401k Plan data: SHULTS & BROWN, LLP PENSION PLAN plan

SHULTS & BROWN, LLP PENSION PLAN 401k Plan overview

Plan Name	SHULTS & BROWN, LLP PENSION PLAN
Plan identification number	001

SHULTS & BROWN, LLP PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Money purchase (other than target benefit)
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SHULTS & BROWN, LLP has sponsored the creation of one or more 401k plans.

Company Name: SHULTS & BROWN, LLP

Employer identification number (EIN): 710544014

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHULTS & BROWN, LLP PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BETH BUCKLEY 2024-06-24 STEVEN SHULTS 2024-06-24
001 2022-01-01 STEVEN SHULTS 2023-07-13 STEVEN SHULTS 2023-07-13
001 2021-01-01 STEVEN SHULTS 2022-07-18 STEVEN SHULTS 2022-07-18
001 2020-01-01 STEVEN SHULTS 2021-07-13 STEVEN SHULTS 2021-07-13
001 2019-01-01 BETH BUCKLEY 2020-07-23 BETH BUCKLEY 2020-07-23
001 2018-01-01 STEVEN SHULTS 2019-06-27 STEVEN SHULTS 2019-06-27
001 2017-01-01 STEVEN SHULTS 2018-06-18 STEVEN SHULTS 2018-06-18
001 2016-01-01 STEVEN SHULTS 2017-07-13 STEVEN SHULTS 2017-07-13
001 2015-01-01 STEVEN SHULTS STEVEN SHULTS 2016-07-21
001 2014-01-01 STEVEN SHULTS
001 2013-01-01 STEVEN SHULTS STEVEN SHULTS 2014-07-24
001 2012-01-01 STEVEN SHULTS
001 2011-01-01 STEVEN SHULTS
001 2009-01-01 STEVEN SHULTS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	BETH BUCKLEY	2024-06-24	STEVEN SHULTS	2024-06-24
001	2022-01-01	STEVEN SHULTS	2023-07-13	STEVEN SHULTS	2023-07-13
001	2021-01-01	STEVEN SHULTS	2022-07-18	STEVEN SHULTS	2022-07-18
001	2020-01-01	STEVEN SHULTS	2021-07-13	STEVEN SHULTS	2021-07-13
001	2019-01-01	BETH BUCKLEY	2020-07-23	BETH BUCKLEY	2020-07-23
001	2018-01-01	STEVEN SHULTS	2019-06-27	STEVEN SHULTS	2019-06-27
001	2017-01-01	STEVEN SHULTS	2018-06-18	STEVEN SHULTS	2018-06-18
001	2016-01-01	STEVEN SHULTS	2017-07-13	STEVEN SHULTS	2017-07-13
001	2015-01-01	STEVEN SHULTS		STEVEN SHULTS	2016-07-21
001	2014-01-01	STEVEN SHULTS
001	2013-01-01	STEVEN SHULTS		STEVEN SHULTS	2014-07-24
001	2012-01-01	STEVEN SHULTS
001	2011-01-01	STEVEN SHULTS
001	2009-01-01	STEVEN SHULTS

Plan Statistics for SHULTS & BROWN, LLP PENSION PLAN

401k plan membership statisitcs for SHULTS & BROWN, LLP PENSION PLAN

Measure Date Value
2015: SHULTS & BROWN, LLP PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SHULTS & BROWN, LLP PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SHULTS & BROWN, LLP PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SHULTS & BROWN, LLP PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SHULTS & BROWN, LLP PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SHULTS & BROWN, LLP PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: SHULTS & BROWN, LLP PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SHULTS & BROWN, LLP PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SHULTS & BROWN, LLP PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SHULTS & BROWN, LLP PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SHULTS & BROWN, LLP PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SHULTS & BROWN, LLP PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SHULTS & BROWN, LLP PENSION PLAN

Measure	Date	Value
2015 : SHULTS & BROWN, LLP PENSION PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$77,578
Expenses. Total of all expenses incurred	2015-12-31	$95,591
Benefits paid (including direct rollovers)	2015-12-31	$95,591
Total plan assets at end of year	2015-12-31	$3,747,486
Total plan assets at beginning of year	2015-12-31	$3,765,499
Value of fidelity bond covering the plan	2015-12-31	$400,000
Other income received	2015-12-31	$57,859
Net income (gross income less expenses)	2015-12-31	$-18,013
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,747,486
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,765,499
Total contributions received or receivable from employer(s)	2015-12-31	$19,719
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$19,719
Amount contributed by the employer to the plan for this plan year	2015-12-31	$19,719
2014 : SHULTS & BROWN, LLP PENSION PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$425,952
Expenses. Total of all expenses incurred	2014-12-31	$115,414
Benefits paid (including direct rollovers)	2014-12-31	$115,414
Total plan assets at end of year	2014-12-31	$3,765,499
Total plan assets at beginning of year	2014-12-31	$3,454,961
Value of fidelity bond covering the plan	2014-12-31	$400,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$353,541
Net income (gross income less expenses)	2014-12-31	$310,538
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,765,499
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,454,961
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$72,411
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$72,887
Amount contributed by the employer to the plan for this plan year	2014-12-31	$72,887
2013 : SHULTS & BROWN, LLP PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$643,743
Expenses. Total of all expenses incurred	2013-12-31	$70,837
Benefits paid (including direct rollovers)	2013-12-31	$70,837
Total plan assets at end of year	2013-12-31	$3,454,961
Total plan assets at beginning of year	2013-12-31	$2,882,055
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$636,822
Net income (gross income less expenses)	2013-12-31	$572,906
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,454,961
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,882,055
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$6,921
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$6,921
Amount contributed by the employer to the plan for this plan year	2013-12-31	$6,921
2012 : SHULTS & BROWN, LLP PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$334,967
Expenses. Total of all expenses incurred	2012-12-31	$110,236
Benefits paid (including direct rollovers)	2012-12-31	$110,236
Total plan assets at end of year	2012-12-31	$2,882,055
Total plan assets at beginning of year	2012-12-31	$2,657,324
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$306,164
Net income (gross income less expenses)	2012-12-31	$224,731
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,882,055
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,657,324
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$28,803
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$28,803
Amount contributed by the employer to the plan for this plan year	2012-12-31	$28,803
2011 : SHULTS & BROWN, LLP PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$79,329
Expenses. Total of all expenses incurred	2011-12-31	$63,835
Benefits paid (including direct rollovers)	2011-12-31	$63,835
Total plan assets at end of year	2011-12-31	$2,657,324
Total plan assets at beginning of year	2011-12-31	$2,641,829
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$44,926
Net income (gross income less expenses)	2011-12-31	$15,494
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,657,324
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,641,829
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$34,403
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$34,403
Amount contributed by the employer to the plan for this plan year	2011-12-31	$34,403
2010 : SHULTS & BROWN, LLP PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$372,015
Expenses. Total of all expenses incurred	2010-12-31	$56,322
Benefits paid (including direct rollovers)	2010-12-31	$56,322
Total plan assets at end of year	2010-12-31	$2,641,829
Total plan assets at beginning of year	2010-12-31	$2,326,136
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$288,995
Net income (gross income less expenses)	2010-12-31	$315,693
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,641,829
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,326,136
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$83,020
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$83,020
Amount contributed by the employer to the plan for this plan year	2010-12-31	$83,020
2009 : SHULTS & BROWN, LLP PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$45,876
Amount contributed by the employer to the plan for this plan year	2009-12-31	$45,876

Form 5500 Responses for SHULTS & BROWN, LLP PENSION PLAN

2015: SHULTS & BROWN, LLP PENSION 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: SHULTS & BROWN, LLP PENSION 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: SHULTS & BROWN, LLP PENSION 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: SHULTS & BROWN, LLP PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SHULTS & BROWN, LLP PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SHULTS & BROWN, LLP PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SHULTS & BROWN, LLP
Employer identification number (EIN):	710544014
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers