401k Plan data: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN plan

WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN
Plan identification number	001

WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

WALLACE SAUNDERS, CHARTERED has sponsored the creation of one or more 401k plans.

Company Name: WALLACE SAUNDERS, CHARTERED

Employer identification number (EIN): 480921719

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01 JEFF BORCHARDT 2023-09-25
001 2021-01-01 JEFF BORCHARDT 2022-09-20
001 2020-01-01 JEFF BORCHARDT 2021-09-13
001 2019-01-01 JEFF BORCHARDT 2020-09-01
001 2018-01-01 JEFF BORCHARDT 2019-09-04
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 JAMES G. BUTLER, JR.
001 2013-01-01 KARL KUCKELMAN
001 2012-01-01 KARL KUCKELMAN
001 2011-01-01 KARL KUCKELMAN
001 2010-01-01 KARL KUCKELMAN
001 2009-01-01 KARL KUCKELMAN KARL KUCKELMAN 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01	JEFF BORCHARDT	2023-09-25
001	2021-01-01	JEFF BORCHARDT	2022-09-20
001	2020-01-01	JEFF BORCHARDT	2021-09-13
001	2019-01-01	JEFF BORCHARDT	2020-09-01
001	2018-01-01	JEFF BORCHARDT	2019-09-04
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	JAMES G. BUTLER, JR.
001	2013-01-01	KARL KUCKELMAN
001	2012-01-01	KARL KUCKELMAN
001	2011-01-01	KARL KUCKELMAN
001	2010-01-01	KARL KUCKELMAN
001	2009-01-01	KARL KUCKELMAN		KARL KUCKELMAN	2010-10-13

Plan Statistics for WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-08-21 102
Total number of particpants at end of year 2025-08-21 109
Number of Participants With Account Balances 2025-08-21 109
2024: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-05-20 104
Total number of particpants at end of year 2024-05-20 99
Number of Participants With Account Balances 2024-05-20 99
2022: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 68
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 28
Total of all active and inactive participants 2022-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 96
Number of participants with account balances 2022-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 75
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 28
Total of all active and inactive participants 2021-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 103
Number of participants with account balances 2021-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 82
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 21
Total of all active and inactive participants 2020-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 103
Number of participants with account balances 2020-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 75
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 21
Total of all active and inactive participants 2019-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 96
Number of participants with account balances 2019-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 81
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 23
Total of all active and inactive participants 2018-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 104
Number of participants with account balances 2018-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 75
Number of retired or separated participants receiving benefits 2017-01-01 11
Number of other retired or separated participants entitled to future benefits 2017-01-01 14
Total of all active and inactive participants 2017-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 100
Number of participants with account balances 2017-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 77
Number of retired or separated participants receiving benefits 2016-01-01 22
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 100
Number of participants with account balances 2016-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 79
Number of retired or separated participants receiving benefits 2015-01-01 6
Number of other retired or separated participants entitled to future benefits 2015-01-01 14
Total of all active and inactive participants 2015-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 100
Number of participants with account balances 2015-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 87
Number of retired or separated participants receiving benefits 2014-01-01 6
Number of other retired or separated participants entitled to future benefits 2014-01-01 9
Total of all active and inactive participants 2014-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 103
Number of participants with account balances 2014-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 86
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 19
Total of all active and inactive participants 2013-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 106
Number of participants with account balances 2013-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 93
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 16
Total of all active and inactive participants 2012-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 109
Number of participants with account balances 2012-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 94
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 15
Total of all active and inactive participants 2011-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 109
Number of participants with account balances 2011-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 104
Number of retired or separated participants receiving benefits 2010-01-01 4
Number of other retired or separated participants entitled to future benefits 2010-01-01 10
Total of all active and inactive participants 2010-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 118
Number of participants with account balances 2010-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 103
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 15
Total of all active and inactive participants 2009-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 118
Number of participants with account balances 2009-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-08-21	102
Total number of particpants at end of year	2025-08-21	109
Number of Participants With Account Balances	2025-08-21	109
2024: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-05-20	104
Total number of particpants at end of year	2024-05-20	99
Number of Participants With Account Balances	2024-05-20	99
2022: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	68
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	28
Total of all active and inactive participants	2022-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	96
Number of participants with account balances	2022-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	75
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	28
Total of all active and inactive participants	2021-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	103
Number of participants with account balances	2021-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	82
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	21
Total of all active and inactive participants	2020-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	103
Number of participants with account balances	2020-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	75
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	21
Total of all active and inactive participants	2019-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	96
Number of participants with account balances	2019-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	81
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	23
Total of all active and inactive participants	2018-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	104
Number of participants with account balances	2018-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	75
Number of retired or separated participants receiving benefits	2017-01-01	11
Number of other retired or separated participants entitled to future benefits	2017-01-01	14
Total of all active and inactive participants	2017-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	100
Number of participants with account balances	2017-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	77
Number of retired or separated participants receiving benefits	2016-01-01	22
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	100
Number of participants with account balances	2016-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	79
Number of retired or separated participants receiving benefits	2015-01-01	6
Number of other retired or separated participants entitled to future benefits	2015-01-01	14
Total of all active and inactive participants	2015-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	100
Number of participants with account balances	2015-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	87
Number of retired or separated participants receiving benefits	2014-01-01	6
Number of other retired or separated participants entitled to future benefits	2014-01-01	9
Total of all active and inactive participants	2014-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	103
Number of participants with account balances	2014-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	86
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	19
Total of all active and inactive participants	2013-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	106
Number of participants with account balances	2013-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	93
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	16
Total of all active and inactive participants	2012-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	109
Number of participants with account balances	2012-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	94
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	15
Total of all active and inactive participants	2011-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	109
Number of participants with account balances	2011-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	104
Number of retired or separated participants receiving benefits	2010-01-01	4
Number of other retired or separated participants entitled to future benefits	2010-01-01	10
Total of all active and inactive participants	2010-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	118
Number of participants with account balances	2010-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	103
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	15
Total of all active and inactive participants	2009-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	118
Number of participants with account balances	2009-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-08-21	600096
Net assets as of the end of the plan year	2025-08-21	27011502
Total assets as of the beginning of the plan year	2025-08-21	22931049
Value of plan covered by a fidelity bond	2025-08-21	5000000
Participant contributions to plan in this plan year	2025-08-21	982308
Value of participant loans at end of plan year	2025-08-21	162929
Other contributions to plan in this plan year	2025-08-21	30186
Other income to plan in this plan year	2025-08-21	2923552
Plan net income in this plan year	2025-08-21	4080453
Net assets as of the end of the plan year	2025-08-21	27011502
Net assets as of the beginning of the plan year	2025-08-21	22931049
Employer contributions to plan in this plan year	2025-08-21	744503
Expensese paid to adminstrative service provicers from plan in this plan year	2025-08-21	67085
2024 : WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-05-20	2036763
Net assets as of the end of the plan year	2024-05-20	22931049
Total assets as of the beginning of the plan year	2024-05-20	20873324
Value of plan covered by a fidelity bond	2024-05-20	5000000
Participant contributions to plan in this plan year	2024-05-20	732856
Value of participant loans at end of plan year	2024-05-20	143923
Other contributions to plan in this plan year	2024-05-20	103354
Other income to plan in this plan year	2024-05-20	3258278
Plan net income in this plan year	2024-05-20	2057725
Net assets as of the end of the plan year	2024-05-20	22931049
Net assets as of the beginning of the plan year	2024-05-20	20873324
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-20	77904
2022 : WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,038,480
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,325,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,245,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,480,656
Value of total assets at end of year	2022-12-31	$20,873,324
Value of total assets at beginning of year	2022-12-31	$25,236,972
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$79,614
Total interest from all sources	2022-12-31	$52,715
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$833,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$833,709
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$767,098
Participant contributions at end of year	2022-12-31	$190,074
Participant contributions at beginning of year	2022-12-31	$234,633
Participant contributions at end of year	2022-12-31	$126,674
Participant contributions at beginning of year	2022-12-31	$119,185
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$1,238,357
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$1,423,343
Other income not declared elsewhere	2022-12-31	$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	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,363,648
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$20,873,324
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$25,236,972
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	$609
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$16,613,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$20,313,340
Interest on participant loans	2022-12-31	$6,902
Interest earned on other investments	2022-12-31	$45,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,991,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,436,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,405,961
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	$713,558
Employer contributions (assets) at end of year	2022-12-31	$713,558
Employer contributions (assets) at beginning of year	2022-12-31	$710,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,245,554
Contract administrator fees	2022-12-31	$79,005
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 P.C.
Accountancy firm EIN	2022-12-31	431947695
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-2,038,480
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$2,325,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$2,245,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$1,480,656
Value of total assets at end of year	2022-01-01	$20,873,324
Value of total assets at beginning of year	2022-01-01	$25,236,972
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$79,614
Total interest from all sources	2022-01-01	$52,715
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$833,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$833,709
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$5,000,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$767,098
Participant contributions at end of year	2022-01-01	$190,074
Participant contributions at beginning of year	2022-01-01	$234,633
Participant contributions at end of year	2022-01-01	$126,674
Participant contributions at beginning of year	2022-01-01	$119,185
Assets. Other investments not covered elsewhere at end of year	2022-01-01	$1,238,357
Assets. Other investments not covered elsewhere at beginning of year	2022-01-01	$1,423,343
Other income not declared elsewhere	2022-01-01	$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	2022-01-01	No
Value of net income/loss	2022-01-01	$-4,363,648
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$20,873,324
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$25,236,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Investment advisory and management fees	2022-01-01	$609
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$16,613,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$20,313,340
Interest on participant loans	2022-01-01	$6,902
Interest earned on other investments	2022-01-01	$45,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-01-01	$1,991,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-01-01	$2,436,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-4,405,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$713,558
Employer contributions (assets) at end of year	2022-01-01	$713,558
Employer contributions (assets) at beginning of year	2022-01-01	$710,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$2,245,554
Contract administrator fees	2022-01-01	$79,005
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2022-01-01	431947695
2021 : WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING 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	$4,557,150
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,107,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,028,099
Value of total corrective distributions	2021-12-31	$370
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,482,418
Value of total assets at end of year	2021-12-31	$25,236,972
Value of total assets at beginning of year	2021-12-31	$22,787,332
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$79,041
Total interest from all sources	2021-12-31	$59,568
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,256,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,256,045
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
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	$772,211
Participant contributions at end of year	2021-12-31	$234,633
Participant contributions at beginning of year	2021-12-31	$201,984
Participant contributions at end of year	2021-12-31	$119,185
Participant contributions at beginning of year	2021-12-31	$68,473
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$1,423,343
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$1,326,476
Other income not declared elsewhere	2021-12-31	$-381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,449,640
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$25,236,972
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$22,787,332
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 registered invesment companies (eg mutual funds) at end of year	2021-12-31	$20,313,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$18,009,327
Interest on participant loans	2021-12-31	$6,529
Interest earned on other investments	2021-12-31	$53,039
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,436,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,426,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,759,500
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	$710,207
Employer contributions (assets) at end of year	2021-12-31	$710,207
Employer contributions (assets) at beginning of year	2021-12-31	$754,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,028,099
Contract administrator fees	2021-12-31	$79,041
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 P.C.
Accountancy firm EIN	2021-12-31	431947695
2020 : WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING 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	$4,036,965
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,234,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,164,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,499,577
Value of total assets at end of year	2020-12-31	$22,787,332
Value of total assets at beginning of year	2020-12-31	$19,984,958
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$70,458
Total interest from all sources	2020-12-31	$28,852
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$712,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$712,256
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
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	$745,327
Participant contributions at end of year	2020-12-31	$201,984
Participant contributions at beginning of year	2020-12-31	$211,763
Participant contributions at end of year	2020-12-31	$68,473
Participant contributions at beginning of year	2020-12-31	$24,734
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$1,326,476
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$1,250,069
Other income not declared elsewhere	2020-12-31	$-2,470
Total non interest bearing cash at beginning of year	2020-12-31	$6
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	$2,802,374
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$22,787,332
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$19,984,958
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 registered invesment companies (eg mutual funds) at end of year	2020-12-31	$18,009,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$16,239,089
Interest on participant loans	2020-12-31	$8,193
Interest earned on other investments	2020-12-31	$20,659
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,637,109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,426,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,773,560
Net investment gain or loss from common/collective trusts	2020-12-31	$25,190
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	$754,250
Employer contributions (assets) at end of year	2020-12-31	$754,250
Employer contributions (assets) at beginning of year	2020-12-31	$622,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,164,133
Contract administrator fees	2020-12-31	$70,458
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 P.C.
Accountancy firm EIN	2020-12-31	431947695
2019 : WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING 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	$5,022,388
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$4,245,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,175,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,214,394
Value of total assets at end of year	2019-12-31	$19,984,958
Value of total assets at beginning of year	2019-12-31	$19,207,816
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$69,495
Total interest from all sources	2019-12-31	$10,570
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$760,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$760,983
Administrative expenses professional fees incurred	2019-12-31	$11,139
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
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	$592,206
Participant contributions at end of year	2019-12-31	$211,763
Participant contributions at beginning of year	2019-12-31	$259,276
Participant contributions at end of year	2019-12-31	$24,734
Participant contributions at beginning of year	2019-12-31	$39,260
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$1,250,069
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$1,051,833
Other income not declared elsewhere	2019-12-31	$-4,971
Total non interest bearing cash at end of year	2019-12-31	$6
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	$777,142
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,984,958
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$19,207,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$16,239,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$16,157,811
Interest on participant loans	2019-12-31	$10,570
Value of interest in common/collective trusts at end of year	2019-12-31	$1,637,109
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,048,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,011,167
Net investment gain or loss from common/collective trusts	2019-12-31	$30,245
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	$622,188
Employer contributions (assets) at end of year	2019-12-31	$622,188
Employer contributions (assets) at beginning of year	2019-12-31	$651,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,175,751
Contract administrator fees	2019-12-31	$58,356
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	MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN	2019-12-31	431947695
2018 : WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING 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	$323,633
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,565,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,465,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,353,902
Value of total assets at end of year	2018-12-31	$19,207,816
Value of total assets at beginning of year	2018-12-31	$21,449,462
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$99,997
Total interest from all sources	2018-12-31	$10,452
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,090,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,090,532
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$702,173
Participant contributions at end of year	2018-12-31	$259,276
Participant contributions at beginning of year	2018-12-31	$267,693
Participant contributions at end of year	2018-12-31	$39,260
Participant contributions at beginning of year	2018-12-31	$31,919
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$1,051,833
Other income not declared elsewhere	2018-12-31	$-72,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,241,646
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$19,207,816
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$21,449,462
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 registered invesment companies (eg mutual funds) at end of year	2018-12-31	$16,157,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$492
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$20,470,321
Interest on participant loans	2018-12-31	$10,452
Value of interest in common/collective trusts at end of year	2018-12-31	$1,048,127
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,074,600
Net investment gain or loss from common/collective trusts	2018-12-31	$15,485
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	$651,729
Employer contributions (assets) at end of year	2018-12-31	$651,509
Employer contributions (assets) at beginning of year	2018-12-31	$679,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,465,282
Contract administrator fees	2018-12-31	$99,997
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	MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN	2018-12-31	431947695
2017 : WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING 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	$4,283,681
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$5,512,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$5,453,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,384,844
Value of total assets at end of year	2017-12-31	$21,449,462
Value of total assets at beginning of year	2017-12-31	$22,678,197
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$59,331
Total interest from all sources	2017-12-31	$8,820
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
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	$705,807
Participant contributions at end of year	2017-12-31	$267,693
Participant contributions at beginning of year	2017-12-31	$264,557
Participant contributions at end of year	2017-12-31	$31,919
Participant contributions at beginning of year	2017-12-31	$69,359
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$492
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$9,518,497
Other income not declared elsewhere	2017-12-31	$828,281
Administrative expenses (other) incurred	2017-12-31	$15,212
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	$-1,228,735
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$21,449,462
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$22,678,197
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	$44,119
Value of interest in pooled separate accounts at end of year	2017-12-31	$20,470,321
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$12,239,391
Interest on participant loans	2017-12-31	$8,820
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	$679,037
Employer contributions (assets) at end of year	2017-12-31	$679,037
Employer contributions (assets) at beginning of year	2017-12-31	$586,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$5,453,085
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	MARKSNELSON, LLC
Accountancy firm EIN	2017-12-31	481238645
2016 : WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING 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	$2,781,535
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,039,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,899,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,259,232
Value of total assets at end of year	2016-12-31	$22,678,197
Value of total assets at beginning of year	2016-12-31	$21,935,871
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$139,260
Total interest from all sources	2016-12-31	$8,127
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$1,200
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	$672,222
Participant contributions at end of year	2016-12-31	$264,557
Participant contributions at beginning of year	2016-12-31	$228,092
Participant contributions at end of year	2016-12-31	$69,359
Participant contributions at beginning of year	2016-12-31	$31,731
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$9,518,497
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$10,099,707
Other income not declared elsewhere	2016-12-31	$671,215
Administrative expenses (other) incurred	2016-12-31	$72,848
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	$742,326
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$22,678,197
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$21,935,871
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	$65,212
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Value of interest in pooled separate accounts at end of year	2016-12-31	$12,239,391
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$10,832,415
Interest on participant loans	2016-12-31	$8,127
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	$587,010
Employer contributions (assets) at end of year	2016-12-31	$586,393
Employer contributions (assets) at beginning of year	2016-12-31	$743,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,899,949
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	MARKSNELSON, LLC
Accountancy firm EIN	2016-12-31	481238645
2015 : WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,443,506
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,556,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,411,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,488,438
Value of total assets at end of year	2015-12-31	$21,935,871
Value of total assets at beginning of year	2015-12-31	$23,048,465
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$144,915
Total interest from all sources	2015-12-31	$7,134
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
Administrative expenses professional fees incurred	2015-12-31	$1,200
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	$744,512
Participant contributions at end of year	2015-12-31	$228,092
Participant contributions at beginning of year	2015-12-31	$241,916
Participant contributions at end of year	2015-12-31	$31,731
Participant contributions at beginning of year	2015-12-31	$38,918
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$10,099,707
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$10,521,962
Other income not declared elsewhere	2015-12-31	$-60,641
Administrative expenses (other) incurred	2015-12-31	$77,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,112,594
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$21,935,871
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$23,048,465
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	$65,717
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$68,190
Value of interest in pooled separate accounts at end of year	2015-12-31	$10,832,415
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$11,535,222
Interest on participant loans	2015-12-31	$7,134
Net investment gain/loss from pooled separate accounts	2015-12-31	$8,575
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	$743,926
Employer contributions (assets) at end of year	2015-12-31	$743,926
Employer contributions (assets) at beginning of year	2015-12-31	$642,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,411,185
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	MARKSNELSON, LLC
Accountancy firm EIN	2015-12-31	481238645
2014 : WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,795,531
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$3,277,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,129,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,353,232
Value of total assets at end of year	2014-12-31	$23,048,465
Value of total assets at beginning of year	2014-12-31	$23,529,972
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$147,733
Total interest from all sources	2014-12-31	$8,553
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
Administrative expenses professional fees incurred	2014-12-31	$900
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	$708,184
Participant contributions at end of year	2014-12-31	$241,916
Participant contributions at beginning of year	2014-12-31	$311,180
Participant contributions at end of year	2014-12-31	$38,918
Participant contributions at beginning of year	2014-12-31	$54,799
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$10,521,962
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$10,233,411
Other income not declared elsewhere	2014-12-31	$506,391
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	$-481,507
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$23,048,465
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$23,529,972
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	$69,444
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$68,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$822,120
Value of interest in pooled separate accounts at end of year	2014-12-31	$11,535,222
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$11,434,961
Income. Interest from loans (other than to participants)	2014-12-31	$8,553
Net investment gain/loss from pooled separate accounts	2014-12-31	$927,355
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	$645,048
Employer contributions (assets) at end of year	2014-12-31	$642,257
Employer contributions (assets) at beginning of year	2014-12-31	$673,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,129,305
Contract administrator fees	2014-12-31	$77,389
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	MARKSNELSON, LLC
Accountancy firm EIN	2014-12-31	481238645
2013 : WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING 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	$5,021,277
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,725,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,591,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,414,278
Value of total assets at end of year	2013-12-31	$23,529,972
Value of total assets at beginning of year	2013-12-31	$20,234,137
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$134,104
Total interest from all sources	2013-12-31	$10,555
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	$740,777
Participant contributions at end of year	2013-12-31	$311,180
Participant contributions at beginning of year	2013-12-31	$365,644
Participant contributions at end of year	2013-12-31	$54,799
Participant contributions at beginning of year	2013-12-31	$88,141
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$10,233,411
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$8,831,302
Other income not declared elsewhere	2013-12-31	$1,717,075
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	$3,295,835
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$23,529,972
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$20,234,137
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
Investment advisory and management fees	2013-12-31	$60,378
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$822,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$705,249
Value of interest in pooled separate accounts at end of year	2013-12-31	$11,434,961
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$9,505,850
Interest on participant loans	2013-12-31	$10,555
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,879,369
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	$673,501
Employer contributions (assets) at end of year	2013-12-31	$673,501
Employer contributions (assets) at beginning of year	2013-12-31	$737,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,591,338
Contract administrator fees	2013-12-31	$73,726
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	MARKSNELSON, LLC
Accountancy firm EIN	2013-12-31	481238645
2012 : WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$3,850,304
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,915,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,805,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,489,930
Value of total assets at end of year	2012-12-31	$20,234,137
Value of total assets at beginning of year	2012-12-31	$19,299,156
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$109,783
Total interest from all sources	2012-12-31	$11,420
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	$751,979
Participant contributions at end of year	2012-12-31	$365,644
Participant contributions at beginning of year	2012-12-31	$304,329
Participant contributions at end of year	2012-12-31	$88,141
Participant contributions at beginning of year	2012-12-31	$31,882
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$8,831,302
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$8,835,048
Other income not declared elsewhere	2012-12-31	$1,227,220
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	$934,981
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$20,234,137
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$19,299,156
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
Investment advisory and management fees	2012-12-31	$43,132
Value of interest in pooled separate accounts at end of year	2012-12-31	$10,211,099
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$9,376,769
Interest on participant loans	2012-12-31	$11,420
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,121,734
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	Yes
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	$737,951
Employer contributions (assets) at end of year	2012-12-31	$737,951
Employer contributions (assets) at beginning of year	2012-12-31	$751,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,805,540
Contract administrator fees	2012-12-31	$66,651
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	MARKS NELSON VOHLAND CAMPBELL & RAD
Accountancy firm EIN	2012-12-31	481238645
2011 : WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING 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	$616
Total income from all sources (including contributions)	2011-12-31	$1,734,253
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,597,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,503,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,487,433
Value of total assets at end of year	2011-12-31	$19,299,156
Value of total assets at beginning of year	2011-12-31	$20,163,380
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$94,123
Total interest from all sources	2011-12-31	$14,482
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	$734,360
Participant contributions at end of year	2011-12-31	$304,329
Participant contributions at beginning of year	2011-12-31	$371,246
Participant contributions at end of year	2011-12-31	$31,882
Participant contributions at beginning of year	2011-12-31	$47,827
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$8,835,048
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$10,029,882
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$11,063
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$616
Other income not declared elsewhere	2011-12-31	$90,164
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	$-863,608
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$19,299,156
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$20,162,764
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
Investment advisory and management fees	2011-12-31	$31,606
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$0
Value of interest in pooled separate accounts at end of year	2011-12-31	$9,376,769
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$8,967,086
Interest on participant loans	2011-12-31	$14,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$751
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$751
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$37,527
Net investment gain/loss from pooled separate accounts	2011-12-31	$142,174
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	Yes
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	$742,010
Employer contributions (assets) at end of year	2011-12-31	$751,128
Employer contributions (assets) at beginning of year	2011-12-31	$709,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,503,738
Contract administrator fees	2011-12-31	$62,517
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	MARKS NELSON VOHLAND CAMPBELL & RAD
Accountancy firm EIN	2011-12-31	481238645
2010 : WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING 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	$616
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$1,365
Total income from all sources (including contributions)	2010-12-31	$3,445,150
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$859,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$823,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,439,842
Value of total assets at end of year	2010-12-31	$20,163,380
Value of total assets at beginning of year	2010-12-31	$17,578,579
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$35,752
Total interest from all sources	2010-12-31	$17,563
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$21,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$21,833
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	$730,781
Participant contributions at end of year	2010-12-31	$371,246
Participant contributions at beginning of year	2010-12-31	$336,810
Participant contributions at end of year	2010-12-31	$47,827
Participant contributions at beginning of year	2010-12-31	$53,913
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$10,029,882
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$8,373,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$616
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$1,365
Other income not declared elsewhere	2010-12-31	$1,170,727
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	$2,585,550
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$20,162,764
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$17,577,214
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
Investment advisory and management fees	2010-12-31	$35,752
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$8,022,615
Value of interest in pooled separate accounts at end of year	2010-12-31	$8,967,086
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$0
Interest on participant loans	2010-12-31	$17,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$751
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$37,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$78,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$795,185
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	$709,061
Employer contributions (assets) at end of year	2010-12-31	$709,061
Employer contributions (assets) at beginning of year	2010-12-31	$711,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$823,848
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	MARKS NELSON VOHLAND CAMPBELL & RAD
Accountancy firm EIN	2010-12-31	481238645
2009 : WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN

2022: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – 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: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – 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: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING 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: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WALLACE SAUNDERS AUSTIN BROWN & ENOCHS CHARTERED 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811355

Policy instance

Insurance contract or identification number	811355
Number of Individuals Covered	96
Insurance policy start date	2022-01-01
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811355

Policy instance

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811355

Policy instance

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811355

Policy instance

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807721

Policy instance

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )

Policy contract number

1016112182

Policy instance

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807721

Policy instance

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

8036820

Policy instance

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807721

Policy instance

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

8036820

Policy instance

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

33170

Policy instance

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

33170

Policy instance

SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

P55A9508680

Policy instance

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

8036820

Policy instance

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807721

Policy instance

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

8036820

Policy instance

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807721

Policy instance

AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )

Policy contract number

3550

Policy instance

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

33170

Policy instance

SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

P55A9508680

Policy instance

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

712102253

Policy instance

SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

P55A9508680

Policy instance

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807721

Policy instance

SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )

Policy contract number

800907

Policy instance

AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )

Policy contract number

3550

Policy instance

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

33170

Policy instance

JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90425 )

Policy contract number

8036820

Policy instance

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

712102253

Policy instance

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Company Name:	WALLACE SAUNDERS, CHARTERED
Employer identification number (EIN):	480921719
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers