401k Plan data: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN plan

KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 401k Plan overview

Plan Name	KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN
Plan identification number	001

KELLEY WILLIAMSON COMPANY PROFIT SHARING 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

KELLEY WILLIAMSON COMPANY has sponsored the creation of one or more 401k plans.

Company Name: KELLEY WILLIAMSON COMPANY

Employer identification number (EIN): 361314080

NAIC Classification: 445120
NAIC Description: Convenience Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLEY WILLIAMSON COMPANY PROFIT SHARING 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 KELLEY ROACH KELLEY ROACH 2018-09-27
001 2017-01-01 KELLEY ROACH KELLEY ROACH 2018-09-26
001 2016-01-01 KELLEY ROACH KELLEY ROACH 2017-10-12
001 2015-01-01 KELLEY ROACH KELLEY ROACH 2016-07-27
001 2014-01-01 KELLEY ROACH, PHR
001 2013-01-01 KELLEY ROACH, PHR
001 2012-01-01 KELLEY ROACH
001 2011-01-01 MONIQUE LINDSTEDT MONIQUE LINDSTEDT 2012-07-23
001 2010-01-01 MONIQUE LINDSTEDT MONIQUE LINDSTEDT 2011-08-16
001 2009-01-01 MONIQUE LINDSTEDT

Plan id#	Filing Submission Date	Name of Administrator	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	KELLEY ROACH	KELLEY ROACH	2018-09-27
001	2017-01-01	KELLEY ROACH	KELLEY ROACH	2018-09-26
001	2016-01-01	KELLEY ROACH	KELLEY ROACH	2017-10-12
001	2015-01-01	KELLEY ROACH	KELLEY ROACH	2016-07-27
001	2014-01-01	KELLEY ROACH, PHR
001	2013-01-01	KELLEY ROACH, PHR
001	2012-01-01	KELLEY ROACH
001	2011-01-01	MONIQUE LINDSTEDT	MONIQUE LINDSTEDT	2012-07-23
001	2010-01-01	MONIQUE LINDSTEDT	MONIQUE LINDSTEDT	2011-08-16
001	2009-01-01	MONIQUE LINDSTEDT

Plan Statistics for KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN

401k plan membership statisitcs for KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN

Measure Date Value
2022: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 370
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 338
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 29
Total of all active and inactive participants 2022-01-01 367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 368
Number of participants with account balances 2022-01-01 354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 38
2021: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 388
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 315
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 39
Total of all active and inactive participants 2021-01-01 354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 355
Number of participants with account balances 2021-01-01 350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 45
2020: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 420
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 341
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 37
Total of all active and inactive participants 2020-01-01 378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 380
Number of participants with account balances 2020-01-01 366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 47
2019: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 354
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 341
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 25
Total of all active and inactive participants 2019-01-01 366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 367
Number of participants with account balances 2019-01-01 346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 33
2018: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 352
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 316
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 31
Total of all active and inactive participants 2018-01-01 347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 348
Number of participants with account balances 2018-01-01 329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 29
2017: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 340
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 308
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 29
Total of all active and inactive participants 2017-01-01 337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 338
Number of participants with account balances 2017-01-01 312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 39
2016: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 351
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 307
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 25
Total of all active and inactive participants 2016-01-01 332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 333
Number of participants with account balances 2016-01-01 313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 29
2015: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 379
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 315
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 31
Total of all active and inactive participants 2015-01-01 346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 346
Number of participants with account balances 2015-01-01 291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 30
2014: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 361
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 318
Number of other retired or separated participants entitled to future benefits 2014-01-01 68
Total of all active and inactive participants 2014-01-01 386
Total participants 2014-01-01 386
Number of participants with account balances 2014-01-01 318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 26
2013: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 305
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 53
Total of all active and inactive participants 2013-01-01 360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 361
Number of participants with account balances 2013-01-01 308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 6
2012: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 308
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 288
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 35
Total of all active and inactive participants 2012-01-01 325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 325
Number of participants with account balances 2012-01-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 6
2011: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 312
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 268
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 36
Total of all active and inactive participants 2011-01-01 306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 307
Number of participants with account balances 2011-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2010: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 295
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 267
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 40
Total of all active and inactive participants 2010-01-01 308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 308
Number of participants with account balances 2010-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 271
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 260
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 29
Total of all active and inactive participants 2009-01-01 289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 290
Number of participants with account balances 2009-01-01 238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 15

Measure	Date	Value
2022: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	370
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	338
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	29
Total of all active and inactive participants	2022-01-01	367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	368
Number of participants with account balances	2022-01-01	354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	38
2021: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	388
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	315
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	39
Total of all active and inactive participants	2021-01-01	354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	355
Number of participants with account balances	2021-01-01	350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	45
2020: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	420
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	341
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	37
Total of all active and inactive participants	2020-01-01	378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	380
Number of participants with account balances	2020-01-01	366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	47
2019: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	354
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	341
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	25
Total of all active and inactive participants	2019-01-01	366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	367
Number of participants with account balances	2019-01-01	346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	33
2018: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	352
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	316
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	31
Total of all active and inactive participants	2018-01-01	347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	348
Number of participants with account balances	2018-01-01	329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	29
2017: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	340
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	308
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	29
Total of all active and inactive participants	2017-01-01	337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	338
Number of participants with account balances	2017-01-01	312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	39
2016: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	351
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	307
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	25
Total of all active and inactive participants	2016-01-01	332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	333
Number of participants with account balances	2016-01-01	313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	29
2015: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	379
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	315
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	31
Total of all active and inactive participants	2015-01-01	346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	346
Number of participants with account balances	2015-01-01	291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	30
2014: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	361
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	318
Number of other retired or separated participants entitled to future benefits	2014-01-01	68
Total of all active and inactive participants	2014-01-01	386
Total participants	2014-01-01	386
Number of participants with account balances	2014-01-01	318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	26
2013: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	305
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	53
Total of all active and inactive participants	2013-01-01	360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	361
Number of participants with account balances	2013-01-01	308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	6
2012: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	308
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	288
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	35
Total of all active and inactive participants	2012-01-01	325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	325
Number of participants with account balances	2012-01-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	6
2011: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	312
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	268
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	36
Total of all active and inactive participants	2011-01-01	306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	307
Number of participants with account balances	2011-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2010: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	295
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	267
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	40
Total of all active and inactive participants	2010-01-01	308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	308
Number of participants with account balances	2010-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	271
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	260
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	29
Total of all active and inactive participants	2009-01-01	289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	290
Number of participants with account balances	2009-01-01	238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	15

Financial Data on KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN

Measure	Date	Value
2022 : KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,232,312
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,608,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,594,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$720,982
Value of total assets at end of year	2022-12-31	$8,714,184
Value of total assets at beginning of year	2022-12-31	$12,554,664
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$14,028
Total interest from all sources	2022-12-31	$21,919
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$135,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$135,133
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$620,885
Participant contributions at end of year	2022-12-31	$433,511
Participant contributions at beginning of year	2022-12-31	$510,652
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	$-3,840,480
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,714,184
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,554,664
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,158,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,797,498
Value of interest in pooled separate accounts at end of year	2022-12-31	$2,122,279
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$3,246,514
Interest on participant loans	2022-12-31	$21,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,620,579
Net investment gain/loss from pooled separate accounts	2022-12-31	$-489,767
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	No
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	$100,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,594,140
Contract administrator fees	2022-12-31	$14,028
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	Disclaimer
Accountancy firm name	2022-12-31	WIPFLI, LLP
Accountancy firm EIN	2022-12-31	390758449
2021 : KELLEY WILLIAMSON COMPANY PROFIT SHARING 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	$2,335,691
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,330,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,318,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$600,080
Value of total assets at end of year	2021-12-31	$12,554,664
Value of total assets at beginning of year	2021-12-31	$11,549,972
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$12,620
Total interest from all sources	2021-12-31	$25,258
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$136,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$136,039
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	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	$593,821
Participant contributions at end of year	2021-12-31	$510,652
Participant contributions at beginning of year	2021-12-31	$539,105
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$6,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,004,692
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,554,664
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,549,972
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,797,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,198,545
Value of interest in pooled separate accounts at end of year	2021-12-31	$3,246,514
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$2,712,322
Interest on participant loans	2021-12-31	$25,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$834,063
Net investment gain/loss from pooled separate accounts	2021-12-31	$740,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Employer contributions (assets) at beginning of year	2021-12-31	$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,318,379
Contract administrator fees	2021-12-31	$12,620
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	Disclaimer
Accountancy firm name	2021-12-31	WIPFLI, LLP
Accountancy firm EIN	2021-12-31	390758449
2020 : KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,244,958
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,048,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,034,141
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$2,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$736,038
Value of total assets at end of year	2020-12-31	$11,549,972
Value of total assets at beginning of year	2020-12-31	$10,353,231
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$12,027
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$30,863
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$125,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$125,919
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$577,960
Participant contributions at end of year	2020-12-31	$539,105
Participant contributions at beginning of year	2020-12-31	$554,793
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$58,078
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$36
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$1,196,741
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,549,972
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,353,231
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,198,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,223,245
Value of interest in pooled separate accounts at end of year	2020-12-31	$2,712,322
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$2,485,193
Interest on participant loans	2020-12-31	$30,863
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$952,079
Net investment gain/loss from pooled separate accounts	2020-12-31	$400,059
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$100,000
Employer contributions (assets) at end of year	2020-12-31	$100,000
Employer contributions (assets) at beginning of year	2020-12-31	$90,000
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,034,105
Contract administrator fees	2020-12-31	$12,027
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
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
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WIPFLI, LLP
Accountancy firm EIN	2020-12-31	390758449
2019 : KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	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	$2,402,874
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$361,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$348,302
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$629,342
Value of total assets at end of year	2019-12-31	$10,353,231
Value of total assets at beginning of year	2019-12-31	$8,312,108
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$13,449
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$38,938
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$139,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$139,912
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$539,342
Participant contributions at end of year	2019-12-31	$554,793
Participant contributions at beginning of year	2019-12-31	$563,917
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$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	2019-12-31	No
Value of net income/loss	2019-12-31	$2,041,123
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,353,231
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,312,108
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,223,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,198,914
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,485,193
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,916,271
Interest on participant loans	2019-12-31	$32,094
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$6,844
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$528,006
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,028,865
Net investment gain/loss from pooled separate accounts	2019-12-31	$565,817
Net investment gain or loss from common/collective trusts	2019-12-31	$0
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
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	$90,000
Employer contributions (assets) at end of year	2019-12-31	$90,000
Employer contributions (assets) at beginning of year	2019-12-31	$105,000
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$348,302
Contract administrator fees	2019-12-31	$13,449
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
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
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
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	WIPFLI, LLP
Accountancy firm EIN	2019-12-31	390758449
2018 : KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	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
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$341,174
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$461,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$450,807
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$706,016
Value of total assets at end of year	2018-12-31	$8,312,108
Value of total assets at beginning of year	2018-12-31	$8,432,575
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$10,834
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$35,773
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$106,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$106,531
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
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
Amount of non-exempt transactions with any party-in-interest	2018-12-31	$0
Contributions received from participants	2018-12-31	$494,768
Participant contributions at end of year	2018-12-31	$563,917
Participant contributions at beginning of year	2018-12-31	$441,789
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$15,723
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$1
Administrative expenses (other) incurred	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$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	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-120,467
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,312,108
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,432,575
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,198,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,041,001
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,916,271
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$539,938
Interest on participant loans	2018-12-31	$26,157
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$9,616
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$840,695
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$528,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$569,152
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-231,748
Net investment gain/loss from pooled separate accounts	2018-12-31	$-304,591
Net investment gain or loss from common/collective trusts	2018-12-31	$29,192
Net gain/loss from 103.12 investment entities	2018-12-31	$0
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	No
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	$195,525
Employer contributions (assets) at end of year	2018-12-31	$105,000
Employer contributions (assets) at beginning of year	2018-12-31	$0
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$450,807
Contract administrator fees	2018-12-31	$10,834
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
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
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
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	WIPFLI LLP
Accountancy firm EIN	2018-12-31	390758449
2017 : KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$0
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	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
Expenses. Interest paid	2017-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,737,379
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$482,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$472,400
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$650,346
Value of total assets at end of year	2017-12-31	$8,432,575
Value of total assets at beginning of year	2017-12-31	$7,177,199
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$9,603
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$29,566
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$91,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$91,830
Administrative expenses professional fees incurred	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
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
Amount of non-exempt transactions with any party-in-interest	2017-12-31	$0
Contributions received from participants	2017-12-31	$420,663
Participant contributions at end of year	2017-12-31	$441,789
Participant contributions at beginning of year	2017-12-31	$442,559
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$111,446
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$4
Administrative expenses (other) incurred	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$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	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$1,255,376
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,432,575
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,177,199
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-12-31	$0
Investment advisory and management fees	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$6,041,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,933,838
Value of interest in pooled separate accounts at end of year	2017-12-31	$539,938
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$529,029
Interest on participant loans	2017-12-31	$19,817
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$9,749
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$840,695
Value of interest in common/collective trusts at beginning of year	2017-12-31	$647,060
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$569,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$624,713
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$820,255
Net investment gain/loss from pooled separate accounts	2017-12-31	$35,985
Net investment gain or loss from common/collective trusts	2017-12-31	$109,393
Net gain/loss from 103.12 investment entities	2017-12-31	$0
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	No
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	$118,237
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$472,400
Contract administrator fees	2017-12-31	$9,603
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
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
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
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	RSM US LLP
Accountancy firm EIN	2017-12-31	420714325
2016 : KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	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
Expenses. Interest paid	2016-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$891,697
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$287,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$277,388
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$409,279
Value of total assets at end of year	2016-12-31	$7,177,199
Value of total assets at beginning of year	2016-12-31	$6,573,275
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$10,385
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$31,220
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$78,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$78,746
Administrative expenses professional fees incurred	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Amount of non-exempt transactions with any party-in-interest	2016-12-31	$0
Contributions received from participants	2016-12-31	$409,279
Participant contributions at end of year	2016-12-31	$442,559
Participant contributions at beginning of year	2016-12-31	$478,810
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$1
Administrative expenses (other) incurred	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$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	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$603,924
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,177,199
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,573,275
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,933,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,526,402
Value of interest in pooled separate accounts at end of year	2016-12-31	$529,029
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$410,729
Interest on participant loans	2016-12-31	$20,369
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$10,851
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$647,060
Value of interest in common/collective trusts at beginning of year	2016-12-31	$491,815
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$624,713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$535,519
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$220,970
Net investment gain/loss from pooled separate accounts	2016-12-31	$106,132
Net investment gain or loss from common/collective trusts	2016-12-31	$45,349
Net gain/loss from 103.12 investment entities	2016-12-31	$0
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	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$0
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$130,000
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$277,388
Contract administrator fees	2016-12-31	$10,385
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
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
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
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	RSM US LLP
Accountancy firm EIN	2016-12-31	420714325
2015 : KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$0
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	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
Expenses. Interest paid	2015-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$806,053
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$927,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$893,995
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$688,926
Value of total assets at end of year	2015-12-31	$6,573,275
Value of total assets at beginning of year	2015-12-31	$6,694,525
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$33,308
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$19,678
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$43,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$43,490
Administrative expenses professional fees incurred	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
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
Amount of non-exempt transactions with any party-in-interest	2015-12-31	$0
Contributions received from participants	2015-12-31	$557,710
Participant contributions at end of year	2015-12-31	$478,810
Participant contributions at beginning of year	2015-12-31	$514,795
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$68,177
Administrative expenses (other) incurred	2015-12-31	$26,596
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$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	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$-121,250
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,573,275
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,694,525
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2015-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,526,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,693,030
Value of interest in pooled separate accounts at end of year	2015-12-31	$410,729
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$486,700
Interest on participant loans	2015-12-31	$15,659
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$4,019
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$491,815
Value of interest in common/collective trusts at beginning of year	2015-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$535,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$25,431
Net investment gain/loss from pooled separate accounts	2015-12-31	$-24,349
Net investment gain or loss from common/collective trusts	2015-12-31	$-15,300
Net gain/loss from 103.12 investment entities	2015-12-31	$0
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	No
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	$131,216
Employer contributions (assets) at end of year	2015-12-31	$130,000
Employer contributions (assets) at beginning of year	2015-12-31	$0
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$893,995
Contract administrator fees	2015-12-31	$6,712
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
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
Aggregate proceeds on sale of assets	2015-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
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	RSM US LLP
Accountancy firm EIN	2015-12-31	420714325
2014 : KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$733,130
Total of all expenses incurred	2014-12-31	$358,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$339,334
Value of total corrective distributions	2014-12-31	$1,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$369,750
Value of total assets at end of year	2014-12-31	$6,694,525
Value of total assets at beginning of year	2014-12-31	$6,319,626
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$17,640
Total interest from all sources	2014-12-31	$20,006
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$36,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$36,443
Administrative expenses professional fees incurred	2014-12-31	$4,300
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
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	$367,766
Participant contributions at end of year	2014-12-31	$514,795
Participant contributions at beginning of year	2014-12-31	$518,040
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	$374,899
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,694,525
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,319,626
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
Investment advisory and management fees	2014-12-31	$13,340
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,693,030
Value of interest in pooled separate accounts at end of year	2014-12-31	$486,700
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$4,863,495
Interest on participant loans	2014-12-31	$20,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$798,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$172,694
Net investment gain/loss from pooled separate accounts	2014-12-31	$134,237
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	No
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	$1,984
Employer contributions (assets) at beginning of year	2014-12-31	$140,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$339,334
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	MCGLADREY LLP
Accountancy firm EIN	2014-12-31	420714325
2013 : KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$1,455,411
Total of all expenses incurred	2013-12-31	$188,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$181,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$472,304
Value of total assets at end of year	2013-12-31	$6,319,626
Value of total assets at beginning of year	2013-12-31	$5,052,891
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$7,450
Total interest from all sources	2013-12-31	$20,595
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	$500,000
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	$319,292
Participant contributions at end of year	2013-12-31	$518,040
Participant contributions at beginning of year	2013-12-31	$446,033
Participant contributions at beginning of year	2013-12-31	$10,343
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$13,012
Other income not declared elsewhere	2013-12-31	$2,468
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	$1,266,735
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,319,626
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,052,891
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	$4,863,495
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$3,757,948
Interest on participant loans	2013-12-31	$20,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$798,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$708,567
Net investment gain/loss from pooled separate accounts	2013-12-31	$960,044
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	No
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	$140,000
Employer contributions (assets) at end of year	2013-12-31	$140,000
Employer contributions (assets) at beginning of year	2013-12-31	$130,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$181,226
Contract administrator fees	2013-12-31	$7,450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
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	MCGLADREY LLP
Accountancy firm EIN	2013-12-31	420714325
2012 : KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
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	$920,998
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$415,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$408,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$429,796
Value of total assets at end of year	2012-12-31	$5,052,891
Value of total assets at beginning of year	2012-12-31	$4,547,113
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$6,950
Total interest from all sources	2012-12-31	$17,873
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	Yes
Value of fidelity bond cover	2012-12-31	$500,000
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	$298,296
Participant contributions at end of year	2012-12-31	$446,033
Participant contributions at beginning of year	2012-12-31	$442,696
Participant contributions at end of year	2012-12-31	$10,343
Participant contributions at beginning of year	2012-12-31	$9,540
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,500
Other income not declared elsewhere	2012-12-31	$2,789
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	$505,778
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,052,891
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,547,113
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	$3,757,948
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$3,455,240
Interest on participant loans	2012-12-31	$17,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$708,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$509,637
Net investment gain/loss from pooled separate accounts	2012-12-31	$470,540
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	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$130,000
Employer contributions (assets) at end of year	2012-12-31	$130,000
Employer contributions (assets) at beginning of year	2012-12-31	$130,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$408,270
Contract administrator fees	2012-12-31	$6,950
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MCGLADREY LLP
Accountancy firm EIN	2012-12-31	420714325
2011 : KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$298,805
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$238,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$233,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$426,540
Value of total assets at end of year	2011-12-31	$4,547,113
Value of total assets at beginning of year	2011-12-31	$4,486,700
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,950
Total interest from all sources	2011-12-31	$17,682
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$24,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$24,381
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$296,540
Participant contributions at end of year	2011-12-31	$442,696
Participant contributions at beginning of year	2011-12-31	$341,057
Participant contributions at end of year	2011-12-31	$9,540
Participant contributions at beginning of year	2011-12-31	$24,205
Other income not declared elsewhere	2011-12-31	$5,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$60,413
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,547,113
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,486,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$3,455,240
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$3,494,393
Interest on participant loans	2011-12-31	$17,682
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$509,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$497,045
Net investment gain/loss from pooled separate accounts	2011-12-31	$-175,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$130,000
Employer contributions (assets) at end of year	2011-12-31	$130,000
Employer contributions (assets) at beginning of year	2011-12-31	$130,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$233,442
Contract administrator fees	2011-12-31	$4,950
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MCGLADREY & PULLEN, LLP
Accountancy firm EIN	2011-12-31	420714325
2010 : KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$897,259
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$175,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$152,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$472,365
Value of total assets at end of year	2010-12-31	$4,486,700
Value of total assets at beginning of year	2010-12-31	$3,765,146
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$23,453
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$42,672
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$42,672
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$319,454
Participant contributions at end of year	2010-12-31	$341,057
Participant contributions at beginning of year	2010-12-31	$247,111
Participant contributions at end of year	2010-12-31	$24,205
Participant contributions at beginning of year	2010-12-31	$11,247
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$22,911
Other income not declared elsewhere	2010-12-31	$14,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$721,554
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,486,700
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,765,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,951,644
Value of interest in pooled separate accounts at end of year	2010-12-31	$3,494,393
Value of interest in common/collective trusts at beginning of year	2010-12-31	$495,144
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$497,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$365,944
Net investment gain/loss from pooled separate accounts	2010-12-31	$1,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$130,000
Employer contributions (assets) at end of year	2010-12-31	$130,000
Employer contributions (assets) at beginning of year	2010-12-31	$60,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$152,252
Contract administrator fees	2010-12-31	$23,453
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MCGLADREY & PULLEN, LLP
Accountancy firm EIN	2010-12-31	420714325
2009 : KELLEY WILLIAMSON COMPANY PROFIT SHARING 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 KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

716570

Policy instance

Insurance contract or identification number	716570
Number of Individuals Covered	368
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

716570

Policy instance

Insurance contract or identification number	716570
Number of Individuals Covered	355
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

716570

Policy instance

Insurance contract or identification number	716570
Number of Individuals Covered	380
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

716570

Policy instance

Insurance contract or identification number	716570
Number of Individuals Covered	367
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	367
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

716570

Policy instance

Insurance contract or identification number	716570
Number of Individuals Covered	348
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,848
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	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 $1,848
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	348
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,313
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,313
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

716570

Policy instance

Insurance contract or identification number	716570
Number of Individuals Covered	338
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,301
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	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 $1,301
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	HARBOUR INVESTMENTS INCORP

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	338
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,433
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,433
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	HARBOUR INVESTMENTS INCORP

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512289

Policy instance

Insurance contract or identification number	512289
Number of Individuals Covered	346
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $886
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	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 $886
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	AGENT
Insurance broker organization code?	3
Insurance broker name	HARBOUR INVESTMENTS, INC.

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

716570

Policy instance

Insurance contract or identification number	716570
Number of Individuals Covered	346
Insurance policy start date	2015-08-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $167
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	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 $167
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	HARBOUR INVESTMENTS INCORP

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	346
Insurance policy start date	2015-08-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $216
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $216
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	HARBOUR INVESTMENTS INCORP

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512289

Policy instance

Insurance contract or identification number	512289
Number of Individuals Covered	318
Insurance policy start date	2016-01-01
Insurance policy end date	2016-12-31
Total amount of commissions paid to insurance broker	USD $398
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $201
Insurance broker name	NFP SECURITIES INC.

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

801795

Policy instance

Insurance contract or identification number	801795
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-08-18
Total amount of commissions paid to insurance broker	USD $9,766
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,766
Insurance broker organization code?	3
Insurance broker name	NFP INSURANCE AGENCY SERVICES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

801795

Policy instance

Insurance contract or identification number	801795
Number of Individuals Covered	361
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $12,562
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $12,562
Insurance broker organization code?	3
Insurance broker name	NFP INSURANCE AGENCY SERVICES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

801795

Policy instance

Insurance contract or identification number	801795
Number of Individuals Covered	325
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $12,864
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?	Yes
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
Commission paid to Insurance Broker	USD $12,864
Insurance broker organization code?	3
Insurance broker name	NFP INSURANCE AGENCY SERVICES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

801795

Policy instance

Insurance contract or identification number	801795
Number of Individuals Covered	307
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $12,299
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?	Yes
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

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

801795

Policy instance

Insurance contract or identification number	801795
Number of Individuals Covered	306
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
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?	Yes
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

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Company Name:	KELLEY WILLIAMSON COMPANY
Employer identification number (EIN):	361314080
NAIC Classification:	445120
NAIC Description:	Convenience Stores