401k Plan data: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN plan

MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 401k Plan overview

Plan Name	MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN
Plan identification number	002

MIDDLETON & REUTLINGER, P.S.C. 401(K) 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

MIDDLETON & REUTLINGER, PSC has sponsored the creation of one or more 401k plans.

Company Name: MIDDLETON & REUTLINGER, PSC

Employer identification number (EIN): 610999942

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-08-01
002 2021-08-01
002 2020-08-01
002 2019-08-01
002 2018-08-01
002 2017-08-01 STEPHEN J BRINGARD
002 2016-08-01 STEPHEN J BRINGARD
002 2015-08-01 STEPHEN J BRINGARD
002 2014-08-01 STEPHEN J BRINGARD
002 2013-08-01 STEPHEN J BRINGARD
002 2012-08-01 STEPHEN BRINGARD STEPHEN BRINGARD 2014-05-05
002 2011-08-01 DAVID NORRIS BROOKS ALEXANDER 2013-05-09
002 2010-08-01 DAVID NORRIS BROOKS ALEXANDER 2012-05-15
002 2009-08-01 DAVID NORRIS BROOKS ALEXANDER 2011-05-11
002 2008-08-01 DAVID NORRIS BROOKS ALEXANDER 2010-05-07

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-08-01
002	2021-08-01
002	2020-08-01
002	2019-08-01
002	2018-08-01
002	2017-08-01	STEPHEN J BRINGARD
002	2016-08-01	STEPHEN J BRINGARD
002	2015-08-01	STEPHEN J BRINGARD
002	2014-08-01	STEPHEN J BRINGARD
002	2013-08-01	STEPHEN J BRINGARD
002	2012-08-01	STEPHEN BRINGARD	STEPHEN BRINGARD	2014-05-05
002	2011-08-01	DAVID NORRIS	BROOKS ALEXANDER	2013-05-09
002	2010-08-01	DAVID NORRIS	BROOKS ALEXANDER	2012-05-15
002	2009-08-01	DAVID NORRIS	BROOKS ALEXANDER	2011-05-11
002	2008-08-01	DAVID NORRIS	BROOKS ALEXANDER	2010-05-07

Plan Statistics for MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN

401k plan membership statisitcs for MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN

Measure Date Value
2022: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-08-01 124
Total number of active participants reported on line 7a of the Form 5500 2022-08-01 0
Number of retired or separated participants receiving benefits 2022-08-01 0
Number of other retired or separated participants entitled to future benefits 2022-08-01 0
Total of all active and inactive participants 2022-08-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-08-01 0
Total participants 2022-08-01 0
Number of participants with account balances 2022-08-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-08-01 0
2021: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-08-01 120
Total number of active participants reported on line 7a of the Form 5500 2021-08-01 88
Number of retired or separated participants receiving benefits 2021-08-01 0
Number of other retired or separated participants entitled to future benefits 2021-08-01 36
Total of all active and inactive participants 2021-08-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-08-01 0
Total participants 2021-08-01 124
Number of participants with account balances 2021-08-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-08-01 3
2020: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-08-01 127
Total number of active participants reported on line 7a of the Form 5500 2020-08-01 87
Number of retired or separated participants receiving benefits 2020-08-01 2
Number of other retired or separated participants entitled to future benefits 2020-08-01 31
Total of all active and inactive participants 2020-08-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-08-01 0
Total participants 2020-08-01 120
Number of participants with account balances 2020-08-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-08-01 4
2019: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-08-01 128
Total number of active participants reported on line 7a of the Form 5500 2019-08-01 90
Number of retired or separated participants receiving benefits 2019-08-01 0
Number of other retired or separated participants entitled to future benefits 2019-08-01 37
Total of all active and inactive participants 2019-08-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-08-01 0
Total participants 2019-08-01 127
Number of participants with account balances 2019-08-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-08-01 8
2018: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-08-01 128
Total number of active participants reported on line 7a of the Form 5500 2018-08-01 102
Number of retired or separated participants receiving benefits 2018-08-01 0
Number of other retired or separated participants entitled to future benefits 2018-08-01 26
Total of all active and inactive participants 2018-08-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-08-01 0
Total participants 2018-08-01 128
Number of participants with account balances 2018-08-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-08-01 4
2017: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-08-01 129
Total number of active participants reported on line 7a of the Form 5500 2017-08-01 94
Number of retired or separated participants receiving benefits 2017-08-01 2
Number of other retired or separated participants entitled to future benefits 2017-08-01 32
Total of all active and inactive participants 2017-08-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-08-01 0
Total participants 2017-08-01 128
Number of participants with account balances 2017-08-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-08-01 5
2016: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-08-01 125
Total number of active participants reported on line 7a of the Form 5500 2016-08-01 100
Number of retired or separated participants receiving benefits 2016-08-01 2
Number of other retired or separated participants entitled to future benefits 2016-08-01 27
Total of all active and inactive participants 2016-08-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-08-01 0
Total participants 2016-08-01 129
Number of participants with account balances 2016-08-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-08-01 3
2015: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-08-01 118
Total number of active participants reported on line 7a of the Form 5500 2015-08-01 104
Number of retired or separated participants receiving benefits 2015-08-01 0
Number of other retired or separated participants entitled to future benefits 2015-08-01 21
Total of all active and inactive participants 2015-08-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-08-01 0
Total participants 2015-08-01 125
Number of participants with account balances 2015-08-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-08-01 3
2014: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-08-01 115
Total number of active participants reported on line 7a of the Form 5500 2014-08-01 103
Number of retired or separated participants receiving benefits 2014-08-01 0
Number of other retired or separated participants entitled to future benefits 2014-08-01 15
Total of all active and inactive participants 2014-08-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-08-01 0
Total participants 2014-08-01 118
Number of participants with account balances 2014-08-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-08-01 6
2013: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-08-01 116
Total number of active participants reported on line 7a of the Form 5500 2013-08-01 96
Number of retired or separated participants receiving benefits 2013-08-01 0
Number of other retired or separated participants entitled to future benefits 2013-08-01 19
Total of all active and inactive participants 2013-08-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-08-01 0
Total participants 2013-08-01 115
Number of participants with account balances 2013-08-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-08-01 2
2012: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-08-01 112
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 101
Number of retired or separated participants receiving benefits 2012-08-01 0
Number of other retired or separated participants entitled to future benefits 2012-08-01 15
Total of all active and inactive participants 2012-08-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-08-01 0
Total participants 2012-08-01 116
Number of participants with account balances 2012-08-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-08-01 5
2011: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-08-01 116
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 95
Number of retired or separated participants receiving benefits 2011-08-01 0
Number of other retired or separated participants entitled to future benefits 2011-08-01 2
Total of all active and inactive participants 2011-08-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-08-01 15
Total participants 2011-08-01 112
Number of participants with account balances 2011-08-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-08-01 4
2010: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-08-01 105
Total number of active participants reported on line 7a of the Form 5500 2010-08-01 98
Number of retired or separated participants receiving benefits 2010-08-01 0
Number of other retired or separated participants entitled to future benefits 2010-08-01 18
Total of all active and inactive participants 2010-08-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-08-01 0
Total participants 2010-08-01 116
Number of participants with account balances 2010-08-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-08-01 0
2009: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-08-01 104
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 93
Number of retired or separated participants receiving benefits 2009-08-01 0
Number of other retired or separated participants entitled to future benefits 2009-08-01 11
Total of all active and inactive participants 2009-08-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-08-01 1
Total participants 2009-08-01 105
Number of participants with account balances 2009-08-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-08-01 5
2008: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year 2008-08-01 105
Total number of active participants reported on line 7a of the Form 5500 2008-08-01 89
Number of retired or separated participants receiving benefits 2008-08-01 14
Number of other retired or separated participants entitled to future benefits 2008-08-01 0
Total of all active and inactive participants 2008-08-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-08-01 1
Total participants 2008-08-01 104
Number of participants with account balances 2008-08-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-08-01 8

Measure	Date	Value
2022: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-08-01	124
Total number of active participants reported on line 7a of the Form 5500	2022-08-01	0
Number of retired or separated participants receiving benefits	2022-08-01	0
Number of other retired or separated participants entitled to future benefits	2022-08-01	0
Total of all active and inactive participants	2022-08-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-08-01	0
Total participants	2022-08-01	0
Number of participants with account balances	2022-08-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-08-01	0
2021: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-08-01	120
Total number of active participants reported on line 7a of the Form 5500	2021-08-01	88
Number of retired or separated participants receiving benefits	2021-08-01	0
Number of other retired or separated participants entitled to future benefits	2021-08-01	36
Total of all active and inactive participants	2021-08-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-08-01	0
Total participants	2021-08-01	124
Number of participants with account balances	2021-08-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-08-01	3
2020: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-08-01	127
Total number of active participants reported on line 7a of the Form 5500	2020-08-01	87
Number of retired or separated participants receiving benefits	2020-08-01	2
Number of other retired or separated participants entitled to future benefits	2020-08-01	31
Total of all active and inactive participants	2020-08-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-08-01	0
Total participants	2020-08-01	120
Number of participants with account balances	2020-08-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-08-01	4
2019: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-08-01	128
Total number of active participants reported on line 7a of the Form 5500	2019-08-01	90
Number of retired or separated participants receiving benefits	2019-08-01	0
Number of other retired or separated participants entitled to future benefits	2019-08-01	37
Total of all active and inactive participants	2019-08-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-08-01	0
Total participants	2019-08-01	127
Number of participants with account balances	2019-08-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-08-01	8
2018: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-08-01	128
Total number of active participants reported on line 7a of the Form 5500	2018-08-01	102
Number of retired or separated participants receiving benefits	2018-08-01	0
Number of other retired or separated participants entitled to future benefits	2018-08-01	26
Total of all active and inactive participants	2018-08-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-08-01	0
Total participants	2018-08-01	128
Number of participants with account balances	2018-08-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-08-01	4
2017: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-08-01	129
Total number of active participants reported on line 7a of the Form 5500	2017-08-01	94
Number of retired or separated participants receiving benefits	2017-08-01	2
Number of other retired or separated participants entitled to future benefits	2017-08-01	32
Total of all active and inactive participants	2017-08-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-08-01	0
Total participants	2017-08-01	128
Number of participants with account balances	2017-08-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-08-01	5
2016: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-08-01	125
Total number of active participants reported on line 7a of the Form 5500	2016-08-01	100
Number of retired or separated participants receiving benefits	2016-08-01	2
Number of other retired or separated participants entitled to future benefits	2016-08-01	27
Total of all active and inactive participants	2016-08-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-08-01	0
Total participants	2016-08-01	129
Number of participants with account balances	2016-08-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-08-01	3
2015: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-08-01	118
Total number of active participants reported on line 7a of the Form 5500	2015-08-01	104
Number of retired or separated participants receiving benefits	2015-08-01	0
Number of other retired or separated participants entitled to future benefits	2015-08-01	21
Total of all active and inactive participants	2015-08-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-08-01	0
Total participants	2015-08-01	125
Number of participants with account balances	2015-08-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-08-01	3
2014: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-08-01	115
Total number of active participants reported on line 7a of the Form 5500	2014-08-01	103
Number of retired or separated participants receiving benefits	2014-08-01	0
Number of other retired or separated participants entitled to future benefits	2014-08-01	15
Total of all active and inactive participants	2014-08-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-08-01	0
Total participants	2014-08-01	118
Number of participants with account balances	2014-08-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-08-01	6
2013: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-08-01	116
Total number of active participants reported on line 7a of the Form 5500	2013-08-01	96
Number of retired or separated participants receiving benefits	2013-08-01	0
Number of other retired or separated participants entitled to future benefits	2013-08-01	19
Total of all active and inactive participants	2013-08-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-08-01	0
Total participants	2013-08-01	115
Number of participants with account balances	2013-08-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-08-01	2
2012: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-08-01	112
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	101
Number of retired or separated participants receiving benefits	2012-08-01	0
Number of other retired or separated participants entitled to future benefits	2012-08-01	15
Total of all active and inactive participants	2012-08-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-08-01	0
Total participants	2012-08-01	116
Number of participants with account balances	2012-08-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-08-01	5
2011: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-08-01	116
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	95
Number of retired or separated participants receiving benefits	2011-08-01	0
Number of other retired or separated participants entitled to future benefits	2011-08-01	2
Total of all active and inactive participants	2011-08-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-08-01	15
Total participants	2011-08-01	112
Number of participants with account balances	2011-08-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-08-01	4
2010: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-08-01	105
Total number of active participants reported on line 7a of the Form 5500	2010-08-01	98
Number of retired or separated participants receiving benefits	2010-08-01	0
Number of other retired or separated participants entitled to future benefits	2010-08-01	18
Total of all active and inactive participants	2010-08-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-08-01	0
Total participants	2010-08-01	116
Number of participants with account balances	2010-08-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-08-01	0
2009: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-08-01	104
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	93
Number of retired or separated participants receiving benefits	2009-08-01	0
Number of other retired or separated participants entitled to future benefits	2009-08-01	11
Total of all active and inactive participants	2009-08-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-08-01	1
Total participants	2009-08-01	105
Number of participants with account balances	2009-08-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-08-01	5
2008: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year	2008-08-01	105
Total number of active participants reported on line 7a of the Form 5500	2008-08-01	89
Number of retired or separated participants receiving benefits	2008-08-01	14
Number of other retired or separated participants entitled to future benefits	2008-08-01	0
Total of all active and inactive participants	2008-08-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-08-01	1
Total participants	2008-08-01	104
Number of participants with account balances	2008-08-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-08-01	8

Financial Data on MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN

Measure	Date	Value
2023 : MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets	2023-07-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-07-31	$0
Total unrealized appreciation/depreciation of assets	2023-07-31	$0
Total transfer of assets to this plan	2023-07-31	$0
Total transfer of assets from this plan	2023-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-07-31	$0
Expenses. Interest paid	2023-07-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-07-31	$0
Total income from all sources (including contributions)	2023-07-31	$2,125,701
Total loss/gain on sale of assets	2023-07-31	$0
Total of all expenses incurred	2023-07-31	$34,836,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-07-31	$34,786,900
Expenses. Certain deemed distributions of participant loans	2023-07-31	$17,960
Value of total corrective distributions	2023-07-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-07-31	$2,073,197
Value of total assets at end of year	2023-07-31	$0
Value of total assets at beginning of year	2023-07-31	$32,710,873
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-07-31	$31,714
Total income from rents	2023-07-31	$0
Total interest from all sources	2023-07-31	$6,572
Total dividends received (eg from common stock, registered investment company shares)	2023-07-31	$761,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-07-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2023-07-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2023-07-31	$761,485
Assets. Real estate other than employer real property at end of year	2023-07-31	$0
Assets. Real estate other than employer real property at beginning of year	2023-07-31	$0
Administrative expenses professional fees incurred	2023-07-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-07-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-07-31	$0
Was this plan covered by a fidelity bond	2023-07-31	Yes
Value of fidelity bond cover	2023-07-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-07-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-07-31	No
Contributions received from participants	2023-07-31	$431,675
Participant contributions at end of year	2023-07-31	$0
Participant contributions at beginning of year	2023-07-31	$132,196
Participant contributions at end of year	2023-07-31	$0
Participant contributions at beginning of year	2023-07-31	$0
Assets. Other investments not covered elsewhere at end of year	2023-07-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-07-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-07-31	$373,279
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-07-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-07-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-07-31	$0
Assets. Loans (other than to participants) at end of year	2023-07-31	$0
Assets. Loans (other than to participants) at beginning of year	2023-07-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-07-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-07-31	$0
Other income not declared elsewhere	2023-07-31	$0
Administrative expenses (other) incurred	2023-07-31	$31,714
Liabilities. Value of operating payables at end of year	2023-07-31	$0
Liabilities. Value of operating payables at beginning of year	2023-07-31	$0
Total non interest bearing cash at end of year	2023-07-31	$0
Total non interest bearing cash at beginning of year	2023-07-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-07-31	No
Income. Non cash contributions	2023-07-31	$0
Value of net income/loss	2023-07-31	$-32,710,873
Value of net assets at end of year (total assets less liabilities)	2023-07-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2023-07-31	$32,710,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-07-31	No
Were any leases to which the plan was party in default or uncollectible	2023-07-31	No
Assets. partnership/joint venture interests at end of year	2023-07-31	$0
Assets. partnership/joint venture interests at beginning of year	2023-07-31	$0
Investment advisory and management fees	2023-07-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-07-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-07-31	$20,997,319
Value of interest in pooled separate accounts at end of year	2023-07-31	$0
Value of interest in pooled separate accounts at beginning of year	2023-07-31	$0
Interest on participant loans	2023-07-31	$3,796
Income. Interest from loans (other than to participants)	2023-07-31	$0
Interest earned on other investments	2023-07-31	$0
Income. Interest from US Government securities	2023-07-31	$0
Income. Interest from corporate debt instruments	2023-07-31	$0
Value of interest in master investment trust accounts at end of year	2023-07-31	$0
Value of interest in master investment trust accounts at beginning of year	2023-07-31	$0
Value of interest in common/collective trusts at end of year	2023-07-31	$0
Value of interest in common/collective trusts at beginning of year	2023-07-31	$11,004,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-07-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-07-31	$577,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-07-31	$577,034
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-07-31	$2,776
Assets. Value of investments in 103.12 investment entities at end of year	2023-07-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-07-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-07-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-07-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2023-07-31	$0
Asset value of US Government securities at end of year	2023-07-31	$0
Asset value of US Government securities at beginning of year	2023-07-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-07-31	$-813,774
Net investment gain/loss from pooled separate accounts	2023-07-31	$0
Net investment gain or loss from common/collective trusts	2023-07-31	$98,221
Net gain/loss from 103.12 investment entities	2023-07-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-07-31	No
Was there a failure to transmit to the plan any participant contributions	2023-07-31	No
Has the plan failed to provide any benefit when due under the plan	2023-07-31	Yes
Assets. Invements in employer securities at end of year	2023-07-31	$0
Assets. Invements in employer securities at beginning of year	2023-07-31	$0
Assets. Value of employer real property at end of year	2023-07-31	$0
Assets. Value of employer real property at beginning of year	2023-07-31	$0
Contributions received in cash from employer	2023-07-31	$1,268,243
Employer contributions (assets) at end of year	2023-07-31	$0
Employer contributions (assets) at beginning of year	2023-07-31	$0
Income. Dividends from preferred stock	2023-07-31	$0
Income. Dividends from common stock	2023-07-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-07-31	$34,786,900
Asset. Corporate debt instrument preferred debt at end of year	2023-07-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-07-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-07-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-07-31	$0
Contract administrator fees	2023-07-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-07-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2023-07-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-07-31	$0
Liabilities. Value of benefit claims payable at end of year	2023-07-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-07-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-07-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-07-31	$0
Did the plan have assets held for investment	2023-07-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-07-31	Yes
Aggregate proceeds on sale of assets	2023-07-31	$0
Aggregate carrying amount (costs) on sale of assets	2023-07-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-07-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-07-31	$0
Opinion of an independent qualified public accountant for this plan	2023-07-31	Unqualified
Accountancy firm name	2023-07-31	DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN	2023-07-31	273858252
2022 : MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-07-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-07-31	$0
Total unrealized appreciation/depreciation of assets	2022-07-31	$0
Total transfer of assets to this plan	2022-07-31	$0
Total transfer of assets from this plan	2022-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-07-31	$0
Expenses. Interest paid	2022-07-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-07-31	$0
Total income from all sources (including contributions)	2022-07-31	$-1,429,940
Total loss/gain on sale of assets	2022-07-31	$0
Total of all expenses incurred	2022-07-31	$2,250,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-07-31	$2,200,387
Expenses. Certain deemed distributions of participant loans	2022-07-31	$0
Value of total corrective distributions	2022-07-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-07-31	$2,169,308
Value of total assets at end of year	2022-07-31	$32,710,873
Value of total assets at beginning of year	2022-07-31	$36,390,880
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-07-31	$49,680
Total income from rents	2022-07-31	$0
Total interest from all sources	2022-07-31	$7,838
Total dividends received (eg from common stock, registered investment company shares)	2022-07-31	$1,543,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-07-31	$1,543,818
Assets. Real estate other than employer real property at end of year	2022-07-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-07-31	$0
Administrative expenses professional fees incurred	2022-07-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-07-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-07-31	$0
Was this plan covered by a fidelity bond	2022-07-31	Yes
Value of fidelity bond cover	2022-07-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-07-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-07-31	No
Contributions received from participants	2022-07-31	$973,505
Participant contributions at end of year	2022-07-31	$132,196
Participant contributions at beginning of year	2022-07-31	$166,851
Participant contributions at end of year	2022-07-31	$0
Participant contributions at beginning of year	2022-07-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-07-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-07-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-07-31	$171,943
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-07-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-07-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-07-31	$0
Assets. Loans (other than to participants) at end of year	2022-07-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-07-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-07-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-07-31	$0
Other income not declared elsewhere	2022-07-31	$0
Administrative expenses (other) incurred	2022-07-31	$49,680
Liabilities. Value of operating payables at end of year	2022-07-31	$0
Liabilities. Value of operating payables at beginning of year	2022-07-31	$0
Total non interest bearing cash at end of year	2022-07-31	$0
Total non interest bearing cash at beginning of year	2022-07-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-07-31	No
Income. Non cash contributions	2022-07-31	$0
Value of net income/loss	2022-07-31	$-3,680,007
Value of net assets at end of year (total assets less liabilities)	2022-07-31	$32,710,873
Value of net assets at beginning of year (total assets less liabilities)	2022-07-31	$36,390,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-07-31	No
Were any leases to which the plan was party in default or uncollectible	2022-07-31	No
Assets. partnership/joint venture interests at end of year	2022-07-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-07-31	$0
Investment advisory and management fees	2022-07-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-07-31	$20,997,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-07-31	$35,541,398
Value of interest in pooled separate accounts at end of year	2022-07-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-07-31	$0
Interest on participant loans	2022-07-31	$6,096
Income. Interest from loans (other than to participants)	2022-07-31	$0
Interest earned on other investments	2022-07-31	$0
Income. Interest from US Government securities	2022-07-31	$0
Income. Interest from corporate debt instruments	2022-07-31	$0
Value of interest in master investment trust accounts at end of year	2022-07-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-07-31	$0
Value of interest in common/collective trusts at end of year	2022-07-31	$11,004,324
Value of interest in common/collective trusts at beginning of year	2022-07-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-07-31	$577,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-07-31	$682,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-07-31	$682,631
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-07-31	$1,742
Assets. Value of investments in 103.12 investment entities at end of year	2022-07-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-07-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-07-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-07-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-07-31	$0
Asset value of US Government securities at end of year	2022-07-31	$0
Asset value of US Government securities at beginning of year	2022-07-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-07-31	$-3,989,614
Net investment gain/loss from pooled separate accounts	2022-07-31	$0
Net investment gain or loss from common/collective trusts	2022-07-31	$-1,161,290
Net gain/loss from 103.12 investment entities	2022-07-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-07-31	No
Was there a failure to transmit to the plan any participant contributions	2022-07-31	No
Has the plan failed to provide any benefit when due under the plan	2022-07-31	No
Assets. Invements in employer securities at end of year	2022-07-31	$0
Assets. Invements in employer securities at beginning of year	2022-07-31	$0
Assets. Value of employer real property at end of year	2022-07-31	$0
Assets. Value of employer real property at beginning of year	2022-07-31	$0
Contributions received in cash from employer	2022-07-31	$1,023,860
Employer contributions (assets) at end of year	2022-07-31	$0
Employer contributions (assets) at beginning of year	2022-07-31	$0
Income. Dividends from preferred stock	2022-07-31	$0
Income. Dividends from common stock	2022-07-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-07-31	$2,200,387
Asset. Corporate debt instrument preferred debt at end of year	2022-07-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-07-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-07-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-07-31	$0
Contract administrator fees	2022-07-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-07-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2022-07-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-07-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-07-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-07-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-07-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-07-31	$0
Did the plan have assets held for investment	2022-07-31	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	2022-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-07-31	No
Aggregate proceeds on sale of assets	2022-07-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-07-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-07-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-07-31	$0
Opinion of an independent qualified public accountant for this plan	2022-07-31	Unqualified
Accountancy firm name	2022-07-31	DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN	2022-07-31	273858252
2021 : MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-07-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-07-31	$0
Total unrealized appreciation/depreciation of assets	2021-07-31	$0
Total transfer of assets to this plan	2021-07-31	$0
Total transfer of assets from this plan	2021-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-07-31	$0
Expenses. Interest paid	2021-07-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-07-31	$0
Total income from all sources (including contributions)	2021-07-31	$9,612,078
Total loss/gain on sale of assets	2021-07-31	$0
Total of all expenses incurred	2021-07-31	$1,674,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-07-31	$1,638,611
Expenses. Certain deemed distributions of participant loans	2021-07-31	$0
Value of total corrective distributions	2021-07-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-07-31	$2,190,762
Value of total assets at end of year	2021-07-31	$36,390,880
Value of total assets at beginning of year	2021-07-31	$28,453,148
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-07-31	$35,735
Total income from rents	2021-07-31	$0
Total interest from all sources	2021-07-31	$9,903
Total dividends received (eg from common stock, registered investment company shares)	2021-07-31	$1,215,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-07-31	$1,215,752
Assets. Real estate other than employer real property at end of year	2021-07-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-07-31	$0
Administrative expenses professional fees incurred	2021-07-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-07-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-07-31	$0
Was this plan covered by a fidelity bond	2021-07-31	Yes
Value of fidelity bond cover	2021-07-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-07-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-07-31	No
Contributions received from participants	2021-07-31	$1,071,479
Participant contributions at end of year	2021-07-31	$166,851
Participant contributions at beginning of year	2021-07-31	$282,100
Participant contributions at end of year	2021-07-31	$0
Participant contributions at beginning of year	2021-07-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-07-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-07-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-07-31	$81,781
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-07-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-07-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-07-31	$0
Assets. Loans (other than to participants) at end of year	2021-07-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-07-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-07-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-07-31	$0
Other income not declared elsewhere	2021-07-31	$0
Administrative expenses (other) incurred	2021-07-31	$35,735
Liabilities. Value of operating payables at end of year	2021-07-31	$0
Liabilities. Value of operating payables at beginning of year	2021-07-31	$0
Total non interest bearing cash at end of year	2021-07-31	$0
Total non interest bearing cash at beginning of year	2021-07-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-07-31	No
Income. Non cash contributions	2021-07-31	$0
Value of net income/loss	2021-07-31	$7,937,732
Value of net assets at end of year (total assets less liabilities)	2021-07-31	$36,390,880
Value of net assets at beginning of year (total assets less liabilities)	2021-07-31	$28,453,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-07-31	No
Were any leases to which the plan was party in default or uncollectible	2021-07-31	No
Assets. partnership/joint venture interests at end of year	2021-07-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-07-31	$0
Investment advisory and management fees	2021-07-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-07-31	$35,541,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-07-31	$26,751,800
Value of interest in pooled separate accounts at end of year	2021-07-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-07-31	$0
Interest on participant loans	2021-07-31	$9,538
Income. Interest from loans (other than to participants)	2021-07-31	$0
Interest earned on other investments	2021-07-31	$0
Income. Interest from US Government securities	2021-07-31	$0
Income. Interest from corporate debt instruments	2021-07-31	$0
Value of interest in master investment trust accounts at end of year	2021-07-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-07-31	$0
Value of interest in common/collective trusts at end of year	2021-07-31	$0
Value of interest in common/collective trusts at beginning of year	2021-07-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-07-31	$682,631
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-07-31	$1,419,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-07-31	$1,419,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-07-31	$365
Assets. Value of investments in 103.12 investment entities at end of year	2021-07-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-07-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-07-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-07-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-07-31	$0
Asset value of US Government securities at end of year	2021-07-31	$0
Asset value of US Government securities at beginning of year	2021-07-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-07-31	$6,195,661
Net investment gain/loss from pooled separate accounts	2021-07-31	$0
Net investment gain or loss from common/collective trusts	2021-07-31	$0
Net gain/loss from 103.12 investment entities	2021-07-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-07-31	No
Was there a failure to transmit to the plan any participant contributions	2021-07-31	No
Has the plan failed to provide any benefit when due under the plan	2021-07-31	No
Assets. Invements in employer securities at end of year	2021-07-31	$0
Assets. Invements in employer securities at beginning of year	2021-07-31	$0
Assets. Value of employer real property at end of year	2021-07-31	$0
Assets. Value of employer real property at beginning of year	2021-07-31	$0
Contributions received in cash from employer	2021-07-31	$1,037,502
Employer contributions (assets) at end of year	2021-07-31	$0
Employer contributions (assets) at beginning of year	2021-07-31	$0
Income. Dividends from preferred stock	2021-07-31	$0
Income. Dividends from common stock	2021-07-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-07-31	$1,638,611
Asset. Corporate debt instrument preferred debt at end of year	2021-07-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-07-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-07-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-07-31	$0
Contract administrator fees	2021-07-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-07-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2021-07-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-07-31	$0
Liabilities. Value of benefit claims payable at end of year	2021-07-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-07-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-07-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-07-31	$0
Did the plan have assets held for investment	2021-07-31	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	2021-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-07-31	No
Aggregate proceeds on sale of assets	2021-07-31	$0
Aggregate carrying amount (costs) on sale of assets	2021-07-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2021-07-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-07-31	$0
Opinion of an independent qualified public accountant for this plan	2021-07-31	Disclaimer
Accountancy firm name	2021-07-31	DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN	2021-07-31	273858252
2020 : MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-07-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-07-31	$0
Total unrealized appreciation/depreciation of assets	2020-07-31	$0
Total transfer of assets to this plan	2020-07-31	$0
Total transfer of assets from this plan	2020-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-07-31	$0
Expenses. Interest paid	2020-07-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-07-31	$0
Total income from all sources (including contributions)	2020-07-31	$4,142,260
Total loss/gain on sale of assets	2020-07-31	$0
Total of all expenses incurred	2020-07-31	$1,957,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-07-31	$1,885,139
Expenses. Certain deemed distributions of participant loans	2020-07-31	$30,042
Value of total corrective distributions	2020-07-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-07-31	$2,112,387
Value of total assets at end of year	2020-07-31	$28,453,148
Value of total assets at beginning of year	2020-07-31	$26,268,275
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-07-31	$42,206
Total income from rents	2020-07-31	$0
Total interest from all sources	2020-07-31	$28,046
Total dividends received (eg from common stock, registered investment company shares)	2020-07-31	$1,189,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-07-31	$1,189,297
Assets. Real estate other than employer real property at end of year	2020-07-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-07-31	$0
Administrative expenses professional fees incurred	2020-07-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-07-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-07-31	$0
Was this plan covered by a fidelity bond	2020-07-31	Yes
Value of fidelity bond cover	2020-07-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-07-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-07-31	No
Contributions received from participants	2020-07-31	$1,059,338
Participant contributions at end of year	2020-07-31	$282,100
Participant contributions at beginning of year	2020-07-31	$312,631
Participant contributions at end of year	2020-07-31	$0
Participant contributions at beginning of year	2020-07-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-07-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-07-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-07-31	$2,881
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-07-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-07-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-07-31	$0
Assets. Loans (other than to participants) at end of year	2020-07-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-07-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-07-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-07-31	$0
Other income not declared elsewhere	2020-07-31	$0
Administrative expenses (other) incurred	2020-07-31	$42,206
Liabilities. Value of operating payables at end of year	2020-07-31	$0
Liabilities. Value of operating payables at beginning of year	2020-07-31	$0
Total non interest bearing cash at end of year	2020-07-31	$0
Total non interest bearing cash at beginning of year	2020-07-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-07-31	No
Income. Non cash contributions	2020-07-31	$0
Value of net income/loss	2020-07-31	$2,184,873
Value of net assets at end of year (total assets less liabilities)	2020-07-31	$28,453,148
Value of net assets at beginning of year (total assets less liabilities)	2020-07-31	$26,268,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-07-31	No
Were any leases to which the plan was party in default or uncollectible	2020-07-31	No
Assets. partnership/joint venture interests at end of year	2020-07-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-07-31	$0
Investment advisory and management fees	2020-07-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-07-31	$26,751,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-07-31	$24,959,054
Value of interest in pooled separate accounts at end of year	2020-07-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-07-31	$0
Interest on participant loans	2020-07-31	$15,683
Income. Interest from loans (other than to participants)	2020-07-31	$0
Interest earned on other investments	2020-07-31	$0
Income. Interest from US Government securities	2020-07-31	$0
Income. Interest from corporate debt instruments	2020-07-31	$0
Value of interest in master investment trust accounts at end of year	2020-07-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-07-31	$0
Value of interest in common/collective trusts at end of year	2020-07-31	$0
Value of interest in common/collective trusts at beginning of year	2020-07-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-07-31	$1,419,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-07-31	$996,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-07-31	$996,590
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-07-31	$12,363
Assets. Value of investments in 103.12 investment entities at end of year	2020-07-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-07-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-07-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-07-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-07-31	$0
Asset value of US Government securities at end of year	2020-07-31	$0
Asset value of US Government securities at beginning of year	2020-07-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-07-31	$812,530
Net investment gain/loss from pooled separate accounts	2020-07-31	$0
Net investment gain or loss from common/collective trusts	2020-07-31	$0
Net gain/loss from 103.12 investment entities	2020-07-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-07-31	No
Was there a failure to transmit to the plan any participant contributions	2020-07-31	No
Has the plan failed to provide any benefit when due under the plan	2020-07-31	No
Assets. Invements in employer securities at end of year	2020-07-31	$0
Assets. Invements in employer securities at beginning of year	2020-07-31	$0
Assets. Value of employer real property at end of year	2020-07-31	$0
Assets. Value of employer real property at beginning of year	2020-07-31	$0
Contributions received in cash from employer	2020-07-31	$1,050,168
Employer contributions (assets) at end of year	2020-07-31	$0
Employer contributions (assets) at beginning of year	2020-07-31	$0
Income. Dividends from preferred stock	2020-07-31	$0
Income. Dividends from common stock	2020-07-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-07-31	$1,885,139
Asset. Corporate debt instrument preferred debt at end of year	2020-07-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-07-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-07-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-07-31	$0
Contract administrator fees	2020-07-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-07-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2020-07-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-07-31	$0
Liabilities. Value of benefit claims payable at end of year	2020-07-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-07-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-07-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-07-31	$0
Did the plan have assets held for investment	2020-07-31	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	2020-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-07-31	No
Aggregate proceeds on sale of assets	2020-07-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-07-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2020-07-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-07-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-07-31	Disclaimer
Accountancy firm name	2020-07-31	DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN	2020-07-31	273858252
2019 : MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-07-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-07-31	$0
Total unrealized appreciation/depreciation of assets	2019-07-31	$0
Total transfer of assets to this plan	2019-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-07-31	$0
Expenses. Interest paid	2019-07-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-07-31	$0
Total income from all sources (including contributions)	2019-07-31	$3,732,924
Total loss/gain on sale of assets	2019-07-31	$0
Total of all expenses incurred	2019-07-31	$1,540,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-07-31	$1,484,969
Expenses. Certain deemed distributions of participant loans	2019-07-31	$0
Value of total corrective distributions	2019-07-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-07-31	$2,476,414
Value of total assets at end of year	2019-07-31	$26,268,275
Value of total assets at beginning of year	2019-07-31	$24,076,297
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-07-31	$55,977
Total income from rents	2019-07-31	$0
Total interest from all sources	2019-07-31	$20,424
Total dividends received (eg from common stock, registered investment company shares)	2019-07-31	$1,285,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-07-31	$1,285,994
Assets. Real estate other than employer real property at end of year	2019-07-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-07-31	$0
Administrative expenses professional fees incurred	2019-07-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-07-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-07-31	$0
Was this plan covered by a fidelity bond	2019-07-31	Yes
Value of fidelity bond cover	2019-07-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-07-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-07-31	No
Contributions received from participants	2019-07-31	$999,491
Participant contributions at end of year	2019-07-31	$312,631
Participant contributions at beginning of year	2019-07-31	$286,597
Participant contributions at end of year	2019-07-31	$0
Participant contributions at beginning of year	2019-07-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-07-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-07-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-07-31	$450,097
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-07-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-07-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-07-31	$0
Assets. Loans (other than to participants) at end of year	2019-07-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-07-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-07-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-07-31	$0
Other income not declared elsewhere	2019-07-31	$0
Administrative expenses (other) incurred	2019-07-31	$55,977
Liabilities. Value of operating payables at end of year	2019-07-31	$0
Liabilities. Value of operating payables at beginning of year	2019-07-31	$0
Total non interest bearing cash at end of year	2019-07-31	$0
Total non interest bearing cash at beginning of year	2019-07-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-07-31	No
Income. Non cash contributions	2019-07-31	$0
Value of net income/loss	2019-07-31	$2,191,978
Value of net assets at end of year (total assets less liabilities)	2019-07-31	$26,268,275
Value of net assets at beginning of year (total assets less liabilities)	2019-07-31	$24,076,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-07-31	No
Were any leases to which the plan was party in default or uncollectible	2019-07-31	No
Assets. partnership/joint venture interests at end of year	2019-07-31	$0
Assets. partnership/joint venture interests at beginning of year	2019-07-31	$0
Investment advisory and management fees	2019-07-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-07-31	$24,959,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-07-31	$23,598,634
Value of interest in pooled separate accounts at end of year	2019-07-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-07-31	$0
Interest on participant loans	2019-07-31	$13,568
Income. Interest from loans (other than to participants)	2019-07-31	$0
Interest earned on other investments	2019-07-31	$0
Income. Interest from US Government securities	2019-07-31	$0
Income. Interest from corporate debt instruments	2019-07-31	$0
Value of interest in master investment trust accounts at end of year	2019-07-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-07-31	$0
Value of interest in common/collective trusts at end of year	2019-07-31	$0
Value of interest in common/collective trusts at beginning of year	2019-07-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-07-31	$996,590
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-07-31	$191,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-07-31	$191,066
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-07-31	$6,856
Assets. Value of investments in 103.12 investment entities at end of year	2019-07-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-07-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-07-31	$0
Asset value of US Government securities at end of year	2019-07-31	$0
Asset value of US Government securities at beginning of year	2019-07-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-07-31	$-49,908
Net investment gain/loss from pooled separate accounts	2019-07-31	$0
Net investment gain or loss from common/collective trusts	2019-07-31	$0
Net gain/loss from 103.12 investment entities	2019-07-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-07-31	No
Was there a failure to transmit to the plan any participant contributions	2019-07-31	No
Has the plan failed to provide any benefit when due under the plan	2019-07-31	No
Assets. Invements in employer securities at end of year	2019-07-31	$0
Assets. Invements in employer securities at beginning of year	2019-07-31	$0
Assets. Value of employer real property at end of year	2019-07-31	$0
Assets. Value of employer real property at beginning of year	2019-07-31	$0
Contributions received in cash from employer	2019-07-31	$1,026,826
Employer contributions (assets) at end of year	2019-07-31	$0
Employer contributions (assets) at beginning of year	2019-07-31	$0
Income. Dividends from preferred stock	2019-07-31	$0
Income. Dividends from common stock	2019-07-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-07-31	$1,484,969
Asset. Corporate debt instrument preferred debt at end of year	2019-07-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-07-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-07-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-07-31	$0
Contract administrator fees	2019-07-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-07-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2019-07-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-07-31	$0
Liabilities. Value of benefit claims payable at end of year	2019-07-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-07-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2019-07-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-07-31	$0
Did the plan have assets held for investment	2019-07-31	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	2019-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-07-31	No
Aggregate proceeds on sale of assets	2019-07-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-07-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2019-07-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-07-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-07-31	Disclaimer
Accountancy firm name	2019-07-31	DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN	2019-07-31	273858252
2018 : MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-07-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-07-31	$0
Total unrealized appreciation/depreciation of assets	2018-07-31	$0
Total transfer of assets to this plan	2018-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-07-31	$0
Expenses. Interest paid	2018-07-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-07-31	$0
Total income from all sources (including contributions)	2018-07-31	$4,650,436
Total loss/gain on sale of assets	2018-07-31	$0
Total of all expenses incurred	2018-07-31	$1,887,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-07-31	$1,851,644
Expenses. Certain deemed distributions of participant loans	2018-07-31	$0
Value of total corrective distributions	2018-07-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-07-31	$2,498,914
Value of total assets at end of year	2018-07-31	$24,076,297
Value of total assets at beginning of year	2018-07-31	$21,313,028
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-07-31	$35,523
Total income from rents	2018-07-31	$0
Total interest from all sources	2018-07-31	$16,006
Total dividends received (eg from common stock, registered investment company shares)	2018-07-31	$729,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-07-31	$729,649
Assets. Real estate other than employer real property at end of year	2018-07-31	$0
Assets. Real estate other than employer real property at beginning of year	2018-07-31	$0
Administrative expenses professional fees incurred	2018-07-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-07-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-07-31	$0
Was this plan covered by a fidelity bond	2018-07-31	Yes
Value of fidelity bond cover	2018-07-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-07-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-07-31	No
Contributions received from participants	2018-07-31	$960,676
Participant contributions at end of year	2018-07-31	$286,597
Participant contributions at beginning of year	2018-07-31	$300,883
Participant contributions at end of year	2018-07-31	$0
Participant contributions at beginning of year	2018-07-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-07-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-07-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-07-31	$490,441
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-07-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-07-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-07-31	$0
Assets. Loans (other than to participants) at end of year	2018-07-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-07-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-07-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-07-31	$0
Other income not declared elsewhere	2018-07-31	$0
Administrative expenses (other) incurred	2018-07-31	$35,523
Liabilities. Value of operating payables at end of year	2018-07-31	$0
Liabilities. Value of operating payables at beginning of year	2018-07-31	$0
Total non interest bearing cash at end of year	2018-07-31	$0
Total non interest bearing cash at beginning of year	2018-07-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-07-31	No
Income. Non cash contributions	2018-07-31	$0
Value of net income/loss	2018-07-31	$2,763,269
Value of net assets at end of year (total assets less liabilities)	2018-07-31	$24,076,297
Value of net assets at beginning of year (total assets less liabilities)	2018-07-31	$21,313,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-07-31	No
Were any leases to which the plan was party in default or uncollectible	2018-07-31	No
Assets. partnership/joint venture interests at end of year	2018-07-31	$0
Assets. partnership/joint venture interests at beginning of year	2018-07-31	$0
Investment advisory and management fees	2018-07-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-07-31	$23,598,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-07-31	$20,845,870
Value of interest in pooled separate accounts at end of year	2018-07-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-07-31	$0
Interest on participant loans	2018-07-31	$9,593
Income. Interest from loans (other than to participants)	2018-07-31	$0
Interest earned on other investments	2018-07-31	$0
Income. Interest from US Government securities	2018-07-31	$0
Income. Interest from corporate debt instruments	2018-07-31	$0
Value of interest in master investment trust accounts at end of year	2018-07-31	$0
Value of interest in master investment trust accounts at beginning of year	2018-07-31	$0
Value of interest in common/collective trusts at end of year	2018-07-31	$0
Value of interest in common/collective trusts at beginning of year	2018-07-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-07-31	$191,066
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-07-31	$166,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-07-31	$166,275
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-07-31	$6,413
Assets. Value of investments in 103.12 investment entities at end of year	2018-07-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-07-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-07-31	$0
Asset value of US Government securities at end of year	2018-07-31	$0
Asset value of US Government securities at beginning of year	2018-07-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-07-31	$1,405,867
Net investment gain/loss from pooled separate accounts	2018-07-31	$0
Net investment gain or loss from common/collective trusts	2018-07-31	$0
Net gain/loss from 103.12 investment entities	2018-07-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-07-31	No
Was there a failure to transmit to the plan any participant contributions	2018-07-31	No
Has the plan failed to provide any benefit when due under the plan	2018-07-31	No
Assets. Invements in employer securities at end of year	2018-07-31	$0
Assets. Invements in employer securities at beginning of year	2018-07-31	$0
Assets. Value of employer real property at end of year	2018-07-31	$0
Assets. Value of employer real property at beginning of year	2018-07-31	$0
Contributions received in cash from employer	2018-07-31	$1,047,797
Employer contributions (assets) at end of year	2018-07-31	$0
Employer contributions (assets) at beginning of year	2018-07-31	$0
Income. Dividends from preferred stock	2018-07-31	$0
Income. Dividends from common stock	2018-07-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-07-31	$1,851,644
Asset. Corporate debt instrument preferred debt at end of year	2018-07-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-07-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-07-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-07-31	$0
Contract administrator fees	2018-07-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-07-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2018-07-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-07-31	$0
Liabilities. Value of benefit claims payable at end of year	2018-07-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-07-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2018-07-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-07-31	$0
Did the plan have assets held for investment	2018-07-31	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	2018-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-07-31	No
Aggregate proceeds on sale of assets	2018-07-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-07-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2018-07-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-07-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-07-31	Disclaimer
Accountancy firm name	2018-07-31	DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN	2018-07-31	273858252
2017 : MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-07-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-07-31	$0
Total unrealized appreciation/depreciation of assets	2017-07-31	$0
Total transfer of assets to this plan	2017-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-07-31	$0
Expenses. Interest paid	2017-07-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-07-31	$0
Total income from all sources (including contributions)	2017-07-31	$4,488,399
Total loss/gain on sale of assets	2017-07-31	$0
Total of all expenses incurred	2017-07-31	$463,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-07-31	$428,732
Expenses. Certain deemed distributions of participant loans	2017-07-31	$0
Value of total corrective distributions	2017-07-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-07-31	$2,260,257
Value of total assets at end of year	2017-07-31	$21,313,028
Value of total assets at beginning of year	2017-07-31	$17,287,790
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-07-31	$34,429
Total income from rents	2017-07-31	$0
Total interest from all sources	2017-07-31	$8,459
Total dividends received (eg from common stock, registered investment company shares)	2017-07-31	$559,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-07-31	$559,006
Assets. Real estate other than employer real property at end of year	2017-07-31	$0
Assets. Real estate other than employer real property at beginning of year	2017-07-31	$0
Administrative expenses professional fees incurred	2017-07-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-07-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-07-31	$0
Was this plan covered by a fidelity bond	2017-07-31	Yes
Value of fidelity bond cover	2017-07-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-07-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-07-31	No
Contributions received from participants	2017-07-31	$963,364
Participant contributions at end of year	2017-07-31	$300,883
Participant contributions at beginning of year	2017-07-31	$303,725
Participant contributions at end of year	2017-07-31	$0
Participant contributions at beginning of year	2017-07-31	$0
Assets. Other investments not covered elsewhere at end of year	2017-07-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-07-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-07-31	$259,674
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-07-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-07-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-07-31	$0
Assets. Loans (other than to participants) at end of year	2017-07-31	$0
Assets. Loans (other than to participants) at beginning of year	2017-07-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-07-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-07-31	$0
Other income not declared elsewhere	2017-07-31	$0
Administrative expenses (other) incurred	2017-07-31	$34,429
Liabilities. Value of operating payables at end of year	2017-07-31	$0
Liabilities. Value of operating payables at beginning of year	2017-07-31	$0
Total non interest bearing cash at end of year	2017-07-31	$0
Total non interest bearing cash at beginning of year	2017-07-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-07-31	No
Income. Non cash contributions	2017-07-31	$0
Value of net income/loss	2017-07-31	$4,025,238
Value of net assets at end of year (total assets less liabilities)	2017-07-31	$21,313,028
Value of net assets at beginning of year (total assets less liabilities)	2017-07-31	$17,287,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-07-31	No
Were any leases to which the plan was party in default or uncollectible	2017-07-31	No
Assets. partnership/joint venture interests at end of year	2017-07-31	$0
Assets. partnership/joint venture interests at beginning of year	2017-07-31	$0
Investment advisory and management fees	2017-07-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-07-31	$20,845,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-07-31	$16,724,248
Value of interest in pooled separate accounts at end of year	2017-07-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-07-31	$0
Interest on participant loans	2017-07-31	$7,512
Income. Interest from loans (other than to participants)	2017-07-31	$0
Interest earned on other investments	2017-07-31	$0
Income. Interest from US Government securities	2017-07-31	$0
Income. Interest from corporate debt instruments	2017-07-31	$0
Value of interest in master investment trust accounts at end of year	2017-07-31	$0
Value of interest in master investment trust accounts at beginning of year	2017-07-31	$0
Value of interest in common/collective trusts at end of year	2017-07-31	$0
Value of interest in common/collective trusts at beginning of year	2017-07-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-07-31	$166,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-07-31	$259,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-07-31	$259,817
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-07-31	$947
Assets. Value of investments in 103.12 investment entities at end of year	2017-07-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2017-07-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-07-31	$0
Asset value of US Government securities at end of year	2017-07-31	$0
Asset value of US Government securities at beginning of year	2017-07-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-07-31	$1,660,677
Net investment gain/loss from pooled separate accounts	2017-07-31	$0
Net investment gain or loss from common/collective trusts	2017-07-31	$0
Net gain/loss from 103.12 investment entities	2017-07-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-07-31	No
Was there a failure to transmit to the plan any participant contributions	2017-07-31	No
Has the plan failed to provide any benefit when due under the plan	2017-07-31	No
Assets. Invements in employer securities at end of year	2017-07-31	$0
Assets. Invements in employer securities at beginning of year	2017-07-31	$0
Assets. Value of employer real property at end of year	2017-07-31	$0
Assets. Value of employer real property at beginning of year	2017-07-31	$0
Contributions received in cash from employer	2017-07-31	$1,037,219
Employer contributions (assets) at end of year	2017-07-31	$0
Employer contributions (assets) at beginning of year	2017-07-31	$0
Income. Dividends from preferred stock	2017-07-31	$0
Income. Dividends from common stock	2017-07-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-07-31	$428,732
Asset. Corporate debt instrument preferred debt at end of year	2017-07-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2017-07-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2017-07-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2017-07-31	$0
Contract administrator fees	2017-07-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-07-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2017-07-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-07-31	$0
Liabilities. Value of benefit claims payable at end of year	2017-07-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-07-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2017-07-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2017-07-31	$0
Did the plan have assets held for investment	2017-07-31	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	2017-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-07-31	No
Aggregate proceeds on sale of assets	2017-07-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-07-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2017-07-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-07-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-07-31	Disclaimer
Accountancy firm name	2017-07-31	DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN	2017-07-31	273858252
2016 : MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-07-31	$0
Total plan liabilities at end of year	2016-07-31	$0
Total plan liabilities at beginning of year	2016-07-31	$0
Total income from all sources	2016-07-31	$1,686,784
Expenses. Total of all expenses incurred	2016-07-31	$930,976
Benefits paid (including direct rollovers)	2016-07-31	$928,296
Total plan assets at end of year	2016-07-31	$17,287,790
Total plan assets at beginning of year	2016-07-31	$16,531,982
Value of fidelity bond covering the plan	2016-07-31	$1,000,000
Total contributions received or receivable from participants	2016-07-31	$889,074
Expenses. Other expenses not covered elsewhere	2016-07-31	$0
Contributions received from other sources (not participants or employers)	2016-07-31	$22,983
Other income received	2016-07-31	$191,954
Noncash contributions received	2016-07-31	$0
Net income (gross income less expenses)	2016-07-31	$755,808
Net plan assets at end of year (total assets less liabilities)	2016-07-31	$17,287,790
Net plan assets at beginning of year (total assets less liabilities)	2016-07-31	$16,531,982
Assets. Value of participant loans	2016-07-31	$303,725
Total contributions received or receivable from employer(s)	2016-07-31	$582,773
Value of certain deemed distributions of participant loans	2016-07-31	$0
Value of corrective distributions	2016-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-07-31	$2,680
2015 : MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-07-31	$0
Total plan liabilities at end of year	2015-07-31	$0
Total plan liabilities at beginning of year	2015-07-31	$0
Total income from all sources	2015-07-31	$2,632,348
Expenses. Total of all expenses incurred	2015-07-31	$714,961
Benefits paid (including direct rollovers)	2015-07-31	$705,051
Total plan assets at end of year	2015-07-31	$16,531,982
Total plan assets at beginning of year	2015-07-31	$14,614,595
Value of fidelity bond covering the plan	2015-07-31	$1,000,000
Total contributions received or receivable from participants	2015-07-31	$846,471
Expenses. Other expenses not covered elsewhere	2015-07-31	$0
Contributions received from other sources (not participants or employers)	2015-07-31	$6,139
Other income received	2015-07-31	$1,189,083
Noncash contributions received	2015-07-31	$0
Net income (gross income less expenses)	2015-07-31	$1,917,387
Net plan assets at end of year (total assets less liabilities)	2015-07-31	$16,531,982
Net plan assets at beginning of year (total assets less liabilities)	2015-07-31	$14,614,595
Assets. Value of participant loans	2015-07-31	$297,980
Total contributions received or receivable from employer(s)	2015-07-31	$590,655
Value of certain deemed distributions of participant loans	2015-07-31	$0
Value of corrective distributions	2015-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-07-31	$9,910
2014 : MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-07-31	$0
Total plan liabilities at end of year	2014-07-31	$0
Total plan liabilities at beginning of year	2014-07-31	$0
Total income from all sources	2014-07-31	$3,025,220
Expenses. Total of all expenses incurred	2014-07-31	$1,038,895
Benefits paid (including direct rollovers)	2014-07-31	$1,029,898
Total plan assets at end of year	2014-07-31	$14,614,595
Total plan assets at beginning of year	2014-07-31	$12,628,270
Value of fidelity bond covering the plan	2014-07-31	$1,000,000
Total contributions received or receivable from participants	2014-07-31	$791,306
Expenses. Other expenses not covered elsewhere	2014-07-31	$0
Contributions received from other sources (not participants or employers)	2014-07-31	$227,955
Other income received	2014-07-31	$1,463,519
Noncash contributions received	2014-07-31	$0
Net income (gross income less expenses)	2014-07-31	$1,986,325
Net plan assets at end of year (total assets less liabilities)	2014-07-31	$14,614,595
Net plan assets at beginning of year (total assets less liabilities)	2014-07-31	$12,628,270
Assets. Value of participant loans	2014-07-31	$260,855
Total contributions received or receivable from employer(s)	2014-07-31	$542,440
Value of certain deemed distributions of participant loans	2014-07-31	$0
Value of corrective distributions	2014-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-07-31	$8,997
2013 : MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-07-31	$3,040,572
Expenses. Total of all expenses incurred	2013-07-31	$381,152
Benefits paid (including direct rollovers)	2013-07-31	$373,163
Total plan assets at end of year	2013-07-31	$12,628,270
Total plan assets at beginning of year	2013-07-31	$9,968,850
Value of fidelity bond covering the plan	2013-07-31	$1,000,000
Total contributions received or receivable from participants	2013-07-31	$726,606
Contributions received from other sources (not participants or employers)	2013-07-31	$6,659
Other income received	2013-07-31	$1,792,647
Net income (gross income less expenses)	2013-07-31	$2,659,420
Net plan assets at end of year (total assets less liabilities)	2013-07-31	$12,628,270
Net plan assets at beginning of year (total assets less liabilities)	2013-07-31	$9,968,850
Assets. Value of participant loans	2013-07-31	$216,173
Total contributions received or receivable from employer(s)	2013-07-31	$514,660
Expenses. Administrative service providers (salaries,fees and commissions)	2013-07-31	$7,989
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-07-31	$0
2012 : MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-07-31	$1,426,717
Expenses. Total of all expenses incurred	2012-07-31	$496,728
Benefits paid (including direct rollovers)	2012-07-31	$487,499
Total plan assets at end of year	2012-07-31	$9,968,850
Total plan assets at beginning of year	2012-07-31	$9,038,861
Value of fidelity bond covering the plan	2012-07-31	$1,000,000
Total contributions received or receivable from participants	2012-07-31	$662,575
Other income received	2012-07-31	$259,144
Net income (gross income less expenses)	2012-07-31	$929,989
Net plan assets at end of year (total assets less liabilities)	2012-07-31	$9,968,850
Net plan assets at beginning of year (total assets less liabilities)	2012-07-31	$9,038,861
Assets. Value of participant loans	2012-07-31	$207,517
Total contributions received or receivable from employer(s)	2012-07-31	$504,998
Expenses. Administrative service providers (salaries,fees and commissions)	2012-07-31	$9,229
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-07-31	$0
2011 : MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-07-31	$2,165,233
Expenses. Total of all expenses incurred	2011-07-31	$246,569
Benefits paid (including direct rollovers)	2011-07-31	$240,080
Total plan assets at end of year	2011-07-31	$9,038,861
Total plan assets at beginning of year	2011-07-31	$7,120,197
Value of fidelity bond covering the plan	2011-07-31	$1,000,000
Total contributions received or receivable from participants	2011-07-31	$635,597
Contributions received from other sources (not participants or employers)	2011-07-31	$13,320
Other income received	2011-07-31	$1,029,450
Net income (gross income less expenses)	2011-07-31	$1,918,664
Net plan assets at end of year (total assets less liabilities)	2011-07-31	$9,038,861
Net plan assets at beginning of year (total assets less liabilities)	2011-07-31	$7,120,197
Assets. Value of participant loans	2011-07-31	$280,599
Total contributions received or receivable from employer(s)	2011-07-31	$486,866
Expenses. Administrative service providers (salaries,fees and commissions)	2011-07-31	$6,489
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-07-31	$0
2010 : MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-07-31	$0
2009 : MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-07-31	$0

Form 5500 Responses for MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN

2022: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2022 form 5500 responses
2022-08-01	Type of plan entity	Single employer plan
2022-08-01	Submission has been amended	Yes
2022-08-01	This submission is the final filing	Yes
2022-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-08-01	Plan is a collectively bargained plan	No
2022-08-01	Plan funding arrangement – Trust	Yes
2022-08-01	Plan benefit arrangement - Trust	Yes
2021: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2021 form 5500 responses
2021-08-01	Type of plan entity	Single employer plan
2021-08-01	Submission has been amended	No
2021-08-01	This submission is the final filing	No
2021-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-08-01	Plan is a collectively bargained plan	No
2021-08-01	Plan funding arrangement – Trust	Yes
2021-08-01	Plan benefit arrangement - Trust	Yes
2020: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2020 form 5500 responses
2020-08-01	Type of plan entity	Single employer plan
2020-08-01	Submission has been amended	No
2020-08-01	This submission is the final filing	No
2020-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-08-01	Plan is a collectively bargained plan	No
2020-08-01	Plan funding arrangement – Trust	Yes
2020-08-01	Plan benefit arrangement - Trust	Yes
2019: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2019 form 5500 responses
2019-08-01	Type of plan entity	Single employer plan
2019-08-01	This submission is the final filing	No
2019-08-01	Plan funding arrangement – Trust	Yes
2019-08-01	Plan benefit arrangement - Trust	Yes
2018: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2018 form 5500 responses
2018-08-01	Type of plan entity	Single employer plan
2018-08-01	Submission has been amended	No
2018-08-01	This submission is the final filing	No
2018-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-08-01	Plan is a collectively bargained plan	No
2018-08-01	Plan funding arrangement – Trust	Yes
2018-08-01	Plan benefit arrangement - Trust	Yes
2017: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2017 form 5500 responses
2017-08-01	Type of plan entity	Single employer plan
2017-08-01	Submission has been amended	No
2017-08-01	This submission is the final filing	No
2017-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-08-01	Plan is a collectively bargained plan	No
2017-08-01	Plan funding arrangement – Trust	Yes
2017-08-01	Plan benefit arrangement - Trust	Yes
2016: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2016 form 5500 responses
2016-08-01	Type of plan entity	Single employer plan
2016-08-01	Submission has been amended	No
2016-08-01	This submission is the final filing	No
2016-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-08-01	Plan is a collectively bargained plan	No
2016-08-01	Plan funding arrangement – Trust	Yes
2016-08-01	Plan benefit arrangement - Trust	Yes
2015: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2015 form 5500 responses
2015-08-01	Type of plan entity	Single employer plan
2015-08-01	Submission has been amended	No
2015-08-01	This submission is the final filing	No
2015-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-08-01	Plan is a collectively bargained plan	No
2015-08-01	Plan funding arrangement – Trust	Yes
2015-08-01	Plan benefit arrangement - Trust	Yes
2014: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2014 form 5500 responses
2014-08-01	Type of plan entity	Single employer plan
2014-08-01	Submission has been amended	No
2014-08-01	This submission is the final filing	No
2014-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-08-01	Plan is a collectively bargained plan	No
2014-08-01	Plan funding arrangement – Trust	Yes
2014-08-01	Plan benefit arrangement - Trust	Yes
2013: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2013 form 5500 responses
2013-08-01	Type of plan entity	Single employer plan
2013-08-01	Submission has been amended	No
2013-08-01	This submission is the final filing	No
2013-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-08-01	Plan is a collectively bargained plan	No
2013-08-01	Plan funding arrangement – Trust	Yes
2013-08-01	Plan benefit arrangement - Trust	Yes
2012: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Submission has been amended	No
2012-08-01	This submission is the final filing	No
2012-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-08-01	Plan funding arrangement – Trust	Yes
2012-08-01	Plan benefit arrangement - Trust	Yes
2011: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Submission has been amended	No
2011-08-01	This submission is the final filing	No
2011-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-08-01	Plan funding arrangement – Trust	Yes
2011-08-01	Plan benefit arrangement - Trust	Yes
2010: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2010 form 5500 responses
2010-08-01	Type of plan entity	Single employer plan
2010-08-01	Submission has been amended	No
2010-08-01	This submission is the final filing	No
2010-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-08-01	Plan is a collectively bargained plan	No
2010-08-01	Plan funding arrangement – Trust	Yes
2010-08-01	Plan benefit arrangement - Trust	Yes
2009: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	Submission has been amended	No
2009-08-01	This submission is the final filing	No
2009-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-08-01	Plan is a collectively bargained plan	No
2009-08-01	Plan funding arrangement – Trust	Yes
2009-08-01	Plan benefit arrangement - Trust	Yes
2008: MIDDLETON & REUTLINGER, P.S.C. 401(K) PLAN 2008 form 5500 responses
2008-08-01	Type of plan entity	Single employer plan
2008-08-01	Submission has been amended	No
2008-08-01	This submission is the final filing	No
2008-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-08-01	Plan is a collectively bargained plan	No
2008-08-01	Plan funding arrangement – Trust	Yes
2008-08-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MIDDLETON & REUTLINGER, PSC
Employer identification number (EIN):	610999942
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers