401k Plan data: BUSINESS OWNERS PLAN plan

BUSINESS OWNERS PLAN 401k Plan overview

Plan Name	BUSINESS OWNERS PLAN
Plan identification number	002

BUSINESS OWNERS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

MORGAN-WHITE GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: MORGAN-WHITE GROUP, INC.

Employer identification number (EIN): 640848633

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about MORGAN-WHITE GROUP, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2013-12-16

Company Identification Number: 0801903142

Legal Registered Office Address: PO BOX 14067

JACKSON
United States of America (USA)
39236

More information about MORGAN-WHITE GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUSINESS OWNERS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 GENE GARDNER 2021-05-11 RICHARD L. EATON 2021-05-11
002 2020-01-01 GENE GARDNER 2021-08-04 RICHARD L. EATON 2021-08-04
002 2019-01-01 PAUL E. MOYERS 2020-10-14 RICHARD L. EATON 2020-10-14
002 2018-01-01 PAUL E. MOYERS 2019-10-08 RICHARD L. EATON 2019-10-08
002 2017-01-01
002 2016-01-01
002 2015-01-01 PAUL E. MOYERS
002 2014-01-01 PAUL E. MOYERS
002 2013-01-01 JOHN S. SIMPSON, III RICHARD L. EATON 2014-10-15
002 2012-09-01 JOHN S. SIMPSON, III RICHARD L. EATON 2013-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01	GENE GARDNER	2021-05-11	RICHARD L. EATON	2021-05-11
002	2020-01-01	GENE GARDNER	2021-08-04	RICHARD L. EATON	2021-08-04
002	2019-01-01	PAUL E. MOYERS	2020-10-14	RICHARD L. EATON	2020-10-14
002	2018-01-01	PAUL E. MOYERS	2019-10-08	RICHARD L. EATON	2019-10-08
002	2017-01-01
002	2016-01-01
002	2015-01-01	PAUL E. MOYERS
002	2014-01-01	PAUL E. MOYERS
002	2013-01-01	JOHN S. SIMPSON, III		RICHARD L. EATON	2014-10-15
002	2012-09-01	JOHN S. SIMPSON, III		RICHARD L. EATON	2013-10-15

Plan Statistics for BUSINESS OWNERS PLAN

401k plan membership statisitcs for BUSINESS OWNERS PLAN

Measure Date Value
2020: BUSINESS OWNERS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 264
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 256
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 10
Total of all active and inactive participants 2020-01-01 270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 270
Number of participants with account balances 2020-01-01 245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BUSINESS OWNERS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 216
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 18
Total of all active and inactive participants 2019-01-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 236
Number of participants with account balances 2019-01-01 219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BUSINESS OWNERS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 222
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 7
Total of all active and inactive participants 2018-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 230
Number of participants with account balances 2018-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BUSINESS OWNERS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 221
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 210
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 12
Total of all active and inactive participants 2017-01-01 223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 223
Number of participants with account balances 2017-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BUSINESS OWNERS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 215
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 197
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 20
Total of all active and inactive participants 2016-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 220
Number of participants with account balances 2016-01-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BUSINESS OWNERS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 179
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 20
Total of all active and inactive participants 2015-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 202
Number of participants with account balances 2015-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BUSINESS OWNERS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 177
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 13
Total of all active and inactive participants 2014-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 192
Number of participants with account balances 2014-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BUSINESS OWNERS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 182
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 12
Total of all active and inactive participants 2013-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 195
Number of participants with account balances 2013-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BUSINESS OWNERS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 0
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 158
Number of retired or separated participants receiving benefits 2012-09-01 1
Number of other retired or separated participants entitled to future benefits 2012-09-01 9
Total of all active and inactive participants 2012-09-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 0
Total participants 2012-09-01 168
Number of participants with account balances 2012-09-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 0

Measure	Date	Value
2020: BUSINESS OWNERS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	264
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	256
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	10
Total of all active and inactive participants	2020-01-01	270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	270
Number of participants with account balances	2020-01-01	245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BUSINESS OWNERS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	216
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	18
Total of all active and inactive participants	2019-01-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	236
Number of participants with account balances	2019-01-01	219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BUSINESS OWNERS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	222
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	7
Total of all active and inactive participants	2018-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	230
Number of participants with account balances	2018-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BUSINESS OWNERS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	221
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	210
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	12
Total of all active and inactive participants	2017-01-01	223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	223
Number of participants with account balances	2017-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BUSINESS OWNERS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	215
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	197
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	20
Total of all active and inactive participants	2016-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	220
Number of participants with account balances	2016-01-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BUSINESS OWNERS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	179
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	20
Total of all active and inactive participants	2015-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	202
Number of participants with account balances	2015-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BUSINESS OWNERS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	177
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	13
Total of all active and inactive participants	2014-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	192
Number of participants with account balances	2014-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BUSINESS OWNERS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	182
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	12
Total of all active and inactive participants	2013-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	195
Number of participants with account balances	2013-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BUSINESS OWNERS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	0
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	158
Number of retired or separated participants receiving benefits	2012-09-01	1
Number of other retired or separated participants entitled to future benefits	2012-09-01	9
Total of all active and inactive participants	2012-09-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	0
Total participants	2012-09-01	168
Number of participants with account balances	2012-09-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	0

Financial Data on BUSINESS OWNERS PLAN

Measure	Date	Value
2020 : BUSINESS OWNERS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-07-31	$0
Total transfer of assets from this plan	2020-07-31	$12,525,524
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
Total income from all sources (including contributions)	2020-07-31	$199,984
Total loss/gain on sale of assets	2020-07-31	$0
Total of all expenses incurred	2020-07-31	$9,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-07-31	$9,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-07-31	$0
Value of total assets at end of year	2020-07-31	$0
Value of total assets at beginning of year	2020-07-31	$12,334,859
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-07-31	$270
Total interest from all sources	2020-07-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-07-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-07-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	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
Participant contributions at end of year	2020-07-31	$0
Participant contributions at beginning of year	2020-07-31	$259,510
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
Value of net income/loss	2020-07-31	$190,665
Value of net assets at end of year (total assets less liabilities)	2020-07-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-07-31	$12,334,859
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-07-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-07-31	$11,086,433
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	$988,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-07-31	$199,984
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-07-31	$9,049
Contract administrator fees	2020-07-31	$270
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
Opinion of an independent qualified public accountant for this plan	2020-07-31	Disclaimer
Accountancy firm name	2020-07-31	CARR RIGGS & INGRAM
Accountancy firm EIN	2020-07-31	721396621
2019 : BUSINESS OWNERS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,079,964
Total income from all sources (including contributions)	2019-12-31	$3,079,964
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$492,537
Total of all expenses incurred	2019-12-31	$492,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$428,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$428,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,457,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,457,903
Value of total assets at end of year	2019-12-31	$12,334,859
Value of total assets at end of year	2019-12-31	$12,334,859
Value of total assets at beginning of year	2019-12-31	$9,747,432
Value of total assets at beginning of year	2019-12-31	$9,747,432
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$64,409
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$64,409
Total interest from all sources	2019-12-31	$15,846
Total interest from all sources	2019-12-31	$15,846
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$857,345
Contributions received from participants	2019-12-31	$857,345
Participant contributions at end of year	2019-12-31	$259,510
Participant contributions at end of year	2019-12-31	$259,510
Participant contributions at beginning of year	2019-12-31	$289,858
Participant contributions at beginning of year	2019-12-31	$289,858
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$74,630
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$74,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,587,427
Value of net income/loss	2019-12-31	$2,587,427
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,334,859
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,334,859
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,747,432
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,747,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$53,543
Investment advisory and management fees	2019-12-31	$53,543
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,086,433
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,086,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,462,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,462,379
Income. Interest from loans (other than to participants)	2019-12-31	$15,846
Income. Interest from loans (other than to participants)	2019-12-31	$15,846
Value of interest in common/collective trusts at end of year	2019-12-31	$988,916
Value of interest in common/collective trusts at end of year	2019-12-31	$988,916
Value of interest in common/collective trusts at beginning of year	2019-12-31	$995,195
Value of interest in common/collective trusts at beginning of year	2019-12-31	$995,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,606,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,606,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$525,928
Contributions received in cash from employer	2019-12-31	$525,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$428,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$428,128
Contract administrator fees	2019-12-31	$10,866
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BKD
Accountancy firm name	2019-12-31	BKD
Accountancy firm EIN	2019-12-31	440160260
Accountancy firm EIN	2019-12-31	440160260
2018 : BUSINESS OWNERS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$906,499
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$446,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$387,291
Expenses. Certain deemed distributions of participant loans	2018-12-31	$298
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,283,055
Value of total assets at end of year	2018-12-31	$9,747,432
Value of total assets at beginning of year	2018-12-31	$9,287,259
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$58,737
Total interest from all sources	2018-12-31	$12,347
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$805,692
Participant contributions at end of year	2018-12-31	$289,858
Participant contributions at beginning of year	2018-12-31	$147,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$460,173
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,747,432
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,287,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$47,499
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$8,462,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,614,652
Interest on participant loans	2018-12-31	$12,347
Value of interest in common/collective trusts at end of year	2018-12-31	$995,195
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,525,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-388,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$477,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$387,291
Contract administrator fees	2018-12-31	$11,238
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CARR RIGGS & INGRAM
Accountancy firm EIN	2018-12-31	721396621
2017 : BUSINESS OWNERS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,974,968
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$879,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$824,586
Expenses. Certain deemed distributions of participant loans	2017-12-31	$298
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,184,551
Value of total assets at end of year	2017-12-31	$9,287,259
Value of total assets at beginning of year	2017-12-31	$8,191,465
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$54,290
Total interest from all sources	2017-12-31	$10,113
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$722,222
Participant contributions at end of year	2017-12-31	$147,540
Participant contributions at beginning of year	2017-12-31	$249,014
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$20,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,095,794
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$9,287,259
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,191,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$43,356
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,614,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,077,830
Interest on participant loans	2017-12-31	$10,113
Value of interest in common/collective trusts at end of year	2017-12-31	$1,525,067
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,864,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$780,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$442,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$824,586
Contract administrator fees	2017-12-31	$10,934
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BKD, LLC
Accountancy firm EIN	2017-12-31	440160260
2016 : BUSINESS OWNERS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,893,416
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$702,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$655,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,520,364
Value of total assets at end of year	2016-12-31	$8,191,465
Value of total assets at beginning of year	2016-12-31	$7,000,953
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$47,693
Total interest from all sources	2016-12-31	$11,412
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$749,951
Participant contributions at end of year	2016-12-31	$249,014
Participant contributions at beginning of year	2016-12-31	$192,362
Participant contributions at beginning of year	2016-12-31	$23,077
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$335,878
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$34
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$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	2016-12-31	No
Value of net income/loss	2016-12-31	$1,190,512
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$8,191,465
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,000,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$37,097
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,077,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,809,538
Interest on participant loans	2016-12-31	$11,412
Value of interest in common/collective trusts at end of year	2016-12-31	$1,864,621
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,949,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$337,780
Net investment gain or loss from common/collective trusts	2016-12-31	$23,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$434,535
Employer contributions (assets) at beginning of year	2016-12-31	$26,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$655,211
Contract administrator fees	2016-12-31	$10,596
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BKD, LLP
Accountancy firm EIN	2016-12-31	440160260
2015 : BUSINESS OWNERS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,084,928
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$709,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$666,320
Expenses. Certain deemed distributions of participant loans	2015-12-31	$298
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,125,850
Value of total assets at end of year	2015-12-31	$7,000,953
Value of total assets at beginning of year	2015-12-31	$6,625,467
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$42,824
Total interest from all sources	2015-12-31	$6,156
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$33,416
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$710,612
Participant contributions at end of year	2015-12-31	$192,362
Participant contributions at beginning of year	2015-12-31	$83,014
Participant contributions at end of year	2015-12-31	$23,077
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$9,361
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$34
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$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	2015-12-31	No
Value of net income/loss	2015-12-31	$375,486
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,000,953
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,625,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,809,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,554,510
Interest on participant loans	2015-12-31	$6,156
Value of interest in common/collective trusts at end of year	2015-12-31	$1,949,315
Value of interest in common/collective trusts at beginning of year	2015-12-31	$986,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-58,317
Net investment gain or loss from common/collective trusts	2015-12-31	$11,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$405,877
Employer contributions (assets) at end of year	2015-12-31	$26,627
Employer contributions (assets) at beginning of year	2015-12-31	$966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$666,320
Contract administrator fees	2015-12-31	$9,408
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CARR RIGGS & INGRAM
Accountancy firm EIN	2015-12-31	721396621
2014 : BUSINESS OWNERS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,534,100
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$713,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$673,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,242,504
Value of total assets at end of year	2014-12-31	$6,625,467
Value of total assets at beginning of year	2014-12-31	$5,804,946
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$39,858
Total interest from all sources	2014-12-31	$4,762
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$30,762
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$638,658
Participant contributions at end of year	2014-12-31	$83,014
Participant contributions at beginning of year	2014-12-31	$80,742
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$233,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$820,521
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,625,467
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,804,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,554,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,072,339
Interest on participant loans	2014-12-31	$4,762
Value of interest in common/collective trusts at end of year	2014-12-31	$986,977
Value of interest in common/collective trusts at beginning of year	2014-12-31	$647,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$283,473
Net investment gain or loss from common/collective trusts	2014-12-31	$3,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$370,474
Employer contributions (assets) at end of year	2014-12-31	$966
Employer contributions (assets) at beginning of year	2014-12-31	$4,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$673,721
Contract administrator fees	2014-12-31	$9,096
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CARR RIGGS & INGRAM
Accountancy firm EIN	2014-12-31	721396621
2013 : BUSINESS OWNERS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$31
Total income from all sources (including contributions)	2013-12-31	$1,287,615
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$719,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$684,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$967,133
Value of total assets at end of year	2013-12-31	$5,804,946
Value of total assets at beginning of year	2013-12-31	$5,236,877
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$35,400
Total interest from all sources	2013-12-31	$4,454
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$629,091
Participant contributions at end of year	2013-12-31	$80,742
Participant contributions at beginning of year	2013-12-31	$89,337
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$6,634
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$31
Total non interest bearing cash at beginning of year	2013-12-31	$52,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$568,100
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,804,946
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,236,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$27,378
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,072,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,684,243
Interest on participant loans	2013-12-31	$4,454
Value of interest in common/collective trusts at end of year	2013-12-31	$647,381
Value of interest in common/collective trusts at beginning of year	2013-12-31	$395,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$31
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$31
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$316,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$331,408
Employer contributions (assets) at end of year	2013-12-31	$4,484
Employer contributions (assets) at beginning of year	2013-12-31	$14,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$684,115
Contract administrator fees	2013-12-31	$8,022
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CARR RIGGS & INGRAM
Accountancy firm EIN	2013-12-31	721396621
2012 : BUSINESS OWNERS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$4,483,484
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$31
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$877,765
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$124,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$109,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$689,889
Value of total assets at end of year	2012-12-31	$5,236,877
Value of total assets at beginning of year	2012-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$14,961
Total interest from all sources	2012-12-31	$2,250
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$406,739
Participant contributions at end of year	2012-12-31	$89,337
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$55,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$31
Total non interest bearing cash at end of year	2012-12-31	$52,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$753,362
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,236,846
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$13,366
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$4,684,243
Interest on participant loans	2012-12-31	$2,250
Value of interest in common/collective trusts at end of year	2012-12-31	$395,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$31
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$185,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$227,850
Employer contributions (assets) at end of year	2012-12-31	$14,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$109,442
Contract administrator fees	2012-12-31	$1,595
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	CARR RIGGS & INGRAM, LLC
Accountancy firm EIN	2012-12-31	721396621

Form 5500 Responses for BUSINESS OWNERS PLAN

2020: BUSINESS OWNERS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BUSINESS OWNERS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BUSINESS OWNERS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BUSINESS OWNERS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BUSINESS OWNERS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BUSINESS OWNERS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BUSINESS OWNERS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BUSINESS OWNERS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BUSINESS OWNERS PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	First time form 5500 has been submitted	Yes
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MORGAN-WHITE GROUP, INC.
Employer identification number (EIN):	640848633
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2013-12-16
Company Identification Number:	0801903142
Legal Registered Office Address:	PO BOX 14067 JACKSON United States of America (USA) 39236