GRAHAM PETERS
001 2012-01-01 SCOTT PETERS SCOTT PETERS 2013-10-08
001 2011-01-01 SCOTT PETERS
001 2010-01-01 SCOTT PETERS
001 2009-01-01 SCOTT PETERS

Plan Statistics for BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 11
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 5
Total of all active and inactive participants 2022-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 16
Number of participants with account balances 2022-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 10
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 6
Total of all active and inactive participants 2021-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 16
Number of participants with account balances 2021-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 12
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 6
Total of all active and inactive participants 2020-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 18
Number of participants with account balances 2020-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 12
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 21
Number of participants with account balances 2019-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 13
Number of other retired or separated participants entitled to future benefits 2018-01-01 10
Total of all active and inactive participants 2018-01-01 23
Total participants 2018-01-01 23
Number of participants with account balances 2018-01-01 20
2017: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 14
Number of other retired or separated participants entitled to future benefits 2017-01-01 11
Total of all active and inactive participants 2017-01-01 25
Total participants 2017-01-01 25
Number of participants with account balances 2017-01-01 23
2016: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 16
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 10
Total of all active and inactive participants 2016-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 26
Number of participants with account balances 2016-01-01 25
2015: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 14
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 11
Total of all active and inactive participants 2015-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 25
Number of participants with account balances 2015-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 24
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 8
Total of all active and inactive participants 2014-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 32
Number of participants with account balances 2014-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 20
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 8
Total of all active and inactive participants 2013-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 28
Number of participants with account balances 2013-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 22
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 6
Total of all active and inactive participants 2012-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 28
Number of participants with account balances 2012-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 22
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 27
Number of participants with account balances 2011-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 20
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 24
Number of participants with account balances 2010-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 22
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 25
Number of participants with account balances 2009-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	11
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	5
Total of all active and inactive participants	2022-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	16
Number of participants with account balances	2022-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	10
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	6
Total of all active and inactive participants	2021-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	16
Number of participants with account balances	2021-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	12
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	6
Total of all active and inactive participants	2020-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	18
Number of participants with account balances	2020-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	12
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	21
Number of participants with account balances	2019-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	13
Number of other retired or separated participants entitled to future benefits	2018-01-01	10
Total of all active and inactive participants	2018-01-01	23
Total participants	2018-01-01	23
Number of participants with account balances	2018-01-01	20
2017: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	14
Number of other retired or separated participants entitled to future benefits	2017-01-01	11
Total of all active and inactive participants	2017-01-01	25
Total participants	2017-01-01	25
Number of participants with account balances	2017-01-01	23
2016: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	16
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	10
Total of all active and inactive participants	2016-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	26
Number of participants with account balances	2016-01-01	25
2015: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	14
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	11
Total of all active and inactive participants	2015-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	25
Number of participants with account balances	2015-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	24
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	8
Total of all active and inactive participants	2014-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	32
Number of participants with account balances	2014-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	20
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	8
Total of all active and inactive participants	2013-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	28
Number of participants with account balances	2013-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	22
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	6
Total of all active and inactive participants	2012-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	28
Number of participants with account balances	2012-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	22
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	27
Number of participants with account balances	2011-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	20
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	24
Number of participants with account balances	2010-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	22
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	25
Number of participants with account balances	2009-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN

Measure	Date	Value
2022 : BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-584,012
Expenses. Total of all expenses incurred	2022-12-31	$12,430
Benefits paid (including direct rollovers)	2022-12-31	$11,130
Total plan assets at end of year	2022-12-31	$4,302,723
Total plan assets at beginning of year	2022-12-31	$4,899,165
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$135,077
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-798,981
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-596,442
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,302,723
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,899,165
Assets. Value of participant loans	2022-12-31	$30,749
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$79,892
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$1,300
2021 : BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$816,417
Expenses. Total of all expenses incurred	2021-12-31	$163,455
Benefits paid (including direct rollovers)	2021-12-31	$163,430
Total plan assets at end of year	2021-12-31	$4,899,165
Total plan assets at beginning of year	2021-12-31	$4,246,203
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$131,012
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$598,876
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$652,962
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,899,165
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,246,203
Assets. Value of participant loans	2021-12-31	$29,537
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$86,529
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$25
2020 : BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$600,583
Expenses. Total of all expenses incurred	2020-12-31	$226,609
Benefits paid (including direct rollovers)	2020-12-31	$226,234
Total plan assets at end of year	2020-12-31	$4,246,203
Total plan assets at beginning of year	2020-12-31	$3,872,229
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$129,256
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$403,272
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$373,974
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,246,203
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,872,229
Assets. Value of participant loans	2020-12-31	$40,532
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$68,055
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$375
2019 : BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$906,092
Expenses. Total of all expenses incurred	2019-12-31	$1,106,117
Benefits paid (including direct rollovers)	2019-12-31	$1,106,092
Total plan assets at end of year	2019-12-31	$3,872,229
Total plan assets at beginning of year	2019-12-31	$4,072,254
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$117,543
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$731,363
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-200,025
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,872,229
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,072,254
Assets. Value of participant loans	2019-12-31	$47,225
Total contributions received or receivable from employer(s)	2019-12-31	$57,186
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$25
2018 : BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-112,424
Expenses. Total of all expenses incurred	2018-12-31	$539,575
Benefits paid (including direct rollovers)	2018-12-31	$539,200
Total plan assets at end of year	2018-12-31	$4,072,254
Total plan assets at beginning of year	2018-12-31	$4,724,253
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$72,357
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-237,459
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-651,999
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,072,254
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,724,253
Assets. Value of participant loans	2018-12-31	$61,729
Total contributions received or receivable from employer(s)	2018-12-31	$52,678
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$375
2017 : BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$806,950
Expenses. Total of all expenses incurred	2017-12-31	$1,584,222
Benefits paid (including direct rollovers)	2017-12-31	$1,583,872
Total plan assets at end of year	2017-12-31	$4,724,253
Total plan assets at beginning of year	2017-12-31	$5,501,525
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$88,615
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$663,469
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-777,272
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,724,253
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,501,525
Assets. Value of participant loans	2017-12-31	$59,794
Total contributions received or receivable from employer(s)	2017-12-31	$54,866
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$350
2016 : BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$544,045
Expenses. Total of all expenses incurred	2016-12-31	$31,625
Benefits paid (including direct rollovers)	2016-12-31	$31,450
Total plan assets at end of year	2016-12-31	$5,501,525
Total plan assets at beginning of year	2016-12-31	$4,989,105
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$79,929
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$5,239
Other income received	2016-12-31	$403,539
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$512,420
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,501,525
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,989,105
Assets. Value of participant loans	2016-12-31	$12,280
Total contributions received or receivable from employer(s)	2016-12-31	$55,338
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$175
2015 : BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$181,305
Expenses. Total of all expenses incurred	2015-12-31	$24,436
Benefits paid (including direct rollovers)	2015-12-31	$24,436
Total plan assets at end of year	2015-12-31	$4,989,105
Total plan assets at beginning of year	2015-12-31	$4,832,236
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$102,932
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$10,647
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$156,869
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,989,105
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,832,236
Assets. Value of participant loans	2015-12-31	$21,366
Total contributions received or receivable from employer(s)	2015-12-31	$67,726
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$534,924
Expenses. Total of all expenses incurred	2014-12-31	$130,418
Benefits paid (including direct rollovers)	2014-12-31	$130,418
Total plan assets at end of year	2014-12-31	$4,832,236
Total plan assets at beginning of year	2014-12-31	$4,427,730
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$159,826
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$274,574
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$404,506
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,832,236
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,427,730
Assets. Value of participant loans	2014-12-31	$31,066
Total contributions received or receivable from employer(s)	2014-12-31	$100,524
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$967,324
Expenses. Total of all expenses incurred	2013-12-31	$312,868
Benefits paid (including direct rollovers)	2013-12-31	$312,447
Total plan assets at end of year	2013-12-31	$4,427,730
Total plan assets at beginning of year	2013-12-31	$3,773,274
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$166,431
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$696,402
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$654,456
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,427,730
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,773,274
Assets. Value of participant loans	2013-12-31	$40,456
Total contributions received or receivable from employer(s)	2013-12-31	$104,491
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$421
2012 : BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$692,059
Expenses. Total of all expenses incurred	2012-12-31	$83,081
Benefits paid (including direct rollovers)	2012-12-31	$82,642
Total plan assets at end of year	2012-12-31	$3,773,274
Total plan assets at beginning of year	2012-12-31	$3,164,296
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$181,569
Other income received	2012-12-31	$403,916
Net income (gross income less expenses)	2012-12-31	$608,978
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,773,274
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,164,296
Assets. Value of participant loans	2012-12-31	$30,290
Total contributions received or receivable from employer(s)	2012-12-31	$106,574
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$439
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$249,933
Expenses. Total of all expenses incurred	2011-12-31	$73,222
Benefits paid (including direct rollovers)	2011-12-31	$71,062
Total plan assets at end of year	2011-12-31	$3,164,296
Total plan assets at beginning of year	2011-12-31	$2,987,585
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$176,896
Other income received	2011-12-31	$-32,037
Net income (gross income less expenses)	2011-12-31	$176,711
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,164,296
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,987,585
Assets. Value of participant loans	2011-12-31	$29,030
Total contributions received or receivable from employer(s)	2011-12-31	$105,074
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,160
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$640,183
Expenses. Total of all expenses incurred	2010-12-31	$22,691
Benefits paid (including direct rollovers)	2010-12-31	$20,356
Total plan assets at end of year	2010-12-31	$2,987,585
Total plan assets at beginning of year	2010-12-31	$2,370,093
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$164,879
Other income received	2010-12-31	$338,261
Net income (gross income less expenses)	2010-12-31	$617,492
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,987,585
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,370,093
Assets. Value of participant loans	2010-12-31	$26,493
Total contributions received or receivable from employer(s)	2010-12-31	$137,043
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,335
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN

2022: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BRITTON, SMITH, PETERS & KALAIL CO., LPA EMPLOYEE SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )

Policy contract number

T16398

Policy instance

Insurance contract or identification number	T16398
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-11-13
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	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

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )

Policy contract number

T16398

Policy instance

Insurance contract or identification number	T16398
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $71
Total amount of fees paid to insurance company	USD $0
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
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 $71
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	ANNUAL RENEWAL
Insurance broker organization code?	3
Insurance broker name	ZOYHOFSKI FINANCIAL SERVICES LLC

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )

Policy contract number

T16398

Policy instance

Insurance contract or identification number	T16398
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $71
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 $71
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	ANNUAL RENEWAL
Insurance broker organization code?	3
Insurance broker name	ZOYHOFSKI FINANCIAL SERVICES LLC

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )

Policy contract number

T16398

Policy instance

Insurance contract or identification number	T16398
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $71
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $71
Additional information about fees paid to insurance broker	ANNUAL RENEWAL
Insurance broker organization code?	3
Insurance broker name	ZOYHOFSKI FINANCIAL SERVICES LLC

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )

Policy contract number

T16398

Policy instance

Insurance contract or identification number	T16398
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $71
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )

Policy contract number

T16398

Policy instance

Insurance contract or identification number	T16398
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $71
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	PETERS KALAIL & MARKAKIS CO., L.P.A.
Employer identification number (EIN):	341940333
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2000-12-15
Company Identification Number:	1198303
Legal Registered Office Address:	ONE CLEVELAND CENTER, 10TH FLOOR 1375 EAST NINTH STREET CLEVELAND United States of America (USA) 44114