401k Plan data: OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST plan

OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 401k Plan overview

Plan Name	OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST
Plan identification number	001

OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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.

401k Sponsoring company profile

OBER KALER GRIMES AND SHRIVER has sponsored the creation of one or more 401k plans.

Company Name: OBER KALER GRIMES AND SHRIVER

Employer identification number (EIN): 521908497

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 MATTHEW A MACE S. CRAIG HOLDEN 2018-10-08
001 2016-01-01 MATTHEW A MACE
001 2015-01-01 MATTHEW A MACE S. CRAIG HOLDEN 2016-10-13
001 2014-01-01 MATTHEW A MACE STEPHEN C. HOLDEN 2015-09-30
001 2013-01-01 MATTHEW A MACE S. CRAIG HOLDEN 2014-10-13
001 2012-01-01 MATTHEW A MACE S. CRAIG HOLDEN 2013-10-02
001 2011-01-01 MATTHEW A MACE, PLAN ADMIN STEPHEN C. HOLDEN, PRESIDENT 2012-10-15
001 2009-01-01 MATTHEW MACE S CRAIG HOLDEN 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	MATTHEW A MACE	S. CRAIG HOLDEN	2018-10-08
001	2016-01-01	MATTHEW A MACE
001	2015-01-01	MATTHEW A MACE	S. CRAIG HOLDEN	2016-10-13
001	2014-01-01	MATTHEW A MACE	STEPHEN C. HOLDEN	2015-09-30
001	2013-01-01	MATTHEW A MACE	S. CRAIG HOLDEN	2014-10-13
001	2012-01-01	MATTHEW A MACE	S. CRAIG HOLDEN	2013-10-02
001	2011-01-01	MATTHEW A MACE, PLAN ADMIN	STEPHEN C. HOLDEN, PRESIDENT	2012-10-15
001	2009-01-01	MATTHEW MACE	S CRAIG HOLDEN	2010-10-14

Plan Statistics for OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST

Measure Date Value
2017: OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 295
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 314
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 225
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 68
Total of all active and inactive participants 2016-01-01 293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 295
Number of participants with account balances 2016-01-01 282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 320
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 233
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 78
Total of all active and inactive participants 2015-01-01 311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 3
Total participants 2015-01-01 314
Number of participants with account balances 2015-01-01 294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 324
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 244
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 73
Total of all active and inactive participants 2014-01-01 317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 3
Total participants 2014-01-01 320
Number of participants with account balances 2014-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 327
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 257
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 66
Total of all active and inactive participants 2013-01-01 323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 324
Number of participants with account balances 2013-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 263
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 64
Total of all active and inactive participants 2012-01-01 327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 327
Number of participants with account balances 2012-01-01 304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 329
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 274
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 61
Total of all active and inactive participants 2011-01-01 335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 335
Number of participants with account balances 2011-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 343
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 264
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 63
Total of all active and inactive participants 2009-01-01 327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 327
Number of participants with account balances 2009-01-01 306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2017: OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	295
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	314
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	225
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	68
Total of all active and inactive participants	2016-01-01	293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	295
Number of participants with account balances	2016-01-01	282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	320
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	233
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	78
Total of all active and inactive participants	2015-01-01	311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	3
Total participants	2015-01-01	314
Number of participants with account balances	2015-01-01	294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	324
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	244
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	73
Total of all active and inactive participants	2014-01-01	317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	3
Total participants	2014-01-01	320
Number of participants with account balances	2014-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	327
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	257
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	66
Total of all active and inactive participants	2013-01-01	323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	324
Number of participants with account balances	2013-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	263
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	64
Total of all active and inactive participants	2012-01-01	327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	327
Number of participants with account balances	2012-01-01	304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	329
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	274
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	61
Total of all active and inactive participants	2011-01-01	335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	335
Number of participants with account balances	2011-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	343
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	264
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	63
Total of all active and inactive participants	2009-01-01	327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	327
Number of participants with account balances	2009-01-01	306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST

Measure	Date	Value
2017 : OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$-58
Total unrealized appreciation/depreciation of assets	2017-12-31	$-58
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$7,477,582
Total loss/gain on sale of assets	2017-12-31	$162,527
Total of all expenses incurred	2017-12-31	$94,804,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$94,725,730
Value of total corrective distributions	2017-12-31	$1,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,811,673
Value of total assets at end of year	2017-12-31	$0
Value of total assets at beginning of year	2017-12-31	$87,326,775
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$77,564
Total income from rents	2017-12-31	$25
Total interest from all sources	2017-12-31	$6,368
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$119,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$102,197
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$330,887
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$842,594
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$135,845
Other income not declared elsewhere	2017-12-31	$7,899
Administrative expenses (other) incurred	2017-12-31	$77,564
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$2,116
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	$-87,326,775
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$87,326,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$49,905,312
Interest on participant loans	2017-12-31	$6,114
Interest earned on other investments	2017-12-31	$89
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$31,082,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$2,715,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$2,715,971
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$165
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,952,680
Net investment gain or loss from common/collective trusts	2017-12-31	$1,417,018
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	$2,344,941
Income. Dividends from common stock	2017-12-31	$17,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$94,725,730
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$288
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$2,778,251
Did the plan have assets held for investment	2017-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	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	Yes
Aggregate proceeds on sale of assets	2017-12-31	$22,265,977
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$22,103,450
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	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2017-12-31	560747981
2016 : OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$-15,818
Total unrealized appreciation/depreciation of assets	2016-12-31	$-15,818
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$10,254,921
Total loss/gain on sale of assets	2016-12-31	$64,297
Total of all expenses incurred	2016-12-31	$6,255,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$6,074,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$4,436,450
Value of total assets at end of year	2016-12-31	$87,326,775
Value of total assets at beginning of year	2016-12-31	$83,326,922
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$180,667
Total interest from all sources	2016-12-31	$25,321
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,006,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$946,733
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,024,593
Participant contributions at end of year	2016-12-31	$842,594
Participant contributions at beginning of year	2016-12-31	$699,011
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$10,573
Other income not declared elsewhere	2016-12-31	$-245,311
Administrative expenses (other) incurred	2016-12-31	$180,667
Total non interest bearing cash at end of year	2016-12-31	$2,116
Total non interest bearing cash at beginning of year	2016-12-31	$15,159
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	$3,999,853
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$87,326,775
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$83,326,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$49,905,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$47,081,063
Interest on participant loans	2016-12-31	$25,041
Value of interest in common/collective trusts at end of year	2016-12-31	$31,082,243
Value of interest in common/collective trusts at beginning of year	2016-12-31	$29,574,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$2,715,971
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$2,770,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$2,770,003
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$280
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,491,508
Net investment gain or loss from common/collective trusts	2016-12-31	$2,492,135
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	$2,401,284
Income. Dividends from common stock	2016-12-31	$59,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$6,074,401
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$288
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$369
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$2,778,251
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$3,186,760
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
Aggregate proceeds on sale of assets	2016-12-31	$5,254,137
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$5,189,840
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	DIXON HUGHES
Accountancy firm EIN	2016-12-31	560747981
2015 : OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-187,505
Total unrealized appreciation/depreciation of assets	2015-12-31	$-187,505
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$3,849,713
Total loss/gain on sale of assets	2015-12-31	$-98,525
Total of all expenses incurred	2015-12-31	$5,001,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$4,831,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,399,383
Value of total assets at end of year	2015-12-31	$83,326,922
Value of total assets at beginning of year	2015-12-31	$84,479,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$170,335
Total interest from all sources	2015-12-31	$23,416
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$977,968
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	$910,855
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
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	$1,964,620
Participant contributions at end of year	2015-12-31	$699,011
Participant contributions at beginning of year	2015-12-31	$704,745
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$210,177
Other income not declared elsewhere	2015-12-31	$1,670
Administrative expenses (other) incurred	2015-12-31	$170,335
Total non interest bearing cash at end of year	2015-12-31	$15,159
Total non interest bearing cash at beginning of year	2015-12-31	$9,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,152,204
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$83,326,922
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$84,479,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$47,081,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$46,687,762
Interest on participant loans	2015-12-31	$22,040
Interest earned on other investments	2015-12-31	$853
Income. Interest from corporate debt instruments	2015-12-31	$253
Value of interest in common/collective trusts at end of year	2015-12-31	$29,574,557
Value of interest in common/collective trusts at beginning of year	2015-12-31	$31,188,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$2,770,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$2,696,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$2,696,157
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$270
Asset value of US Government securities at beginning of year	2015-12-31	$30,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,817,019
Net investment gain or loss from common/collective trusts	2015-12-31	$550,325
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	$2,224,586
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$67,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$4,831,582
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$369
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$11,035
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$3,186,760
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$3,151,695
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
Aggregate proceeds on sale of assets	2015-12-31	$2,738,848
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$2,837,373
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	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2015-12-31	560747981
2014 : OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$294,476
Total unrealized appreciation/depreciation of assets	2014-12-31	$294,476
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$9,895,314
Total loss/gain on sale of assets	2014-12-31	$-20,664
Total of all expenses incurred	2014-12-31	$8,180,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$7,999,125
Value of total corrective distributions	2014-12-31	$716
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$4,520,814
Value of total assets at end of year	2014-12-31	$84,479,126
Value of total assets at beginning of year	2014-12-31	$82,764,236
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$180,583
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$26,680
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$2,770,466
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	$2,719,428
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$19,601
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,994,848
Participant contributions at end of year	2014-12-31	$704,745
Participant contributions at beginning of year	2014-12-31	$697,776
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$167,185
Other income not declared elsewhere	2014-12-31	$19,347
Administrative expenses (other) incurred	2014-12-31	$180,583
Total non interest bearing cash at end of year	2014-12-31	$9,059
Total non interest bearing cash at beginning of year	2014-12-31	$5,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,714,890
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$84,479,126
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$82,764,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$46,687,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$45,416,945
Interest on participant loans	2014-12-31	$24,281
Interest earned on other investments	2014-12-31	$265
Income. Interest from US Government securities	2014-12-31	$1,200
Income. Interest from corporate debt instruments	2014-12-31	$768
Value of interest in common/collective trusts at end of year	2014-12-31	$31,188,535
Value of interest in common/collective trusts at beginning of year	2014-12-31	$30,406,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$2,696,157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$3,451,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$3,451,242
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$166
Asset value of US Government securities at end of year	2014-12-31	$30,138
Asset value of US Government securities at beginning of year	2014-12-31	$31,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-622,548
Net investment gain or loss from common/collective trusts	2014-12-31	$2,906,743
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	$2,358,781
Income. Dividends from preferred stock	2014-12-31	$240
Income. Dividends from common stock	2014-12-31	$50,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$7,999,125
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$11,035
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$22,045
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$3,151,695
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$2,714,006
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
Aggregate proceeds on sale of assets	2014-12-31	$8,216,177
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$8,236,841
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	STEGMAN & COMPANY
Accountancy firm EIN	2014-12-31	520947747
2013 : OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$473,874
Total unrealized appreciation/depreciation of assets	2013-12-31	$473,874
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	$16,990,111
Total loss/gain on sale of assets	2013-12-31	$35,759
Total of all expenses incurred	2013-12-31	$4,612,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$4,444,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$4,513,953
Value of total assets at end of year	2013-12-31	$82,764,236
Value of total assets at beginning of year	2013-12-31	$70,387,079
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$168,507
Total interest from all sources	2013-12-31	$34,835
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,967,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,916,219
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$19,601
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$16,396
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
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	$2,069,779
Participant contributions at end of year	2013-12-31	$697,776
Participant contributions at beginning of year	2013-12-31	$803,171
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$107,048
Other income not declared elsewhere	2013-12-31	$13,798
Administrative expenses (other) incurred	2013-12-31	$168,507
Total non interest bearing cash at end of year	2013-12-31	$5,282
Total non interest bearing cash at beginning of year	2013-12-31	$-26,611
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	$12,377,157
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$82,764,236
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$70,387,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$45,416,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$39,343,185
Interest on participant loans	2013-12-31	$26,239
Interest earned on other investments	2013-12-31	$2,875
Income. Interest from US Government securities	2013-12-31	$1,200
Income. Interest from corporate debt instruments	2013-12-31	$4,406
Value of interest in common/collective trusts at end of year	2013-12-31	$30,406,066
Value of interest in common/collective trusts at beginning of year	2013-12-31	$25,233,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$3,451,242
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$2,867,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$2,867,297
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$115
Asset value of US Government securities at end of year	2013-12-31	$31,273
Asset value of US Government securities at beginning of year	2013-12-31	$32,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$4,648,865
Net investment gain or loss from common/collective trusts	2013-12-31	$5,301,295
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	$2,337,126
Income. Dividends from preferred stock	2013-12-31	$930
Income. Dividends from common stock	2013-12-31	$50,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$4,444,447
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$22,045
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$145,021
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$2,714,006
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$1,972,601
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
Aggregate proceeds on sale of assets	2013-12-31	$3,600,663
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$3,564,904
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	STEGMAN & COMPANY
Accountancy firm EIN	2013-12-31	520947747
2012 : OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$202,021
Total unrealized appreciation/depreciation of assets	2012-12-31	$202,021
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	$8,834,460
Total loss/gain on sale of assets	2012-12-31	$73,096
