401k Plan data: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN plan

EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 401k Plan overview

Plan Name	EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN
Plan identification number	002

EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EVANS & DIXON, LLC has sponsored the creation of one or more 401k plans.

Company Name: EVANS & DIXON, LLC

Employer identification number (EIN): 430611994

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVANS & DIXON, LLC 401(K) AND RETIREMENT 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 GREG GODFREY
002 2016-01-01 GREG GODFREY
002 2015-01-01 GREG GODFREY
002 2014-01-01 GREG GODFREY
002 2013-01-01 GREG GODFREY
002 2012-01-01 GREG GODFREY
002 2011-01-01 DAVID SHIPP
002 2010-01-01 DAVID SHIPP
002 2009-01-01 GREG GODFREY

Plan Statistics for EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN

401k plan membership statisitcs for EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN

Measure Date Value
2022: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 245
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 204
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 50
Total of all active and inactive participants 2022-01-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 255
Number of participants with account balances 2022-01-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 205
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 40
Total of all active and inactive participants 2021-01-01 245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 245
Number of participants with account balances 2021-01-01 227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 191
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 37
Total of all active and inactive participants 2020-01-01 228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 228
Number of participants with account balances 2020-01-01 212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 207
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 169
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 40
Total of all active and inactive participants 2019-01-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 209
Number of participants with account balances 2019-01-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 172
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 33
Total of all active and inactive participants 2018-01-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 205
Number of participants with account balances 2018-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 157
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 38
Total of all active and inactive participants 2017-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 196
Number of participants with account balances 2017-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 164
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 27
Total of all active and inactive participants 2016-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 192
Number of participants with account balances 2016-01-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 163
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 35
Total of all active and inactive participants 2015-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 199
Number of participants with account balances 2015-01-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 165
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 27
Total of all active and inactive participants 2014-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 193
Number of participants with account balances 2014-01-01 180
2013: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 170
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 24
Total of all active and inactive participants 2013-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 195
Number of participants with account balances 2013-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 130
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 26
Total of all active and inactive participants 2012-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 156
Number of participants with account balances 2012-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 8
2011: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 129
Number of other retired or separated participants entitled to future benefits 2011-01-01 25
Total of all active and inactive participants 2011-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 154
Number of participants with account balances 2011-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 123
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 27
Total of all active and inactive participants 2010-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 151
Number of participants with account balances 2010-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 6
2009: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 126
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 46
Total of all active and inactive participants 2009-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 172
Number of participants with account balances 2009-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 10

Measure	Date	Value
2022: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	245
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	204
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	50
Total of all active and inactive participants	2022-01-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	255
Number of participants with account balances	2022-01-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	205
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	40
Total of all active and inactive participants	2021-01-01	245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	245
Number of participants with account balances	2021-01-01	227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	191
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	37
Total of all active and inactive participants	2020-01-01	228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	228
Number of participants with account balances	2020-01-01	212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	207
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	169
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	40
Total of all active and inactive participants	2019-01-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	209
Number of participants with account balances	2019-01-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	172
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	33
Total of all active and inactive participants	2018-01-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	205
Number of participants with account balances	2018-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	157
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	38
Total of all active and inactive participants	2017-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	196
Number of participants with account balances	2017-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	164
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	27
Total of all active and inactive participants	2016-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	192
Number of participants with account balances	2016-01-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	163
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	35
Total of all active and inactive participants	2015-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	199
Number of participants with account balances	2015-01-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	165
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	27
Total of all active and inactive participants	2014-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	193
Number of participants with account balances	2014-01-01	180
2013: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	170
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	24
Total of all active and inactive participants	2013-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	195
Number of participants with account balances	2013-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	130
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	26
Total of all active and inactive participants	2012-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	156
Number of participants with account balances	2012-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	8
2011: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	129
Number of other retired or separated participants entitled to future benefits	2011-01-01	25
Total of all active and inactive participants	2011-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	154
Number of participants with account balances	2011-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	123
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	27
Total of all active and inactive participants	2010-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	151
Number of participants with account balances	2010-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	6
2009: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	126
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	46
Total of all active and inactive participants	2009-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	172
Number of participants with account balances	2009-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	10

Financial Data on EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN

Measure	Date	Value
2022 : EVANS & DIXON, LLC 401(K) AND RETIREMENT 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	$-3,688,224
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,684,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,593,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,935,884
Value of total assets at end of year	2022-12-31	$37,622,401
Value of total assets at beginning of year	2022-12-31	$42,994,776
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$90,571
Total interest from all sources	2022-12-31	$11,025
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$373,191
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	$373,191
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,527,708
Participant contributions at end of year	2022-12-31	$261,529
Participant contributions at beginning of year	2022-12-31	$195,713
Participant contributions at end of year	2022-12-31	$127,836
Participant contributions at beginning of year	2022-12-31	$255,666
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$192,418
Other income not declared elsewhere	2022-12-31	$3,571
Administrative expenses (other) incurred	2022-12-31	$45,571
Total non interest bearing cash at end of year	2022-12-31	$30
Total non interest bearing cash at beginning of year	2022-12-31	$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	2022-12-31	No
Value of net income/loss	2022-12-31	$-5,372,375
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$37,622,401
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$42,994,776
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	$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,117,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,305,944
Interest on participant loans	2022-12-31	$11,025
Value of interest in common/collective trusts at end of year	2022-12-31	$26,769,427
Value of interest in common/collective trusts at beginning of year	2022-12-31	$29,959,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$130,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$126,609
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$3,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,831,505
Net investment gain or loss from common/collective trusts	2022-12-31	$-4,180,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,215,758
Employer contributions (assets) at end of year	2022-12-31	$1,215,758
Employer contributions (assets) at beginning of year	2022-12-31	$1,150,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,590,458
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	ANDERS MINKLER HUBER & HELM LLP
Accountancy firm EIN	2022-12-31	430831507
2021 : EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$8,199,803
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$5,433,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,329,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,799,370
Value of total assets at end of year	2021-12-31	$42,994,776
Value of total assets at beginning of year	2021-12-31	$40,228,386
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$103,718
Total interest from all sources	2021-12-31	$11,442
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$751,170
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	$751,170
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,606,083
Participant contributions at end of year	2021-12-31	$195,713
Participant contributions at beginning of year	2021-12-31	$223,108
Participant contributions at end of year	2021-12-31	$255,666
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$42,370
Other income not declared elsewhere	2021-12-31	$-2,524
Administrative expenses (other) incurred	2021-12-31	$53,984
Total non interest bearing cash at end of year	2021-12-31	$10
Total non interest bearing cash at beginning of year	2021-12-31	$114,840
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	$2,766,390
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$42,994,776
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$40,228,386
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	$49,734
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$11,305,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,743,175
Interest on participant loans	2021-12-31	$11,442
Value of interest in common/collective trusts at end of year	2021-12-31	$29,959,916
Value of interest in common/collective trusts at beginning of year	2021-12-31	$27,044,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$126,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$153,716
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$3,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,332,745
Net investment gain or loss from common/collective trusts	2021-12-31	$3,307,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,150,917
Employer contributions (assets) at end of year	2021-12-31	$1,150,918
Employer contributions (assets) at beginning of year	2021-12-31	$949,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,326,573
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	ANDERS MINKLER HUBER & HELM LLP
Accountancy firm EIN	2021-12-31	430831507
2020 : EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$7,332,771
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,405,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,298,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,147,140
Value of total assets at end of year	2020-12-31	$40,228,386
Value of total assets at beginning of year	2020-12-31	$36,300,863
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$106,975
Total interest from all sources	2020-12-31	$13,523
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$379,291
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	$379,291
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,133,070
Participant contributions at end of year	2020-12-31	$223,108
Participant contributions at beginning of year	2020-12-31	$238,400
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$172,921
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,065,015
Other income not declared elsewhere	2020-12-31	$21
Administrative expenses (other) incurred	2020-12-31	$56,927
Total non interest bearing cash at end of year	2020-12-31	$114,840
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	$3,927,523
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$40,228,386
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$36,300,863
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	$50,048
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$11,743,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$10,843,022
Interest on participant loans	2020-12-31	$13,523
Value of interest in common/collective trusts at end of year	2020-12-31	$27,044,492
Value of interest in common/collective trusts at beginning of year	2020-12-31	$24,028,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$153,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$153,695
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$7,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,396,279
Net investment gain or loss from common/collective trusts	2020-12-31	$2,396,517
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	$949,055
Employer contributions (assets) at end of year	2020-12-31	$949,055
Employer contributions (assets) at beginning of year	2020-12-31	$864,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,290,554
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	KERBER, ECK & BRAECKEL
Accountancy firm EIN	2020-12-31	430352985
2019 : EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$7,262,172
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,014,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$910,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,861,675
Value of total assets at end of year	2019-12-31	$36,300,863
Value of total assets at beginning of year	2019-12-31	$30,053,201
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$103,609
Total interest from all sources	2019-12-31	$13,569
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$505,105
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	$505,105
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$995,330
Participant contributions at end of year	2019-12-31	$238,400
Participant contributions at beginning of year	2019-12-31	$264,014
Participant contributions at end of year	2019-12-31	$172,921
Participant contributions at beginning of year	2019-12-31	$91,641
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,530
Other income not declared elsewhere	2019-12-31	$898
Administrative expenses (other) incurred	2019-12-31	$103,609
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	$6,247,662
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$36,300,863
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$30,053,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,843,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,925,473
Interest on participant loans	2019-12-31	$13,569
Value of interest in common/collective trusts at end of year	2019-12-31	$24,028,011
Value of interest in common/collective trusts at beginning of year	2019-12-31	$21,829,426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$153,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$152,797
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$7,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,614,175
Net investment gain or loss from common/collective trusts	2019-12-31	$3,266,750
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	$864,815
Employer contributions (assets) at end of year	2019-12-31	$864,814
Employer contributions (assets) at beginning of year	2019-12-31	$789,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$903,182
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	KERBER, ECK & BRAECKEL
Accountancy firm EIN	2019-12-31	430352985
2018 : EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$396,780
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,367,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,254,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,773,855
Value of total assets at end of year	2018-12-31	$30,053,201
Value of total assets at beginning of year	2018-12-31	$33,024,038
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$112,775
Total interest from all sources	2018-12-31	$12,864
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$632,506
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	$632,506
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$896,668
Participant contributions at end of year	2018-12-31	$264,014
Participant contributions at beginning of year	2018-12-31	$188,398
Participant contributions at end of year	2018-12-31	$91,641
Participant contributions at beginning of year	2018-12-31	$86,228
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$87,337
Other income not declared elsewhere	2018-12-31	$1,878
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	$-2,970,837
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$30,053,201
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$33,024,038
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	$51,182
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,925,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,341,448
Interest on participant loans	2018-12-31	$12,864
Value of interest in common/collective trusts at end of year	2018-12-31	$21,829,426
Value of interest in common/collective trusts at beginning of year	2018-12-31	$24,562,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$152,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$150,919
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$7,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,230,705
Net investment gain or loss from common/collective trusts	2018-12-31	$-793,618
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
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$789,850
Employer contributions (assets) at end of year	2018-12-31	$789,850
Employer contributions (assets) at beginning of year	2018-12-31	$694,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,247,123
Contract administrator fees	2018-12-31	$61,593
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	KERBER, ECK & BRAECKEL
Accountancy firm EIN	2018-12-31	430352985
2017 : EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$5,300,542
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$942,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$831,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,659,966
Value of total assets at end of year	2017-12-31	$33,024,038
Value of total assets at beginning of year	2017-12-31	$28,666,071
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$111,183
Total interest from all sources	2017-12-31	$7,843
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$815,653
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	$815,653
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$920,587
Participant contributions at end of year	2017-12-31	$188,398
Participant contributions at beginning of year	2017-12-31	$183,055
Participant contributions at end of year	2017-12-31	$86,228
Participant contributions at beginning of year	2017-12-31	$108,735
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$45,209
Other income not declared elsewhere	2017-12-31	$4,271
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	$4,357,967
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$33,024,038
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$28,666,071
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	$50,982
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,341,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,951,236
Interest on participant loans	2017-12-31	$7,843
Value of interest in common/collective trusts at end of year	2017-12-31	$24,562,875
Value of interest in common/collective trusts at beginning of year	2017-12-31	$21,569,542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$150,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$146,648
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$7,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$487,912
Net investment gain or loss from common/collective trusts	2017-12-31	$2,324,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$694,170
Employer contributions (assets) at end of year	2017-12-31	$694,170
Employer contributions (assets) at beginning of year	2017-12-31	$706,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$823,673
Contract administrator fees	2017-12-31	$60,201
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	KERBER, ECK & BRAECKEL
Accountancy firm EIN	2017-12-31	430352985
2016 : EVANS & DIXON, LLC 401(K) AND RETIREMENT 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	$3,546,913
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$891,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$787,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,698,079
Value of total assets at end of year	2016-12-31	$28,666,071
Value of total assets at beginning of year	2016-12-31	$26,011,085
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$104,382
Total interest from all sources	2016-12-31	$9,999
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$282,656
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	$282,656
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
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	$911,105
Participant contributions at end of year	2016-12-31	$183,055
Participant contributions at beginning of year	2016-12-31	$284,865
Participant contributions at end of year	2016-12-31	$108,735
Participant contributions at beginning of year	2016-12-31	$119,647
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$80,119
Other income not declared elsewhere	2016-12-31	$4,408
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	$2,654,986
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$28,666,071
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$26,011,085
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	$5,951,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$6,402,143
Interest on participant loans	2016-12-31	$9,999
Value of interest in common/collective trusts at end of year	2016-12-31	$21,569,542
Value of interest in common/collective trusts at beginning of year	2016-12-31	$18,367,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$146,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$158,807
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$9,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$220,453
Net investment gain or loss from common/collective trusts	2016-12-31	$1,331,318
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	$706,855
Employer contributions (assets) at end of year	2016-12-31	$706,855
Employer contributions (assets) at beginning of year	2016-12-31	$678,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$778,211
Contract administrator fees	2016-12-31	$104,382
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	KERBER, ECK & BRAECKEL
Accountancy firm EIN	2016-12-31	430352985
2015 : EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,757,126
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,017,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,911,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,614,018
Value of total assets at end of year	2015-12-31	$26,011,085
Value of total assets at beginning of year	2015-12-31	$27,271,034
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$105,136
Total interest from all sources	2015-12-31	$9,855
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$389,801
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	$389,801
Administrative expenses professional fees incurred	2015-12-31	$105,135
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	$907,272
Participant contributions at end of year	2015-12-31	$284,865
Participant contributions at beginning of year	2015-12-31	$192,964
Participant contributions at end of year	2015-12-31	$119,647
Participant contributions at beginning of year	2015-12-31	$2,408
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$28,281
Other income not declared elsewhere	2015-12-31	$5,698
Administrative expenses (other) incurred	2015-12-31	$1
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	$-1,259,949
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$26,011,085
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$27,271,034
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	$6,402,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,345,324
Interest on participant loans	2015-12-31	$9,855
Value of interest in common/collective trusts at end of year	2015-12-31	$18,367,158
Value of interest in common/collective trusts at beginning of year	2015-12-31	$19,053,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$158,807
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$153,109
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$9,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-306,222
Net investment gain or loss from common/collective trusts	2015-12-31	$43,976
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	$678,465
Employer contributions (assets) at end of year	2015-12-31	$678,465
Employer contributions (assets) at beginning of year	2015-12-31	$523,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,902,034
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	KERBER, ECK & BRAECKEL
Accountancy firm EIN	2015-12-31	430352985
2014 : EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
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	$1,726
Total income from all sources (including contributions)	2014-12-31	$2,758,409
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,866,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,761,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,378,664
Value of total assets at end of year	2014-12-31	$27,271,034
Value of total assets at beginning of year	2014-12-31	$27,381,308
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$105,804
Total interest from all sources	2014-12-31	$9,272
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$509,758
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	$509,758
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	$813,523
Participant contributions at end of year	2014-12-31	$192,964
Participant contributions at beginning of year	2014-12-31	$174,015
Participant contributions at end of year	2014-12-31	$2,408
Participant contributions at beginning of year	2014-12-31	$25,926
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$146,616
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$41,260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$1,726
Other income not declared elsewhere	2014-12-31	$6,493
Administrative expenses (other) incurred	2014-12-31	$3,547
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$41,577
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	$-108,548
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$27,271,034
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$27,379,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,345,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,060,227
Interest on participant loans	2014-12-31	$9,272
Value of interest in common/collective trusts at end of year	2014-12-31	$19,053,383
Value of interest in common/collective trusts at beginning of year	2014-12-31	$18,302,847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$153,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$9,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$154,561
Net investment gain or loss from common/collective trusts	2014-12-31	$699,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$523,881
Employer contributions (assets) at end of year	2014-12-31	$523,846
Employer contributions (assets) at beginning of year	2014-12-31	$630,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,751,438
Contract administrator fees	2014-12-31	$102,257
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	KERBER, ECK & BRAECKEL
Accountancy firm EIN	2014-12-31	430352985
2013 : EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$1,726
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$1,284
Total income from all sources (including contributions)	2013-12-31	$5,246,583
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,450,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,351,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,644,985
Value of total assets at end of year	2013-12-31	$27,381,308
Value of total assets at beginning of year	2013-12-31	$23,585,267
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$99,269
Total interest from all sources	2013-12-31	$8,469
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$569,363
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	$569,363
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	$830,423
Participant contributions at end of year	2013-12-31	$174,015
Participant contributions at beginning of year	2013-12-31	$172,924
Participant contributions at end of year	2013-12-31	$25,926
Participant contributions at beginning of year	2013-12-31	$6,500
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$146,616
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$139,356
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$179,396
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$1,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$1,284
Other income not declared elsewhere	2013-12-31	$7,260
Administrative expenses (other) incurred	2013-12-31	$2,602
Total non interest bearing cash at end of year	2013-12-31	$41,577
Total non interest bearing cash at beginning of year	2013-12-31	$40,254
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
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$3,795,599
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$27,379,582
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$23,583,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$8,060,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$6,698,581
Interest on participant loans	2013-12-31	$8,469
Value of interest in common/collective trusts at end of year	2013-12-31	$18,302,847
Value of interest in common/collective trusts at beginning of year	2013-12-31	$15,891,599
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$9,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,355,965
Net investment gain or loss from common/collective trusts	2013-12-31	$1,660,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$635,166
Employer contributions (assets) at end of year	2013-12-31	$630,100
Employer contributions (assets) at beginning of year	2013-12-31	$636,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,342,176
Contract administrator fees	2013-12-31	$96,667
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	KERBER, ECK & BRAECKEL
Accountancy firm EIN	2013-12-31	430352985
2012 : EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$1,284
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$3,834,884
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$708,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$619,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,592,414
Value of total assets at end of year	2012-12-31	$23,585,267
Value of total assets at beginning of year	2012-12-31	$20,457,698
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$88,919
Total interest from all sources	2012-12-31	$7,444
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$251,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$251,104
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$725,253
Participant contributions at end of year	2012-12-31	$172,924
Participant contributions at beginning of year	2012-12-31	$114,387
Participant contributions at end of year	2012-12-31	$6,500
Participant contributions at beginning of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$139,356
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$122,581
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$219,908
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$1,284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$16,775
Administrative expenses (other) incurred	2012-12-31	$2,449
Total non interest bearing cash at end of year	2012-12-31	$40,254
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Income. Non cash contributions	2012-12-31	$0
Value of net income/loss	2012-12-31	$3,126,285
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$23,583,983
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$20,457,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$6,698,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$12,703,934
Interest on participant loans	2012-12-31	$7,380
Interest earned on other investments	2012-12-31	$64
Value of interest in common/collective trusts at end of year	2012-12-31	$15,891,599
Value of interest in common/collective trusts at beginning of year	2012-12-31	$6,953,504
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$9,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,401,281
Net investment gain or loss from common/collective trusts	2012-12-31	$565,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$647,253
Employer contributions (assets) at end of year	2012-12-31	$636,053
Employer contributions (assets) at beginning of year	2012-12-31	$563,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$610,338
Contract administrator fees	2012-12-31	$86,470
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	KERBER, ECK & BRAECKEL
Accountancy firm EIN	2012-12-31	430352985
2011 : EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$6,500
Total income from all sources (including contributions)	2011-12-31	$1,579,218
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$6,881,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$6,796,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,307,482
Value of total assets at end of year	2011-12-31	$20,457,698
Value of total assets at beginning of year	2011-12-31	$25,766,744
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$85,551
Total interest from all sources	2011-12-31	$7,815
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$709,724
Participant contributions at end of year	2011-12-31	$114,387
Participant contributions at beginning of year	2011-12-31	$113,113
Participant contributions at beginning of year	2011-12-31	$12,353
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$122,581
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$241,687
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$34,466
Other income not declared elsewhere	2011-12-31	$29,992
Total non interest bearing cash at end of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$6,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-5,302,546
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$20,457,698
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$25,760,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$12,703,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$14,437,397
Interest on participant loans	2011-12-31	$7,815
Value of interest in common/collective trusts at end of year	2011-12-31	$6,953,504
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,921,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$8,458,137
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$9,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$51,477
Net investment gain/loss from pooled separate accounts	2011-12-31	$182,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$563,292
Employer contributions (assets) at end of year	2011-12-31	$563,292
Employer contributions (assets) at beginning of year	2011-12-31	$576,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$6,786,962
Contract administrator fees	2011-12-31	$85,551
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$6,500
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	KERBER, ECK & BRAECKEL
Accountancy firm EIN	2011-12-31	430352985
2010 : EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$6,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$4,426,408
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,569,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,532,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,808,711
Value of total assets at end of year	2010-12-31	$25,766,744
Value of total assets at beginning of year	2010-12-31	$23,903,833
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$37,032
Total interest from all sources	2010-12-31	$8,174
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$759,629
Participant contributions at end of year	2010-12-31	$113,113
Participant contributions at beginning of year	2010-12-31	$85,477
Participant contributions at end of year	2010-12-31	$12,353
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$241,687
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$262,556
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$13,181
Total non interest bearing cash at end of year	2010-12-31	$6,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,856,411
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$25,760,244
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$23,903,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$14,437,397
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$13,599,407
Interest on participant loans	2010-12-31	$8,174
Interest earned on other investments	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$1,921,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$8,458,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$9,956,393
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$16,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,276,800
Net investment gain/loss from pooled separate accounts	2010-12-31	$332,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,035,901
Employer contributions (assets) at end of year	2010-12-31	$576,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,516,601
Contract administrator fees	2010-12-31	$37,032
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$6,500
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	KERBER, ECK & BRAECKEL
Accountancy firm EIN	2010-12-31	430352985
2009 : EVANS & DIXON, LLC 401(K) AND RETIREMENT 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 EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN

2022: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EVANS & DIXON, LLC 401(K) AND RETIREMENT 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: EVANS & DIXON, LLC 401(K) AND RETIREMENT 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: EVANS & DIXON, LLC 401(K) AND RETIREMENT 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: EVANS & DIXON, LLC 401(K) AND RETIREMENT 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: EVANS & DIXON, LLC 401(K) AND RETIREMENT 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: EVANS & DIXON, LLC 401(K) AND RETIREMENT 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: EVANS & DIXON, LLC 401(K) AND RETIREMENT 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: EVANS & DIXON, LLC 401(K) AND RETIREMENT 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: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: EVANS & DIXON, LLC 401(K) AND RETIREMENT 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

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	2
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $59
Total amount of fees paid to insurance company	USD $0
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	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $45
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	2
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $53
Total amount of fees paid to insurance company	USD $0
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	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $39
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	3
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $163
Total amount of fees paid to insurance company	USD $0
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	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $126
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	3
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $9
Total amount of fees paid to insurance company	USD $0
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	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $5
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	4
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $6
Total amount of fees paid to insurance company	USD $0
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	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	4
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $7
Total amount of fees paid to insurance company	USD $0
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	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5
Insurance broker organization code?	3
Insurance broker name	JOHN SIEFERT

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	5
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $7
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5
Insurance broker organization code?	3
Insurance broker name	JOHN SIEFERT

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	5
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $34
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14
Insurance broker organization code?	3
Insurance broker name	RENAISSANCE FINANCIAL CORP

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	5
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $12
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8
Insurance broker organization code?	3
Insurance broker name	JOHN SIEFERT

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	5
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $18
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14
Insurance broker organization code?	3
Insurance broker name	JOHN SIEFERT

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	5
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $313
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

60028

Policy instance

Insurance contract or identification number	60028
Number of Individuals Covered	0
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7,107
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
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 $386
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

60028

Policy instance

Insurance contract or identification number	60028
Number of Individuals Covered	78
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $11,386
Total amount of fees paid to insurance company	USD $7,576
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	EVANS & DIXON, LLC
Employer identification number (EIN):	430611994
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers