401k Plan data: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN plan

DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

DENNIS TAYLOR & CO., 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.
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

DENNIS TAYLOR & CO., INC has sponsored the creation of one or more 401k plans.

Company Name: DENNIS TAYLOR & CO., INC

Employer identification number (EIN): 581281486

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DENNIS TAYLOR & CO., 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 2022-01-01 DENNIS TAYLOR 2023-06-21
001 2021-01-01 SABRINA BALKCOM 2022-07-18 SABRINA BALKCOM 2022-07-18
001 2020-01-01 SABRINA BALKCOM 2021-06-28 SABRINA BALKCOM 2021-06-28
001 2019-01-01 SABRINA BALKCOM 2020-08-31 SABRINA BALKCOM 2020-08-31
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 DENNIS TAYLOR DENNIS TAYLOR 2013-06-14
001 2011-01-01 LANETTE CUNNINGHAM LANETTE CUNNINGHAM 2012-07-23
001 2010-01-01 LANETTE CUNNINGHAM LANETTE CUNNINGHAM 2011-07-11
001 2009-01-01 LANETTE CUNNINGHAM

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	DENNIS TAYLOR	2023-06-21
001	2021-01-01	SABRINA BALKCOM	2022-07-18	SABRINA BALKCOM	2022-07-18
001	2020-01-01	SABRINA BALKCOM	2021-06-28	SABRINA BALKCOM	2021-06-28
001	2019-01-01	SABRINA BALKCOM	2020-08-31	SABRINA BALKCOM	2020-08-31
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	DENNIS TAYLOR		DENNIS TAYLOR	2013-06-14
001	2011-01-01	LANETTE CUNNINGHAM		LANETTE CUNNINGHAM	2012-07-23
001	2010-01-01	LANETTE CUNNINGHAM		LANETTE CUNNINGHAM	2011-07-11
001	2009-01-01	LANETTE CUNNINGHAM

Plan Statistics for DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 50
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 9
Total of all active and inactive participants 2022-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 59
Number of participants with account balances 2022-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 66
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 7
Total of all active and inactive participants 2021-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 73
Number of participants with account balances 2021-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 63
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 9
Total of all active and inactive participants 2020-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 72
Number of participants with account balances 2020-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 61
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 69
Number of participants with account balances 2019-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 93
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 7
Total of all active and inactive participants 2017-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 100
Number of participants with account balances 2017-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 73
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 7
Total of all active and inactive participants 2016-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 80
Number of participants with account balances 2016-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 72
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 5
Total of all active and inactive participants 2015-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 77
Number of participants with account balances 2015-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 40
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 5
Total of all active and inactive participants 2014-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 45
Number of participants with account balances 2014-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 38
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 3
Total of all active and inactive participants 2013-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 41
Number of participants with account balances 2013-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 40
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 4
Total of all active and inactive participants 2012-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 44
Number of participants with account balances 2012-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 39
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 6
Total of all active and inactive participants 2011-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 45
Number of participants with account balances 2011-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 42
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 5
Total of all active and inactive participants 2010-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 47
Number of participants with account balances 2010-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 33
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 11
Total of all active and inactive participants 2009-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 44
Number of participants with account balances 2009-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	50
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	9
Total of all active and inactive participants	2022-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	59
Number of participants with account balances	2022-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	66
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	7
Total of all active and inactive participants	2021-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	73
Number of participants with account balances	2021-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	63
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	9
Total of all active and inactive participants	2020-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	72
Number of participants with account balances	2020-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	61
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	69
Number of participants with account balances	2019-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	93
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	7
Total of all active and inactive participants	2017-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	100
Number of participants with account balances	2017-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	73
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	7
Total of all active and inactive participants	2016-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	80
Number of participants with account balances	2016-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	72
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	5
Total of all active and inactive participants	2015-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	77
Number of participants with account balances	2015-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	40
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	5
Total of all active and inactive participants	2014-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	45
Number of participants with account balances	2014-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	38
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	3
Total of all active and inactive participants	2013-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	41
Number of participants with account balances	2013-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	40
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	4
Total of all active and inactive participants	2012-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	44
Number of participants with account balances	2012-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	39
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	6
Total of all active and inactive participants	2011-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	45
Number of participants with account balances	2011-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	42
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	5
Total of all active and inactive participants	2010-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	47
Number of participants with account balances	2010-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	33
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	11
Total of all active and inactive participants	2009-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	44
Number of participants with account balances	2009-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at beginning of year	2022-12-31	$2,058
Total income from all sources	2022-12-31	$-943,819
Expenses. Total of all expenses incurred	2022-12-31	$99,253
Benefits paid (including direct rollovers)	2022-12-31	$53,454
Total plan assets at end of year	2022-12-31	$6,154,852
Total plan assets at beginning of year	2022-12-31	$7,199,982
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$187,980
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$562
Other income received	2022-12-31	$-1,218,368
Net income (gross income less expenses)	2022-12-31	$-1,043,072
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$6,154,852
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$7,197,924
Assets. Value of participant loans	2022-12-31	$14,837
Total contributions received or receivable from employer(s)	2022-12-31	$86,007
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$45,799
2021 : DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$2,058
Total income from all sources	2021-12-31	$1,089,399
Expenses. Total of all expenses incurred	2021-12-31	$375,288
Benefits paid (including direct rollovers)	2021-12-31	$323,129
Total plan assets at end of year	2021-12-31	$7,199,982
Total plan assets at beginning of year	2021-12-31	$6,483,813
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$187,629
Other income received	2021-12-31	$812,090
Net income (gross income less expenses)	2021-12-31	$714,111
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$7,197,924
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,483,813
Assets. Value of participant loans	2021-12-31	$20,831
Total contributions received or receivable from employer(s)	2021-12-31	$89,680
Value of corrective distributions	2021-12-31	$2,058
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$50,101
2020 : DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,302,360
Expenses. Total of all expenses incurred	2020-12-31	$1,106,913
Benefits paid (including direct rollovers)	2020-12-31	$1,073,311
Total plan assets at end of year	2020-12-31	$6,483,813
Total plan assets at beginning of year	2020-12-31	$6,288,366
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$173,250
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$7,742
Other income received	2020-12-31	$1,040,886
Net income (gross income less expenses)	2020-12-31	$195,447
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,483,813
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,288,366
Assets. Value of participant loans	2020-12-31	$33,429
Total contributions received or receivable from employer(s)	2020-12-31	$80,482
Value of certain deemed distributions of participant loans	2020-12-31	$21,235
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$12,367
2019 : DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,381,988
Expenses. Total of all expenses incurred	2019-12-31	$1,918,354
Benefits paid (including direct rollovers)	2019-12-31	$1,917,852
Total plan assets at end of year	2019-12-31	$6,288,366
Total plan assets at beginning of year	2019-12-31	$6,824,732
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$149,911
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$1,238
Other income received	2019-12-31	$1,161,455
Net income (gross income less expenses)	2019-12-31	$-536,366
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,288,366
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,824,732
Assets. Value of participant loans	2019-12-31	$47,279
Total contributions received or receivable from employer(s)	2019-12-31	$69,384
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$502
2017 : DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,160,433
Expenses. Total of all expenses incurred	2017-12-31	$366,902
Benefits paid (including direct rollovers)	2017-12-31	$366,529
Total plan assets at end of year	2017-12-31	$7,332,171
Total plan assets at beginning of year	2017-12-31	$6,538,640
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$99,813
Other income received	2017-12-31	$1,006,939
Net income (gross income less expenses)	2017-12-31	$793,531
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,332,171
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,538,640
Assets. Value of participant loans	2017-12-31	$30,180
Total contributions received or receivable from employer(s)	2017-12-31	$53,681
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$373
2016 : DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$576,254
Expenses. Total of all expenses incurred	2016-12-31	$323,763
Benefits paid (including direct rollovers)	2016-12-31	$293,787
Total plan assets at end of year	2016-12-31	$6,538,640
Total plan assets at beginning of year	2016-12-31	$6,286,149
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$90,874
Other income received	2016-12-31	$439,846
Net income (gross income less expenses)	2016-12-31	$252,491
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,538,640
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$6,286,149
Assets. Value of participant loans	2016-12-31	$40,564
Total contributions received or receivable from employer(s)	2016-12-31	$45,534
Value of certain deemed distributions of participant loans	2016-12-31	$29,323
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$653
2015 : DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$600
Total income from all sources	2015-12-31	$54,268
Expenses. Total of all expenses incurred	2015-12-31	$85,648
Benefits paid (including direct rollovers)	2015-12-31	$84,734
Total plan assets at end of year	2015-12-31	$6,286,149
Total plan assets at beginning of year	2015-12-31	$6,318,129
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$90,073
Other income received	2015-12-31	$-83,043
Net income (gross income less expenses)	2015-12-31	$-31,380
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,286,149
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,317,529
Assets. Value of participant loans	2015-12-31	$89,359
Total contributions received or receivable from employer(s)	2015-12-31	$47,238
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$914
2014 : DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$600
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$453,120
Expenses. Total of all expenses incurred	2014-12-31	$280,368
Benefits paid (including direct rollovers)	2014-12-31	$280,013
Total plan assets at end of year	2014-12-31	$6,318,129
Total plan assets at beginning of year	2014-12-31	$6,144,777
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$114,107
Other income received	2014-12-31	$289,316
Net income (gross income less expenses)	2014-12-31	$172,752
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,317,529
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,144,777
Assets. Value of participant loans	2014-12-31	$52,218
Total contributions received or receivable from employer(s)	2014-12-31	$49,697
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$355
2013 : DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,399,177
Expenses. Total of all expenses incurred	2013-12-31	$372,541
Benefits paid (including direct rollovers)	2013-12-31	$372,034
Total plan assets at end of year	2013-12-31	$6,144,777
Total plan assets at beginning of year	2013-12-31	$5,118,141
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$112,034
Contributions received from other sources (not participants or employers)	2013-12-31	$165,290
Other income received	2013-12-31	$1,073,290
Net income (gross income less expenses)	2013-12-31	$1,026,636
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,144,777
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,118,141
Assets. Value of participant loans	2013-12-31	$90,919
Total contributions received or receivable from employer(s)	2013-12-31	$48,563
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$507
2012 : DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$777,870
Expenses. Total of all expenses incurred	2012-12-31	$31,741
Benefits paid (including direct rollovers)	2012-12-31	$27,020
Total plan assets at end of year	2012-12-31	$5,118,141
Total plan assets at beginning of year	2012-12-31	$4,372,012
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$102,131
Other income received	2012-12-31	$627,390
Net income (gross income less expenses)	2012-12-31	$746,129
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,118,141
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,372,012
Assets. Value of participant loans	2012-12-31	$102,546
Total contributions received or receivable from employer(s)	2012-12-31	$48,349
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,721
2011 : DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$39,563
Total income from all sources	2011-12-31	$-54,123
Expenses. Total of all expenses incurred	2011-12-31	$104,417
Benefits paid (including direct rollovers)	2011-12-31	$68,880
Total plan assets at end of year	2011-12-31	$4,372,012
Total plan assets at beginning of year	2011-12-31	$4,570,115
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$102,194
Other income received	2011-12-31	$-195,412
Net income (gross income less expenses)	2011-12-31	$-158,540
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,372,012
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,530,552
Assets. Value of participant loans	2011-12-31	$83,494
Total contributions received or receivable from employer(s)	2011-12-31	$39,095
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$35,537
2010 : DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$39,563
Total plan liabilities at beginning of year	2010-12-31	$23,423
Total income from all sources	2010-12-31	$656,212
Expenses. Total of all expenses incurred	2010-12-31	$311,102
Benefits paid (including direct rollovers)	2010-12-31	$260,542
Total plan assets at end of year	2010-12-31	$4,570,115
Total plan assets at beginning of year	2010-12-31	$4,208,865
Value of fidelity bond covering the plan	2010-12-31	$3,850,000
Total contributions received or receivable from participants	2010-12-31	$61,382
Other income received	2010-12-31	$594,830
Net income (gross income less expenses)	2010-12-31	$345,110
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,530,552
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,185,442
Assets. Value of participant loans	2010-12-31	$99,692
Value of corrective distributions	2010-12-31	$16,140
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$34,420

Form 5500 Responses for DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN

2022: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: DENNIS TAYLOR & CO., 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	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – 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: DENNIS TAYLOR & CO., 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: DENNIS TAYLOR & CO., 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: DENNIS TAYLOR & CO., 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: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: DENNIS TAYLOR & CO., INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )

Policy contract number

T15774

Policy instance

Insurance contract or identification number	T15774
Number of Individuals Covered	1
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $2,949
Total amount of fees paid to insurance company	USD $54
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,949
Amount paid for insurance broker fees	54
Additional information about fees paid to insurance broker	RENEWAL FEES AND PREMIUMS
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

10924

Policy instance

Insurance contract or identification number	10924
Number of Individuals Covered	40
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,189
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3189
Additional information about fees paid to insurance broker	TPA FEES AND OTHER COMPENSATION
Insurance broker organization code?	5

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )

Policy contract number

T15774

Policy instance

Insurance contract or identification number	T15774
Number of Individuals Covered	1
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,711
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	2711
Additional information about fees paid to insurance broker	PREMIUMS
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

10924

Policy instance

Insurance contract or identification number	10924
Number of Individuals Covered	39
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $6,870
Total amount of fees paid to insurance company	USD $3,468
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,870
Insurance broker organization code?	3
Amount paid for insurance broker fees	3468
Additional information about fees paid to insurance broker	TPA FEES AND OTHER ALLOWANCES

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )

Policy contract number

T15774

Policy instance

Insurance contract or identification number	T15774
Number of Individuals Covered	2
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

10924

Policy instance

Insurance contract or identification number	10924
Number of Individuals Covered	39
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $19,737
Total amount of fees paid to insurance company	USD $3,102
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,737
Insurance broker organization code?	3
Amount paid for insurance broker fees	3102

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )

Policy contract number

T15774

Policy instance

Insurance contract or identification number	T15774
Number of Individuals Covered	2
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $54
Total amount of fees paid to insurance company	USD $2,949
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $54
Amount paid for insurance broker fees	2949
Additional information about fees paid to insurance broker	PREMIUM
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

10924

Policy instance

Insurance contract or identification number	10924
Number of Individuals Covered	38
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $19,231
Total amount of fees paid to insurance company	USD $3,029
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,231
Insurance broker organization code?	3
Amount paid for insurance broker fees	3029
Additional information about fees paid to insurance broker	TPA FEES AND OTHER COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

10924

Policy instance

Insurance contract or identification number	10924
Number of Individuals Covered	31
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $23,071
Total amount of fees paid to insurance company	USD $3,371
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $23,071
Insurance broker organization code?	3
Amount paid for insurance broker fees	3371
Additional information about fees paid to insurance broker	TPA FEES AND OTHER COMPENSATION
Insurance broker name	1ST GLOBAL CAPITAL CORP.

Potentially related plans

DENNIS TAYLOR AGENCY INC CHAMBER BENEFIT ARRANGEMENT PLAN [EIN = 341927863]

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Company Name:	DENNIS TAYLOR & CO., INC
Employer identification number (EIN):	581281486
NAIC Classification:	238900