401k Plan data: EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN plan

EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

EDWARDS, CHURCH AND MUSE, INC. has sponsored the creation of one or more 401k plans.

Company Name: EDWARDS, CHURCH AND MUSE, INC.

Employer identification number (EIN): 561574267

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 JEFFREY H HANEY JEFFREY H HANEY 2018-03-26
001 2017-01-01 JEFFREY H HANEY 2018-03-26
001 2016-01-01 JEFFREY H. HANEY JEFFREY H. HANEY 2017-07-21
001 2015-01-01 JEFFREY H. HANEY JEFFREY H. HANEY 2016-07-28
001 2014-01-01 JEFFREY H. HANEY JEFFREY H. HANEY 2015-07-31
001 2013-01-01 JEFFREY H. HANEY JEFFREY H. HANEY 2014-07-29
001 2012-01-01 JAMES A. MUSE, JR. JAMES A. MUSE, JR. 2013-07-25
001 2011-01-01 JAMES A. MUSE, JR. JAMES A. MUSE, JR. 2012-07-17
001 2009-01-01 JAMES A. MUSE, JR. JAMES A. MUSE, JR. 2010-07-19
001 2009-01-01 JAMES A. MUSE, JR. JAMES A. MUSE, JR. 2010-07-19

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	JEFFREY H HANEY	JEFFREY H HANEY	2018-03-26
001	2017-01-01		JEFFREY H HANEY	2018-03-26
001	2016-01-01	JEFFREY H. HANEY	JEFFREY H. HANEY	2017-07-21
001	2015-01-01	JEFFREY H. HANEY	JEFFREY H. HANEY	2016-07-28
001	2014-01-01	JEFFREY H. HANEY	JEFFREY H. HANEY	2015-07-31
001	2013-01-01	JEFFREY H. HANEY	JEFFREY H. HANEY	2014-07-29
001	2012-01-01	JAMES A. MUSE, JR.	JAMES A. MUSE, JR.	2013-07-25
001	2011-01-01	JAMES A. MUSE, JR.	JAMES A. MUSE, JR.	2012-07-17
001	2009-01-01	JAMES A. MUSE, JR.	JAMES A. MUSE, JR.	2010-07-19
001	2009-01-01	JAMES A. MUSE, JR.	JAMES A. MUSE, JR.	2010-07-19

Plan Statistics for EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 50
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 11
Total of all active and inactive participants 2016-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 61
Number of participants with account balances 2016-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 57
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 60
Number of participants with account balances 2015-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 60
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 63
Number of participants with account balances 2014-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 59
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 60
Number of participants with account balances 2013-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 55
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 56
Number of participants with account balances 2012-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 53
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 56
Number of participants with account balances 2011-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 53
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 58
Number of participants with account balances 2009-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2
Number of employers contributing to the scheme 2009-01-01 2

Measure	Date	Value
2017: EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	50
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	11
Total of all active and inactive participants	2016-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	61
Number of participants with account balances	2016-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	57
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	60
Number of participants with account balances	2015-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	60
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	63
Number of participants with account balances	2014-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	59
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	60
Number of participants with account balances	2013-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	55
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	56
Number of participants with account balances	2012-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	53
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	56
Number of participants with account balances	2011-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	53
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	58
Number of participants with account balances	2009-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2
Number of employers contributing to the scheme	2009-01-01	2

Financial Data on EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2017 : EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-08-02	$-10,582,896
Total income from all sources	2017-08-02	$1,682,429
Expenses. Total of all expenses incurred	2017-08-02	$839,376
Benefits paid (including direct rollovers)	2017-08-02	$839,016
Total plan assets at end of year	2017-08-02	$0
Total plan assets at beginning of year	2017-08-02	$9,739,843
Value of fidelity bond covering the plan	2017-08-02	$1,000,000
Total contributions received or receivable from participants	2017-08-02	$259,192
Other income received	2017-08-02	$1,196,305
Net income (gross income less expenses)	2017-08-02	$843,053
Net plan assets at end of year (total assets less liabilities)	2017-08-02	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-08-02	$9,739,843
Assets. Value of participant loans	2017-08-02	$0
Total contributions received or receivable from employer(s)	2017-08-02	$226,932
Expenses. Administrative service providers (salaries,fees and commissions)	2017-08-02	$360
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-08-02	$0
2016 : EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,267,928
Expenses. Total of all expenses incurred	2016-12-31	$825,755
Benefits paid (including direct rollovers)	2016-12-31	$825,295
Total plan assets at end of year	2016-12-31	$9,739,843
Total plan assets at beginning of year	2016-12-31	$9,297,670
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$357,905
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$1,751
Other income received	2016-12-31	$633,942
Net income (gross income less expenses)	2016-12-31	$442,173
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$9,739,843
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$9,297,670
Assets. Value of participant loans	2016-12-31	$14,133
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-12-31	$181
Total contributions received or receivable from employer(s)	2016-12-31	$274,330
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$460
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$785,453
Expenses. Total of all expenses incurred	2015-12-31	$1,201,182
Benefits paid (including direct rollovers)	2015-12-31	$1,200,652
Total plan assets at end of year	2015-12-31	$9,297,670
Total plan assets at beginning of year	2015-12-31	$9,713,399
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$368,568
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$35,745
Other income received	2015-12-31	$26,439
Net income (gross income less expenses)	2015-12-31	$-415,729
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$9,297,670
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$9,713,399
Assets. Value of participant loans	2015-12-31	$37,145
Total contributions received or receivable from employer(s)	2015-12-31	$354,701
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$530
2014 : EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,282,380
Expenses. Total of all expenses incurred	2014-12-31	$1,251,109
Benefits paid (including direct rollovers)	2014-12-31	$1,233,641
Total plan assets at end of year	2014-12-31	$9,713,399
Total plan assets at beginning of year	2014-12-31	$9,682,128
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$368,093
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$3,696
Other income received	2014-12-31	$565,786
Net income (gross income less expenses)	2014-12-31	$31,271
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$9,713,399
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$9,682,128
Assets. Value of participant loans	2014-12-31	$67,739
Total contributions received or receivable from employer(s)	2014-12-31	$344,805
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$16,898
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$570
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,261,312
Expenses. Total of all expenses incurred	2013-12-31	$149,238
Benefits paid (including direct rollovers)	2013-12-31	$147,494
Total plan assets at end of year	2013-12-31	$9,682,128
Total plan assets at beginning of year	2013-12-31	$7,570,054
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$398,175
Expenses. Other expenses not covered elsewhere	2013-12-31	$125
Contributions received from other sources (not participants or employers)	2013-12-31	$79,795
Other income received	2013-12-31	$1,487,374
Net income (gross income less expenses)	2013-12-31	$2,112,074
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$9,682,128
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$7,570,054
Assets. Value of participant loans	2013-12-31	$75,834
Total contributions received or receivable from employer(s)	2013-12-31	$295,968
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$1,044
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$575
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,397,578
Expenses. Total of all expenses incurred	2012-12-31	$1,501,552
Benefits paid (including direct rollovers)	2012-12-31	$1,501,107
Total plan assets at end of year	2012-12-31	$7,570,054
Total plan assets at beginning of year	2012-12-31	$7,674,028
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$335,697
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$11,203
Other income received	2012-12-31	$778,529
Net income (gross income less expenses)	2012-12-31	$-103,974
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$7,570,054
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$7,674,028
Assets. Value of participant loans	2012-12-31	$66,357
Total contributions received or receivable from employer(s)	2012-12-31	$272,149
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$445
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$626,741
Expenses. Total of all expenses incurred	2011-12-31	$695,880
Benefits paid (including direct rollovers)	2011-12-31	$681,290
Total plan assets at end of year	2011-12-31	$7,674,028
Total plan assets at beginning of year	2011-12-31	$7,743,167
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$332,784
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$8,195
Other income received	2011-12-31	$8,968
Net income (gross income less expenses)	2011-12-31	$-69,139
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$7,674,028
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$7,743,167
Assets. Value of participant loans	2011-12-31	$117,997
Total contributions received or receivable from employer(s)	2011-12-31	$276,794
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$14,590
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,377,252
Expenses. Total of all expenses incurred	2010-12-31	$102,670
Benefits paid (including direct rollovers)	2010-12-31	$80,723
Total plan assets at end of year	2010-12-31	$7,743,167
Total plan assets at beginning of year	2010-12-31	$6,468,585
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$346,016
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$722,852
Net income (gross income less expenses)	2010-12-31	$1,274,582
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$7,743,167
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$6,468,585
Assets. Value of participant loans	2010-12-31	$35,912
Total contributions received or receivable from employer(s)	2010-12-31	$308,384
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$21,947
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN

2017: EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: EDWARDS, CHURCH & MUSE, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

FL 51265

Policy instance

Insurance contract or identification number	FL 51265
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-08-02
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

FL 51265

Policy instance

Insurance contract or identification number	FL 51265
Number of Individuals Covered	60
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

FL 51265

Policy instance

Insurance contract or identification number	FL 51265
Number of Individuals Covered	63
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

FL 51265

Policy instance

Insurance contract or identification number	FL 51265
Number of Individuals Covered	60
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

FL 51265

Policy instance

Insurance contract or identification number	FL 51265
Number of Individuals Covered	56
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

FL 51265

Policy instance

Insurance contract or identification number	FL 51265
Number of Individuals Covered	56
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

FL 51265

Policy instance

Insurance contract or identification number	FL 51265
Number of Individuals Covered	57
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	EDWARDS, CHURCH AND MUSE, INC.
Employer identification number (EIN):	561574267
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages