THOMAS, JUDY & TUCKER, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $5,631,761 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $820,377 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $680,371 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $2,488,161 |
| Value of total assets at end of year | 2023-12-31 | $22,219,797 |
| Value of total assets at beginning of year | 2023-12-31 | $17,408,413 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $140,006 |
| Total interest from all sources | 2023-12-31 | $1,981 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $1,364,223 |
| Participant contributions at end of year | 2023-12-31 | $88,500 |
| Participant contributions at beginning of year | 2023-12-31 | $61,091 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $4,955 |
| Assets. Loans (other than to participants) at end of year | 2023-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2023-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $0 |
| Other income not declared elsewhere | 2023-12-31 | $315,201 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $4,811,384 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $22,219,797 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $17,408,413 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2023-12-31 | $1,636,800 |
| Assets. partnership/joint venture interests at beginning of year | 2023-12-31 | $1,133,505 |
| Investment advisory and management fees | 2023-12-31 | $140,006 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $2,420,242 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $4,075,943 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $17,134,650 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $11,289,572 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $235,879 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $195,453 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $195,453 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $1,981 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $372,806 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $2,453,612 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $1,118,983 |
| Employer contributions (assets) at end of year | 2023-12-31 | $703,726 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $522,635 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $680,371 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-12-31 | $130,214 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | WINDHAM BRANNON, LLC |
| Accountancy firm EIN | 2023-12-31 | 581763439 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $5,631,761 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $820,377 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $680,371 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $2,488,161 |
| Value of total assets at end of year | 2023-01-01 | $22,219,797 |
| Value of total assets at beginning of year | 2023-01-01 | $17,408,413 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $140,006 |
| Total interest from all sources | 2023-01-01 | $1,981 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,364,223 |
| Participant contributions at end of year | 2023-01-01 | $88,500 |
| Participant contributions at beginning of year | 2023-01-01 | $61,091 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $4,955 |
| Assets. Loans (other than to participants) at end of year | 2023-01-01 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2023-01-01 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-01-01 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-01-01 | $0 |
| Other income not declared elsewhere | 2023-01-01 | $315,201 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $4,811,384 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $22,219,797 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $17,408,413 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Assets. partnership/joint venture interests at end of year | 2023-01-01 | $1,636,800 |
| Assets. partnership/joint venture interests at beginning of year | 2023-01-01 | $1,133,505 |
| Investment advisory and management fees | 2023-01-01 | $140,006 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $2,420,242 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $4,075,943 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $17,134,650 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $11,289,572 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $235,879 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $1,981 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $372,806 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $2,453,612 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $1,118,983 |
| Employer contributions (assets) at end of year | 2023-01-01 | $703,726 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $522,635 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $680,371 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-01-01 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-01-01 | $130,214 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | WINDHAM BRANNON, LLC |
| Accountancy firm EIN | 2023-01-01 | 581763439 |
| 2022 : THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-853,368 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $670,622 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $535,262 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,182,901 |
| Value of total assets at end of year | 2022-12-31 | $17,408,415 |
| Value of total assets at beginning of year | 2022-12-31 | $18,932,405 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $135,360 |
| Total interest from all sources | 2022-12-31 | $4,165 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $1,241,985 |
| Participant contributions at end of year | 2022-12-31 | $61,092 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $58,301 |
| Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $138,040 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
| Other income not declared elsewhere | 2022-12-31 | $94,983 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,523,990 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $17,408,415 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $18,932,405 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2022-12-31 | $1,133,505 |
| Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $585,323 |
| Investment advisory and management fees | 2022-12-31 | $135,360 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $4,075,943 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,345,651 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $11,289,573 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $10,777,902 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $195,453 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $488,247 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $488,247 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $4,165 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,480,332 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-1,655,085 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $882,615 |
| Employer contributions (assets) at end of year | 2022-12-31 | $522,635 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $449,489 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $535,262 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $130,214 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $147,753 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | WINDHAM BRANNON, LLC |
| Accountancy firm EIN | 2022-12-31 | 581763439 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-853,368 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $670,622 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $535,262 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $2,182,901 |
| Value of total assets at end of year | 2022-01-01 | $17,408,415 |
| Value of total assets at beginning of year | 2022-01-01 | $18,932,405 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $135,360 |
| Total interest from all sources | 2022-01-01 | $4,165 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $1,241,985 |
| Participant contributions at end of year | 2022-01-01 | $61,092 |
| Participant contributions at beginning of year | 2022-01-01 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $58,301 |
| Assets. Loans (other than to participants) at end of year | 2022-01-01 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2022-01-01 | $138,040 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-01 | $0 |
| Other income not declared elsewhere | 2022-01-01 | $94,983 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,523,990 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $17,408,415 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $18,932,405 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Assets. partnership/joint venture interests at end of year | 2022-01-01 | $1,133,505 |
| Assets. partnership/joint venture interests at beginning of year | 2022-01-01 | $585,323 |
| Investment advisory and management fees | 2022-01-01 | $135,360 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $4,075,943 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $6,345,651 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $11,289,573 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $10,777,902 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $195,453 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $4,165 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,480,332 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-1,655,085 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $882,615 |
| Employer contributions (assets) at end of year | 2022-01-01 | $522,635 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $449,489 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $535,262 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-01-01 | $130,214 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-01-01 | $147,753 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | WINDHAM BRANNON, LLC |
| Accountancy firm EIN | 2022-01-01 | 581763439 |
| 2021 : THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $17,000 |
| Total income from all sources (including contributions) | 2021-12-31 | $4,818,619 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $1,074,595 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $943,784 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,199,727 |
| Value of total assets at end of year | 2021-12-31 | $18,932,405 |
| Value of total assets at beginning of year | 2021-12-31 | $15,205,381 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $130,811 |
| Total interest from all sources | 2021-12-31 | $10,398 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $1,056,655 |
| Participant contributions at end of year | 2021-12-31 | $0 |
| Participant contributions at beginning of year | 2021-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $375,585 |
| Assets. Loans (other than to participants) at end of year | 2021-12-31 | $138,040 |
| Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $209,657 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $17,000 |
| Other income not declared elsewhere | 2021-12-31 | $496,061 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $3,744,024 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $18,932,405 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $15,188,381 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2021-12-31 | $585,323 |
| Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $401,647 |
| Investment advisory and management fees | 2021-12-31 | $130,811 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $6,345,651 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,694,198 |
| Income. Interest from loans (other than to participants) | 2021-12-31 | $8,383 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $10,777,902 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $8,312,471 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $488,247 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $62,384 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $62,384 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $2,015 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $550,335 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $1,562,098 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $767,487 |
| Employer contributions (assets) at end of year | 2021-12-31 | $449,489 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $390,852 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $943,784 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $147,753 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $134,172 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | WINDHAM BRANNON, LLC |
| Accountancy firm EIN | 2021-12-31 | 581763439 |
| 2020 : THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $17,000 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $3,701,967 |
| Total loss/gain on sale of assets | 2020-12-31 | $-66,364 |
| Total of all expenses incurred | 2020-12-31 | $415,872 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $318,201 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,509,733 |
| Value of total assets at end of year | 2020-12-31 | $15,205,381 |
| Value of total assets at beginning of year | 2020-12-31 | $11,902,286 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $97,671 |
| Total interest from all sources | 2020-12-31 | $27,114 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $835,208 |
| Participant contributions at end of year | 2020-12-31 | $0 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Assets. Loans (other than to participants) at end of year | 2020-12-31 | $209,657 |
| Assets. Loans (other than to participants) at beginning of year | 2020-12-31 | $194,306 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $17,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
| Other income not declared elsewhere | 2020-12-31 | $-16,275 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $3,286,095 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $15,188,381 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,902,286 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2020-12-31 | $401,647 |
| Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $567,179 |
| Investment advisory and management fees | 2020-12-31 | $10,638 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $5,694,198 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,510,248 |
| Income. Interest from loans (other than to participants) | 2020-12-31 | $23,351 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $8,312,471 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $6,236,488 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $62,384 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $65,202 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $65,202 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $3,763 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,018,808 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $1,228,951 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $674,525 |
| Employer contributions (assets) at end of year | 2020-12-31 | $390,852 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $328,863 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $318,201 |
| Contract administrator fees | 2020-12-31 | $87,033 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $134,172 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Aggregate proceeds on sale of assets | 2020-12-31 | $-66,364 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | WINDHAM BRANNON, LLC |
| Accountancy firm EIN | 2020-12-31 | 581763439 |
| 2019 : THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $3,391,460 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $888,565 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $815,836 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,336,281 |
| Value of total assets at end of year | 2019-12-31 | $11,902,286 |
| Value of total assets at beginning of year | 2019-12-31 | $9,399,391 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $72,729 |
| Total interest from all sources | 2019-12-31 | $254,976 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $717,718 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at beginning of year | 2019-12-31 | $44,979 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $60,074 |
| Assets. Loans (other than to participants) at end of year | 2019-12-31 | $194,306 |
| Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $175,000 |
| Other income not declared elsewhere | 2019-12-31 | $-26,585 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $2,502,895 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $11,902,286 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,399,391 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2019-12-31 | $567,179 |
| Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $468,081 |
| Investment advisory and management fees | 2019-12-31 | $2,893 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,510,248 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,269,337 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $6,236,488 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $4,339,315 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $65,202 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $28,257 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $28,257 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $254,976 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $718,254 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $947,473 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $879,315 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $558,489 |
| Employer contributions (assets) at end of year | 2019-12-31 | $328,863 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $276,502 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $815,836 |
| Contract administrator fees | 2019-12-31 | $69,836 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $79,666 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | WINDHAM BRANNON, LLC |
| Accountancy firm EIN | 2019-12-31 | 581763439 |
| 2018 : THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $565,981 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $841,012 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $769,832 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,154,833 |
| Value of total assets at end of year | 2018-12-31 | $9,399,391 |
| Value of total assets at beginning of year | 2018-12-31 | $9,674,422 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $71,180 |
| Total interest from all sources | 2018-12-31 | $52 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $661,054 |
| Participant contributions at end of year | 2018-12-31 | $44,979 |
| Participant contributions at beginning of year | 2018-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $26,385 |
| Assets. Loans (other than to participants) at end of year | 2018-12-31 | $175,000 |
| Assets. Loans (other than to participants) at beginning of year | 2018-12-31 | $80,000 |
| Other income not declared elsewhere | 2018-12-31 | $-34,488 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-275,031 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $9,399,391 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,674,422 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2018-12-31 | $468,081 |
| Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $537,182 |
| Investment advisory and management fees | 2018-12-31 | $3,221 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,269,337 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,208,282 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $4,339,315 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $4,365,081 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $28,257 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $96,316 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $96,316 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $52 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $718,254 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $1,000,308 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-314,107 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $-240,309 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $467,394 |
| Employer contributions (assets) at end of year | 2018-12-31 | $276,502 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $294,287 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $769,832 |
| Contract administrator fees | 2018-12-31 | $67,959 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $79,666 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $92,966 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | WINDHAM BRANNON, P.C. |
| Accountancy firm EIN | 2018-12-31 | 581763439 |
| 2017 : THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $2,562,777 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $577,898 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $519,764 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,128,618 |
| Value of total assets at end of year | 2017-12-31 | $9,674,422 |
| Value of total assets at beginning of year | 2017-12-31 | $7,689,543 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $58,134 |
| Total interest from all sources | 2017-12-31 | $337 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $593,733 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $47,069 |
| Assets. Loans (other than to participants) at end of year | 2017-12-31 | $80,000 |
| Assets. Loans (other than to participants) at beginning of year | 2017-12-31 | $80,000 |
| Other income not declared elsewhere | 2017-12-31 | $249,418 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $1,984,879 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,674,422 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,689,543 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2017-12-31 | $537,182 |
| Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $252,544 |
| Investment advisory and management fees | 2017-12-31 | $47,338 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $3,208,282 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,681,327 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $4,365,081 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $3,326,761 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $96,316 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $42,185 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $42,185 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $337 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $1,000,308 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $1,062,883 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $530,442 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $653,962 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $487,816 |
| Employer contributions (assets) at end of year | 2017-12-31 | $294,287 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $243,843 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $519,764 |
| Contract administrator fees | 2017-12-31 | $10,796 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $92,966 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | WINDHAM BRANNON, P.C. |
| Accountancy firm EIN | 2017-12-31 | 581763439 |
