401k Plan data: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN plan

DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN
Plan identification number	001

DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

FORVIS, LLP has sponsored the creation of one or more 401k plans.

Company Name: FORVIS, LLP

Employer identification number (EIN): 560747981

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Additional information about FORVIS, LLP

Jurisdiction of Incorporation: North Carolina Secretary of State

Incorporation Date:

Company Identification Number: 0438929

More information about FORVIS, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-06-01
001 2021-06-01
001 2020-06-01
001 2019-06-01
001 2018-06-01
001 2017-06-01 MARY FRAZIER MARY FRAZIER 2019-03-13
001 2016-06-01 MARY FRAZIER MARY FRAZIER 2018-03-12
001 2015-06-01 MARY FRAZIER MARY FRAZIER 2017-03-13
001 2014-06-01 MARY FRAZIER MARY FRAZIER 2016-03-14
001 2013-06-01 MARY FRAZIER MARY FRAZIER 2015-03-14
001 2012-06-01 MARY FRAZIER MARY FRAZIER 2014-03-17
001 2011-06-01 MARY FRAZIER MARY FRAZIER 2013-03-14
001 2010-06-01 MARY FRAZIER MARY FRAZIER 2012-03-15
001 2009-06-01 MARY R FRAZIER MARY R FRAZIER 2011-03-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-06-01
001	2021-06-01
001	2020-06-01
001	2019-06-01
001	2018-06-01
001	2017-06-01	MARY FRAZIER	MARY FRAZIER	2019-03-13
001	2016-06-01	MARY FRAZIER	MARY FRAZIER	2018-03-12
001	2015-06-01	MARY FRAZIER	MARY FRAZIER	2017-03-13
001	2014-06-01	MARY FRAZIER	MARY FRAZIER	2016-03-14
001	2013-06-01	MARY FRAZIER	MARY FRAZIER	2015-03-14
001	2012-06-01	MARY FRAZIER	MARY FRAZIER	2014-03-17
001	2011-06-01	MARY FRAZIER	MARY FRAZIER	2013-03-14
001	2010-06-01	MARY FRAZIER	MARY FRAZIER	2012-03-15
001	2009-06-01	MARY R FRAZIER	MARY R FRAZIER	2011-03-14

Plan Statistics for DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN

401k plan membership statisitcs for DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN

Measure Date Value
2022: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-06-01 3,548
Total number of active participants reported on line 7a of the Form 5500 2022-06-01 0
Number of retired or separated participants receiving benefits 2022-06-01 0
Number of other retired or separated participants entitled to future benefits 2022-06-01 0
Total of all active and inactive participants 2022-06-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-06-01 0
Total participants 2022-06-01 0
Number of participants with account balances 2022-06-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-06-01 0
2021: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-06-01 3,213
Total number of active participants reported on line 7a of the Form 5500 2021-06-01 2,220
Number of retired or separated participants receiving benefits 2021-06-01 34
Number of other retired or separated participants entitled to future benefits 2021-06-01 1,293
Total of all active and inactive participants 2021-06-01 3,547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-06-01 1
Total participants 2021-06-01 3,548
Number of participants with account balances 2021-06-01 3,534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-06-01 144
2020: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-06-01 3,338
Total number of active participants reported on line 7a of the Form 5500 2020-06-01 2,194
Number of retired or separated participants receiving benefits 2020-06-01 31
Number of other retired or separated participants entitled to future benefits 2020-06-01 987
Total of all active and inactive participants 2020-06-01 3,212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-06-01 1
Total participants 2020-06-01 3,213
Number of participants with account balances 2020-06-01 3,197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-06-01 179
2019: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-06-01 3,161
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 2,332
Number of retired or separated participants receiving benefits 2019-06-01 28
Number of other retired or separated participants entitled to future benefits 2019-06-01 977
Total of all active and inactive participants 2019-06-01 3,337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-06-01 1
Total participants 2019-06-01 3,338
Number of participants with account balances 2019-06-01 3,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-06-01 156
2018: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-06-01 3,212
Total number of active participants reported on line 7a of the Form 5500 2018-06-01 2,239
Number of retired or separated participants receiving benefits 2018-06-01 30
Number of other retired or separated participants entitled to future benefits 2018-06-01 891
Total of all active and inactive participants 2018-06-01 3,160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-06-01 1
Total participants 2018-06-01 3,161
Number of participants with account balances 2018-06-01 3,131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-06-01 176
2017: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-06-01 2,957
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 2,103
Number of retired or separated participants receiving benefits 2017-06-01 25
Number of other retired or separated participants entitled to future benefits 2017-06-01 1,083
Total of all active and inactive participants 2017-06-01 3,211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-01 1
Total participants 2017-06-01 3,212
Number of participants with account balances 2017-06-01 3,199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-01 163
2016: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-06-01 2,408
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 2,010
Number of retired or separated participants receiving benefits 2016-06-01 16
Number of other retired or separated participants entitled to future benefits 2016-06-01 929
Total of all active and inactive participants 2016-06-01 2,955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 2
Total participants 2016-06-01 2,957
Number of participants with account balances 2016-06-01 2,889
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-01 126
2015: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-06-01 2,261
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 1,794
Number of retired or separated participants receiving benefits 2015-06-01 11
Number of other retired or separated participants entitled to future benefits 2015-06-01 601
Total of all active and inactive participants 2015-06-01 2,406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 2
Total participants 2015-06-01 2,408
Number of participants with account balances 2015-06-01 2,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 80
2014: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-06-01 2,078
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 1,702
Number of retired or separated participants receiving benefits 2014-06-01 8
Number of other retired or separated participants entitled to future benefits 2014-06-01 550
Total of all active and inactive participants 2014-06-01 2,260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 1
Total participants 2014-06-01 2,261
Number of participants with account balances 2014-06-01 2,192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 58
2013: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-06-01 2,053
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 1,554
Number of retired or separated participants receiving benefits 2013-06-01 4
Number of other retired or separated participants entitled to future benefits 2013-06-01 520
Total of all active and inactive participants 2013-06-01 2,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 0
Total participants 2013-06-01 2,078
Number of participants with account balances 2013-06-01 2,013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 82
2012: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-06-01 1,973
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 1,574
Number of retired or separated participants receiving benefits 2012-06-01 4
Number of other retired or separated participants entitled to future benefits 2012-06-01 475
Total of all active and inactive participants 2012-06-01 2,053
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 0
Total participants 2012-06-01 2,053
Number of participants with account balances 2012-06-01 1,987
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 64
2011: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-06-01 1,395
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 1,536
Number of retired or separated participants receiving benefits 2011-06-01 2
Number of other retired or separated participants entitled to future benefits 2011-06-01 435
Total of all active and inactive participants 2011-06-01 1,973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 0
Total participants 2011-06-01 1,973
Number of participants with account balances 2011-06-01 1,702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 107
2010: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-06-01 1,265
Total number of active participants reported on line 7a of the Form 5500 2010-06-01 1,095
Number of retired or separated participants receiving benefits 2010-06-01 1
Number of other retired or separated participants entitled to future benefits 2010-06-01 299
Total of all active and inactive participants 2010-06-01 1,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-06-01 0
Total participants 2010-06-01 1,395
Number of participants with account balances 2010-06-01 1,241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-06-01 98
2009: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 1,277
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 1,026
Number of retired or separated participants receiving benefits 2009-06-01 1
Number of other retired or separated participants entitled to future benefits 2009-06-01 238
Total of all active and inactive participants 2009-06-01 1,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 0
Total participants 2009-06-01 1,265
Number of participants with account balances 2009-06-01 1,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 81

Measure	Date	Value
2022: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-06-01	3,548
Total number of active participants reported on line 7a of the Form 5500	2022-06-01	0
Number of retired or separated participants receiving benefits	2022-06-01	0
Number of other retired or separated participants entitled to future benefits	2022-06-01	0
Total of all active and inactive participants	2022-06-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-06-01	0
Total participants	2022-06-01	0
Number of participants with account balances	2022-06-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-06-01	0
2021: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-06-01	3,213
Total number of active participants reported on line 7a of the Form 5500	2021-06-01	2,220
Number of retired or separated participants receiving benefits	2021-06-01	34
Number of other retired or separated participants entitled to future benefits	2021-06-01	1,293
Total of all active and inactive participants	2021-06-01	3,547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-06-01	1
Total participants	2021-06-01	3,548
Number of participants with account balances	2021-06-01	3,534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-06-01	144
2020: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-06-01	3,338
Total number of active participants reported on line 7a of the Form 5500	2020-06-01	2,194
Number of retired or separated participants receiving benefits	2020-06-01	31
Number of other retired or separated participants entitled to future benefits	2020-06-01	987
Total of all active and inactive participants	2020-06-01	3,212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-06-01	1
Total participants	2020-06-01	3,213
Number of participants with account balances	2020-06-01	3,197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-06-01	179
2019: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-06-01	3,161
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	2,332
Number of retired or separated participants receiving benefits	2019-06-01	28
Number of other retired or separated participants entitled to future benefits	2019-06-01	977
Total of all active and inactive participants	2019-06-01	3,337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-06-01	1
Total participants	2019-06-01	3,338
Number of participants with account balances	2019-06-01	3,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-06-01	156
2018: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-06-01	3,212
Total number of active participants reported on line 7a of the Form 5500	2018-06-01	2,239
Number of retired or separated participants receiving benefits	2018-06-01	30
Number of other retired or separated participants entitled to future benefits	2018-06-01	891
Total of all active and inactive participants	2018-06-01	3,160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-06-01	1
Total participants	2018-06-01	3,161
Number of participants with account balances	2018-06-01	3,131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-06-01	176
2017: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-06-01	2,957
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	2,103
Number of retired or separated participants receiving benefits	2017-06-01	25
Number of other retired or separated participants entitled to future benefits	2017-06-01	1,083
Total of all active and inactive participants	2017-06-01	3,211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-01	1
Total participants	2017-06-01	3,212
Number of participants with account balances	2017-06-01	3,199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-01	163
2016: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-06-01	2,408
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	2,010
Number of retired or separated participants receiving benefits	2016-06-01	16
Number of other retired or separated participants entitled to future benefits	2016-06-01	929
Total of all active and inactive participants	2016-06-01	2,955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	2
Total participants	2016-06-01	2,957
Number of participants with account balances	2016-06-01	2,889
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-01	126
2015: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-06-01	2,261
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	1,794
Number of retired or separated participants receiving benefits	2015-06-01	11
Number of other retired or separated participants entitled to future benefits	2015-06-01	601
Total of all active and inactive participants	2015-06-01	2,406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	2
Total participants	2015-06-01	2,408
Number of participants with account balances	2015-06-01	2,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	80
2014: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-06-01	2,078
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	1,702
Number of retired or separated participants receiving benefits	2014-06-01	8
Number of other retired or separated participants entitled to future benefits	2014-06-01	550
Total of all active and inactive participants	2014-06-01	2,260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	1
Total participants	2014-06-01	2,261
Number of participants with account balances	2014-06-01	2,192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	58
2013: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-06-01	2,053
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	1,554
Number of retired or separated participants receiving benefits	2013-06-01	4
Number of other retired or separated participants entitled to future benefits	2013-06-01	520
Total of all active and inactive participants	2013-06-01	2,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	0
Total participants	2013-06-01	2,078
Number of participants with account balances	2013-06-01	2,013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	82
2012: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-06-01	1,973
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	1,574
Number of retired or separated participants receiving benefits	2012-06-01	4
Number of other retired or separated participants entitled to future benefits	2012-06-01	475
Total of all active and inactive participants	2012-06-01	2,053
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	0
Total participants	2012-06-01	2,053
Number of participants with account balances	2012-06-01	1,987
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	64
2011: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-06-01	1,395
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	1,536
Number of retired or separated participants receiving benefits	2011-06-01	2
Number of other retired or separated participants entitled to future benefits	2011-06-01	435
Total of all active and inactive participants	2011-06-01	1,973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	0
Total participants	2011-06-01	1,973
Number of participants with account balances	2011-06-01	1,702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	107
2010: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-06-01	1,265
Total number of active participants reported on line 7a of the Form 5500	2010-06-01	1,095
Number of retired or separated participants receiving benefits	2010-06-01	1
Number of other retired or separated participants entitled to future benefits	2010-06-01	299
Total of all active and inactive participants	2010-06-01	1,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-06-01	0
Total participants	2010-06-01	1,395
Number of participants with account balances	2010-06-01	1,241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-06-01	98
2009: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	1,277
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	1,026
Number of retired or separated participants receiving benefits	2009-06-01	1
Number of other retired or separated participants entitled to future benefits	2009-06-01	238
Total of all active and inactive participants	2009-06-01	1,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	0
Total participants	2009-06-01	1,265
Number of participants with account balances	2009-06-01	1,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	81

Financial Data on DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN

Measure	Date	Value
2023 : DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-05-31	$0
Total transfer of assets from this plan	2023-05-31	$444,193,818
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-05-31	$0
Total income from all sources (including contributions)	2023-05-31	$29,701,023
Total loss/gain on sale of assets	2023-05-31	$0
Total of all expenses incurred	2023-05-31	$47,042,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-05-31	$46,824,633
Value of total corrective distributions	2023-05-31	$1,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-05-31	$28,580,510
Value of total assets at end of year	2023-05-31	$0
Value of total assets at beginning of year	2023-05-31	$461,534,821
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-05-31	$215,744
Total interest from all sources	2023-05-31	$99,098
Total dividends received (eg from common stock, registered investment company shares)	2023-05-31	$14,292,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-05-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2023-05-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2023-05-31	$14,292,313
Was this plan covered by a fidelity bond	2023-05-31	Yes
Value of fidelity bond cover	2023-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-05-31	No
Contributions received from participants	2023-05-31	$22,894,394
Participant contributions at end of year	2023-05-31	$0
Participant contributions at beginning of year	2023-05-31	$2,120,073
Participant contributions at end of year	2023-05-31	$0
Participant contributions at beginning of year	2023-05-31	$3,204,624
Income. Received or receivable in cash from other sources (including rollovers)	2023-05-31	$6,241,649
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-05-31	$72,657
Other income not declared elsewhere	2023-05-31	$74,723
Administrative expenses (other) incurred	2023-05-31	$215,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-05-31	No
Value of net income/loss	2023-05-31	$-17,341,003
Value of net assets at end of year (total assets less liabilities)	2023-05-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2023-05-31	$461,534,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-05-31	No
Were any leases to which the plan was party in default or uncollectible	2023-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-05-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-05-31	$437,086,609
Interest on participant loans	2023-05-31	$99,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-05-31	$-13,345,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-05-31	No
Was there a failure to transmit to the plan any participant contributions	2023-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-05-31	No
Contributions received in cash from employer	2023-05-31	$-555,533
Employer contributions (assets) at end of year	2023-05-31	$0
Employer contributions (assets) at beginning of year	2023-05-31	$19,123,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-05-31	$46,751,976
Did the plan have assets held for investment	2023-05-31	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	2023-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2023-05-31	Unqualified
Accountancy firm name	2023-05-31	DMJPS PLLC
Accountancy firm EIN	2023-05-31	560570567
2022 : DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-31	$0
Total income from all sources (including contributions)	2022-05-31	$14,981,446
Total loss/gain on sale of assets	2022-05-31	$0
Total of all expenses incurred	2022-05-31	$26,811,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-05-31	$26,621,302
Value of total corrective distributions	2022-05-31	$1,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-05-31	$44,908,681
Value of total assets at end of year	2022-05-31	$461,534,821
Value of total assets at beginning of year	2022-05-31	$473,365,032
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-05-31	$189,355
Total interest from all sources	2022-05-31	$90,747
Total dividends received (eg from common stock, registered investment company shares)	2022-05-31	$17,431,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-05-31	$17,431,180
Was this plan covered by a fidelity bond	2022-05-31	Yes
Value of fidelity bond cover	2022-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-05-31	No
Contributions received from participants	2022-05-31	$18,468,804
Participant contributions at end of year	2022-05-31	$2,120,073
Participant contributions at beginning of year	2022-05-31	$2,069,735
Participant contributions at end of year	2022-05-31	$3,204,624
Participant contributions at beginning of year	2022-05-31	$3,320,698
Income. Received or receivable in cash from other sources (including rollovers)	2022-05-31	$5,066,987
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-05-31	$35,110
Other income not declared elsewhere	2022-05-31	$92,849
Administrative expenses (other) incurred	2022-05-31	$189,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-05-31	No
Value of net income/loss	2022-05-31	$-11,830,211
Value of net assets at end of year (total assets less liabilities)	2022-05-31	$461,534,821
Value of net assets at beginning of year (total assets less liabilities)	2022-05-31	$473,365,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-05-31	No
Were any leases to which the plan was party in default or uncollectible	2022-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-05-31	$437,086,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-05-31	$450,112,610
Interest on participant loans	2022-05-31	$90,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-05-31	$-47,542,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-05-31	No
Was there a failure to transmit to the plan any participant contributions	2022-05-31	No
Has the plan failed to provide any benefit when due under the plan	2022-05-31	No
Contributions received in cash from employer	2022-05-31	$21,372,890
Employer contributions (assets) at end of year	2022-05-31	$19,123,515
Employer contributions (assets) at beginning of year	2022-05-31	$17,861,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-05-31	$26,586,192
Did the plan have assets held for investment	2022-05-31	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	2022-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-05-31	No
Opinion of an independent qualified public accountant for this plan	2022-05-31	Unqualified
Accountancy firm name	2022-05-31	DMJPS PLLC
Accountancy firm EIN	2022-05-31	560570567
2021 : DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-05-31	$0
Total income from all sources (including contributions)	2021-05-31	$146,513,312
Total loss/gain on sale of assets	2021-05-31	$0
Total of all expenses incurred	2021-05-31	$27,954,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-05-31	$27,791,345
Expenses. Certain deemed distributions of participant loans	2021-05-31	$1,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-05-31	$39,224,938
Value of total assets at end of year	2021-05-31	$473,365,032
Value of total assets at beginning of year	2021-05-31	$354,805,773
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-05-31	$161,675
Total interest from all sources	2021-05-31	$103,127
Total dividends received (eg from common stock, registered investment company shares)	2021-05-31	$9,888,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-05-31	$9,888,938
Was this plan covered by a fidelity bond	2021-05-31	Yes
Value of fidelity bond cover	2021-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-05-31	No
Contributions received from participants	2021-05-31	$19,128,191
Participant contributions at end of year	2021-05-31	$2,069,735
Participant contributions at beginning of year	2021-05-31	$2,199,210
Participant contributions at end of year	2021-05-31	$3,320,698
Participant contributions at beginning of year	2021-05-31	$10,057,671
Income. Received or receivable in cash from other sources (including rollovers)	2021-05-31	$2,234,758
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-05-31	$274
Other income not declared elsewhere	2021-05-31	$42,107
Administrative expenses (other) incurred	2021-05-31	$161,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-05-31	No
Value of net income/loss	2021-05-31	$118,559,259
Value of net assets at end of year (total assets less liabilities)	2021-05-31	$473,365,032
Value of net assets at beginning of year (total assets less liabilities)	2021-05-31	$354,805,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-05-31	No
Were any leases to which the plan was party in default or uncollectible	2021-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-05-31	$450,112,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-05-31	$342,548,892
Interest on participant loans	2021-05-31	$103,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-05-31	$97,254,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-05-31	No
Was there a failure to transmit to the plan any participant contributions	2021-05-31	No
Has the plan failed to provide any benefit when due under the plan	2021-05-31	No
Contributions received in cash from employer	2021-05-31	$17,861,989
Employer contributions (assets) at end of year	2021-05-31	$17,861,989
Employer contributions (assets) at beginning of year	2021-05-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-05-31	$27,791,071
Did the plan have assets held for investment	2021-05-31	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	2021-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-05-31	No
Opinion of an independent qualified public accountant for this plan	2021-05-31	Disclaimer
Accountancy firm name	2021-05-31	DMJ & CO., PLLC
Accountancy firm EIN	2021-05-31	560570567
2020 : DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-05-31	$0
Total income from all sources (including contributions)	2020-05-31	$54,967,510
Total loss/gain on sale of assets	2020-05-31	$0
Total of all expenses incurred	2020-05-31	$26,344,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-05-31	$26,210,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-05-31	$36,736,390
Value of total assets at end of year	2020-05-31	$354,805,773
Value of total assets at beginning of year	2020-05-31	$326,183,107
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-05-31	$134,141
Total interest from all sources	2020-05-31	$109,833
Total dividends received (eg from common stock, registered investment company shares)	2020-05-31	$8,973,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-05-31	$8,973,603
Was this plan covered by a fidelity bond	2020-05-31	Yes
Value of fidelity bond cover	2020-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-05-31	No
Contributions received from participants	2020-05-31	$26,116,184
Participant contributions at end of year	2020-05-31	$2,199,210
Participant contributions at beginning of year	2020-05-31	$1,907,703
Participant contributions at end of year	2020-05-31	$10,057,671
Participant contributions at beginning of year	2020-05-31	$7,632,948
Income. Received or receivable in cash from other sources (including rollovers)	2020-05-31	$3,373,392
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-05-31	$3,879
Other income not declared elsewhere	2020-05-31	$4,455
Administrative expenses (other) incurred	2020-05-31	$134,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-05-31	No
Value of net income/loss	2020-05-31	$28,622,666
Value of net assets at end of year (total assets less liabilities)	2020-05-31	$354,805,773
Value of net assets at beginning of year (total assets less liabilities)	2020-05-31	$326,183,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-05-31	No
Were any leases to which the plan was party in default or uncollectible	2020-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-05-31	$342,548,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-05-31	$316,311,012
Interest on participant loans	2020-05-31	$109,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-05-31	$9,143,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-05-31	No
Was there a failure to transmit to the plan any participant contributions	2020-05-31	No
Has the plan failed to provide any benefit when due under the plan	2020-05-31	No
Contributions received in cash from employer	2020-05-31	$7,246,814
Employer contributions (assets) at end of year	2020-05-31	$0
Employer contributions (assets) at beginning of year	2020-05-31	$331,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-05-31	$26,206,824
Did the plan have assets held for investment	2020-05-31	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	2020-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-05-31	Disclaimer
Accountancy firm name	2020-05-31	DMJ & CO., PLLC
Accountancy firm EIN	2020-05-31	560570567
2019 : DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-05-31	$0
Total income from all sources (including contributions)	2019-05-31	$31,407,357
Total loss/gain on sale of assets	2019-05-31	$0
Total of all expenses incurred	2019-05-31	$26,685,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-05-31	$26,544,167
Expenses. Certain deemed distributions of participant loans	2019-05-31	$14,408
Value of total corrective distributions	2019-05-31	$5,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-05-31	$29,533,609
Value of total assets at end of year	2019-05-31	$326,183,107
Value of total assets at beginning of year	2019-05-31	$321,461,272
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-05-31	$121,624
Total interest from all sources	2019-05-31	$92,483
Total dividends received (eg from common stock, registered investment company shares)	2019-05-31	$9,166,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-05-31	$9,166,538
Was this plan covered by a fidelity bond	2019-05-31	Yes
Value of fidelity bond cover	2019-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-05-31	No
Contributions received from participants	2019-05-31	$22,407,418
Participant contributions at end of year	2019-05-31	$1,907,703
Participant contributions at beginning of year	2019-05-31	$1,850,377
Participant contributions at end of year	2019-05-31	$7,632,948
Participant contributions at beginning of year	2019-05-31	$7,326,176
Income. Received or receivable in cash from other sources (including rollovers)	2019-05-31	$2,890,448
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-05-31	$240
Other income not declared elsewhere	2019-05-31	$875
Administrative expenses (other) incurred	2019-05-31	$121,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-05-31	No
Value of net income/loss	2019-05-31	$4,721,835
Value of net assets at end of year (total assets less liabilities)	2019-05-31	$326,183,107
Value of net assets at beginning of year (total assets less liabilities)	2019-05-31	$321,461,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-05-31	No
Were any leases to which the plan was party in default or uncollectible	2019-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-05-31	$316,311,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-05-31	$311,468,188
Interest on participant loans	2019-05-31	$92,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-05-31	$-7,386,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-05-31	No
Was there a failure to transmit to the plan any participant contributions	2019-05-31	No
Has the plan failed to provide any benefit when due under the plan	2019-05-31	No
Contributions received in cash from employer	2019-05-31	$4,235,743
Employer contributions (assets) at end of year	2019-05-31	$331,444
Employer contributions (assets) at beginning of year	2019-05-31	$816,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-05-31	$26,543,927
Did the plan have assets held for investment	2019-05-31	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	2019-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-05-31	Disclaimer
Accountancy firm name	2019-05-31	DMJ & CO., PLLC
Accountancy firm EIN	2019-05-31	560570567
2018 : DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-05-31	$0
Total income from all sources (including contributions)	2018-05-31	$55,405,338
Total loss/gain on sale of assets	2018-05-31	$0
Total of all expenses incurred	2018-05-31	$21,983,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-05-31	$21,946,043
Expenses. Certain deemed distributions of participant loans	2018-05-31	$0
Value of total corrective distributions	2018-05-31	$2,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-05-31	$26,465,551
Value of total assets at end of year	2018-05-31	$321,461,272
Value of total assets at beginning of year	2018-05-31	$288,039,460
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-05-31	$34,778
Total interest from all sources	2018-05-31	$77,562
Total dividends received (eg from common stock, registered investment company shares)	2018-05-31	$8,267,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-05-31	$8,267,278
Was this plan covered by a fidelity bond	2018-05-31	Yes
Value of fidelity bond cover	2018-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-05-31	No
Contributions received from participants	2018-05-31	$20,357,310
Participant contributions at end of year	2018-05-31	$1,850,377
Participant contributions at beginning of year	2018-05-31	$1,824,778
Participant contributions at end of year	2018-05-31	$7,326,176
Participant contributions at beginning of year	2018-05-31	$7,150,194
Income. Received or receivable in cash from other sources (including rollovers)	2018-05-31	$1,329,396
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-05-31	$6,446
Other income not declared elsewhere	2018-05-31	$13,725
Administrative expenses (other) incurred	2018-05-31	$34,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-05-31	No
Value of net income/loss	2018-05-31	$33,421,812
Value of net assets at end of year (total assets less liabilities)	2018-05-31	$321,461,272
Value of net assets at beginning of year (total assets less liabilities)	2018-05-31	$288,039,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-05-31	No
Were any leases to which the plan was party in default or uncollectible	2018-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-05-31	$311,468,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-05-31	$278,325,662
Interest on participant loans	2018-05-31	$77,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-05-31	$20,581,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-05-31	No
Was there a failure to transmit to the plan any participant contributions	2018-05-31	No
Has the plan failed to provide any benefit when due under the plan	2018-05-31	No
Contributions received in cash from employer	2018-05-31	$4,778,845
Employer contributions (assets) at end of year	2018-05-31	$816,531
Employer contributions (assets) at beginning of year	2018-05-31	$738,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-05-31	$21,939,597
Did the plan have assets held for investment	2018-05-31	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	2018-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-05-31	Disclaimer
Accountancy firm name	2018-05-31	DMJ & CO., PLLC
Accountancy firm EIN	2018-05-31	560570567
2017 : DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-31	$0
Total income from all sources (including contributions)	2017-05-31	$64,496,002
Total loss/gain on sale of assets	2017-05-31	$0
Total of all expenses incurred	2017-05-31	$18,646,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-05-31	$18,643,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-05-31	$31,787,342
Value of total assets at end of year	2017-05-31	$288,039,460
Value of total assets at beginning of year	2017-05-31	$242,189,674
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-05-31	$2,600
Total interest from all sources	2017-05-31	$76,205
Total dividends received (eg from common stock, registered investment company shares)	2017-05-31	$6,244,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-05-31	$6,244,569
Was this plan covered by a fidelity bond	2017-05-31	Yes
Value of fidelity bond cover	2017-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-05-31	No
Contributions received from participants	2017-05-31	$18,288,028
Participant contributions at end of year	2017-05-31	$1,824,778
Participant contributions at beginning of year	2017-05-31	$1,787,260
Participant contributions at end of year	2017-05-31	$7,150,194
Participant contributions at beginning of year	2017-05-31	$6,516,601
Income. Received or receivable in cash from other sources (including rollovers)	2017-05-31	$9,216,552
Other income not declared elsewhere	2017-05-31	$12,789
Administrative expenses (other) incurred	2017-05-31	$2,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-05-31	No
Value of net income/loss	2017-05-31	$45,849,786
Value of net assets at end of year (total assets less liabilities)	2017-05-31	$288,039,460
Value of net assets at beginning of year (total assets less liabilities)	2017-05-31	$242,189,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-05-31	No
Were any leases to which the plan was party in default or uncollectible	2017-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-05-31	$278,325,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-05-31	$230,909,232
Interest on participant loans	2017-05-31	$76,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-05-31	$26,375,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-05-31	No
Was there a failure to transmit to the plan any participant contributions	2017-05-31	No
Has the plan failed to provide any benefit when due under the plan	2017-05-31	No
Contributions received in cash from employer	2017-05-31	$4,282,762
Employer contributions (assets) at end of year	2017-05-31	$738,826
Employer contributions (assets) at beginning of year	2017-05-31	$2,976,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-05-31	$18,643,616
Did the plan have assets held for investment	2017-05-31	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	2017-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-05-31	Disclaimer
Accountancy firm name	2017-05-31	DMJ & CO., PLLC
Accountancy firm EIN	2017-05-31	560570567
2016 : DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$0
Total income from all sources (including contributions)	2016-05-31	$17,845,903
Total loss/gain on sale of assets	2016-05-31	$0
Total of all expenses incurred	2016-05-31	$17,772,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-05-31	$17,770,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-05-31	$21,533,777
Value of total assets at end of year	2016-05-31	$242,189,674
Value of total assets at beginning of year	2016-05-31	$242,116,644
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-05-31	$2,500
Total interest from all sources	2016-05-31	$68,029
Total dividends received (eg from common stock, registered investment company shares)	2016-05-31	$8,142,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-05-31	$8,142,267
Was this plan covered by a fidelity bond	2016-05-31	Yes
Value of fidelity bond cover	2016-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-05-31	No
Contributions received from participants	2016-05-31	$17,043,756
Participant contributions at end of year	2016-05-31	$1,787,260
Participant contributions at beginning of year	2016-05-31	$1,753,690
Participant contributions at end of year	2016-05-31	$6,516,601
Participant contributions at beginning of year	2016-05-31	$6,409,568
Income. Received or receivable in cash from other sources (including rollovers)	2016-05-31	$1,700,280
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-05-31	$225
Other income not declared elsewhere	2016-05-31	$3,285
Administrative expenses (other) incurred	2016-05-31	$2,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Value of net income/loss	2016-05-31	$73,030
Value of net assets at end of year (total assets less liabilities)	2016-05-31	$242,189,674
Value of net assets at beginning of year (total assets less liabilities)	2016-05-31	$242,116,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-05-31	No
Were any leases to which the plan was party in default or uncollectible	2016-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-05-31	$230,909,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-05-31	$231,256,660
Interest on participant loans	2016-05-31	$68,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-05-31	$-11,901,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-05-31	No
Was there a failure to transmit to the plan any participant contributions	2016-05-31	No
Has the plan failed to provide any benefit when due under the plan	2016-05-31	No
Contributions received in cash from employer	2016-05-31	$2,789,741
Employer contributions (assets) at end of year	2016-05-31	$2,976,581
Employer contributions (assets) at beginning of year	2016-05-31	$2,696,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-05-31	$17,770,148
Did the plan have assets held for investment	2016-05-31	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	2016-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-05-31	Disclaimer
Accountancy firm name	2016-05-31	DAVENPORT MARVIN JOYCE & CO., LLP
Accountancy firm EIN	2016-05-31	560570567
2015 : DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-31	$0
Total income from all sources (including contributions)	2015-05-31	$35,122,232
Total loss/gain on sale of assets	2015-05-31	$0
Total of all expenses incurred	2015-05-31	$11,816,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-05-31	$11,803,398
Expenses. Certain deemed distributions of participant loans	2015-05-31	$10,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-05-31	$20,458,653
Value of total assets at end of year	2015-05-31	$242,116,644
Value of total assets at beginning of year	2015-05-31	$218,811,135
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-05-31	$2,593
Total interest from all sources	2015-05-31	$66,621
Total dividends received (eg from common stock, registered investment company shares)	2015-05-31	$6,384,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-05-31	$6,384,191
Was this plan covered by a fidelity bond	2015-05-31	Yes
Value of fidelity bond cover	2015-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-05-31	No
Contributions received from participants	2015-05-31	$15,971,232
Participant contributions at end of year	2015-05-31	$1,753,690
Participant contributions at beginning of year	2015-05-31	$1,611,818
Participant contributions at end of year	2015-05-31	$6,409,568
Participant contributions at beginning of year	2015-05-31	$6,046,249
Income. Received or receivable in cash from other sources (including rollovers)	2015-05-31	$1,935,277
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-05-31	$620
Other income not declared elsewhere	2015-05-31	$4,080
Administrative expenses (other) incurred	2015-05-31	$2,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-05-31	No
Value of net income/loss	2015-05-31	$23,305,509
Value of net assets at end of year (total assets less liabilities)	2015-05-31	$242,116,644
Value of net assets at beginning of year (total assets less liabilities)	2015-05-31	$218,811,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-05-31	No
Were any leases to which the plan was party in default or uncollectible	2015-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-05-31	$231,256,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-05-31	$208,704,559
Interest on participant loans	2015-05-31	$66,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-05-31	$8,208,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-05-31	No
Was there a failure to transmit to the plan any participant contributions	2015-05-31	No
Has the plan failed to provide any benefit when due under the plan	2015-05-31	No
Contributions received in cash from employer	2015-05-31	$2,552,144
Employer contributions (assets) at end of year	2015-05-31	$2,696,726
Employer contributions (assets) at beginning of year	2015-05-31	$2,448,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-05-31	$11,802,778
Did the plan have assets held for investment	2015-05-31	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	2015-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-05-31	Disclaimer
Accountancy firm name	2015-05-31	DAVENPORT MARVIN JOYCE & CO., LLP
Accountancy firm EIN	2015-05-31	560570567
2014 : DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-05-31	$0
Total income from all sources (including contributions)	2014-05-31	$46,313,446
Total loss/gain on sale of assets	2014-05-31	$0
Total of all expenses incurred	2014-05-31	$17,161,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-05-31	$17,159,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-05-31	$20,724,257
Value of total assets at end of year	2014-05-31	$218,811,135
Value of total assets at beginning of year	2014-05-31	$189,659,230
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-05-31	$2,311
Total interest from all sources	2014-05-31	$64,942
Total dividends received (eg from common stock, registered investment company shares)	2014-05-31	$4,804,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-05-31	$4,804,725
Was this plan covered by a fidelity bond	2014-05-31	Yes
Value of fidelity bond cover	2014-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-05-31	No
Contributions received from participants	2014-05-31	$14,466,833
Participant contributions at end of year	2014-05-31	$1,611,818
Participant contributions at beginning of year	2014-05-31	$1,649,992
Participant contributions at end of year	2014-05-31	$6,046,249
Participant contributions at beginning of year	2014-05-31	$6,032,971
Income. Received or receivable in cash from other sources (including rollovers)	2014-05-31	$4,060,315
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-05-31	$575
Other income not declared elsewhere	2014-05-31	$14,202
Administrative expenses (other) incurred	2014-05-31	$2,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-05-31	No
Value of net income/loss	2014-05-31	$29,151,905
Value of net assets at end of year (total assets less liabilities)	2014-05-31	$218,811,135
Value of net assets at beginning of year (total assets less liabilities)	2014-05-31	$189,659,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-05-31	No
Were any leases to which the plan was party in default or uncollectible	2014-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-05-31	$208,704,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-05-31	$179,550,150
Interest on participant loans	2014-05-31	$64,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-05-31	$20,705,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-05-31	No
Was there a failure to transmit to the plan any participant contributions	2014-05-31	No
Has the plan failed to provide any benefit when due under the plan	2014-05-31	No
Contributions received in cash from employer	2014-05-31	$2,197,109
Employer contributions (assets) at end of year	2014-05-31	$2,448,509
Employer contributions (assets) at beginning of year	2014-05-31	$2,426,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-05-31	$17,158,655
Did the plan have assets held for investment	2014-05-31	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	2014-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-05-31	Disclaimer
Accountancy firm name	2014-05-31	DAVENPORT MARVIN JOYCE & CO., LLP
Accountancy firm EIN	2014-05-31	560570567
2013 : DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$0
Total income from all sources (including contributions)	2013-05-31	$46,941,938
Total loss/gain on sale of assets	2013-05-31	$0
Total of all expenses incurred	2013-05-31	$11,970,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-05-31	$11,965,642
Expenses. Certain deemed distributions of participant loans	2013-05-31	$1,704
Value of total corrective distributions	2013-05-31	$1,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-05-31	$17,774,687
Value of total assets at end of year	2013-05-31	$189,659,230
Value of total assets at beginning of year	2013-05-31	$154,688,040
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-05-31	$1,952
Total interest from all sources	2013-05-31	$64,370
Total dividends received (eg from common stock, registered investment company shares)	2013-05-31	$4,238,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-05-31	$4,238,100
Was this plan covered by a fidelity bond	2013-05-31	Yes
Value of fidelity bond cover	2013-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-05-31	No
Contributions received from participants	2013-05-31	$14,487,054
Participant contributions at end of year	2013-05-31	$1,649,992
Participant contributions at beginning of year	2013-05-31	$1,041,634
Participant contributions at end of year	2013-05-31	$6,032,971
Participant contributions at beginning of year	2013-05-31	$4,816,237
Income. Received or receivable in cash from other sources (including rollovers)	2013-05-31	$927,704
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-05-31	$905
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-05-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-05-31	$40,760,506
Other income not declared elsewhere	2013-05-31	$67,127
Administrative expenses (other) incurred	2013-05-31	$1,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Value of net income/loss	2013-05-31	$34,971,190
Value of net assets at end of year (total assets less liabilities)	2013-05-31	$189,659,230
Value of net assets at beginning of year (total assets less liabilities)	2013-05-31	$154,688,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-05-31	No
Were any leases to which the plan was party in default or uncollectible	2013-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-05-31	$179,550,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-05-31	$106,015,294
Interest on participant loans	2013-05-31	$64,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-05-31	$24,797,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-05-31	No
Was there a failure to transmit to the plan any participant contributions	2013-05-31	No
Has the plan failed to provide any benefit when due under the plan	2013-05-31	No
Contributions received in cash from employer	2013-05-31	$2,359,929
Employer contributions (assets) at end of year	2013-05-31	$2,426,117
Employer contributions (assets) at beginning of year	2013-05-31	$2,054,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-05-31	$11,964,737
Did the plan have assets held for investment	2013-05-31	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	2013-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-05-31	Disclaimer
Accountancy firm name	2013-05-31	DAVENPORT MARVIN JOYCE AND CO., LLP
Accountancy firm EIN	2013-05-31	560570567
2012 : DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-05-31	$0
Total transfer of assets to this plan	2012-05-31	$56,949,233
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$0
Total income from all sources (including contributions)	2012-05-31	$7,606,334
Total loss/gain on sale of assets	2012-05-31	$0
Total of all expenses incurred	2012-05-31	$6,750,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-05-31	$6,685,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-05-31	$12,191,671
Value of total assets at end of year	2012-05-31	$154,688,040
Value of total assets at beginning of year	2012-05-31	$96,883,350
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-05-31	$65,423
Total interest from all sources	2012-05-31	$40,966
Total dividends received (eg from common stock, registered investment company shares)	2012-05-31	$2,055,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-05-31	$2,055,001
Was this plan covered by a fidelity bond	2012-05-31	Yes
Value of fidelity bond cover	2012-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-05-31	No
Contributions received from participants	2012-05-31	$9,966,033
Participant contributions at end of year	2012-05-31	$1,041,634
Participant contributions at beginning of year	2012-05-31	$929,002
Participant contributions at end of year	2012-05-31	$4,816,237
Participant contributions at beginning of year	2012-05-31	$3,360,671
Income. Received or receivable in cash from other sources (including rollovers)	2012-05-31	$259,697
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-05-31	$16,000
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-05-31	$40,760,506
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-05-31	$0
Administrative expenses (other) incurred	2012-05-31	$65,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Value of net income/loss	2012-05-31	$855,457
Value of net assets at end of year (total assets less liabilities)	2012-05-31	$154,688,040
Value of net assets at beginning of year (total assets less liabilities)	2012-05-31	$96,883,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-05-31	No
Were any leases to which the plan was party in default or uncollectible	2012-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-05-31	$106,015,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-05-31	$90,965,697
Interest on participant loans	2012-05-31	$40,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-05-31	$-6,681,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-05-31	No
Was there a failure to transmit to the plan any participant contributions	2012-05-31	No
Has the plan failed to provide any benefit when due under the plan	2012-05-31	No
Contributions received in cash from employer	2012-05-31	$1,965,941
Employer contributions (assets) at end of year	2012-05-31	$2,054,369
Employer contributions (assets) at beginning of year	2012-05-31	$1,627,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-05-31	$6,669,454
Did the plan have assets held for investment	2012-05-31	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	2012-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-05-31	Disclaimer
Accountancy firm name	2012-05-31	DAVENPORT MARVIN JOYCE AND CO.,LLP
Accountancy firm EIN	2012-05-31	560570567
2011 : DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$0
Total income from all sources (including contributions)	2011-05-31	$24,747,642
Total loss/gain on sale of assets	2011-05-31	$0
Total of all expenses incurred	2011-05-31	$4,190,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-05-31	$4,115,127
Expenses. Certain deemed distributions of participant loans	2011-05-31	$16,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-05-31	$10,356,928
Value of total assets at end of year	2011-05-31	$96,883,350
Value of total assets at beginning of year	2011-05-31	$76,325,905
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-05-31	$59,070
Total interest from all sources	2011-05-31	$35,855
Total dividends received (eg from common stock, registered investment company shares)	2011-05-31	$1,726,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-05-31	$1,726,589
Was this plan covered by a fidelity bond	2011-05-31	Yes
Value of fidelity bond cover	2011-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-05-31	No
Contributions received from participants	2011-05-31	$8,549,340
Participant contributions at end of year	2011-05-31	$929,002
Participant contributions at beginning of year	2011-05-31	$779,691
Participant contributions at end of year	2011-05-31	$3,360,671
Participant contributions at beginning of year	2011-05-31	$3,494,908
Income. Received or receivable in cash from other sources (including rollovers)	2011-05-31	$302,621
Other income not declared elsewhere	2011-05-31	$358
Administrative expenses (other) incurred	2011-05-31	$59,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Value of net income/loss	2011-05-31	$20,557,445
Value of net assets at end of year (total assets less liabilities)	2011-05-31	$96,883,350
Value of net assets at beginning of year (total assets less liabilities)	2011-05-31	$76,325,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-05-31	No
Were any leases to which the plan was party in default or uncollectible	2011-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-05-31	$90,965,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-05-31	$70,430,268
Interest on participant loans	2011-05-31	$35,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-05-31	$12,627,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-05-31	No
Was there a failure to transmit to the plan any participant contributions	2011-05-31	No
Has the plan failed to provide any benefit when due under the plan	2011-05-31	No
Contributions received in cash from employer	2011-05-31	$1,504,967
Employer contributions (assets) at end of year	2011-05-31	$1,627,980
Employer contributions (assets) at beginning of year	2011-05-31	$1,621,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-05-31	$4,115,127
Did the plan have assets held for investment	2011-05-31	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	2011-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-05-31	Disclaimer
Accountancy firm name	2011-05-31	DAVENPORT MARVIN JOYCE AND CO., LLP
Accountancy firm EIN	2011-05-31	560570567

Form 5500 Responses for DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN

2022: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-06-01	Type of plan entity	Single employer plan
2022-06-01	Submission has been amended	No
2022-06-01	This submission is the final filing	Yes
2022-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-06-01	Plan is a collectively bargained plan	No
2022-06-01	Plan funding arrangement – Trust	Yes
2022-06-01	Plan benefit arrangement - Trust	Yes
2021: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-06-01	Type of plan entity	Single employer plan
2021-06-01	Submission has been amended	No
2021-06-01	This submission is the final filing	No
2021-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-06-01	Plan is a collectively bargained plan	No
2021-06-01	Plan funding arrangement – Trust	Yes
2021-06-01	Plan benefit arrangement - Trust	Yes
2020: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-06-01	Type of plan entity	Single employer plan
2020-06-01	Submission has been amended	No
2020-06-01	This submission is the final filing	No
2020-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-06-01	Plan is a collectively bargained plan	No
2020-06-01	Plan funding arrangement – Trust	Yes
2020-06-01	Plan benefit arrangement - Trust	Yes
2019: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-06-01	Type of plan entity	Single employer plan
2019-06-01	Submission has been amended	No
2019-06-01	This submission is the final filing	No
2019-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-06-01	Plan is a collectively bargained plan	No
2019-06-01	Plan funding arrangement – Trust	Yes
2019-06-01	Plan benefit arrangement - Trust	Yes
2018: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-06-01	Type of plan entity	Single employer plan
2018-06-01	Submission has been amended	No
2018-06-01	This submission is the final filing	No
2018-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-06-01	Plan is a collectively bargained plan	No
2018-06-01	Plan funding arrangement – Trust	Yes
2018-06-01	Plan benefit arrangement - Trust	Yes
2017: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-06-01	Type of plan entity	Single employer plan
2017-06-01	Submission has been amended	No
2017-06-01	This submission is the final filing	No
2017-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-06-01	Plan is a collectively bargained plan	No
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-06-01	Type of plan entity	Single employer plan
2016-06-01	Submission has been amended	No
2016-06-01	This submission is the final filing	No
2016-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-06-01	Plan is a collectively bargained plan	No
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	Submission has been amended	No
2015-06-01	This submission is the final filing	No
2015-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-06-01	Plan is a collectively bargained plan	No
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Submission has been amended	No
2014-06-01	This submission is the final filing	No
2014-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-06-01	Plan is a collectively bargained plan	No
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Submission has been amended	No
2013-06-01	This submission is the final filing	No
2013-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-06-01	Plan is a collectively bargained plan	No
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-01	Plan is a collectively bargained plan	No
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Submission has been amended	No
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	No
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2010: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-06-01	Type of plan entity	Single employer plan
2010-06-01	Submission has been amended	No
2010-06-01	This submission is the final filing	No
2010-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-06-01	Plan is a collectively bargained plan	No
2010-06-01	Plan funding arrangement – Trust	Yes
2010-06-01	Plan benefit arrangement - Trust	Yes
2009: DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FORVIS, LLP
Employer identification number (EIN):	560747981
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	North Carolina Secretary of State
Incorporation Date:
Company Identification Number:	0438929