401k Plan data: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' plan

BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 401k Plan overview

Plan Name	BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A'
Plan identification number	001

BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
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

BEVERIDGE & DIAMOND, P.C. has sponsored the creation of one or more 401k plans.

Company Name: BEVERIDGE & DIAMOND, P.C.

Employer identification number (EIN): 521247549

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about BEVERIDGE & DIAMOND, P.C.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2000-08-01

Company Identification Number: 0013375406

Legal Registered Office Address: 1900 N ST NW STE 100

WASHINGTON
United States of America (USA)
20036

More information about BEVERIDGE & DIAMOND, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A'

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
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KATHERINE J. HARRIS
001 2016-01-01 BENJAMIN F. WILSON
001 2015-01-01 BENJAMIN F. WILSON
001 2014-01-01 BENJAMIN F. WILSON
001 2013-01-01 BENJAMIN F WILSON
001 2012-01-01 BENJAMIN F WILSON
001 2011-01-01 ERIC QUELLA
001 2009-01-01 NANCY PONCE DE LEON

Plan Statistics for BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A'

401k plan membership statisitcs for BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A'

Measure Date Value
2023: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2023 401k membership
Total participants, beginning-of-year 2023-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 147
Number of retired or separated participants receiving benefits 2023-01-01 2
Number of other retired or separated participants entitled to future benefits 2023-01-01 36
Total of all active and inactive participants 2023-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 2
Total participants 2023-01-01 187
Number of participants with account balances 2023-01-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2022 401k membership
Total participants, beginning-of-year 2022-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 143
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 37
Total of all active and inactive participants 2022-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 185
Number of participants with account balances 2022-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2021 401k membership
Total participants, beginning-of-year 2021-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 138
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 37
Total of all active and inactive participants 2021-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 179
Number of participants with account balances 2021-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2020 401k membership
Total participants, beginning-of-year 2020-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 128
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 39
Total of all active and inactive participants 2020-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 167
Number of participants with account balances 2020-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2019 401k membership
Total participants, beginning-of-year 2019-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 132
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 30
Total of all active and inactive participants 2019-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 165
Number of participants with account balances 2019-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2018 401k membership
Total participants, beginning-of-year 2018-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 129
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 34
Total of all active and inactive participants 2018-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 165
Number of participants with account balances 2018-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2017 401k membership
Total participants, beginning-of-year 2017-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 122
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 45
Total of all active and inactive participants 2017-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 168
Number of participants with account balances 2017-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2016 401k membership
Total participants, beginning-of-year 2016-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 124
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 39
Total of all active and inactive participants 2016-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 165
Number of participants with account balances 2016-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2015 401k membership
Total participants, beginning-of-year 2015-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 125
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 34
Total of all active and inactive participants 2015-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 161
Number of participants with account balances 2015-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2014 401k membership
Total participants, beginning-of-year 2014-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 131
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 30
Total of all active and inactive participants 2014-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 163
Number of participants with account balances 2014-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2013 401k membership
Total participants, beginning-of-year 2013-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 120
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 43
Total of all active and inactive participants 2013-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 163
Number of participants with account balances 2013-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2012 401k membership
Total participants, beginning-of-year 2012-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 118
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 44
Total of all active and inactive participants 2012-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 162
Number of participants with account balances 2012-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2011 401k membership
Total participants, beginning-of-year 2011-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 119
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 38
Total of all active and inactive participants 2011-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 157
Number of participants with account balances 2011-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2009 401k membership
Total participants, beginning-of-year 2009-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 118
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 35
Total of all active and inactive participants 2009-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 153
Number of participants with account balances 2009-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2023 401k membership
Total participants, beginning-of-year	2023-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	147
Number of retired or separated participants receiving benefits	2023-01-01	2
Number of other retired or separated participants entitled to future benefits	2023-01-01	36
Total of all active and inactive participants	2023-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	2
Total participants	2023-01-01	187
Number of participants with account balances	2023-01-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2022 401k membership
Total participants, beginning-of-year	2022-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	143
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	37
Total of all active and inactive participants	2022-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	185
Number of participants with account balances	2022-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2021 401k membership
Total participants, beginning-of-year	2021-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	138
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	37
Total of all active and inactive participants	2021-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	179
Number of participants with account balances	2021-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2020 401k membership
Total participants, beginning-of-year	2020-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	128
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	39
Total of all active and inactive participants	2020-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	167
Number of participants with account balances	2020-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2019 401k membership
Total participants, beginning-of-year	2019-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	132
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	30
Total of all active and inactive participants	2019-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	165
Number of participants with account balances	2019-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2018 401k membership
Total participants, beginning-of-year	2018-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	129
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	34
Total of all active and inactive participants	2018-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	165
Number of participants with account balances	2018-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2017 401k membership
Total participants, beginning-of-year	2017-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	122
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	45
Total of all active and inactive participants	2017-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	168
Number of participants with account balances	2017-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2016 401k membership
Total participants, beginning-of-year	2016-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	124
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	39
Total of all active and inactive participants	2016-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	165
Number of participants with account balances	2016-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2015 401k membership
Total participants, beginning-of-year	2015-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	125
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	34
Total of all active and inactive participants	2015-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	161
Number of participants with account balances	2015-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2014 401k membership
Total participants, beginning-of-year	2014-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	131
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	30
Total of all active and inactive participants	2014-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	163
Number of participants with account balances	2014-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2013 401k membership
Total participants, beginning-of-year	2013-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	120
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	43
Total of all active and inactive participants	2013-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	163
Number of participants with account balances	2013-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2012 401k membership
Total participants, beginning-of-year	2012-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	118
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	44
Total of all active and inactive participants	2012-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	162
Number of participants with account balances	2012-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2011 401k membership
Total participants, beginning-of-year	2011-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	119
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	38
Total of all active and inactive participants	2011-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	157
Number of participants with account balances	2011-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2009 401k membership
Total participants, beginning-of-year	2009-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	118
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	35
Total of all active and inactive participants	2009-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	153
Number of participants with account balances	2009-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A'

Measure	Date	Value
2023 : BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2023 401k financial data
Total transfer of assets to this plan	2023-12-31	$149,293
Total transfer of assets from this plan	2023-12-31	$7,350,680
Total income from all sources (including contributions)	2023-12-31	$24,661,305
Total of all expenses incurred	2023-12-31	$3,423,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$3,272,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$5,143,302
Value of total assets at end of year	2023-12-31	$124,665,577
Value of total assets at beginning of year	2023-12-31	$110,629,080
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$150,672
Total interest from all sources	2023-12-31	$21,088
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$1,954,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$1,954,506
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$2,046,931
Participant contributions at end of year	2023-12-31	$445,466
Participant contributions at beginning of year	2023-12-31	$445,108
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$15,064,932
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$14,513,025
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$2,474
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$384
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$625
Other income not declared elsewhere	2023-12-31	$2,424,601
Total non interest bearing cash at end of year	2023-12-31	$49,605
Total non interest bearing cash at beginning of year	2023-12-31	$53,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$21,237,884
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$124,665,577
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$110,629,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$147,538
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$100,772,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$87,406,892
Interest on participant loans	2023-12-31	$21,085
Value of interest in common/collective trusts at end of year	2023-12-31	$5,239,041
Value of interest in common/collective trusts at beginning of year	2023-12-31	$5,358,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$119
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$72
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$72
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$14,977,706
Net investment gain or loss from common/collective trusts	2023-12-31	$140,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$3,093,897
Employer contributions (assets) at end of year	2023-12-31	$3,093,896
Employer contributions (assets) at beginning of year	2023-12-31	$2,851,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$3,272,749
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-12-31	No
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	BAKER TILLY US LLP
Accountancy firm EIN	2023-12-31	301413443
2022 : BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2022 401k financial data
Total transfer of assets to this plan	2022-12-31	$656,560
Total transfer of assets from this plan	2022-12-31	$63,534
Total income from all sources (including contributions)	2022-12-31	$-16,267,540
Total of all expenses incurred	2022-12-31	$4,920,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,768,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,849,060
Value of total assets at end of year	2022-12-31	$110,629,080
Value of total assets at beginning of year	2022-12-31	$131,224,162
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$151,795
Total interest from all sources	2022-12-31	$15,894
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,647,006
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	$1,647,006
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,928,628
Participant contributions at end of year	2022-12-31	$445,108
Participant contributions at beginning of year	2022-12-31	$432,299
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$14,513,025
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$16,951,511
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$68,784
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$625
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$570
Other income not declared elsewhere	2022-12-31	$-2,635,669
Administrative expenses (other) incurred	2022-12-31	$2,923
Total non interest bearing cash at end of year	2022-12-31	$53,196
Total non interest bearing cash at beginning of year	2022-12-31	$49,068
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	$-21,188,108
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$110,629,080
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$131,224,162
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	$148,872
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$87,406,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$105,582,345
Interest on participant loans	2022-12-31	$15,894
Value of interest in common/collective trusts at end of year	2022-12-31	$5,358,514
Value of interest in common/collective trusts at beginning of year	2022-12-31	$5,633,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$72
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$71
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$71
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-20,266,457
Net investment gain or loss from common/collective trusts	2022-12-31	$122,626
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	$2,851,648
Employer contributions (assets) at end of year	2022-12-31	$2,851,648
Employer contributions (assets) at beginning of year	2022-12-31	$2,574,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,768,773
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
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	BAKER TILLY US LLP
Accountancy firm EIN	2022-12-31	390859910
2021 : BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2021 401k financial data
Total transfer of assets to this plan	2021-12-31	$465,075
Total income from all sources (including contributions)	2021-12-31	$21,260,263
Total of all expenses incurred	2021-12-31	$909,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$705,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,391,597
Value of total assets at end of year	2021-12-31	$131,224,162
Value of total assets at beginning of year	2021-12-31	$110,408,458
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$203,975
Total interest from all sources	2021-12-31	$15,296
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,592,906
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	$1,592,906
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,775,334
Participant contributions at end of year	2021-12-31	$432,299
Participant contributions at beginning of year	2021-12-31	$314,797
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$16,951,511
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$14,508,073
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$41,296
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$570
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$587
Other income not declared elsewhere	2021-12-31	$2,248,683
Administrative expenses (other) incurred	2021-12-31	$50,219
Total non interest bearing cash at end of year	2021-12-31	$49,068
Total non interest bearing cash at beginning of year	2021-12-31	$72,879
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	$20,350,629
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$131,224,162
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$110,408,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$153,756
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$105,582,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$87,562,377
Interest on participant loans	2021-12-31	$15,296
Value of interest in common/collective trusts at end of year	2021-12-31	$5,633,331
Value of interest in common/collective trusts at beginning of year	2021-12-31	$5,568,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$71
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$71
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$71
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$12,914,734
Net investment gain or loss from common/collective trusts	2021-12-31	$97,047
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	$2,574,967
Employer contributions (assets) at end of year	2021-12-31	$2,574,967
Employer contributions (assets) at beginning of year	2021-12-31	$2,381,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$705,659
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
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	BAKER TILLY, US LLP
Accountancy firm EIN	2021-12-31	390859910
2020 : BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2020 401k financial data
Total transfer of assets to this plan	2020-12-31	$175,657
Total income from all sources (including contributions)	2020-12-31	$19,092,698
Total of all expenses incurred	2020-12-31	$1,799,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,663,379
Expenses. Certain deemed distributions of participant loans	2020-12-31	$13,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,995,587
Value of total assets at end of year	2020-12-31	$110,408,458
Value of total assets at beginning of year	2020-12-31	$92,939,196
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$122,215
Total interest from all sources	2020-12-31	$17,222
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,258,982
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	$1,258,982
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,614,339
Participant contributions at end of year	2020-12-31	$314,797
Participant contributions at beginning of year	2020-12-31	$466,828
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$14,508,073
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$11,402,639
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$587
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$1,090
Other income not declared elsewhere	2020-12-31	$2,857,598
Administrative expenses (other) incurred	2020-12-31	$1,860
Total non interest bearing cash at end of year	2020-12-31	$72,879
Total non interest bearing cash at beginning of year	2020-12-31	$45,163
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	$17,293,605
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$110,408,458
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$92,939,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$120,355
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$87,562,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$73,053,740
Interest on participant loans	2020-12-31	$17,222
Value of interest in common/collective trusts at end of year	2020-12-31	$5,568,426
Value of interest in common/collective trusts at beginning of year	2020-12-31	$5,687,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$71
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$12
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$10,840,113
Net investment gain or loss from common/collective trusts	2020-12-31	$123,196
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	$2,381,248
Employer contributions (assets) at end of year	2020-12-31	$2,381,248
Employer contributions (assets) at beginning of year	2020-12-31	$2,282,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,663,379
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
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	BAKER TILLY, US LLP
Accountancy firm EIN	2020-12-31	390859910
2019 : BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2019 401k financial data
Total transfer of assets to this plan	2019-12-31	$522,358
Total income from all sources (including contributions)	2019-12-31	$19,646,988
Total of all expenses incurred	2019-12-31	$2,438,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,275,673
Value of total corrective distributions	2019-12-31	$750
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,867,168
Value of total assets at end of year	2019-12-31	$92,939,196
Value of total assets at beginning of year	2019-12-31	$75,208,122
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$161,849
Total interest from all sources	2019-12-31	$20,807
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,376,935
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	$1,376,935
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,581,699
Participant contributions at end of year	2019-12-31	$466,828
Participant contributions at beginning of year	2019-12-31	$512,280
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$11,402,639
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$9,262,455
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,388
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$1,090
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$111
Other income not declared elsewhere	2019-12-31	$1,865,231
Administrative expenses (other) incurred	2019-12-31	$30,899
Total non interest bearing cash at end of year	2019-12-31	$45,163
Total non interest bearing cash at beginning of year	2019-12-31	$329
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	$17,208,716
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$92,939,196
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$75,208,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$130,950
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$73,053,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$58,616,020
Interest on participant loans	2019-12-31	$20,807
Value of interest in common/collective trusts at end of year	2019-12-31	$5,687,643
Value of interest in common/collective trusts at beginning of year	2019-12-31	$4,751,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$12
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$12
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$12,385,002
Net investment gain or loss from common/collective trusts	2019-12-31	$131,845
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	$2,282,081
Employer contributions (assets) at end of year	2019-12-31	$2,282,081
Employer contributions (assets) at beginning of year	2019-12-31	$2,065,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,275,673
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
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	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2019-12-31	390859910
2018 : BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$2,602,582
Total of all expenses incurred	2018-12-31	$596,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$334,655
Value of total corrective distributions	2018-12-31	$2,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$6,235,170
Value of total assets at end of year	2018-12-31	$75,208,122
Value of total assets at beginning of year	2018-12-31	$73,201,829
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$258,766
Total interest from all sources	2018-12-31	$19,388
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,198,420
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	$1,198,420
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,412,311
Participant contributions at end of year	2018-12-31	$512,280
Participant contributions at beginning of year	2018-12-31	$509,767
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$9,262,455
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$9,222,446
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$2,757,158
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$111
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$26
Other income not declared elsewhere	2018-12-31	$-256,101
Administrative expenses (other) incurred	2018-12-31	$110,286
Total non interest bearing cash at end of year	2018-12-31	$329
Total non interest bearing cash at beginning of year	2018-12-31	$353
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	$2,006,293
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$75,208,122
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$73,201,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$148,480
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$58,616,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$58,124,880
Interest on participant loans	2018-12-31	$19,388
Value of interest in common/collective trusts at end of year	2018-12-31	$4,751,214
Value of interest in common/collective trusts at beginning of year	2018-12-31	$3,352,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$12
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$12
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,688,680
Net investment gain or loss from common/collective trusts	2018-12-31	$94,385
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	$2,065,701
Employer contributions (assets) at end of year	2018-12-31	$2,065,701
Employer contributions (assets) at beginning of year	2018-12-31	$1,992,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$334,655
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
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	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2018-12-31	390859910
2017 : BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2017 401k financial data
Total transfer of assets to this plan	2017-12-31	$55,287
Total transfer of assets from this plan	2017-12-31	$6,273
Total income from all sources (including contributions)	2017-12-31	$15,363,482
Total of all expenses incurred	2017-12-31	$1,907,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,688,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,529,374
Value of total assets at end of year	2017-12-31	$73,201,829
Value of total assets at beginning of year	2017-12-31	$59,697,280
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$219,552
Total interest from all sources	2017-12-31	$16,203
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$961,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$961,538
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	$1,385,912
Participant contributions at end of year	2017-12-31	$509,767
Participant contributions at beginning of year	2017-12-31	$444,993
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$9,222,446
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$7,589,770
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,151,226
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$26
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$529,139
Other income not declared elsewhere	2017-12-31	$1,369,027
Administrative expenses (other) incurred	2017-12-31	$91,477
Total non interest bearing cash at end of year	2017-12-31	$353
Total non interest bearing cash at beginning of year	2017-12-31	$360
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	$13,455,535
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$73,201,829
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$59,697,280
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	$128,075
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$58,124,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$45,874,807
Interest on participant loans	2017-12-31	$16,203
Value of interest in common/collective trusts at end of year	2017-12-31	$3,352,109
Value of interest in common/collective trusts at beginning of year	2017-12-31	$3,253,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$12
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$12
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$8,414,115
Net investment gain or loss from common/collective trusts	2017-12-31	$73,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,992,236
Employer contributions (assets) at end of year	2017-12-31	$1,992,236
Employer contributions (assets) at beginning of year	2017-12-31	$2,005,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,688,395
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
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	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2017-12-31	390859910
2016 : BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2016 401k financial data
Total transfer of assets to this plan	2016-12-31	$502,468
Total transfer of assets from this plan	2016-12-31	$47,031
Total income from all sources (including contributions)	2016-12-31	$8,425,159
Total of all expenses incurred	2016-12-31	$933,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$748,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,845,309
Value of total assets at end of year	2016-12-31	$59,697,280
Value of total assets at beginning of year	2016-12-31	$51,750,480
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$185,310
Total interest from all sources	2016-12-31	$15,478
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$825,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$825,138
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	$1,403,211
Participant contributions at end of year	2016-12-31	$444,993
Participant contributions at beginning of year	2016-12-31	$435,113
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$7,589,770
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$136,562
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$436,981
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$529,139
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$352
Other income not declared elsewhere	2016-12-31	$226,993
Administrative expenses (other) incurred	2016-12-31	$80,336
Total non interest bearing cash at end of year	2016-12-31	$360
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	$7,491,363
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$59,697,280
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$51,750,480
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	$104,974
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$45,874,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$41,280,176
Interest on participant loans	2016-12-31	$15,478
Value of interest in common/collective trusts at end of year	2016-12-31	$3,253,082
Value of interest in common/collective trusts at beginning of year	2016-12-31	$2,859,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$12
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$901,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$901,736
Asset value of US Government securities at beginning of year	2016-12-31	$49,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$3,447,373
Net investment gain or loss from common/collective trusts	2016-12-31	$64,868
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	$2,005,117
Employer contributions (assets) at end of year	2016-12-31	$2,005,117
Employer contributions (assets) at beginning of year	2016-12-31	$1,838,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$748,486
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$37,182
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$4,211,871
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	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2016-12-31	390859910
2015 : BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2015 401k financial data
Total transfer of assets to this plan	2015-12-31	$321,873
Total transfer of assets from this plan	2015-12-31	$747,328
Total income from all sources (including contributions)	2015-12-31	$3,559,101
Total of all expenses incurred	2015-12-31	$818,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$604,953
Expenses. Certain deemed distributions of participant loans	2015-12-31	$1,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,421,300
Value of total assets at end of year	2015-12-31	$51,750,480
Value of total assets at beginning of year	2015-12-31	$49,435,485
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$212,476
Total interest from all sources	2015-12-31	$16,491
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$740,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$740,359
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	$1,380,059
Participant contributions at end of year	2015-12-31	$435,113
Participant contributions at beginning of year	2015-12-31	$479,472
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$136,562
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$184,015
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$202,896
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$352
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$360
Other income not declared elsewhere	2015-12-31	$-246,638
Administrative expenses (other) incurred	2015-12-31	$115,083
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	$2,740,450
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$51,750,480
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$49,435,485
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	$97,393
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$41,280,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$41,722,110
Interest on participant loans	2015-12-31	$16,491
Value of interest in common/collective trusts at end of year	2015-12-31	$2,859,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$901,736
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$2,960,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$2,960,818
Asset value of US Government securities at end of year	2015-12-31	$49,628
Asset value of US Government securities at beginning of year	2015-12-31	$59,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-419,674
Net investment gain or loss from common/collective trusts	2015-12-31	$47,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,838,345
Employer contributions (assets) at end of year	2015-12-31	$1,838,345
Employer contributions (assets) at beginning of year	2015-12-31	$1,850,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$604,953
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$37,182
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$36,582
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$4,211,871
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$2,142,238
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	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2015-12-31	390859910
2014 : BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2014 401k financial data
Total transfer of assets to this plan	2014-12-31	$172,505
Total income from all sources (including contributions)	2014-12-31	$6,279,515
Total of all expenses incurred	2014-12-31	$4,134,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,978,504
Expenses. Certain deemed distributions of participant loans	2014-12-31	$3,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,373,907
Value of total assets at end of year	2014-12-31	$49,435,485
Value of total assets at beginning of year	2014-12-31	$47,118,253
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$152,466
Total interest from all sources	2014-12-31	$8,463
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,052,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,052,495
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	Yes
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	$1,423,076
Participant contributions at end of year	2014-12-31	$479,472
Participant contributions at beginning of year	2014-12-31	$322,137
Participant contributions at beginning of year	2014-12-31	$204,527
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$184,015
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$188,748
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$100,678
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$360
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$2,324
Other income not declared elsewhere	2014-12-31	$-94,740
Administrative expenses (other) incurred	2014-12-31	$90,585
Total non interest bearing cash at beginning of year	2014-12-31	$102,748
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	$2,144,727
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$49,435,485
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$47,118,253
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	$61,881
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$41,722,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$39,020,964
Interest on participant loans	2014-12-31	$8,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$2,960,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$2,678,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$2,678,591
Asset value of US Government securities at end of year	2014-12-31	$59,737
Asset value of US Government securities at beginning of year	2014-12-31	$30,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,939,390
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	$1,850,153
Employer contributions (assets) at end of year	2014-12-31	$1,850,153
Employer contributions (assets) at beginning of year	2014-12-31	$1,836,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,978,504
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$36,582
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$156,683
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$2,142,238
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$2,575,028
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	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2014-12-31	390859910
2013 : BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$469,332
Total transfer of assets from this plan	2013-12-31	$719,715
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	$10,527,348
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,426,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,405,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,309,635
Value of total assets at end of year	2013-12-31	$47,118,253
Value of total assets at beginning of year	2013-12-31	$38,267,297
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$20,796
Total interest from all sources	2013-12-31	$12,440
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	$1,377,092
Participant contributions at end of year	2013-12-31	$322,137
Participant contributions at beginning of year	2013-12-31	$292,977
Participant contributions at end of year	2013-12-31	$204,527
Participant contributions at beginning of year	2013-12-31	$201,937
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$188,748
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$179,378
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$96,529
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$2,324
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$14,270
Total non interest bearing cash at end of year	2013-12-31	$102,748
Total non interest bearing cash at beginning of year	2013-12-31	$26,374
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	$9,101,339
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$47,118,253
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$38,267,297
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	$18,421
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$39,020,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$30,288,994
Interest on participant loans	2013-12-31	$12,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$2,678,591
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$3,278,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$3,278,251
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$-296
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$5,294
Asset value of US Government securities at end of year	2013-12-31	$30,489
Asset value of US Government securities at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$7,191,003
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	$1,836,014
Employer contributions (assets) at end of year	2013-12-31	$1,836,014
Employer contributions (assets) at beginning of year	2013-12-31	$1,718,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,399,919
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$156,683
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$66,140
Contract administrator fees	2013-12-31	$2,375
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$2,575,028
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$2,214,288
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	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2013-12-31	390859910
2012 : BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$426,235
Total transfer of assets from this plan	2012-12-31	$347,973
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	$7,702,074
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,499,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,477,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,026,476
Value of total assets at end of year	2012-12-31	$38,267,297
Value of total assets at beginning of year	2012-12-31	$32,986,152
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$22,061
Total interest from all sources	2012-12-31	$11,799
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	$1,288,496
Participant contributions at end of year	2012-12-31	$292,977
Participant contributions at beginning of year	2012-12-31	$412,309
Participant contributions at end of year	2012-12-31	$201,937
Participant contributions at beginning of year	2012-12-31	$167,631
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$179,378
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$170,470
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$19,022
Other income not declared elsewhere	2012-12-31	$8,908
Administrative expenses (other) incurred	2012-12-31	$17,491
Total non interest bearing cash at end of year	2012-12-31	$26,374
Total non interest bearing cash at beginning of year	2012-12-31	$962
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	$5,202,883
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$38,267,297
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$32,986,152
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	$4,570
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$30,288,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$25,567,179
Interest on participant loans	2012-12-31	$12,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$3,278,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$3,309,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$3,309,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$-315
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$5,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$4,654,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,718,958
Employer contributions (assets) at end of year	2012-12-31	$1,718,958
Employer contributions (assets) at beginning of year	2012-12-31	$1,614,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,471,813
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$66,140
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$137,939
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$2,214,288
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$1,605,471
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	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2012-12-31	390859910
2011 : BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-211,568
Total unrealized appreciation/depreciation of assets	2011-12-31	$-211,568
Total transfer of assets to this plan	2011-12-31	$537,767
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$2,331,702
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,280,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,269,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,860,935
Value of total assets at end of year	2011-12-31	$32,986,152
Value of total assets at beginning of year	2011-12-31	$31,397,338
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$11,613
Total interest from all sources	2011-12-31	$14,798
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	$750,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,222,235
Participant contributions at end of year	2011-12-31	$412,309
Participant contributions at beginning of year	2011-12-31	$406,149
Participant contributions at end of year	2011-12-31	$167,631
Participant contributions at beginning of year	2011-12-31	$22,000
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$170,470
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$164,934
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$24,259
Other income not declared elsewhere	2011-12-31	$9,156
Administrative expenses (other) incurred	2011-12-31	$11,613
Total non interest bearing cash at end of year	2011-12-31	$962
Total non interest bearing cash at beginning of year	2011-12-31	$854
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	$1,051,047
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$32,986,152
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$31,397,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$25,567,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$27,316,364
Interest on participant loans	2011-12-31	$15,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$3,309,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$131,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$131,381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$-329
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$2,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-341,619
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	$1,614,441
Employer contributions (assets) at end of year	2011-12-31	$1,614,441
Employer contributions (assets) at beginning of year	2011-12-31	$1,666,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,266,875
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$137,939
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$351,989
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$1,605,471
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$1,337,119
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	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2011-12-31	390859910
2010 : BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$358,719
Total unrealized appreciation/depreciation of assets	2010-12-31	$358,719
Total transfer of assets to this plan	2010-12-31	$394,466
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$5,916,777
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$891,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$872,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,963,894
Value of total assets at end of year	2010-12-31	$31,397,338
Value of total assets at beginning of year	2010-12-31	$25,977,941
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$19,671
Total interest from all sources	2010-12-31	$104,393
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$750,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,115,509
Participant contributions at end of year	2010-12-31	$406,149
Participant contributions at beginning of year	2010-12-31	$355,257
Participant contributions at end of year	2010-12-31	$22,000
Participant contributions at beginning of year	2010-12-31	$104,139
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$164,934
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$157,043
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$181,837
Other income not declared elsewhere	2010-12-31	$7,944
Administrative expenses (other) incurred	2010-12-31	$10,411
Total non interest bearing cash at end of year	2010-12-31	$854
Total non interest bearing cash at beginning of year	2010-12-31	$100,634
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	$5,024,931
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$31,397,338
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$25,977,941
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	$9,260
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$27,316,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$19,965,419
Interest on participant loans	2010-12-31	$21,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$131,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$2,376,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$2,376,900
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$83,127
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$5,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,481,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,666,548
Employer contributions (assets) at end of year	2010-12-31	$1,666,548
Employer contributions (assets) at beginning of year	2010-12-31	$1,483,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$866,760
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$351,989
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$379,965
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$1,337,119
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$1,054,833
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	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2010-12-31	390859910

Form 5500 Responses for BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A'

2023: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
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: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
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: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
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: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
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: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
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: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 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: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 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: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BEVERIDGE & DIAMOND, P.C. PROFIT SHARING PLAN & TRUST 'A' 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

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

JK62885

Policy instance

Insurance contract or identification number	JK62885
Number of Individuals Covered	2
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

JK62885

Policy instance

Insurance contract or identification number	JK62885
Number of Individuals Covered	2
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

JK62885

Policy instance

Insurance contract or identification number	JK62885
Number of Individuals Covered	2
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

JK62885

Policy instance

Insurance contract or identification number	JK62885
Number of Individuals Covered	2
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

JK62885

Policy instance

Insurance contract or identification number	JK62885
Number of Individuals Covered	2
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

JK62885

Policy instance

Insurance contract or identification number	JK62885
Number of Individuals Covered	2
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

JK62885

Policy instance

Insurance contract or identification number	JK62885
Number of Individuals Covered	2
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

JK62885

Policy instance

Insurance contract or identification number	JK62885
Number of Individuals Covered	2
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	NEW ENGLAND FINANCIAL

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

JK62885

Policy instance

Insurance contract or identification number	JK62885
Number of Individuals Covered	4
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	NEW ENGLAND FINANCIAL

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

041380000

Policy instance

Insurance contract or identification number	041380000
Number of Individuals Covered	4
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	NEW ENGLAND FINANCIAL

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

041380000

Policy instance

Insurance contract or identification number	041380000
Number of Individuals Covered	4
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	NEW ENGLAND FINANCIAL

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

041380000

Policy instance

Insurance contract or identification number	041380000
Number of Individuals Covered	4
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $90
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

041380000

Policy instance

Insurance contract or identification number	041380000
Number of Individuals Covered	4
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $90
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $90
Insurance broker organization code?	3
Insurance broker name	NEW ENGLAND FINANCIAL

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The information provided on this website is not advice, endorsement or recommendation
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Company Name:	BEVERIDGE & DIAMOND, P.C.
Employer identification number (EIN):	521247549
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2000-08-01
Company Identification Number:	0013375406
Legal Registered Office Address:	1900 N ST NW STE 100 WASHINGTON United States of America (USA) 20036