401k Plan data: PRUETT FINANCIAL HOLDINGS 401(K) PLAN plan

PRUETT FINANCIAL HOLDINGS 401(K) PLAN 401k Plan overview

Plan Name	PRUETT FINANCIAL HOLDINGS 401(K) PLAN
Plan identification number	001

PRUETT FINANCIAL HOLDINGS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

PRUETT FINANCIAL HOLDINGS, LLC has sponsored the creation of one or more 401k plans.

Company Name: PRUETT FINANCIAL HOLDINGS, LLC

Employer identification number (EIN): 451648210

NAIC Classification: 561210
NAIC Description: Facilities Support Services

Additional information about PRUETT FINANCIAL HOLDINGS, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2011-04-12

Company Identification Number: 0801410929

Legal Registered Office Address: 5940 SUMMERHILL RD

TEXARKANA
United States of America (USA)
75503

More information about PRUETT FINANCIAL HOLDINGS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRUETT FINANCIAL HOLDINGS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KIMBERLIN MEADOR 2024-10-08
001 2022-01-01
001 2021-01-01
001 2021-01-01 KIMBERLIN MEADOR 2023-05-15
001 2020-01-01
001 2019-01-01
001 2018-01-01 KIMBERLIN MEADOR 2019-10-14
001 2017-01-01
001 2016-01-01
001 2015-01-01 HEATHER LYBRAND
001 2015-01-01 BRIAN GALLAGHER
001 2015-01-01 HEATHER LYBRAND
001 2014-01-01 CHENEY PRUETT
001 2014-01-01 CHENEY PRUETT
001 2013-01-01
001 2012-01-01 CHENEY PRUETT 2013-07-26

Plan Statistics for PRUETT FINANCIAL HOLDINGS 401(K) PLAN

401k plan membership statisitcs for PRUETT FINANCIAL HOLDINGS 401(K) PLAN

Measure Date Value
2022: PRUETT FINANCIAL HOLDINGS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 135
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 9
Total of all active and inactive participants 2022-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 146
Number of participants with account balances 2022-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PRUETT FINANCIAL HOLDINGS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 132
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 7
Total of all active and inactive participants 2021-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 142
Number of participants with account balances 2021-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PRUETT FINANCIAL HOLDINGS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 159
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 171
Number of participants with account balances 2020-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PRUETT FINANCIAL HOLDINGS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 336
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 143
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 26
Total of all active and inactive participants 2019-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 173
Number of participants with account balances 2019-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PRUETT FINANCIAL HOLDINGS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 346
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 321
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 11
Total of all active and inactive participants 2018-01-01 333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 333
Number of participants with account balances 2018-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PRUETT FINANCIAL HOLDINGS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 255
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 304
Number of retired or separated participants receiving benefits 2017-01-01 5
Number of other retired or separated participants entitled to future benefits 2017-01-01 11
Total of all active and inactive participants 2017-01-01 320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 320
Number of participants with account balances 2017-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PRUETT FINANCIAL HOLDINGS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 255
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 237
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 246
Number of participants with account balances 2016-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PRUETT FINANCIAL HOLDINGS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 218
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 222
Number of participants with account balances 2015-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PRUETT FINANCIAL HOLDINGS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 165
Number of retired or separated participants receiving benefits 2014-01-01 7
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 179
Number of participants with account balances 2014-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PRUETT FINANCIAL HOLDINGS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 98
Number of retired or separated participants receiving benefits 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 106
Number of participants with account balances 2013-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2022: PRUETT FINANCIAL HOLDINGS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	135
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	9
Total of all active and inactive participants	2022-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	146
Number of participants with account balances	2022-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PRUETT FINANCIAL HOLDINGS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	132
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	7
Total of all active and inactive participants	2021-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	142
Number of participants with account balances	2021-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PRUETT FINANCIAL HOLDINGS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	159
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	171
Number of participants with account balances	2020-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PRUETT FINANCIAL HOLDINGS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	336
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	143
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	26
Total of all active and inactive participants	2019-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	173
Number of participants with account balances	2019-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PRUETT FINANCIAL HOLDINGS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	346
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	321
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	11
Total of all active and inactive participants	2018-01-01	333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	333
Number of participants with account balances	2018-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PRUETT FINANCIAL HOLDINGS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	255
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	304
Number of retired or separated participants receiving benefits	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	11
Total of all active and inactive participants	2017-01-01	320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	320
Number of participants with account balances	2017-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PRUETT FINANCIAL HOLDINGS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	255
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	237
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	246
Number of participants with account balances	2016-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PRUETT FINANCIAL HOLDINGS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	218
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	222
Number of participants with account balances	2015-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PRUETT FINANCIAL HOLDINGS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	165
Number of retired or separated participants receiving benefits	2014-01-01	7
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	179
Number of participants with account balances	2014-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PRUETT FINANCIAL HOLDINGS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	98
Number of retired or separated participants receiving benefits	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	106
Number of participants with account balances	2013-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on PRUETT FINANCIAL HOLDINGS 401(K) PLAN

Measure	Date	Value
2022 : PRUETT FINANCIAL HOLDINGS 401(K) 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	$44,064
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$300,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$239,565
Expenses. Certain deemed distributions of participant loans	2022-12-31	$29,211
Value of total corrective distributions	2022-12-31	$163
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$382,745
Value of total assets at end of year	2022-12-31	$2,881,196
Value of total assets at beginning of year	2022-12-31	$3,137,552
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$31,481
Total interest from all sources	2022-12-31	$4,774
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$57,093
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$57,093
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$277,628
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	$234,751
Participant contributions at end of year	2022-12-31	$97,498
Participant contributions at beginning of year	2022-12-31	$121,732
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$50
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$2,940
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-256,356
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,881,196
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,137,552
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	$13,670
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,591,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,523,358
Interest on participant loans	2022-12-31	$4,774
Value of interest in common/collective trusts at end of year	2022-12-31	$110,904
Value of interest in common/collective trusts at beginning of year	2022-12-31	$110,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$78,157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$381,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$381,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-402,136
Net investment gain or loss from common/collective trusts	2022-12-31	$1,588
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	$147,994
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$33
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$239,565
Contract administrator fees	2022-12-31	$17,811
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	HEXT AND ASSOCIATES, P C
Accountancy firm EIN	2022-12-31	752053526
2021 : PRUETT FINANCIAL HOLDINGS 401(K) 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	$752,330
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$391,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$335,203
Expenses. Certain deemed distributions of participant loans	2021-12-31	$20,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$406,381
Value of total assets at end of year	2021-12-31	$3,137,552
Value of total assets at beginning of year	2021-12-31	$2,776,280
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$35,475
Total interest from all sources	2021-12-31	$5,643
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$74,671
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$74,671
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$277,628
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	$235,663
Participant contributions at end of year	2021-12-31	$121,732
Participant contributions at beginning of year	2021-12-31	$101,052
Participant contributions at end of year	2021-12-31	$50
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$361,272
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,137,552
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,776,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$17,893
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,523,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,214,032
Interest on participant loans	2021-12-31	$5,643
Value of interest in common/collective trusts at end of year	2021-12-31	$110,900
Value of interest in common/collective trusts at beginning of year	2021-12-31	$111,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$381,479
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$349,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$349,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$264,280
Net investment gain or loss from common/collective trusts	2021-12-31	$1,355
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	$170,718
Employer contributions (assets) at end of year	2021-12-31	$33
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$335,203
Contract administrator fees	2021-12-31	$17,582
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	HEXT AND ASSOCIATES, P C
Accountancy firm EIN	2021-12-31	752053526
2020 : PRUETT FINANCIAL HOLDINGS 401(K) 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	$764,641
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$192,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$145,586
Expenses. Certain deemed distributions of participant loans	2020-12-31	$17,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$372,160
Value of total assets at end of year	2020-12-31	$2,776,280
Value of total assets at beginning of year	2020-12-31	$2,204,148
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$28,965
Total interest from all sources	2020-12-31	$5,614
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$45,974
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$45,974
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$220,415
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	$222,900
Participant contributions at end of year	2020-12-31	$101,052
Participant contributions at beginning of year	2020-12-31	$106,366
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$572,132
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,776,280
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,204,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$14,205
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,214,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,846,867
Interest on participant loans	2020-12-31	$5,614
Value of interest in common/collective trusts at end of year	2020-12-31	$111,241
Value of interest in common/collective trusts at beginning of year	2020-12-31	$464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$349,955
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$250,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$250,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$340,108
Net investment gain or loss from common/collective trusts	2020-12-31	$785
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	$149,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$145,586
Contract administrator fees	2020-12-31	$14,760
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CHAPMAN, HEXT & CO., P.C.
Accountancy firm EIN	2020-12-31	752053526
2019 : PRUETT FINANCIAL HOLDINGS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
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 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 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	$770,841
Total income from all sources (including contributions)	2019-12-31	$770,841
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$550,382
Total of all expenses incurred	2019-12-31	$550,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$473,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$473,095
Expenses. Certain deemed distributions of participant loans	2019-12-31	$40,079
Expenses. Certain deemed distributions of participant loans	2019-12-31	$40,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$438,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$438,519
Value of total assets at end of year	2019-12-31	$2,204,148
Value of total assets at beginning of year	2019-12-31	$1,983,689
Value of total assets at beginning of year	2019-12-31	$1,983,689
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$37,208
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$37,208
Total interest from all sources	2019-12-31	$6,687
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$50,528
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$50,528
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$50,528
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$50,528
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$198,369
Value of fidelity bond cover	2019-12-31	$198,369
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$258,040
Contributions received from participants	2019-12-31	$258,040
Participant contributions at end of year	2019-12-31	$106,366
Participant contributions at end of year	2019-12-31	$106,366
Participant contributions at beginning of year	2019-12-31	$105,424
Participant contributions at beginning of year	2019-12-31	$105,424
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$193,114
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$193,114
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
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	$220,459
Value of net income/loss	2019-12-31	$220,459
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,204,148
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,204,148
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,983,689
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,983,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$13,662
Investment advisory and management fees	2019-12-31	$13,662
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,846,867
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,846,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,626,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,626,778
Interest on participant loans	2019-12-31	$6,687
Interest on participant loans	2019-12-31	$6,687
Value of interest in common/collective trusts at end of year	2019-12-31	$464
Value of interest in common/collective trusts at end of year	2019-12-31	$464
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,058
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$250,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$250,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$55,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$55,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$55,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$55,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$275,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$275,058
Net investment gain or loss from common/collective trusts	2019-12-31	$49
Net investment gain or loss from common/collective trusts	2019-12-31	$49
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
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	$180,479
Contributions received in cash from employer	2019-12-31	$180,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$473,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$473,095
Contract administrator fees	2019-12-31	$23,546
Contract administrator fees	2019-12-31	$23,546
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CHAPMAN, HEXT & CO., P.C.
Accountancy firm name	2019-12-31	CHAPMAN, HEXT & CO., P.C.
Accountancy firm EIN	2019-12-31	752053526
Accountancy firm EIN	2019-12-31	752053526
2018 : PRUETT FINANCIAL HOLDINGS 401(K) 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	$378,034
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$224,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$171,085
Expenses. Certain deemed distributions of participant loans	2018-12-31	$20,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$469,854
Value of total assets at end of year	2018-12-31	$1,983,689
Value of total assets at beginning of year	2018-12-31	$1,830,435
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$32,949
Total interest from all sources	2018-12-31	$4,672
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$49,914
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$49,914
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$183,004
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$279,353
Participant contributions at end of year	2018-12-31	$105,424
Participant contributions at beginning of year	2018-12-31	$95,920
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$193,114
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$191,682
Administrative expenses (other) incurred	2018-12-31	$2,585
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	$153,254
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,983,689
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,830,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$12,548
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,626,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,471,761
Interest on participant loans	2018-12-31	$4,672
Value of interest in common/collective trusts at end of year	2018-12-31	$3,058
Value of interest in common/collective trusts at beginning of year	2018-12-31	$4,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$55,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$66,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$66,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-146,406
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	$190,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$171,085
Contract administrator fees	2018-12-31	$17,816
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	CHAPMAN, HEXT & CO., P.C.
Accountancy firm EIN	2018-12-31	752053526
2017 : PRUETT FINANCIAL HOLDINGS 401(K) 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	$599,338
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$149,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$111,826
Expenses. Certain deemed distributions of participant loans	2017-12-31	$11,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$443,913
Value of total assets at end of year	2017-12-31	$1,830,435
Value of total assets at beginning of year	2017-12-31	$1,380,484
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$26,375
Total interest from all sources	2017-12-31	$4,097
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$36,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$36,845
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$135,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$237,841
Participant contributions at end of year	2017-12-31	$95,920
Participant contributions at beginning of year	2017-12-31	$67,165
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$191,682
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$211,662
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$32,071
Other income not declared elsewhere	2017-12-31	$49
Administrative expenses (other) incurred	2017-12-31	$2,411
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	$449,951
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,830,435
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,380,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$9,403
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,471,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,054,058
Interest on participant loans	2017-12-31	$4,097
Value of interest in common/collective trusts at end of year	2017-12-31	$4,513
Value of interest in common/collective trusts at beginning of year	2017-12-31	$3,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$66,559
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$44,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$44,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$114,387
Net investment gain or loss from common/collective trusts	2017-12-31	$47
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	$174,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$111,826
Contract administrator fees	2017-12-31	$14,561
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	CHAPMAN HEXT & CO
Accountancy firm EIN	2017-12-31	752053526
2016 : PRUETT FINANCIAL HOLDINGS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$551,110
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$482,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$456,466
Expenses. Certain deemed distributions of participant loans	2016-12-31	$1,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$393,396
Value of total assets at end of year	2016-12-31	$1,380,484
Value of total assets at beginning of year	2016-12-31	$1,312,027
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$24,873
Total interest from all sources	2016-12-31	$2,315
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$30,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$30,036
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$135,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$222,479
Participant contributions at end of year	2016-12-31	$67,165
Participant contributions at beginning of year	2016-12-31	$30,730
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$211,662
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$157,595
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$4,354
Administrative expenses (other) incurred	2016-12-31	$2,277
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	$68,457
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,380,484
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,312,027
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
Investment advisory and management fees	2016-12-31	$8,697
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,054,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,079,114
Interest on participant loans	2016-12-31	$2,315
Value of interest in common/collective trusts at end of year	2016-12-31	$3,093
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$44,506
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$43,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$43,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$125,335
Net investment gain or loss from common/collective trusts	2016-12-31	$28
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	$166,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$456,466
Contract administrator fees	2016-12-31	$13,899
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	CHAPMAN, HEXT & CO., P.C.
Accountancy firm EIN	2016-12-31	752053526
2015 : PRUETT FINANCIAL HOLDINGS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$366,301
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$100,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$79,416
Expenses. Certain deemed distributions of participant loans	2015-12-31	$1,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$352,448
Value of total assets at end of year	2015-12-31	$1,312,027
Value of total assets at beginning of year	2015-12-31	$1,046,369
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$19,695
Total interest from all sources	2015-12-31	$1,153
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$23,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$23,491
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$80,000
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	$202,478
Participant contributions at end of year	2015-12-31	$30,730
Participant contributions at beginning of year	2015-12-31	$25,753
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$157,595
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$136,430
Other income not declared elsewhere	2015-12-31	$21,165
Administrative expenses (other) incurred	2015-12-31	$3,282
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	$265,658
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,312,027
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,046,369
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
Investment advisory and management fees	2015-12-31	$7,414
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,079,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$863,119
Interest on participant loans	2015-12-31	$1,150
Value of interest in common/collective trusts at end of year	2015-12-31	$1,447
Value of interest in common/collective trusts at beginning of year	2015-12-31	$924
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$43,141
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$20,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$20,143
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-31,969
Net investment gain or loss from common/collective trusts	2015-12-31	$13
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	Yes
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	$149,970
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$79,416
Contract administrator fees	2015-12-31	$8,999
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	GRIER, REEVES & LAWLEY, PC
Accountancy firm EIN	2015-12-31	752074778
2014 : PRUETT FINANCIAL HOLDINGS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$179,678
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$349,707
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$160,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$142,315
Expenses. Certain deemed distributions of participant loans	2014-12-31	$3,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$295,549
Value of total assets at end of year	2014-12-31	$1,046,369
Value of total assets at beginning of year	2014-12-31	$677,634
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$15,001
Total interest from all sources	2014-12-31	$613
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$17,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$17,232
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$80,000
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	$141,024
Participant contributions at end of year	2014-12-31	$25,753
Participant contributions at beginning of year	2014-12-31	$8,710
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$3,834
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$136,430
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$60,476
Other income not declared elsewhere	2014-12-31	$12,157
Administrative expenses (other) incurred	2014-12-31	$1,776
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	$189,057
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,046,369
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$677,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$5,354
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$863,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$650,182
Interest on participant loans	2014-12-31	$612
Value of interest in common/collective trusts at end of year	2014-12-31	$924
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$20,143
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$12,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$12,879
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$24,154
Net investment gain or loss from common/collective trusts	2014-12-31	$2
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	$94,049
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$2,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$142,315
Contract administrator fees	2014-12-31	$7,871
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	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	GRIER, REEVES & LAWLEY, P.C.
Accountancy firm EIN	2014-12-31	752074778
2013 : PRUETT FINANCIAL HOLDINGS 401(K) 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	$0
Total income from all sources (including contributions)	2013-12-31	$301,459
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$308,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$250,781
Expenses. Certain deemed distributions of participant loans	2013-12-31	$43,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$219,343
Value of total assets at end of year	2013-12-31	$677,634
Value of total assets at beginning of year	2013-12-31	$684,429
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$13,845
Total interest from all sources	2013-12-31	$1,095
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$14,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$14,953
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$80,000
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	$130,932
Participant contributions at end of year	2013-12-31	$8,710
Participant contributions at beginning of year	2013-12-31	$35,298
Participant contributions at end of year	2013-12-31	$3,834
Administrative expenses (other) incurred	2013-12-31	$2,056
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	$-6,795
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$677,634
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$684,429
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
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2013-12-31	$14,647
Investment advisory and management fees	2013-12-31	$5,136
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$650,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$531,429
Interest on participant loans	2013-12-31	$1,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$12,879
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$117,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$117,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$66,068
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	$88,411
Employer contributions (assets) at end of year	2013-12-31	$2,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$250,781
Contract administrator fees	2013-12-31	$6,653
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	GREER, REEVES AND LAWLEY
Accountancy firm EIN	2013-12-31	752074778

Form 5500 Responses for PRUETT FINANCIAL HOLDINGS 401(K) PLAN

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

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Company Name:	PRUETT FINANCIAL HOLDINGS, LLC
Employer identification number (EIN):	451648210
NAIC Classification:	561210
NAIC Description:	Facilities Support Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2011-04-12
Company Identification Number:	0801410929
Legal Registered Office Address:	5940 SUMMERHILL RD TEXARKANA United States of America (USA) 75503

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	KIMBERLIN MEADOR	2024-10-08
001	2022-01-01
001	2021-01-01
001	2021-01-01	KIMBERLIN MEADOR	2023-05-15
001	2020-01-01
001	2019-01-01
001	2018-01-01	KIMBERLIN MEADOR	2019-10-14
001	2017-01-01
001	2016-01-01
001	2015-01-01	HEATHER LYBRAND
001	2015-01-01	BRIAN GALLAGHER
001	2015-01-01	HEATHER LYBRAND
001	2014-01-01	CHENEY PRUETT
001	2014-01-01	CHENEY PRUETT
001	2013-01-01
001	2012-01-01	CHENEY PRUETT	2013-07-26