Total of all expenses incurred	2012-12-31	$3,947,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,783,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,988,514
Value of total assets at end of year	2012-12-31	$70,387,079
Value of total assets at beginning of year	2012-12-31	$65,499,822
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$163,230
Total income from rents	2012-12-31	$0
Total interest from all sources	2012-12-31	$36,434
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$957,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$908,420
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$16,396
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,642,942
Participant contributions at end of year	2012-12-31	$803,171
Participant contributions at beginning of year	2012-12-31	$746,809
Participant contributions at beginning of year	2012-12-31	$368,930
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$13,384,804
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$345,572
Other income not declared elsewhere	2012-12-31	$9,697
Administrative expenses (other) incurred	2012-12-31	$163,230
Total non interest bearing cash at end of year	2012-12-31	$-26,611
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	$4,887,257
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$70,387,079
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$65,499,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$39,343,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$32,065,970
Interest on participant loans	2012-12-31	$25,914
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$651
Income. Interest from US Government securities	2012-12-31	$1,200
Income. Interest from corporate debt instruments	2012-12-31	$8,581
Value of interest in common/collective trusts at end of year	2012-12-31	$25,233,666
Value of interest in common/collective trusts at beginning of year	2012-12-31	$16,566,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$2,867,297
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$88
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Asset value of US Government securities at end of year	2012-12-31	$32,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$3,805,604
Net investment gain or loss from common/collective trusts	2012-12-31	$1,761,837
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
Employer contributions (assets) at beginning of year	2012-12-31	$2,366,379
Income. Dividends from preferred stock	2012-12-31	$225
Income. Dividends from common stock	2012-12-31	$48,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,783,973
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$145,021
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$1,972,601
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
Aggregate proceeds on sale of assets	2012-12-31	$5,103,273
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$5,030,177
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	STEGMAN & COMPANY
Accountancy firm EIN	2012-12-31	520947747
2011 : OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$3,144,231
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,571,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,473,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$4,429,171
Value of total assets at end of year	2011-12-31	$65,499,822
Value of total assets at beginning of year	2011-12-31	$63,927,477
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$98,179
Total interest from all sources	2011-12-31	$24,579
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$484,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$484,392
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$2,114,991
Participant contributions at end of year	2011-12-31	$746,809
Participant contributions at beginning of year	2011-12-31	$627,245
Participant contributions at end of year	2011-12-31	$368,930
Participant contributions at beginning of year	2011-12-31	$330,638
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$13,384,804
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$12,912,150
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$5,162
Other income not declared elsewhere	2011-12-31	$144,101
Administrative expenses (other) incurred	2011-12-31	$98,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,572,345
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$65,499,822
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$63,927,477
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	$32,065,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$34,189,327
Interest on participant loans	2011-12-31	$24,579
Value of interest in common/collective trusts at end of year	2011-12-31	$16,566,930
Value of interest in common/collective trusts at beginning of year	2011-12-31	$13,506,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-2,293,414
Net investment gain or loss from common/collective trusts	2011-12-31	$355,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$2,309,018
Employer contributions (assets) at end of year	2011-12-31	$2,366,379
Employer contributions (assets) at beginning of year	2011-12-31	$2,361,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,473,707
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	STEGMAN & COMPANY
Accountancy firm EIN	2011-12-31	520947747
2010 : OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$9,963,658
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,457,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,389,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$4,390,508
Value of total assets at end of year	2010-12-31	$63,927,477
Value of total assets at beginning of year	2010-12-31	$56,421,474
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$68,060
Total interest from all sources	2010-12-31	$25,674
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$542,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$542,931
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,994,715
Participant contributions at end of year	2010-12-31	$627,245
Participant contributions at beginning of year	2010-12-31	$499,812
Participant contributions at end of year	2010-12-31	$330,638
Participant contributions at beginning of year	2010-12-31	$339,591
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$12,912,150
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$11,471,160
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$34,523
Other income not declared elsewhere	2010-12-31	$1,074,674
Administrative expenses (other) incurred	2010-12-31	$68,060
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	$7,506,003
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$63,927,477
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$56,421,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$34,189,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$28,432,190
Interest on participant loans	2010-12-31	$25,674
Value of interest in common/collective trusts at end of year	2010-12-31	$13,506,847
Value of interest in common/collective trusts at beginning of year	2010-12-31	$13,336,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,883,071
Net investment gain or loss from common/collective trusts	2010-12-31	$1,046,800
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	$2,361,270
Employer contributions (assets) at end of year	2010-12-31	$2,361,270
Employer contributions (assets) at beginning of year	2010-12-31	$2,342,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,389,595
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	STEGMAN & COMPANY
Accountancy firm EIN	2010-12-31	520947747
2009 : OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST

2017: OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: OBER, KALER, GRIMES & SHRIVER RETIREMENT PLAN AND TRUST 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OBER KALER GRIMES AND SHRIVER
Employer identification number (EIN):	521908497
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers