401k Plan data: FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN plan

FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number	001

FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING 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).
Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

FELT MARTIN P.C. has sponsored the creation of one or more 401k plans.

Company Name: FELT MARTIN P.C.

Employer identification number (EIN): 810406247

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 JEFFREY A. WELDON 2022-10-14 MARTIN S. SMITH 2022-10-14
001 2020-01-01 MARTIN S. SMITH 2021-10-15
001 2020-01-01 MARTIN S. SMITH 2021-12-15
001 2019-01-01 JEFFREY A. WELDON 2020-10-12 JEFFREY A. WELDON 2020-10-12
001 2018-01-01 JEFFREY A. WELDON 2019-10-15 JEFFREY A. WELDON 2019-10-15
001 2018-01-01 JEFFREY A. WELDON 2019-10-09 JEFFREY A. WELDON 2019-10-09
001 2018-01-01 JEFFREY A. WELDON 2020-10-12 JEFFREY A. WELDON 2020-10-12
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 KENNETH S. FRAZIER KENNETH S. FRAZIER 2013-07-23
001 2011-01-01 KENNETH S. FRAZIER KENNETH S. FRAZIER 2012-07-27
001 2009-01-01 KENNETH S. FRAZIER KENNETH S. FRAZIER 2010-10-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	JEFFREY A. WELDON	2022-10-14	MARTIN S. SMITH	2022-10-14
001	2020-01-01	MARTIN S. SMITH	2021-10-15
001	2020-01-01	MARTIN S. SMITH	2021-12-15
001	2019-01-01	JEFFREY A. WELDON	2020-10-12	JEFFREY A. WELDON	2020-10-12
001	2018-01-01	JEFFREY A. WELDON	2019-10-15	JEFFREY A. WELDON	2019-10-15
001	2018-01-01	JEFFREY A. WELDON	2019-10-09	JEFFREY A. WELDON	2019-10-09
001	2018-01-01	JEFFREY A. WELDON	2020-10-12	JEFFREY A. WELDON	2020-10-12
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	KENNETH S. FRAZIER		KENNETH S. FRAZIER	2013-07-23
001	2011-01-01	KENNETH S. FRAZIER		KENNETH S. FRAZIER	2012-07-27
001	2009-01-01	KENNETH S. FRAZIER		KENNETH S. FRAZIER	2010-10-08

Plan Statistics for FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 13
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 5
Total of all active and inactive participants 2021-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 18
Number of participants with account balances 2021-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 13
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 15
Number of participants with account balances 2020-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 12
Number of participants with account balances 2019-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 9
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 12
Number of participants with account balances 2018-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 11
Number of participants with account balances 2017-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 11
Number of participants with account balances 2016-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
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 3
Total of all active and inactive participants 2015-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 13
Number of participants with account balances 2015-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
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 0
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	13
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	5
Total of all active and inactive participants	2021-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	18
Number of participants with account balances	2021-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	13
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	15
Number of participants with account balances	2020-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	12
Number of participants with account balances	2019-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	9
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	12
Number of participants with account balances	2018-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	11
Number of participants with account balances	2017-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	11
Number of participants with account balances	2016-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
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	3
Total of all active and inactive participants	2015-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	13
Number of participants with account balances	2015-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
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	0
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2021 : FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$3,750
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$770,543
Expenses. Total of all expenses incurred	2021-12-31	$157,933
Benefits paid (including direct rollovers)	2021-12-31	$135,058
Total plan assets at end of year	2021-12-31	$4,437,009
Total plan assets at beginning of year	2021-12-31	$3,820,649
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$154,486
Total contributions received or receivable from participants	2021-12-31	$63,665
Assets. Value of loans (other than to participants)	2021-12-31	$50,000
Contributions received from other sources (not participants or employers)	2021-12-31	$13,268
Other income received	2021-12-31	$627,152
Net income (gross income less expenses)	2021-12-31	$612,610
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,433,259
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,820,649
Assets. Value of participant loans	2021-12-31	$21,523
Assets. Value of real-estate (other than employer real property)	2021-12-31	$385,000
Total contributions received or receivable from employer(s)	2021-12-31	$66,458
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$22,875
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$2,439,316
Expenses. Total of all expenses incurred	2020-12-31	$750,134
Benefits paid (including direct rollovers)	2020-12-31	$737,177
Total plan assets at end of year	2020-12-31	$3,817,660
Total plan assets at beginning of year	2020-12-31	$2,128,478
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$139,995
Total contributions received or receivable from participants	2020-12-31	$61,943
Assets. Value of loans (other than to participants)	2020-12-31	$50,000
Contributions received from other sources (not participants or employers)	2020-12-31	$1,707,859
Other income received	2020-12-31	$609,858
Net income (gross income less expenses)	2020-12-31	$1,689,182
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,817,660
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,128,478
Assets. Value of participant loans	2020-12-31	$27,096
Assets. Value of real-estate (other than employer real property)	2020-12-31	$266,974
Total contributions received or receivable from employer(s)	2020-12-31	$59,656
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$12,957
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$591,861
Expenses. Total of all expenses incurred	2019-12-31	$2,095,002
Benefits paid (including direct rollovers)	2019-12-31	$2,069,732
Total plan assets at end of year	2019-12-31	$2,128,478
Total plan assets at beginning of year	2019-12-31	$3,631,619
Value of fidelity bond covering the plan	2019-12-31	$456,969
Assets. Value of tangible personal property	2019-12-31	$139,995
Total contributions received or receivable from participants	2019-12-31	$23,813
Assets. Value of loans (other than to participants)	2019-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$3,514
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$540,758
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-1,503,141
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,128,478
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,631,619
Assets. Value of participant loans	2019-12-31	$42,734
Assets. Value of real-estate (other than employer real property)	2019-12-31	$266,974
Total contributions received or receivable from employer(s)	2019-12-31	$27,290
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$21,756
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$73,042
Total income from all sources	2018-12-31	$58,936
Expenses. Total of all expenses incurred	2018-12-31	$201,004
Benefits paid (including direct rollovers)	2018-12-31	$174,322
Total plan assets at end of year	2018-12-31	$3,629,506
Total plan assets at beginning of year	2018-12-31	$3,844,616
Value of fidelity bond covering the plan	2018-12-31	$400,000
Assets. Value of tangible personal property	2018-12-31	$131,183
Total contributions received or receivable from participants	2018-12-31	$35,614
Assets. Value of loans (other than to participants)	2018-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$4,625
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-74,235
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-142,068
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,629,506
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,771,574
Assets. Value of participant loans	2018-12-31	$28,891
Assets. Value of real-estate (other than employer real property)	2018-12-31	$276,000
Total contributions received or receivable from employer(s)	2018-12-31	$97,557
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$22,057
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$73,042
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$676,166
Expenses. Total of all expenses incurred	2017-12-31	$93,218
Benefits paid (including direct rollovers)	2017-12-31	$73,042
Total plan assets at end of year	2017-12-31	$3,844,616
Total plan assets at beginning of year	2017-12-31	$3,188,626
Value of fidelity bond covering the plan	2017-12-31	$350,000
Assets. Value of tangible personal property	2017-12-31	$101,800
Total contributions received or receivable from participants	2017-12-31	$77,372
Expenses. Other expenses not covered elsewhere	2017-12-31	$3,043
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$501,340
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$582,948
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,771,574
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,188,626
Assets. Value of participant loans	2017-12-31	$35,894
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$215,000
Total contributions received or receivable from employer(s)	2017-12-31	$97,454
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$17,133
2016 : FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$439,595
Expenses. Total of all expenses incurred	2016-12-31	$107,541
Benefits paid (including direct rollovers)	2016-12-31	$86,337
Total plan assets at end of year	2016-12-31	$3,188,626
Total plan assets at beginning of year	2016-12-31	$2,856,572
Value of fidelity bond covering the plan	2016-12-31	$350,000
Assets. Value of tangible personal property	2016-12-31	$117,354
Total contributions received or receivable from participants	2016-12-31	$86,837
Expenses. Other expenses not covered elsewhere	2016-12-31	$8,077
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$297,737
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$332,054
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,188,626
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,856,572
Assets. Value of participant loans	2016-12-31	$37,993
Assets. Value of real-estate (other than employer real property)	2016-12-31	$215,000
Total contributions received or receivable from employer(s)	2016-12-31	$55,021
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$13,127
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$92,114
Expenses. Total of all expenses incurred	2015-12-31	$141,125
Benefits paid (including direct rollovers)	2015-12-31	$129,433
Total plan assets at end of year	2015-12-31	$2,856,572
Total plan assets at beginning of year	2015-12-31	$2,905,583
Value of fidelity bond covering the plan	2015-12-31	$300,000
Assets. Value of tangible personal property	2015-12-31	$115,982
Total contributions received or receivable from participants	2015-12-31	$70,204
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-91,624
Net income (gross income less expenses)	2015-12-31	$-49,011
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,856,572
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,905,583
Assets. Value of participant loans	2015-12-31	$48,205
Total contributions received or receivable from employer(s)	2015-12-31	$113,534
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$11,692
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$392,283
Expenses. Total of all expenses incurred	2014-12-31	$69,693
Benefits paid (including direct rollovers)	2014-12-31	$58,067
Total plan assets at end of year	2014-12-31	$2,905,583
Total plan assets at beginning of year	2014-12-31	$2,582,993
Value of fidelity bond covering the plan	2014-12-31	$300,000
Assets. Value of tangible personal property	2014-12-31	$117,381
Total contributions received or receivable from participants	2014-12-31	$64,137
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$219,186
Net income (gross income less expenses)	2014-12-31	$322,590
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,905,583
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,582,993
Total contributions received or receivable from employer(s)	2014-12-31	$108,960
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$11,626
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$551,115
Expenses. Total of all expenses incurred	2013-12-31	$50,263
Benefits paid (including direct rollovers)	2013-12-31	$47,608
Total plan assets at end of year	2013-12-31	$2,582,993
Total plan assets at beginning of year	2013-12-31	$2,082,141
Value of fidelity bond covering the plan	2013-12-31	$300,000
Assets. Value of tangible personal property	2013-12-31	$91,710
Total contributions received or receivable from participants	2013-12-31	$61,861
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	$382,505
Net income (gross income less expenses)	2013-12-31	$500,852
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,582,993
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,082,141
Total contributions received or receivable from employer(s)	2013-12-31	$106,749
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,655
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$382,758
Expenses. Total of all expenses incurred	2012-12-31	$102,562
Benefits paid (including direct rollovers)	2012-12-31	$100,190
Total plan assets at end of year	2012-12-31	$2,082,141
Total plan assets at beginning of year	2012-12-31	$1,801,945
Value of fidelity bond covering the plan	2012-12-31	$300,000
Assets. Value of tangible personal property	2012-12-31	$79,679
Total contributions received or receivable from participants	2012-12-31	$56,226
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$5,766
Other income received	2012-12-31	$215,083
Net income (gross income less expenses)	2012-12-31	$280,196
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,082,141
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,801,945
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2012-12-31	$16,603
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$105,683
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,372
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$120,294
Expenses. Total of all expenses incurred	2011-12-31	$70,311
Benefits paid (including direct rollovers)	2011-12-31	$68,176
Total plan assets at end of year	2011-12-31	$1,801,945
Total plan assets at beginning of year	2011-12-31	$1,751,962
Value of fidelity bond covering the plan	2011-12-31	$300,000
Assets. Value of tangible personal property	2011-12-31	$69,079
Total contributions received or receivable from participants	2011-12-31	$56,471
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-24,604
Net income (gross income less expenses)	2011-12-31	$49,983
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,801,945
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,751,962
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$16,603
Total contributions received or receivable from employer(s)	2011-12-31	$88,427
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,135
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$305,639
Expenses. Total of all expenses incurred	2010-12-31	$14,898
Benefits paid (including direct rollovers)	2010-12-31	$11,382
Total plan assets at end of year	2010-12-31	$1,751,962
Total plan assets at beginning of year	2010-12-31	$1,461,221
Value of fidelity bond covering the plan	2010-12-31	$300,000
Assets. Value of tangible personal property	2010-12-31	$69,079
Total contributions received or receivable from participants	2010-12-31	$61,230
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$190,003
Net income (gross income less expenses)	2010-12-31	$290,741
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,751,962
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,461,221
Assets. Value of participant loans	2010-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$16,603
Total contributions received or receivable from employer(s)	2010-12-31	$54,406
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,516
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING 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

Form 5500 Responses for FELT, MARTIN, FRAZIER & WELDON, P.C. 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )

Policy contract number

A39A3015243

Policy instance

Insurance contract or identification number	A39A3015243
Number of Individuals Covered	1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $794
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $794
Insurance broker organization code?	3

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )

Policy contract number

A39A3015243

Policy instance

Insurance contract or identification number	A39A3015243
Number of Individuals Covered	1
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $796
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $796
Insurance broker organization code?	3

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Company Name:	FELT MARTIN P.C.
Employer identification number (EIN):	810406247
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers