401k Plan data: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN plan

AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 401k Plan overview

Plan Name	AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN
Plan identification number	002

AXLEY BRYNELSON, LLP 401(K) SAVINGS & 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Health (other than dental or vision)
Life insurance

401k Sponsoring company profile

AXLEY BRYNELSON, LLP has sponsored the creation of one or more 401k plans.

Company Name: AXLEY BRYNELSON, LLP

Employer identification number (EIN): 390804160

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 DANIEL T HARDY
002 2016-01-01 DANIEL T HARDY
002 2015-01-01 DANIEL T HARDY
002 2014-01-01 DANIEL T HARDY
002 2013-01-01 DANIEL T HARDY
002 2012-01-01 DANIEL T HARDY
002 2011-01-01 DANIEL T HARDY 2012-10-10
002 2009-01-01 DANIEL T. HARDY

Plan Statistics for AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN

401k plan membership statisitcs for AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN

Measure Date Value
2022: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 96
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 44
Total of all active and inactive participants 2022-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 146
Number of participants with account balances 2022-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 103
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 55
Total of all active and inactive participants 2021-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 160
Number of participants with account balances 2021-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 104
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 45
Total of all active and inactive participants 2020-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 153
Number of participants with account balances 2020-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 106
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 34
Total of all active and inactive participants 2019-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 142
Number of participants with account balances 2019-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 96
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 32
Total of all active and inactive participants 2018-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 130
Number of participants with account balances 2018-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 94
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 34
Total of all active and inactive participants 2017-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 129
Number of participants with account balances 2017-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 91
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 29
Total of all active and inactive participants 2016-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 121
Number of participants with account balances 2016-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 88
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 32
Total of all active and inactive participants 2015-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 123
Number of participants with account balances 2015-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 85
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 33
Total of all active and inactive participants 2014-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 121
Number of participants with account balances 2014-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 86
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 34
Total of all active and inactive participants 2013-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 123
Number of participants with account balances 2013-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 90
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 34
Total of all active and inactive participants 2012-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 126
Number of participants with account balances 2012-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 6
2009: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 90
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 26
Total of all active and inactive participants 2009-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 119
Number of participants with account balances 2009-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2022: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	96
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	44
Total of all active and inactive participants	2022-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	146
Number of participants with account balances	2022-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	103
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	55
Total of all active and inactive participants	2021-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	160
Number of participants with account balances	2021-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	104
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	45
Total of all active and inactive participants	2020-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	153
Number of participants with account balances	2020-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	106
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	34
Total of all active and inactive participants	2019-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	142
Number of participants with account balances	2019-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	96
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	32
Total of all active and inactive participants	2018-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	130
Number of participants with account balances	2018-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	94
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	34
Total of all active and inactive participants	2017-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	129
Number of participants with account balances	2017-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	91
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	29
Total of all active and inactive participants	2016-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	121
Number of participants with account balances	2016-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	88
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	32
Total of all active and inactive participants	2015-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	123
Number of participants with account balances	2015-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	85
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	33
Total of all active and inactive participants	2014-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	121
Number of participants with account balances	2014-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	86
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	34
Total of all active and inactive participants	2013-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	123
Number of participants with account balances	2013-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	90
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	34
Total of all active and inactive participants	2012-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	126
Number of participants with account balances	2012-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	6
2009: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	90
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	26
Total of all active and inactive participants	2009-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	119
Number of participants with account balances	2009-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN

Measure	Date	Value
2022 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & 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	$-10,622,988
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,842,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,751,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,972,823
Value of total assets at end of year	2022-12-31	$73,730,995
Value of total assets at beginning of year	2022-12-31	$89,196,980
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$91,914
Total interest from all sources	2022-12-31	$1,378
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$951,131
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	$951,131
Administrative expenses professional fees incurred	2022-12-31	$6,170
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	$1,281,106
Participant contributions at end of year	2022-12-31	$22,994
Participant contributions at beginning of year	2022-12-31	$43,886
Participant contributions at end of year	2022-12-31	$70,744
Participant contributions at beginning of year	2022-12-31	$112,413
Other income not declared elsewhere	2022-12-31	$13,560
Total non interest bearing cash at end of year	2022-12-31	$12,798
Total non interest bearing cash at beginning of year	2022-12-31	$85,887
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	$-15,465,985
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$73,730,995
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$89,196,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$1,784,671
Investment advisory and management fees	2022-12-31	$27,459
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$73,252,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$86,747,338
Interest on participant loans	2022-12-31	$1,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-14,561,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,691,717
Employer contributions (assets) at end of year	2022-12-31	$371,717
Employer contributions (assets) at beginning of year	2022-12-31	$422,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,751,083
Contract administrator fees	2022-12-31	$58,285
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$294,141
Total unrealized appreciation/depreciation of assets	2021-12-31	$294,141
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	$11,581,156
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,829,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,788,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,960,616
Value of total assets at end of year	2021-12-31	$89,196,980
Value of total assets at beginning of year	2021-12-31	$81,444,842
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$40,695
Total interest from all sources	2021-12-31	$2,671
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,969,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,969,490
Administrative expenses professional fees incurred	2021-12-31	$32,445
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,217,831
Participant contributions at end of year	2021-12-31	$43,886
Participant contributions at beginning of year	2021-12-31	$77,691
Participant contributions at end of year	2021-12-31	$112,413
Participant contributions at beginning of year	2021-12-31	$127,065
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$15,564
Total non interest bearing cash at end of year	2021-12-31	$85,887
Total non interest bearing cash at beginning of year	2021-12-31	$741,129
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	$7,752,138
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$89,196,980
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$81,444,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at end of year	2021-12-31	$1,784,671
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$1,396,406
Investment advisory and management fees	2021-12-31	$8,250
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$86,747,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$78,522,801
Interest on participant loans	2021-12-31	$2,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,354,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,742,785
Employer contributions (assets) at end of year	2021-12-31	$422,785
Employer contributions (assets) at beginning of year	2021-12-31	$564,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,788,323
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$88,144
Total unrealized appreciation/depreciation of assets	2020-12-31	$88,144
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	$12,798,145
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,735,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,676,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,034,580
Value of total assets at end of year	2020-12-31	$81,444,842
Value of total assets at beginning of year	2020-12-31	$70,382,569
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$59,630
Total interest from all sources	2020-12-31	$3,923
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,231,692
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	$1,231,692
Administrative expenses professional fees incurred	2020-12-31	$39,005
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
Contributions received from participants	2020-12-31	$1,263,412
Participant contributions at end of year	2020-12-31	$77,691
Participant contributions at beginning of year	2020-12-31	$100,998
Participant contributions at end of year	2020-12-31	$127,065
Participant contributions at beginning of year	2020-12-31	$166,409
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$6,673
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$15,564
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$37,443
Other income not declared elsewhere	2020-12-31	$27
Total non interest bearing cash at end of year	2020-12-31	$741,129
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	$11,062,273
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$81,444,842
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$70,382,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Assets. partnership/joint venture interests at end of year	2020-12-31	$1,396,406
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$1,310,295
Investment advisory and management fees	2020-12-31	$20,625
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$78,522,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$68,093,514
Interest on participant loans	2020-12-31	$3,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$86,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$8,439,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
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	$1,764,495
Employer contributions (assets) at end of year	2020-12-31	$564,186
Employer contributions (assets) at beginning of year	2020-12-31	$587,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,676,242
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	$88,867
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$88,867
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$-84,860
Total unrealized appreciation/depreciation of assets	2019-12-31	$-84,860
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	$2,629
Total income from all sources (including contributions)	2019-12-31	$14,108,090
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$391,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$338,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,987,561
Value of total assets at end of year	2019-12-31	$70,382,569
Value of total assets at beginning of year	2019-12-31	$56,668,847
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$53,499
Total interest from all sources	2019-12-31	$6,318
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,466,438
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	$1,466,438
Administrative expenses professional fees incurred	2019-12-31	$36,999
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
Contributions received from participants	2019-12-31	$1,299,361
Participant contributions at end of year	2019-12-31	$100,998
Participant contributions at beginning of year	2019-12-31	$119,278
Participant contributions at end of year	2019-12-31	$166,409
Participant contributions at beginning of year	2019-12-31	$86,239
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,122
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$37,443
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$37,620
Other income not declared elsewhere	2019-12-31	$54
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$2,629
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	$13,716,351
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$70,382,569
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$56,666,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Assets. partnership/joint venture interests at end of year	2019-12-31	$1,310,295
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$1,398,251
Investment advisory and management fees	2019-12-31	$16,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$68,093,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$54,595,051
Interest on participant loans	2019-12-31	$6,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$86,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$83,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$9,732,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
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	$1,687,078
Employer contributions (assets) at end of year	2019-12-31	$587,077
Employer contributions (assets) at beginning of year	2019-12-31	$348,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$338,240
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-340,891
Total unrealized appreciation/depreciation of assets	2018-12-31	$-340,891
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$2,629
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-1,036,434
Total loss/gain on sale of assets	2018-12-31	$91,235
Total of all expenses incurred	2018-12-31	$3,015,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,959,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,932,218
Value of total assets at end of year	2018-12-31	$56,668,847
Value of total assets at beginning of year	2018-12-31	$60,718,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$56,247
Total interest from all sources	2018-12-31	$6,151
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,222,326
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	$1,222,326
Administrative expenses professional fees incurred	2018-12-31	$33,839
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
Contributions received from participants	2018-12-31	$1,158,640
Participant contributions at end of year	2018-12-31	$119,278
Participant contributions at beginning of year	2018-12-31	$140,266
Participant contributions at end of year	2018-12-31	$86,239
Participant contributions at beginning of year	2018-12-31	$61,982
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$105,056
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$37,620
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$115,887
Liabilities. Value of operating payables at end of year	2018-12-31	$2,629
Liabilities. Value of operating payables 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
Value of net income/loss	2018-12-31	$-4,051,804
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$56,666,218
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$60,718,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Assets. partnership/joint venture interests at end of year	2018-12-31	$1,398,251
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$1,650,890
Investment advisory and management fees	2018-12-31	$22,408
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$54,595,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$58,408,866
Interest on participant loans	2018-12-31	$6,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$83,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$80,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,947,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
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	$1,668,522
Employer contributions (assets) at end of year	2018-12-31	$348,522
Employer contributions (assets) at beginning of year	2018-12-31	$259,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,959,123
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	$92,285
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$1,050
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$-183,061
Total unrealized appreciation/depreciation of assets	2017-12-31	$-183,061
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$10,500,156
Total loss/gain on sale of assets	2017-12-31	$617,359
Total of all expenses incurred	2017-12-31	$4,630,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$4,575,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,627,633
Value of total assets at end of year	2017-12-31	$60,718,022
Value of total assets at beginning of year	2017-12-31	$54,848,365
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$55,134
Total interest from all sources	2017-12-31	$3,890
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,057,499
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	$1,057,499
Administrative expenses professional fees incurred	2017-12-31	$55,134
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
Contributions received from participants	2017-12-31	$1,090,980
Participant contributions at end of year	2017-12-31	$140,266
Participant contributions at beginning of year	2017-12-31	$0
Participant contributions at end of year	2017-12-31	$61,982
Participant contributions at beginning of year	2017-12-31	$41,295
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$67,425
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$115,887
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$38,487
Other income not declared elsewhere	2017-12-31	$299
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	$1,184,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$5,869,657
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$60,718,022
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$54,848,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at end of year	2017-12-31	$1,650,890
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$3,232,420
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$58,408,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$49,752,435
Interest on participant loans	2017-12-31	$3,890
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$80,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$313,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$6,376,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
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	$1,469,228
Employer contributions (assets) at end of year	2017-12-31	$259,228
Employer contributions (assets) at beginning of year	2017-12-31	$286,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$4,575,365
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	$2,939,559
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$2,322,200
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	SMITH & GESTELAND, LLP
Accountancy firm EIN	2017-12-31	390857178
2016 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$-35,499
Total unrealized appreciation/depreciation of assets	2016-12-31	$-35,499
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$5,652,077
Total loss/gain on sale of assets	2016-12-31	$-44,534
Total of all expenses incurred	2016-12-31	$5,160,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$5,090,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,527,990
Value of total assets at end of year	2016-12-31	$54,848,365
Value of total assets at beginning of year	2016-12-31	$54,357,121
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$70,432
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$898,243
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	$898,243
Administrative expenses professional fees incurred	2016-12-31	$44,546
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
Contributions received from participants	2016-12-31	$1,021,851
Participant contributions at end of year	2016-12-31	$41,295
Participant contributions at beginning of year	2016-12-31	$47,470
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$1,207,706
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$38,487
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$21,229
Total non interest bearing cash at end of year	2016-12-31	$1,184,517
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
Value of net income/loss	2016-12-31	$491,244
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$54,848,365
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$54,357,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at end of year	2016-12-31	$3,232,420
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$4,414,242
Investment advisory and management fees	2016-12-31	$25,886
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$49,752,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$48,124,545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$313,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$297,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,305,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
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	$1,506,139
Employer contributions (assets) at end of year	2016-12-31	$286,139
Employer contributions (assets) at beginning of year	2016-12-31	$244,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$5,090,401
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	$2,274,977
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$2,319,511
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	SMITH & GESTELAND, LLP
Accountancy firm EIN	2016-12-31	390857178
2015 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-201,368
Total unrealized appreciation/depreciation of assets	2015-12-31	$-201,368
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,516,817
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,881,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,828,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,435,517
Value of total assets at end of year	2015-12-31	$54,357,121
Value of total assets at beginning of year	2015-12-31	$54,721,502
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$53,008
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$884,483
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	$884,483
Administrative expenses professional fees incurred	2015-12-31	$3,850
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	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$980,978
Participant contributions at end of year	2015-12-31	$47,470
Participant contributions at beginning of year	2015-12-31	$35,769
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$1,207,706
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$750,000
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$21,229
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$16,427
Other income not declared elsewhere	2015-12-31	$26,756
Administrative expenses (other) incurred	2015-12-31	$32,658
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	$700,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-364,381
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$54,357,121
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$54,721,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$4,414,242
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$4,405,863
Investment advisory and management fees	2015-12-31	$16,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$48,124,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$48,173,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$297,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$270,219
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$7,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,628,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
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	$1,454,539
Employer contributions (assets) at end of year	2015-12-31	$244,539
Employer contributions (assets) at beginning of year	2015-12-31	$369,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,820,352
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SMITH & GESTELAND, LLP
Accountancy firm EIN	2015-12-31	390857178
2014 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$384,371
Total unrealized appreciation/depreciation of assets	2014-12-31	$384,371
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$5,136,501
Total loss/gain on sale of assets	2014-12-31	$36,610
Total of all expenses incurred	2014-12-31	$2,927,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,874,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,478,014
Value of total assets at end of year	2014-12-31	$54,721,502
Value of total assets at beginning of year	2014-12-31	$52,512,372
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$52,909
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$819,417
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	$819,417
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	$977,360
Participant contributions at end of year	2014-12-31	$35,769
Participant contributions at beginning of year	2014-12-31	$44,521
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$750,000
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$596,413
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$30,978
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$16,427
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$20,421
Administrative expenses (other) incurred	2014-12-31	$32,554
Total non interest bearing cash at end of year	2014-12-31	$700,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,209,130
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$54,721,502
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$52,512,372
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
Assets. partnership/joint venture interests at end of year	2014-12-31	$4,405,863
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$4,175,080
Investment advisory and management fees	2014-12-31	$20,355
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$48,173,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$47,041,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$270,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$366,396
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$7,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,418,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
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	$1,469,676
Employer contributions (assets) at end of year	2014-12-31	$369,676
Employer contributions (assets) at beginning of year	2014-12-31	$267,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,866,507
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
Aggregate proceeds on sale of assets	2014-12-31	$132,788
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$96,178
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	SMITH & GESTELAND, LLP
Accountancy firm EIN	2014-12-31	390857178
2013 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$471,857
Total unrealized appreciation/depreciation of assets	2013-12-31	$471,857
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$10,241,318
Total loss/gain on sale of assets	2013-12-31	$33,909
Total of all expenses incurred	2013-12-31	$1,574,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,516,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,420,327
Value of total assets at end of year	2013-12-31	$52,512,372
Value of total assets at beginning of year	2013-12-31	$43,845,450
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$57,658
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$711,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$711,551
Administrative expenses professional fees incurred	2013-12-31	$1,950
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	$943,125
Participant contributions at end of year	2013-12-31	$44,521
Participant contributions at beginning of year	2013-12-31	$40,870
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$596,413
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$530,542
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$109,233
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$20,421
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$28,447
Other income not declared elsewhere	2013-12-31	$122
Administrative expenses (other) incurred	2013-12-31	$55,708
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	$8,666,922
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$52,512,372
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$43,845,450
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
Assets. partnership/joint venture interests at end of year	2013-12-31	$4,175,080
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$3,750,982
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$47,041,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$38,747,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$366,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$553,249
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$14,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$6,603,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,367,969
Employer contributions (assets) at end of year	2013-12-31	$267,969
Employer contributions (assets) at beginning of year	2013-12-31	$193,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,502,663
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
Aggregate proceeds on sale of assets	2013-12-31	$1,255,778
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$1,221,869
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	SMITH & GESTELAND, LLP
Accountancy firm EIN	2013-12-31	390857178
2012 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$10,705,717
Expenses. Total of all expenses incurred	2012-12-31	$2,707,992
Benefits paid (including direct rollovers)	2012-12-31	$2,659,269
Total plan assets at end of year	2012-12-31	$43,843,985
Total plan assets at beginning of year	2012-12-31	$35,846,260
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$901,059
Contributions received from other sources (not participants or employers)	2012-12-31	$930,065
Other income received	2012-12-31	$7,532,386
Net income (gross income less expenses)	2012-12-31	$7,997,725
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$43,843,985
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$35,846,260
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$3,750,982
Total contributions received or receivable from employer(s)	2012-12-31	$1,342,207
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$48,723
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2010 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$7,017,413
Expenses. Total of all expenses incurred	2010-12-31	$1,231,886
Benefits paid (including direct rollovers)	2010-12-31	$1,167,505
Total plan assets at end of year	2010-12-31	$37,736,497
Total plan assets at beginning of year	2010-12-31	$31,950,970
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$840,300
Expenses. Other expenses not covered elsewhere	2010-12-31	$64,381
Contributions received from other sources (not participants or employers)	2010-12-31	$128,639
Other income received	2010-12-31	$4,770,270
Net income (gross income less expenses)	2010-12-31	$5,785,527
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$37,736,497
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$31,950,970
Total contributions received or receivable from employer(s)	2010-12-31	$1,278,204
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : AXLEY BRYNELSON, LLP 401(K) SAVINGS & 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 AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN

2022: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – 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: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: AXLEY BRYNELSON, LLP 401(K) SAVINGS & 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
2009: AXLEY BRYNELSON, LLP 401(K) SAVINGS & 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

INDIANAPOLIS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 99999 )

Policy contract number

B05019226

Policy instance

Insurance contract or identification number	B05019226
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

INDIANAPOLIS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 99999 )

Policy contract number

B05019226

Policy instance

Insurance contract or identification number	B05019226
Number of Individuals Covered	1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

INDIANAPOLIS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 99999 )

Policy contract number

B05019226

Policy instance

Insurance contract or identification number	B05019226
Number of Individuals Covered	1
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

INDIANAPOLIS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 99999 )

Policy contract number

B05019226

Policy instance

Insurance contract or identification number	B05019226
Number of Individuals Covered	1
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

INDIANAPOLIS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 99999 )

Policy contract number

B05019226

Policy instance

Insurance contract or identification number	B05019226
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $3,030
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

M51675

Policy instance

Insurance contract or identification number	M51675
Number of Individuals Covered	3
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $4,808
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

INDIANAPOLIS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 99999 )

Policy contract number

B05019226

Policy instance

Insurance contract or identification number	B05019226
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $3,030
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

060493340

Policy instance

Insurance contract or identification number	060493340
Number of Individuals Covered	3
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $4,925
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

INDIANAPOLIS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 99999 )

Policy contract number

B05019226

Policy instance

Insurance contract or identification number	B05019226
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

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

Policy contract number

060493340

Policy instance

Insurance contract or identification number	060493340
Number of Individuals Covered	4
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

INDIANAPOLIS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 99999 )

Policy contract number

B05019226

Policy instance

Insurance contract or identification number	B05019226
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $121
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $121
Insurance broker organization code?	3
Insurance broker name	TIMOTHY D FENNER

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

Policy contract number

060493340

Policy instance

Insurance contract or identification number	060493340
Number of Individuals Covered	6
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
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?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $19,509
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

M51675

Policy instance

Insurance contract or identification number	M51675
Number of Individuals Covered	6
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?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $19,509
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AVIVA LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 64645 )

Policy contract number

2141072

Policy instance

Insurance contract or identification number	2141072
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $121
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $2,929
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	AXLEY BRYNELSON, LLP
Employer identification number (EIN):	390804160
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers