401k Plan data: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN plan

JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN
Plan identification number	001

JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS 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.

401k Sponsoring company profile

JEFFCOAT & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name: JEFFCOAT & ASSOCIATES, LLC

Employer identification number (EIN): 841631750

NAIC Classification: 811310
NAIC Description: Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JIM LOLLAR
001 2017-01-01 JIM LOLLAR
001 2016-01-01 JIM LOLLAR
001 2015-01-01 JIM LOLLAR
001 2014-01-01 JIM LOLLAR
001 2013-01-01 JIM LOLLAR
001 2012-01-01 JIM LOLLAR
001 2011-01-01 JIM LOLLAR
001 2010-01-01 JIM LOLLAR
001 2009-01-01 JIM LOLLAR

Plan Statistics for JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN

401k plan membership statisitcs for JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN

Measure Date Value
2022: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 52
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 27
Total of all active and inactive participants 2022-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 81
Number of participants with account balances 2022-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 52
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 10
Total of all active and inactive participants 2021-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 64
Number of participants with account balances 2021-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 63
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 13
Total of all active and inactive participants 2020-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 77
Number of participants with account balances 2020-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 77
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 12
Total of all active and inactive participants 2019-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 91
Number of participants with account balances 2019-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 69
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 11
Total of all active and inactive participants 2018-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 82
Number of participants with account balances 2018-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 74
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 13
Total of all active and inactive participants 2017-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 89
Number of participants with account balances 2017-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 56
Number of retired or separated participants receiving benefits 2016-01-01 1
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 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 78
Number of participants with account balances 2016-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 57
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 17
Total of all active and inactive participants 2015-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 75
Number of participants with account balances 2015-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 68
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 16
Total of all active and inactive participants 2014-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 84
Number of participants with account balances 2014-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 60
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 14
Total of all active and inactive participants 2013-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 74
Number of participants with account balances 2013-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 57
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 17
Total of all active and inactive participants 2012-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 74
Number of participants with account balances 2012-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 71
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 10
Total of all active and inactive participants 2011-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 81
Number of participants with account balances 2011-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 72
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 13
Total of all active and inactive participants 2010-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 85
Number of participants with account balances 2010-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 77
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 10
Total of all active and inactive participants 2009-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 88
Number of participants with account balances 2009-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	52
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	27
Total of all active and inactive participants	2022-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	81
Number of participants with account balances	2022-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	52
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	10
Total of all active and inactive participants	2021-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	64
Number of participants with account balances	2021-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	63
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	13
Total of all active and inactive participants	2020-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	77
Number of participants with account balances	2020-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	77
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	12
Total of all active and inactive participants	2019-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	91
Number of participants with account balances	2019-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	69
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	11
Total of all active and inactive participants	2018-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	82
Number of participants with account balances	2018-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	74
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	13
Total of all active and inactive participants	2017-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	89
Number of participants with account balances	2017-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	56
Number of retired or separated participants receiving benefits	2016-01-01	1
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	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	78
Number of participants with account balances	2016-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	57
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	17
Total of all active and inactive participants	2015-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	75
Number of participants with account balances	2015-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	68
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	16
Total of all active and inactive participants	2014-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	84
Number of participants with account balances	2014-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	60
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	14
Total of all active and inactive participants	2013-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	74
Number of participants with account balances	2013-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	57
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	17
Total of all active and inactive participants	2012-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	74
Number of participants with account balances	2012-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	71
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	10
Total of all active and inactive participants	2011-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	81
Number of participants with account balances	2011-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	72
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	13
Total of all active and inactive participants	2010-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	85
Number of participants with account balances	2010-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	77
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	10
Total of all active and inactive participants	2009-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	88
Number of participants with account balances	2009-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN

Measure	Date	Value
2022 : JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,940,410
Expenses. Total of all expenses incurred	2022-12-31	$301,294
Benefits paid (including direct rollovers)	2022-12-31	$280,930
Total plan assets at end of year	2022-12-31	$7,890,966
Total plan assets at beginning of year	2022-12-31	$10,132,670
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$219,069
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-2,318,987
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-2,241,704
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$7,890,966
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$10,132,670
Assets. Value of participant loans	2022-12-31	$109,369
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$159,508
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$5,929
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$14,435
2021 : JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,858,766
Expenses. Total of all expenses incurred	2021-12-31	$210,376
Benefits paid (including direct rollovers)	2021-12-31	$189,741
Total plan assets at end of year	2021-12-31	$10,132,670
Total plan assets at beginning of year	2021-12-31	$8,484,280
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$266,623
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$1,440,041
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,648,390
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$10,132,670
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$8,484,280
Assets. Value of participant loans	2021-12-31	$128,635
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$152,102
Value of certain deemed distributions of participant loans	2021-12-31	$13,522
Value of corrective distributions	2021-12-31	$4,032
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$3,081
2020 : JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
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	$2,189,634
Expenses. Total of all expenses incurred	2020-12-31	$536,621
Benefits paid (including direct rollovers)	2020-12-31	$525,774
Total plan assets at end of year	2020-12-31	$8,484,280
Total plan assets at beginning of year	2020-12-31	$6,831,267
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$275,272
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$1,768,598
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,653,013
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$8,484,280
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,831,267
Assets. Value of participant loans	2020-12-31	$108,702
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$145,764
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$10,647
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$200
2019 : JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS 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	$1,827,423
Expenses. Total of all expenses incurred	2019-12-31	$261,941
Benefits paid (including direct rollovers)	2019-12-31	$260,768
Total plan assets at end of year	2019-12-31	$6,831,267
Total plan assets at beginning of year	2019-12-31	$5,265,785
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$264,248
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,423,529
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,565,482
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,831,267
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,265,785
Assets. Value of participant loans	2019-12-31	$111,342
Total contributions received or receivable from employer(s)	2019-12-31	$139,646
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$748
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$425
2018 : JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS 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	$0
Total income from all sources	2018-12-31	$183,927
Expenses. Total of all expenses incurred	2018-12-31	$705,160
Benefits paid (including direct rollovers)	2018-12-31	$697,353
Total plan assets at end of year	2018-12-31	$5,265,785
Total plan assets at beginning of year	2018-12-31	$5,787,018
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$261,859
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$1,706
Other income received	2018-12-31	$-220,703
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-521,233
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,265,785
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,787,018
Assets. Value of participant loans	2018-12-31	$108,985
Total contributions received or receivable from employer(s)	2018-12-31	$141,065
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$7,107
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$700
2017 : JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,222,051
Expenses. Total of all expenses incurred	2017-12-31	$138,586
Benefits paid (including direct rollovers)	2017-12-31	$128,047
Total plan assets at end of year	2017-12-31	$5,787,018
Total plan assets at beginning of year	2017-12-31	$4,703,553
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$223,687
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$874,996
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,083,465
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,787,018
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,703,553
Assets. Value of participant loans	2017-12-31	$100,789
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$123,368
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$10,114
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$425
2016 : JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS 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	$519,269
Expenses. Total of all expenses incurred	2016-12-31	$162,629
Benefits paid (including direct rollovers)	2016-12-31	$140,178
Total plan assets at end of year	2016-12-31	$4,703,553
Total plan assets at beginning of year	2016-12-31	$4,346,913
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$202,530
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$5,436
Other income received	2016-12-31	$216,009
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$356,640
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,703,553
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,346,913
Assets. Value of participant loans	2016-12-31	$105,153
Total contributions received or receivable from employer(s)	2016-12-31	$95,294
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$21,751
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$700
2015 : JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$380,065
Expenses. Total of all expenses incurred	2015-12-31	$357,221
Benefits paid (including direct rollovers)	2015-12-31	$343,989
Total plan assets at end of year	2015-12-31	$4,346,913
Total plan assets at beginning of year	2015-12-31	$4,324,069
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$198,652
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	$44,809
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$22,844
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,346,913
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,324,069
Assets. Value of participant loans	2015-12-31	$97,195
Total contributions received or receivable from employer(s)	2015-12-31	$136,604
Value of certain deemed distributions of participant loans	2015-12-31	$2,689
Value of corrective distributions	2015-12-31	$10,343
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$200
2014 : JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$568,405
Expenses. Total of all expenses incurred	2014-12-31	$1,014,592
Benefits paid (including direct rollovers)	2014-12-31	$1,006,497
Total plan assets at end of year	2014-12-31	$4,324,069
Total plan assets at beginning of year	2014-12-31	$4,770,256
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$206,339
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	$217,100
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-446,187
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,324,069
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,770,256
Assets. Value of participant loans	2014-12-31	$124,036
Total contributions received or receivable from employer(s)	2014-12-31	$144,966
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$7,420
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$675
2013 : JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,037,216
Expenses. Total of all expenses incurred	2013-12-31	$585,605
Benefits paid (including direct rollovers)	2013-12-31	$577,867
Total plan assets at end of year	2013-12-31	$4,770,256
Total plan assets at beginning of year	2013-12-31	$4,318,645
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$211,003
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	$699,033
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$451,611
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,770,256
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,318,645
Assets. Value of participant loans	2013-12-31	$131,569
Total contributions received or receivable from employer(s)	2013-12-31	$127,180
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$7,163
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$575
2012 : JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$716,423
Expenses. Total of all expenses incurred	2012-12-31	$44,396
Benefits paid (including direct rollovers)	2012-12-31	$30,675
Total plan assets at end of year	2012-12-31	$4,318,645
Total plan assets at beginning of year	2012-12-31	$3,646,618
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$194,400
Other income received	2012-12-31	$365,774
Net income (gross income less expenses)	2012-12-31	$672,027
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,318,645
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,646,618
Assets. Value of participant loans	2012-12-31	$116,534
Total contributions received or receivable from employer(s)	2012-12-31	$156,249
Value of corrective distributions	2012-12-31	$12,715
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,006
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$313,925
Expenses. Total of all expenses incurred	2011-12-31	$190,508
Benefits paid (including direct rollovers)	2011-12-31	$179,380
Total plan assets at end of year	2011-12-31	$3,646,618
Total plan assets at beginning of year	2011-12-31	$3,523,201
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$210,739
Other income received	2011-12-31	$-45,524
Net income (gross income less expenses)	2011-12-31	$123,417
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,646,618
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,523,201
Assets. Value of participant loans	2011-12-31	$68,189
Total contributions received or receivable from employer(s)	2011-12-31	$148,710
Value of corrective distributions	2011-12-31	$10,850
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$278
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$688,433
Expenses. Total of all expenses incurred	2010-12-31	$460,067
Benefits paid (including direct rollovers)	2010-12-31	$458,977
Total plan assets at end of year	2010-12-31	$3,523,201
Total plan assets at beginning of year	2010-12-31	$3,294,835
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$204,741
Other income received	2010-12-31	$352,077
Net income (gross income less expenses)	2010-12-31	$228,366
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,523,201
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,294,835
Assets. Value of participant loans	2010-12-31	$95,126
Total contributions received or receivable from employer(s)	2010-12-31	$131,615
Value of corrective distributions	2010-12-31	$262
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$828
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS 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 JEFFCOAT & ASSOCIATES, L.P. 401(K) SAVINGS PLAN

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

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JEFFCOAT & JEFFCOAT INSURANCE 401(K) PLAN [EIN = 475620846]

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Company Name:	JEFFCOAT & ASSOCIATES, LLC
Employer identification number (EIN):	841631750
NAIC Classification:	811310
NAIC Description:	Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance