401k Plan data: MEL STEVENSON AND ASSOCIATES INC 401K PLAN plan

MEL STEVENSON AND ASSOCIATES INC 401K PLAN 401k Plan overview

Plan Name	MEL STEVENSON AND ASSOCIATES INC 401K PLAN
Plan identification number	003

MEL STEVENSON AND ASSOCIATES INC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

MEL STEVENSON AND ASSOCIATES INC has sponsored the creation of one or more 401k plans.

Company Name: MEL STEVENSON AND ASSOCIATES INC

Employer identification number (EIN): 431369879

NAIC Classification: 423300

Additional information about MEL STEVENSON AND ASSOCIATES INC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1985-11-21

Company Identification Number: 0006756406

Legal Registered Office Address: 2840 ROE LN

KANSAS CITY
United States of America (USA)
66103

More information about MEL STEVENSON AND ASSOCIATES INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEL STEVENSON AND ASSOCIATES INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 JOHN RUHLMAN JOHN RUHLMAN 2018-08-20
003 2016-01-01 JOHN RUHLMAN JOHN RUHLMAN 2017-09-08
003 2016-01-01 JOHN RUHLMAN 2017-09-07
003 2015-01-01 JOHN RUHLMAN JOHN RUHLMAN 2016-08-25
003 2014-01-01 JOHN RUHLMAN JOHN RUHLMAN 2015-09-21
003 2013-01-01 JOHN RUHLMAN JOHN RUHLMAN 2014-10-01
003 2012-01-01 JOHN RUHLMAN JOHN RUHLMAN 2013-10-07
003 2011-01-01 JOHN RUHLMAN JOHN RUHLMAN 2012-08-22
003 2009-01-01 JOHN RUHLMAN JOHN RUHLMAN 2010-09-07
003 2009-01-01 JOHN RUHLMAN JOHN RUHLMAN 2010-09-17
003 2009-01-01 JOHN RUHLMAN JOHN RUHLMAN 2010-09-17

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	JOHN RUHLMAN	JOHN RUHLMAN	2018-08-20
003	2016-01-01	JOHN RUHLMAN	JOHN RUHLMAN	2017-09-08
003	2016-01-01		JOHN RUHLMAN	2017-09-07
003	2015-01-01	JOHN RUHLMAN	JOHN RUHLMAN	2016-08-25
003	2014-01-01	JOHN RUHLMAN	JOHN RUHLMAN	2015-09-21
003	2013-01-01	JOHN RUHLMAN	JOHN RUHLMAN	2014-10-01
003	2012-01-01	JOHN RUHLMAN	JOHN RUHLMAN	2013-10-07
003	2011-01-01	JOHN RUHLMAN	JOHN RUHLMAN	2012-08-22
003	2009-01-01	JOHN RUHLMAN	JOHN RUHLMAN	2010-09-07
003	2009-01-01	JOHN RUHLMAN	JOHN RUHLMAN	2010-09-17
003	2009-01-01	JOHN RUHLMAN	JOHN RUHLMAN	2010-09-17

Plan Statistics for MEL STEVENSON AND ASSOCIATES INC 401K PLAN

401k plan membership statisitcs for MEL STEVENSON AND ASSOCIATES INC 401K PLAN

Measure Date Value
2022: MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 436
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 363
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 123
Total of all active and inactive participants 2022-01-01 486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 486
Number of participants with account balances 2022-01-01 486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 47
2021: MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 527
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 406
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 69
Total of all active and inactive participants 2021-01-01 477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 477
Number of participants with account balances 2021-01-01 399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 51
2020: MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 472
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 435
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 61
Total of all active and inactive participants 2020-01-01 498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 498
Number of participants with account balances 2020-01-01 417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 32
2019: MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 468
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 425
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 45
Total of all active and inactive participants 2019-01-01 472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 472
Number of participants with account balances 2019-01-01 397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 34
2018: MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 431
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 402
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 42
Total of all active and inactive participants 2018-01-01 445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 445
Number of participants with account balances 2018-01-01 357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 34
2017: MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 350
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 371
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 47
Total of all active and inactive participants 2017-01-01 420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 420
Number of participants with account balances 2017-01-01 340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 31
2016: MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 328
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 352
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 44
Total of all active and inactive participants 2016-01-01 399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 399
Number of participants with account balances 2016-01-01 323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 27
2015: MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 309
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 334
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 45
Total of all active and inactive participants 2015-01-01 380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 381
Number of participants with account balances 2015-01-01 314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 18
2014: MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 266
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 227
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 69
Total of all active and inactive participants 2014-01-01 296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 296
Number of participants with account balances 2014-01-01 287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 26
2013: MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 269
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 203
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 55
Total of all active and inactive participants 2013-01-01 258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 259
Number of participants with account balances 2013-01-01 254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 30
2012: MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 285
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 202
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 60
Total of all active and inactive participants 2012-01-01 262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 262
Number of participants with account balances 2012-01-01 251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 42
2011: MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 364
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 216
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 63
Total of all active and inactive participants 2011-01-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 279
Number of participants with account balances 2011-01-01 279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 43
2009: MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 348
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 230
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 144
Total of all active and inactive participants 2009-01-01 374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 374
Number of participants with account balances 2009-01-01 350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 31

Measure	Date	Value
2022: MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	436
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	363
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	123
Total of all active and inactive participants	2022-01-01	486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	486
Number of participants with account balances	2022-01-01	486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	47
2021: MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	527
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	406
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	69
Total of all active and inactive participants	2021-01-01	477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	477
Number of participants with account balances	2021-01-01	399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	51
2020: MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	472
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	435
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	61
Total of all active and inactive participants	2020-01-01	498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	498
Number of participants with account balances	2020-01-01	417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	32
2019: MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	468
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	425
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	45
Total of all active and inactive participants	2019-01-01	472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	472
Number of participants with account balances	2019-01-01	397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	34
2018: MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	431
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	402
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	42
Total of all active and inactive participants	2018-01-01	445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	445
Number of participants with account balances	2018-01-01	357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	34
2017: MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	350
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	371
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	47
Total of all active and inactive participants	2017-01-01	420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	420
Number of participants with account balances	2017-01-01	340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	31
2016: MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	328
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	352
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	44
Total of all active and inactive participants	2016-01-01	399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	399
Number of participants with account balances	2016-01-01	323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	27
2015: MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	309
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	334
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	45
Total of all active and inactive participants	2015-01-01	380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	381
Number of participants with account balances	2015-01-01	314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	18
2014: MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	266
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	227
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	69
Total of all active and inactive participants	2014-01-01	296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	296
Number of participants with account balances	2014-01-01	287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	26
2013: MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	269
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	203
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	55
Total of all active and inactive participants	2013-01-01	258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	259
Number of participants with account balances	2013-01-01	254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	30
2012: MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	285
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	202
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	60
Total of all active and inactive participants	2012-01-01	262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	262
Number of participants with account balances	2012-01-01	251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	42
2011: MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	364
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	216
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	63
Total of all active and inactive participants	2011-01-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	279
Number of participants with account balances	2011-01-01	279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	43
2009: MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	348
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	230
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	144
Total of all active and inactive participants	2009-01-01	374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	374
Number of participants with account balances	2009-01-01	350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	31

Financial Data on MEL STEVENSON AND ASSOCIATES INC 401K PLAN

Measure	Date	Value
2022 : MEL STEVENSON AND ASSOCIATES INC 401K 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	$-2,919,284
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,540,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,450,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,995,185
Value of total assets at end of year	2022-12-31	$34,447,876
Value of total assets at beginning of year	2022-12-31	$40,908,106
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$90,810
Total interest from all sources	2022-12-31	$277,251
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$15,300
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,648,794
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$127,544
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	$-6,460,230
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$34,447,876
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$40,908,106
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	$36,185
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,075
Value of interest in pooled separate accounts at end of year	2022-12-31	$23,594,976
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$31,750,327
Interest earned on other investments	2022-12-31	$277,251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$9,636,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$7,942,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,191,720
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	$1,218,847
Employer contributions (assets) at end of year	2022-12-31	$1,215,000
Employer contributions (assets) at beginning of year	2022-12-31	$1,215,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,450,136
Contract administrator fees	2022-12-31	$39,325
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	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2022-12-31	431947695
2021 : MEL STEVENSON AND ASSOCIATES INC 401K 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	$7,705,800
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,711,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,579,611
Value of total corrective distributions	2021-12-31	$30,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,723,246
Value of total assets at end of year	2021-12-31	$40,908,106
Value of total assets at beginning of year	2021-12-31	$35,913,468
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$101,263
Total interest from all sources	2021-12-31	$232,766
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,450,798
Participant contributions at beginning of year	2021-12-31	$41
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$57,279
Administrative expenses (other) incurred	2021-12-31	$101,263
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	$4,994,638
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$40,908,106
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$35,913,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$31,750,327
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$27,003,577
Interest earned on other investments	2021-12-31	$232,766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$7,942,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$7,693,778
Net investment gain/loss from pooled separate accounts	2021-12-31	$4,749,788
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	$1,215,169
Employer contributions (assets) at end of year	2021-12-31	$1,215,000
Employer contributions (assets) at beginning of year	2021-12-31	$1,216,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,579,611
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	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2021-12-31	431947695
2020 : MEL STEVENSON AND ASSOCIATES INC 401K 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	$7,354,519
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,166,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,072,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,503,738
Value of total assets at end of year	2020-12-31	$35,913,468
Value of total assets at beginning of year	2020-12-31	$29,725,371
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$93,500
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,279,850
Participant contributions at end of year	2020-12-31	$41
Participant contributions at beginning of year	2020-12-31	$41
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$7,816
Administrative expenses (other) incurred	2020-12-31	$93,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$6,188,097
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$35,913,468
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$29,725,371
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
Value of interest in pooled separate accounts at end of year	2020-12-31	$27,003,577
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$21,990,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$7,693,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$6,520,264
Net investment gain/loss from pooled separate accounts	2020-12-31	$4,850,781
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	$1,216,072
Employer contributions (assets) at end of year	2020-12-31	$1,216,072
Employer contributions (assets) at beginning of year	2020-12-31	$1,215,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,072,922
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	Unqualified
Accountancy firm name	2020-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2020-12-31	431947695
2019 : MEL STEVENSON AND ASSOCIATES INC 401K 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	$7,033,516
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,006,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$918,084
Value of total corrective distributions	2019-12-31	$7,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,465,872
Value of total assets at end of year	2019-12-31	$29,725,371
Value of total assets at beginning of year	2019-12-31	$23,698,153
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$80,385
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,219,501
Participant contributions at end of year	2019-12-31	$41
Participant contributions at beginning of year	2019-12-31	$60
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$31,371
Administrative expenses (other) incurred	2019-12-31	$80,385
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	$6,027,218
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$29,725,371
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$23,698,153
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 pooled separate accounts at end of year	2019-12-31	$21,990,066
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$16,427,149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$6,520,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$6,055,944
Net investment gain/loss from pooled separate accounts	2019-12-31	$4,567,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,215,000
Employer contributions (assets) at end of year	2019-12-31	$1,215,000
Employer contributions (assets) at beginning of year	2019-12-31	$1,215,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$918,084
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	BOAN, CONNEALY & HOULEHAN LLC
Accountancy firm EIN	2019-12-31	274360947
2018 : MEL STEVENSON AND ASSOCIATES INC 401K 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	$1,420,477
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,161,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,082,860
Value of total corrective distributions	2018-12-31	$13,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,420,476
Value of total assets at end of year	2018-12-31	$23,698,153
Value of total assets at beginning of year	2018-12-31	$24,438,858
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$64,954
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,062,531
Participant contributions at end of year	2018-12-31	$60
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$142,945
Administrative expenses (other) incurred	2018-12-31	$64,954
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	$-740,705
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$23,698,153
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$24,438,858
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
Value of interest in pooled separate accounts at end of year	2018-12-31	$16,427,149
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$17,410,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$6,055,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$5,813,323
Net investment gain/loss from pooled separate accounts	2018-12-31	$-999,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,215,000
Employer contributions (assets) at end of year	2018-12-31	$1,215,000
Employer contributions (assets) at beginning of year	2018-12-31	$1,215,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,082,860
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	BOAN, CONNEALY & HOULEHAN LLC
Accountancy firm EIN	2018-12-31	274360947
2017 : MEL STEVENSON AND ASSOCIATES INC 401K 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	$4,960,198
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,099,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,073,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,141,042
Value of total assets at end of year	2017-12-31	$24,438,858
Value of total assets at beginning of year	2017-12-31	$20,578,643
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$26,919
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$926,042
Administrative expenses (other) incurred	2017-12-31	$26,919
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	$3,860,215
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$24,438,858
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$20,578,643
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
Value of interest in pooled separate accounts at end of year	2017-12-31	$17,410,535
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$13,837,734
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$5,813,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$5,690,909
Net investment gain/loss from pooled separate accounts	2017-12-31	$2,819,156
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	$1,215,000
Employer contributions (assets) at end of year	2017-12-31	$1,215,000
Employer contributions (assets) at beginning of year	2017-12-31	$1,050,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,073,064
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	BOAN, CONNEALY & HOULEHAN LLC
Accountancy firm EIN	2017-12-31	274360947
2016 : MEL STEVENSON AND ASSOCIATES INC 401K 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	$3,243,519
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,003,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$955,742
Value of total corrective distributions	2016-12-31	$5,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,957,340
Value of total assets at end of year	2016-12-31	$20,578,643
Value of total assets at beginning of year	2016-12-31	$18,338,181
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$42,179
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$819,391
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$87,949
Administrative expenses (other) incurred	2016-12-31	$42,179
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	$2,240,462
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$20,578,643
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$18,338,181
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 pooled separate accounts at end of year	2016-12-31	$13,837,734
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$12,523,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$5,690,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$5,268,015
Net investment gain/loss from pooled separate accounts	2016-12-31	$1,286,179
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	$1,050,000
Employer contributions (assets) at end of year	2016-12-31	$1,050,000
Employer contributions (assets) at beginning of year	2016-12-31	$547,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$955,742
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	BOAN, CONNEALY & HOULEHAN LLC
Accountancy firm EIN	2016-12-31	274360947
2015 : MEL STEVENSON AND ASSOCIATES INC 401K 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	$325
Total income from all sources (including contributions)	2015-12-31	$1,321,537
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$955,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$922,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,415,540
Value of total assets at end of year	2015-12-31	$18,338,181
Value of total assets at beginning of year	2015-12-31	$17,972,142
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$33,131
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
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	$774,782
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$93,758
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$325
Administrative expenses (other) incurred	2015-12-31	$33,131
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	$366,364
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$18,338,181
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$17,971,817
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 pooled separate accounts at end of year	2015-12-31	$12,523,166
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$14,218,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$5,268,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$3,145,926
Net investment gain/loss from pooled separate accounts	2015-12-31	$-94,003
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	$547,000
Employer contributions (assets) at end of year	2015-12-31	$547,000
Employer contributions (assets) at beginning of year	2015-12-31	$608,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$922,042
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	BOAN, CONNEALY & HOULEHAN LLC
Accountancy firm EIN	2015-12-31	274360947
2014 : MEL STEVENSON AND ASSOCIATES INC 401K 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	$325
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,371,385
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,619,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,558,480
Value of total corrective distributions	2014-12-31	$6,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,300,671
Value of total assets at end of year	2014-12-31	$17,972,142
Value of total assets at beginning of year	2014-12-31	$17,220,382
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$54,627
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
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	$668,549
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$24,122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$325
Other income not declared elsewhere	2014-12-31	$4,858
Administrative expenses (other) incurred	2014-12-31	$54,627
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	$751,435
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$17,971,817
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$17,220,382
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 pooled separate accounts at end of year	2014-12-31	$14,218,216
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$12,624,223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$3,145,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$3,721,159
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,065,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$608,000
Employer contributions (assets) at end of year	2014-12-31	$608,000
Employer contributions (assets) at beginning of year	2014-12-31	$875,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,558,480
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	BOAN AND CONNELLY LLC
Accountancy firm EIN	2014-12-31	274360947
2013 : MEL STEVENSON AND ASSOCIATES INC 401K 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$1,279
Total income from all sources (including contributions)	2013-12-31	$4,012,144
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$958,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$881,681
Value of total corrective distributions	2013-12-31	$1,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,452,895
Value of total assets at end of year	2013-12-31	$17,220,382
Value of total assets at beginning of year	2013-12-31	$14,167,744
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$74,640
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$571,285
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$6,610
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$1,279
Administrative expenses (other) incurred	2013-12-31	$74,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,053,917
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$17,220,382
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$14,166,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$12,624,223
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$10,240,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$3,721,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$3,051,771
Net investment gain/loss from pooled separate accounts	2013-12-31	$2,559,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$875,000
Employer contributions (assets) at end of year	2013-12-31	$875,000
Employer contributions (assets) at beginning of year	2013-12-31	$875,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$881,681
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	BOAN & CONNEALY LLC
Accountancy firm EIN	2013-12-31	274360947
2012 : MEL STEVENSON AND ASSOCIATES INC 401K 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	$1,279
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	$2,690,382
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,325,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,222,457
Value of total corrective distributions	2012-12-31	$31,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,444,025
Value of total assets at end of year	2012-12-31	$14,167,744
Value of total assets at beginning of year	2012-12-31	$12,801,124
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$71,401
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$534,264
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$34,761
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$1,279
Other income not declared elsewhere	2012-12-31	$281
Administrative expenses (other) incurred	2012-12-31	$71,401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,365,341
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$14,166,465
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$12,801,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$10,240,973
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$8,731,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$3,051,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$3,194,780
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,246,076
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	$875,000
Employer contributions (assets) at end of year	2012-12-31	$875,000
Employer contributions (assets) at beginning of year	2012-12-31	$875,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,222,457
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	BOAN & CONNEALY LLC
Accountancy firm EIN	2012-12-31	274360947
2011 : MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,602,525
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,121,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,015,933
Value of total corrective distributions	2011-12-31	$29,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,656,741
Value of total assets at end of year	2011-12-31	$12,801,124
Value of total assets at beginning of year	2011-12-31	$12,320,241
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$75,733
Total interest from all sources	2011-12-31	$0
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	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$531,405
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$250,336
Administrative expenses (other) incurred	2011-12-31	$75,733
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	$480,883
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$12,801,124
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$12,320,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$8,731,344
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$9,101,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$3,194,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,343,613
Net investment gain/loss from pooled separate accounts	2011-12-31	$-54,216
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	$875,000
Employer contributions (assets) at end of year	2011-12-31	$875,000
Employer contributions (assets) at beginning of year	2011-12-31	$875,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,015,933
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	BOAN & CONNEALY LLC
Accountancy firm EIN	2011-12-31	274360947
2010 : MEL STEVENSON AND ASSOCIATES INC 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,492,813
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$639,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$578,864
Value of total corrective distributions	2010-12-31	$5,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,469,180
Value of total assets at end of year	2010-12-31	$12,320,241
Value of total assets at beginning of year	2010-12-31	$10,466,679
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$54,865
Total interest from all sources	2010-12-31	$8
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	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$522,460
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$71,720
Administrative expenses (other) incurred	2010-12-31	$54,865
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	$1,853,562
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$12,320,241
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,466,679
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 pooled separate accounts at end of year	2010-12-31	$9,101,628
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$8,250,238
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,343,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,341,441
Net investment gain/loss from pooled separate accounts	2010-12-31	$1,023,625
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	$875,000
Employer contributions (assets) at end of year	2010-12-31	$875,000
Employer contributions (assets) at beginning of year	2010-12-31	$875,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$578,864
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	BOAN AND CONNEALY CPAS PA
Accountancy firm EIN	2010-12-31	480969140
2009 : MEL STEVENSON AND ASSOCIATES INC 401K 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 MEL STEVENSON AND ASSOCIATES INC 401K PLAN

2022: MEL STEVENSON AND ASSOCIATES INC 401K 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: MEL STEVENSON AND ASSOCIATES INC 401K 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: MEL STEVENSON AND ASSOCIATES INC 401K 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: MEL STEVENSON AND ASSOCIATES INC 401K 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: MEL STEVENSON AND ASSOCIATES INC 401K 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: MEL STEVENSON AND ASSOCIATES INC 401K 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: MEL STEVENSON AND ASSOCIATES INC 401K 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: MEL STEVENSON AND ASSOCIATES INC 401K 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: MEL STEVENSON AND ASSOCIATES INC 401K 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: MEL STEVENSON AND ASSOCIATES INC 401K 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: MEL STEVENSON AND ASSOCIATES INC 401K 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: MEL STEVENSON AND ASSOCIATES INC 401K 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
2009: MEL STEVENSON AND ASSOCIATES INC 401K 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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 82183-1

Policy instance

Insurance contract or identification number	RM 82183-1
Number of Individuals Covered	438
Insurance policy start date	2022-01-01
Insurance policy end date	2022-10-28
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

781562-01

Policy instance

Insurance contract or identification number	781562-01
Number of Individuals Covered	401
Insurance policy start date	2022-10-29
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 82183-1

Policy instance

Insurance contract or identification number	RM 82183-1
Number of Individuals Covered	406
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 82183-1

Policy instance

Insurance contract or identification number	RM 82183-1
Number of Individuals Covered	435
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 82183-1

Policy instance

Insurance contract or identification number	RM 82183-1
Number of Individuals Covered	425
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 82183-1

Policy instance

Insurance contract or identification number	RM 82183-1
Number of Individuals Covered	402
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $19,580
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,580
Insurance broker organization code?	4

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 82183-1

Policy instance

Insurance contract or identification number	RM 82183-1
Number of Individuals Covered	371
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $43,295
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $43,295
Insurance broker organization code?	4
Insurance broker name	SBS INSURANCE AGENCY OF FL INC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 82183-1

Policy instance

Insurance contract or identification number	RM 82183-1
Number of Individuals Covered	334
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $35,643
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $35,643
Amount paid for insurance broker fees	0
Insurance broker organization code?	1
Insurance broker name	VSR FINANCIAL SERVICES INC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 82183-1

Policy instance

Insurance contract or identification number	RM 82183-1
Number of Individuals Covered	287
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $34,383
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $25,356
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	VSR FINANCIAL SERVICES INC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 82183-1

Policy instance

Insurance contract or identification number	RM 82183-1
Number of Individuals Covered	254
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $30,047
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $30,047
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	ROBERT FRAZIER COMPANY

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 82183-1

Policy instance

Insurance contract or identification number	RM 82183-1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $28,177
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $28,177
Insurance broker organization code?	3
Insurance broker name	ROBERT FRAZIER COMPANY

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 82183-1

Policy instance

Insurance contract or identification number	RM 82183-1
Number of Individuals Covered	264
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $24,060
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 82183-1

Policy instance

Insurance contract or identification number	RM 82183-1
Number of Individuals Covered	355
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $20,355
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $20,355
Insurance broker organization code?	3
Insurance broker name	ROBERT FRAZIER COMPANY

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Company Name:	MEL STEVENSON AND ASSOCIATES INC
Employer identification number (EIN):	431369879
NAIC Classification:	423300

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1985-11-21
Company Identification Number:	0006756406
Legal Registered Office Address:	2840 ROE LN KANSAS CITY United States of America (USA) 66103