401k Plan data: SHARE IN OUR GROWTH 401(K) PLAN plan

SHARE IN OUR GROWTH 401(K) PLAN 401k Plan overview

Plan Name	SHARE IN OUR GROWTH 401(K) PLAN
Plan identification number	001

SHARE IN OUR GROWTH 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

GUY & O'NEILL, INC has sponsored the creation of one or more 401k plans.

Company Name: GUY & O'NEILL, INC

Employer identification number (EIN): 391234372

NAIC Classification: 325410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHARE IN OUR GROWTH 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 PAUL NEITZEL
001 2023-01-01
001 2023-01-01 DAWN HERMAN
001 2022-01-01
001 2022-01-01 DAWN HERMAN
001 2021-01-01
001 2021-01-01 DANIEL SCHOBER
001 2020-01-01
001 2019-01-01
001 2017-01-01 PAM TURICIK
001 2016-01-01 JENNIFER ENGERT PAMELA TURICIK 2017-07-27
001 2015-01-01 BRIAN GLYNN BRIAN GLYNN 2016-10-14
001 2014-01-01 BRIAN GLYNN 2015-04-15 BRIAN GLYNN 2015-04-15
001 2013-01-01 BRIAN GLYNN 2014-07-09
001 2012-01-01 BRIAN GLYNN 2013-07-18
001 2011-01-01 BRIAN DELFIELD 2012-10-10 BRIAN DELFIELD 2012-10-10
001 2010-01-01 BRIAN DELFIELD 2011-09-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	PAUL NEITZEL
001	2023-01-01
001	2023-01-01	DAWN HERMAN
001	2022-01-01
001	2022-01-01	DAWN HERMAN
001	2021-01-01
001	2021-01-01	DANIEL SCHOBER
001	2020-01-01
001	2019-01-01
001	2017-01-01	PAM TURICIK
001	2016-01-01	JENNIFER ENGERT		PAMELA TURICIK	2017-07-27
001	2015-01-01	BRIAN GLYNN		BRIAN GLYNN	2016-10-14
001	2014-01-01	BRIAN GLYNN	2015-04-15	BRIAN GLYNN	2015-04-15
001	2013-01-01	BRIAN GLYNN	2014-07-09
001	2012-01-01	BRIAN GLYNN	2013-07-18
001	2011-01-01	BRIAN DELFIELD	2012-10-10	BRIAN DELFIELD	2012-10-10
001	2010-01-01	BRIAN DELFIELD	2011-09-22

Plan Statistics for SHARE IN OUR GROWTH 401(K) PLAN

401k plan membership statisitcs for SHARE IN OUR GROWTH 401(K) PLAN

Measure Date Value
2023: SHARE IN OUR GROWTH 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 228
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 371
Total of all active and inactive participants 2023-01-01 371
Total participants 2023-01-01 371
Number of participants with account balances 2023-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 14
2022: SHARE IN OUR GROWTH 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 251
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 199
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 22
Total of all active and inactive participants 2022-01-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 226
Number of participants with account balances 2022-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 15
2021: SHARE IN OUR GROWTH 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 200
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 18
Total of all active and inactive participants 2021-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 222
Number of participants with account balances 2021-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: SHARE IN OUR GROWTH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 181
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 23
Total of all active and inactive participants 2020-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 205
Number of participants with account balances 2020-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: SHARE IN OUR GROWTH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 143
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 22
Total of all active and inactive participants 2019-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 167
Number of participants with account balances 2019-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 12
2017: SHARE IN OUR GROWTH 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 114
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 11
Total of all active and inactive participants 2017-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 127
Number of participants with account balances 2017-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: SHARE IN OUR GROWTH 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 93
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 7
Total of all active and inactive participants 2016-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 100
Number of participants with account balances 2016-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: SHARE IN OUR GROWTH 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 98
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 13
Total of all active and inactive participants 2015-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 112
Number of participants with account balances 2015-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2

Measure	Date	Value
2023: SHARE IN OUR GROWTH 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	228
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	371
Total of all active and inactive participants	2023-01-01	371
Total participants	2023-01-01	371
Number of participants with account balances	2023-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	14
2022: SHARE IN OUR GROWTH 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	251
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	199
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	22
Total of all active and inactive participants	2022-01-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	226
Number of participants with account balances	2022-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	15
2021: SHARE IN OUR GROWTH 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	200
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	18
Total of all active and inactive participants	2021-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	222
Number of participants with account balances	2021-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: SHARE IN OUR GROWTH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	181
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	23
Total of all active and inactive participants	2020-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	205
Number of participants with account balances	2020-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: SHARE IN OUR GROWTH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	143
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	22
Total of all active and inactive participants	2019-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	167
Number of participants with account balances	2019-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	12
2017: SHARE IN OUR GROWTH 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	114
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	11
Total of all active and inactive participants	2017-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	127
Number of participants with account balances	2017-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: SHARE IN OUR GROWTH 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	93
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	7
Total of all active and inactive participants	2016-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	100
Number of participants with account balances	2016-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: SHARE IN OUR GROWTH 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	98
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	13
Total of all active and inactive participants	2015-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	112
Number of participants with account balances	2015-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2

Financial Data on SHARE IN OUR GROWTH 401(K) PLAN

Measure	Date	Value
2023 : SHARE IN OUR GROWTH 401(K) PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-12-31	$2,331,593
Total of all expenses incurred	2023-12-31	$1,045,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,005,387
Value of total corrective distributions	2023-12-31	$7,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,144,794
Value of total assets at end of year	2023-12-31	$7,425,809
Value of total assets at beginning of year	2023-12-31	$6,139,749
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$32,697
Total interest from all sources	2023-12-31	$8,701
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$138,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$138,449
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$842,958
Participant contributions at end of year	2023-12-31	$117,447
Participant contributions at beginning of year	2023-12-31	$126,275
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$61,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,286,060
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$7,425,809
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$6,139,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$28,961
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$7,051,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$5,832,249
Interest on participant loans	2023-12-31	$8,701
Value of interest in common/collective trusts at end of year	2023-12-31	$256,946
Value of interest in common/collective trusts at beginning of year	2023-12-31	$181,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,027,375
Net investment gain or loss from common/collective trusts	2023-12-31	$12,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$239,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,005,387
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	GRANT THORNTON, LLP
Accountancy firm EIN	2023-12-31	366055558
Total income from all sources (including contributions)	2023-01-01	$2,331,593
Total of all expenses incurred	2023-01-01	$1,045,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$1,005,387
Value of total corrective distributions	2023-01-01	$7,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$1,144,794
Value of total assets at end of year	2023-01-01	$7,425,809
Value of total assets at beginning of year	2023-01-01	$6,139,749
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$32,697
Total interest from all sources	2023-01-01	$8,701
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$138,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$138,449
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$500,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$842,958
Participant contributions at end of year	2023-01-01	$117,447
Participant contributions at beginning of year	2023-01-01	$126,275
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$61,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$1,286,060
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$7,425,809
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$6,139,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$28,961
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$7,051,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$5,832,249
Interest on participant loans	2023-01-01	$8,701
Value of interest in common/collective trusts at end of year	2023-01-01	$256,946
Value of interest in common/collective trusts at beginning of year	2023-01-01	$181,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$1,027,375
Net investment gain or loss from common/collective trusts	2023-01-01	$12,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$239,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$1,005,387
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	GRANT THORNTON, LLP
Accountancy firm EIN	2023-01-01	366055558
2022 : SHARE IN OUR GROWTH 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-365,902
Total of all expenses incurred	2022-12-31	$410,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$370,783
Value of total corrective distributions	2022-12-31	$6,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$918,565
Value of total assets at end of year	2022-12-31	$6,139,749
Value of total assets at beginning of year	2022-12-31	$6,915,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$33,437
Total interest from all sources	2022-12-31	$8,714
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$102,100
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	$102,100
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	$707,352
Participant contributions at end of year	2022-12-31	$126,275
Participant contributions at beginning of year	2022-12-31	$198,147
Participant contributions at beginning of year	2022-12-31	$14
Administrative expenses (other) incurred	2022-12-31	$3,500
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	$-776,146
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,139,749
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,915,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$29,937
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,832,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,511,956
Interest on participant loans	2022-12-31	$8,714
Value of interest in common/collective trusts at end of year	2022-12-31	$181,225
Value of interest in common/collective trusts at beginning of year	2022-12-31	$205,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,374,623
Net investment gain or loss from common/collective trusts	2022-12-31	$-20,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$211,213
Employer contributions (assets) at beginning of year	2022-12-31	$4
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$370,783
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	GRANT THORNTON
Accountancy firm EIN	2022-12-31	366055558
Total income from all sources (including contributions)	2022-01-01	$-365,902
Total of all expenses incurred	2022-01-01	$410,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$370,783
Value of total corrective distributions	2022-01-01	$6,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$918,565
Value of total assets at end of year	2022-01-01	$6,139,749
Value of total assets at beginning of year	2022-01-01	$6,915,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$33,437
Total interest from all sources	2022-01-01	$8,714
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$102,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$102,100
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$500,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$707,352
Participant contributions at end of year	2022-01-01	$126,275
Participant contributions at beginning of year	2022-01-01	$198,147
Participant contributions at beginning of year	2022-01-01	$14
Administrative expenses (other) incurred	2022-01-01	$3,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-776,146
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$6,139,749
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$6,915,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Investment advisory and management fees	2022-01-01	$29,937
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$5,832,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$6,511,956
Interest on participant loans	2022-01-01	$8,714
Value of interest in common/collective trusts at end of year	2022-01-01	$181,225
Value of interest in common/collective trusts at beginning of year	2022-01-01	$205,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-1,374,623
Net investment gain or loss from common/collective trusts	2022-01-01	$-20,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	Yes
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$211,213
Employer contributions (assets) at beginning of year	2022-01-01	$4
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$370,783
Did the plan have assets held for investment	2022-01-01	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	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	GRANT THORNTON
Accountancy firm EIN	2022-01-01	366055558
2021 : SHARE IN OUR GROWTH 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,761,589
Total of all expenses incurred	2021-12-31	$283,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$247,657
Value of total corrective distributions	2021-12-31	$7,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$915,436
Value of total assets at end of year	2021-12-31	$6,915,895
Value of total assets at beginning of year	2021-12-31	$5,438,163
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$28,496
Total interest from all sources	2021-12-31	$10,156
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$99,696
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	$99,696
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$703,466
Participant contributions at end of year	2021-12-31	$198,147
Participant contributions at beginning of year	2021-12-31	$166,255
Participant contributions at end of year	2021-12-31	$14
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$60,796
Administrative expenses (other) incurred	2021-12-31	$2,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,477,732
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,915,895
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,438,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$26,096
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,511,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,943,974
Interest on participant loans	2021-12-31	$10,146
Interest earned on other investments	2021-12-31	$10
Value of interest in common/collective trusts at end of year	2021-12-31	$205,774
Value of interest in common/collective trusts at beginning of year	2021-12-31	$327,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$742,657
Net investment gain or loss from common/collective trusts	2021-12-31	$-6,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$151,174
Employer contributions (assets) at end of year	2021-12-31	$4
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$247,657
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	GRANT THORTON
Accountancy firm EIN	2021-12-31	366055558
2020 : SHARE IN OUR GROWTH 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,891,234
Total of all expenses incurred	2020-12-31	$600,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$575,812
Expenses. Certain deemed distributions of participant loans	2020-12-31	$2,288
Value of total corrective distributions	2020-12-31	$1,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,174,705
Value of total assets at end of year	2020-12-31	$5,438,163
Value of total assets at beginning of year	2020-12-31	$4,147,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$20,921
Total interest from all sources	2020-12-31	$9,063
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$69,298
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	$69,298
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
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$628,090
Participant contributions at end of year	2020-12-31	$166,255
Participant contributions at beginning of year	2020-12-31	$119,549
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$412,952
Administrative expenses (other) incurred	2020-12-31	$2,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,291,121
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,438,163
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,147,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$18,171
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,943,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,918,904
Interest on participant loans	2020-12-31	$9,063
Value of interest in common/collective trusts at end of year	2020-12-31	$327,934
Value of interest in common/collective trusts at beginning of year	2020-12-31	$108,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$626,517
Net investment gain or loss from common/collective trusts	2020-12-31	$11,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$133,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$575,812
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	GRANT THORTON
Accountancy firm EIN	2020-12-31	366055558
2019 : SHARE IN OUR GROWTH 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,329,680
Total of all expenses incurred	2019-12-31	$165,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$149,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$616,765
Value of total assets at end of year	2019-12-31	$4,147,042
Value of total assets at beginning of year	2019-12-31	$2,983,349
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$16,114
Total interest from all sources	2019-12-31	$8,457
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$74,851
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	$74,851
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	$501,068
Participant contributions at end of year	2019-12-31	$119,549
Participant contributions at beginning of year	2019-12-31	$138,959
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$11,367
Administrative expenses (other) incurred	2019-12-31	$1,347
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	$1,163,693
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,147,042
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,983,349
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
Investment advisory and management fees	2019-12-31	$14,767
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,918,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,738,867
Interest on participant loans	2019-12-31	$8,457
Value of interest in common/collective trusts at end of year	2019-12-31	$108,589
Value of interest in common/collective trusts at beginning of year	2019-12-31	$67,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$622,457
Net investment gain or loss from common/collective trusts	2019-12-31	$7,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$104,330
Employer contributions (assets) at beginning of year	2019-12-31	$38,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$149,873
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	GRANT THORNTON
Accountancy firm EIN	2019-12-31	366055558
2018 : SHARE IN OUR GROWTH 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$387,578
Total of all expenses incurred	2018-12-31	$192,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$164,926
Expenses. Certain deemed distributions of participant loans	2018-12-31	$12,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$559,714
Value of total assets at end of year	2018-12-31	$2,983,349
Value of total assets at beginning of year	2018-12-31	$2,788,275
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$15,482
Total interest from all sources	2018-12-31	$7,676
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$55,063
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	$55,063
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	$418,007
Participant contributions at end of year	2018-12-31	$138,959
Participant contributions at beginning of year	2018-12-31	$107,609
Participant contributions at beginning of year	2018-12-31	$4,137
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$20,064
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$296
Other income not declared elsewhere	2018-12-31	$10
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	$195,074
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,983,349
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,788,275
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
Investment advisory and management fees	2018-12-31	$15,482
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,738,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,555,502
Interest on participant loans	2018-12-31	$7,669
Interest earned on other investments	2018-12-31	$7
Value of interest in common/collective trusts at end of year	2018-12-31	$67,031
Value of interest in common/collective trusts at beginning of year	2018-12-31	$79,234
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$40,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$40,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-234,781
Net investment gain or loss from common/collective trusts	2018-12-31	$-104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$121,643
Employer contributions (assets) at end of year	2018-12-31	$38,492
Employer contributions (assets) at beginning of year	2018-12-31	$808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$164,926
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	GRANT THORNTON
Accountancy firm EIN	2018-12-31	366055558
2017 : SHARE IN OUR GROWTH 401(K) PLAN 2017 401k financial data
Total transfer of assets from this plan	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$790,250
Total of all expenses incurred	2017-12-31	$534,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$524,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$396,238
Value of total assets at end of year	2017-12-31	$2,788,275
Value of total assets at beginning of year	2017-12-31	$2,532,956
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$10,242
Total interest from all sources	2017-12-31	$6,343
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$43,659
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	$43,659
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	$292,708
Participant contributions at end of year	2017-12-31	$107,609
Participant contributions at beginning of year	2017-12-31	$64,667
Participant contributions at end of year	2017-12-31	$4,137
Participant contributions at beginning of year	2017-12-31	$8,983
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$44,317
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$296
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	$255,319
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,788,275
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,532,956
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
Investment advisory and management fees	2017-12-31	$10,242
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,555,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,381,203
Interest on participant loans	2017-12-31	$6,343
Value of interest in common/collective trusts at end of year	2017-12-31	$79,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$40,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$76,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$76,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$341,270
Net investment gain/loss from pooled separate accounts	2017-12-31	$2,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$59,213
Employer contributions (assets) at end of year	2017-12-31	$808
Employer contributions (assets) at beginning of year	2017-12-31	$2,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$524,689
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	TUSHAUS & ASSOCIATES, LLC
Accountancy firm EIN	2017-12-31	461588286
2016 : SHARE IN OUR GROWTH 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$509,257
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$776,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$771,673
Value of total corrective distributions	2016-12-31	$2,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$323,299
Value of total assets at end of year	2016-12-31	$2,532,956
Value of total assets at beginning of year	2016-12-31	$2,800,082
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,359
Total interest from all sources	2016-12-31	$3,876
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$28,954
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	$28,954
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	Yes
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	$243,409
Participant contributions at end of year	2016-12-31	$64,667
Participant contributions at beginning of year	2016-12-31	$62,279
Participant contributions at end of year	2016-12-31	$8,983
Participant contributions at beginning of year	2016-12-31	$9,281
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$26,030
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	$-267,126
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,532,956
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,800,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,381,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,569,357
Interest on participant loans	2016-12-31	$3,634
Income. Interest from loans (other than to participants)	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$76,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$157,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$157,423
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$242
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$153,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$53,860
Employer contributions (assets) at end of year	2016-12-31	$2,023
Employer contributions (assets) at beginning of year	2016-12-31	$1,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$771,673
Contract administrator fees	2016-12-31	$2,359
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	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	TUSHAUS & ASSOCIATES, LLC
Accountancy firm EIN	2016-12-31	461588286
2015 : SHARE IN OUR GROWTH 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$263,594
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$249,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$227,743
Value of total corrective distributions	2015-12-31	$16,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$286,056
Value of total assets at end of year	2015-12-31	$2,800,082
Value of total assets at beginning of year	2015-12-31	$2,786,246
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$5,569
Total interest from all sources	2015-12-31	$2,733
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$36,536
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	$36,536
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	$226,798
Participant contributions at end of year	2015-12-31	$62,279
Participant contributions at beginning of year	2015-12-31	$34,953
Participant contributions at end of year	2015-12-31	$9,281
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$9,342
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	$13,836
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,800,082
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,786,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,569,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,751,293
Interest on participant loans	2015-12-31	$2,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$157,423
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-61,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$49,916
Employer contributions (assets) at end of year	2015-12-31	$1,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$227,743
Contract administrator fees	2015-12-31	$5,569
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	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	TUSHAUS & ASSOCIATES, LLC
Accountancy firm EIN	2015-12-31	461588286

Form 5500 Responses for SHARE IN OUR GROWTH 401(K) PLAN

2023: SHARE IN OUR GROWTH 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SHARE IN OUR GROWTH 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SHARE IN OUR GROWTH 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SHARE IN OUR GROWTH 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SHARE IN OUR GROWTH 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: SHARE IN OUR GROWTH 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SHARE IN OUR GROWTH 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SHARE IN OUR GROWTH 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GUY & O'NEILL, INC
Employer identification number (EIN):	391234372
NAIC Classification:	325410