401k Plan data: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN plan

ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan Name	ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN
Plan identification number	003

ALLEN MATKINS PROFIT SHARING AND 401(K) 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Life insurance

401k Sponsoring company profile

ALLEN MATKINS LECK GAMBLE MALLORY & NATSIS LLP has sponsored the creation of one or more 401k plans.

Company Name: ALLEN MATKINS LECK GAMBLE MALLORY & NATSIS LLP

Employer identification number (EIN): 953605309

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 JESSICA SANDOVAL
003 2016-01-01 JESSICA SANDOVAL
003 2015-01-01 RALPH ALLEN
003 2014-01-01 MICHAEL PALMER
003 2013-01-01 MICHAEL PALMER
003 2012-01-01 MICHAEL PALMER
003 2011-01-01 MICHAEL PALMER MICHAEL PALMER 2012-07-27
003 2010-01-01 MICHAEL PALMER
003 2009-01-01 MICHAEL PALMER

Plan Statistics for ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2023: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 500
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 400
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 140
Total of all active and inactive participants 2023-01-01 540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 4
Total participants 2023-01-01 544
Number of participants with account balances 2023-01-01 525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 474
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 363
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 134
Total of all active and inactive participants 2022-01-01 497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 3
Total participants 2022-01-01 500
Number of participants with account balances 2022-01-01 489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 477
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 340
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 132
Total of all active and inactive participants 2021-01-01 472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 474
Number of participants with account balances 2021-01-01 465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 483
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 359
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 116
Total of all active and inactive participants 2020-01-01 475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 477
Number of participants with account balances 2020-01-01 461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 483
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 360
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 121
Total of all active and inactive participants 2019-01-01 481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 483
Number of participants with account balances 2019-01-01 476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 475
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 348
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 133
Total of all active and inactive participants 2018-01-01 481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 483
Number of participants with account balances 2018-01-01 448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 488
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 348
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 125
Total of all active and inactive participants 2017-01-01 473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 475
Number of participants with account balances 2017-01-01 435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 503
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 354
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 133
Total of all active and inactive participants 2016-01-01 487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 488
Number of participants with account balances 2016-01-01 440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 496
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 362
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 141
Total of all active and inactive participants 2015-01-01 503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 503
Number of participants with account balances 2015-01-01 456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 512
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 363
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 133
Total of all active and inactive participants 2014-01-01 496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 496
Number of participants with account balances 2014-01-01 453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 526
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 372
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 140
Total of all active and inactive participants 2013-01-01 512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 512
Number of participants with account balances 2013-01-01 469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 522
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 390
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 136
Total of all active and inactive participants 2012-01-01 526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 526
Number of participants with account balances 2012-01-01 480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 528
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 393
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 129
Total of all active and inactive participants 2011-01-01 522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 522
Number of participants with account balances 2011-01-01 484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 549
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 398
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 130
Total of all active and inactive participants 2010-01-01 528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 528
Number of participants with account balances 2010-01-01 476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 383
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 417
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 132
Total of all active and inactive participants 2009-01-01 549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 549
Number of participants with account balances 2009-01-01 484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	500
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	400
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	140
Total of all active and inactive participants	2023-01-01	540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	4
Total participants	2023-01-01	544
Number of participants with account balances	2023-01-01	525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	474
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	363
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	134
Total of all active and inactive participants	2022-01-01	497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	3
Total participants	2022-01-01	500
Number of participants with account balances	2022-01-01	489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	477
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	340
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	132
Total of all active and inactive participants	2021-01-01	472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	474
Number of participants with account balances	2021-01-01	465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	483
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	359
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	116
Total of all active and inactive participants	2020-01-01	475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	477
Number of participants with account balances	2020-01-01	461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	483
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	360
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	121
Total of all active and inactive participants	2019-01-01	481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	483
Number of participants with account balances	2019-01-01	476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	475
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	348
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	133
Total of all active and inactive participants	2018-01-01	481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	483
Number of participants with account balances	2018-01-01	448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	488
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	348
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	125
Total of all active and inactive participants	2017-01-01	473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	475
Number of participants with account balances	2017-01-01	435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	503
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	354
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	133
Total of all active and inactive participants	2016-01-01	487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	488
Number of participants with account balances	2016-01-01	440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	496
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	362
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	141
Total of all active and inactive participants	2015-01-01	503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	503
Number of participants with account balances	2015-01-01	456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	512
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	363
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	133
Total of all active and inactive participants	2014-01-01	496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	496
Number of participants with account balances	2014-01-01	453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	526
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	372
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	140
Total of all active and inactive participants	2013-01-01	512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	512
Number of participants with account balances	2013-01-01	469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	522
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	390
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	136
Total of all active and inactive participants	2012-01-01	526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	526
Number of participants with account balances	2012-01-01	480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	528
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	393
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	129
Total of all active and inactive participants	2011-01-01	522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	522
Number of participants with account balances	2011-01-01	484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	549
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	398
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	130
Total of all active and inactive participants	2010-01-01	528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	528
Number of participants with account balances	2010-01-01	476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	383
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	417
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	132
Total of all active and inactive participants	2009-01-01	549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	549
Number of participants with account balances	2009-01-01	484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN

Measure	Date	Value
2023 : ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-12-31	$59,039,261
Total of all expenses incurred	2023-12-31	$22,243,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$22,033,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$16,930,570
Value of total assets at end of year	2023-12-31	$279,796,805
Value of total assets at beginning of year	2023-12-31	$243,001,302
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$210,315
Total interest from all sources	2023-12-31	$44,194
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$6,385,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$6,385,124
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$6,551,647
Participant contributions at end of year	2023-12-31	$701,594
Participant contributions at beginning of year	2023-12-31	$589,030
Participant contributions at end of year	2023-12-31	$141,500
Participant contributions at beginning of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$41,146,169
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$36,071,896
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$4,517,897
Other income not declared elsewhere	2023-12-31	$217,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$36,795,503
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$279,796,805
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$243,001,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$168,820
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$159,846,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$139,585,712
Interest on participant loans	2023-12-31	$44,194
Value of interest in common/collective trusts at end of year	2023-12-31	$56,391,358
Value of interest in common/collective trusts at beginning of year	2023-12-31	$47,471,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$15,708,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$14,008,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$29,538,305
Net investment gain or loss from common/collective trusts	2023-12-31	$5,923,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$5,861,026
Employer contributions (assets) at end of year	2023-12-31	$5,861,026
Employer contributions (assets) at beginning of year	2023-12-31	$5,275,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$22,033,443
Contract administrator fees	2023-12-31	$41,495
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	LUCAS HORSFALL MURPHY&PINDROH LLP
Accountancy firm EIN	2023-12-31	954659692
2022 : ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-22,342,859
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$13,726,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$13,472,229
Value of total corrective distributions	2022-12-31	$39,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$18,159,325
Value of total assets at end of year	2022-12-31	$243,001,302
Value of total assets at beginning of year	2022-12-31	$279,071,033
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$214,814
Total interest from all sources	2022-12-31	$30,366
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$6,749,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$6,749,643
Administrative expenses professional fees incurred	2022-12-31	$5,952
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$5,934,699
Participant contributions at end of year	2022-12-31	$589,030
Participant contributions at beginning of year	2022-12-31	$591,741
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$32,000
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$36,071,896
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$40,737,303
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$6,949,502
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$26,521
Other income not declared elsewhere	2022-12-31	$203,064
Administrative expenses (other) incurred	2022-12-31	$36,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-36,069,731
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$243,001,302
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$279,071,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$171,904
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$139,585,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$162,442,391
Interest on participant loans	2022-12-31	$30,366
Value of interest in common/collective trusts at end of year	2022-12-31	$47,471,494
Value of interest in common/collective trusts at beginning of year	2022-12-31	$56,717,115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$14,008,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$13,686,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-40,488,779
Net investment gain or loss from common/collective trusts	2022-12-31	$-6,996,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$5,275,124
Employer contributions (assets) at end of year	2022-12-31	$5,275,124
Employer contributions (assets) at beginning of year	2022-12-31	$4,837,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$13,472,229
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LUCAS HORSFALL MURPHY & PINDROH LLP
Accountancy firm EIN	2022-12-31	954659692
2021 : ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$53,906,732
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$19,458,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$19,259,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$16,380,086
Value of total assets at end of year	2021-12-31	$279,071,033
Value of total assets at beginning of year	2021-12-31	$244,622,827
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$199,004
Total interest from all sources	2021-12-31	$34,402
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$13,461,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$13,461,379
Administrative expenses professional fees incurred	2021-12-31	$3,072
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$5,722,043
Participant contributions at end of year	2021-12-31	$591,741
Participant contributions at beginning of year	2021-12-31	$640,746
Participant contributions at end of year	2021-12-31	$32,000
Participant contributions at beginning of year	2021-12-31	$282,993
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$40,737,303
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$34,702,880
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$5,784,981
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$26,521
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$24,966
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$247,506
Administrative expenses (other) incurred	2021-12-31	$27,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$34,448,206
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$279,071,033
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$244,622,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$168,159
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$162,442,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$145,793,896
Interest on participant loans	2021-12-31	$34,402
Value of interest in common/collective trusts at end of year	2021-12-31	$56,717,115
Value of interest in common/collective trusts at beginning of year	2021-12-31	$44,614,188
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$13,686,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$13,768,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$19,668,211
Net investment gain or loss from common/collective trusts	2021-12-31	$4,115,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$4,873,062
Employer contributions (assets) at end of year	2021-12-31	$4,837,063
Employer contributions (assets) at beginning of year	2021-12-31	$4,794,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$19,259,522
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LUCAS HORSFALL MURPHY & PINDROH LLP
Accountancy firm EIN	2021-12-31	954659692
2020 : ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$14,608
Total income from all sources (including contributions)	2020-12-31	$39,427,062
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$32,387,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$32,182,444
Value of total corrective distributions	2020-12-31	$29,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$11,325,513
Value of total assets at end of year	2020-12-31	$244,622,827
Value of total assets at beginning of year	2020-12-31	$237,597,840
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$175,074
Total interest from all sources	2020-12-31	$37,985
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$6,815,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$6,815,290
Administrative expenses professional fees incurred	2020-12-31	$535
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$5,153,971
Participant contributions at end of year	2020-12-31	$640,746
Participant contributions at beginning of year	2020-12-31	$737,588
Participant contributions at end of year	2020-12-31	$282,993
Participant contributions at beginning of year	2020-12-31	$38,333
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$34,702,880
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$36,048,265
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,376,598
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$24,966
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$52,439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$14,608
Other income not declared elsewhere	2020-12-31	$3,275,310
Administrative expenses (other) incurred	2020-12-31	$31,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$7,039,595
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$244,622,827
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$237,583,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$143,039
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$145,793,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$139,691,351
Interest on participant loans	2020-12-31	$37,985
Value of interest in common/collective trusts at end of year	2020-12-31	$44,614,188
Value of interest in common/collective trusts at beginning of year	2020-12-31	$40,714,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$13,768,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$15,673,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$12,653,890
Net investment gain or loss from common/collective trusts	2020-12-31	$5,319,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$4,794,944
Employer contributions (assets) at end of year	2020-12-31	$4,794,944
Employer contributions (assets) at beginning of year	2020-12-31	$4,640,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$32,182,444
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LUCAS HORSFALL MURPHY & PINDROH LLP
Accountancy firm EIN	2020-12-31	954659692
2019 : ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$14,608
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$18,902
Total income from all sources (including contributions)	2019-12-31	$52,849,620
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$27,448,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$27,258,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$10,465,376
Value of total assets at end of year	2019-12-31	$237,597,840
Value of total assets at beginning of year	2019-12-31	$212,201,075
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$190,007
Total interest from all sources	2019-12-31	$47,071
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$8,513,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$8,513,472
Administrative expenses professional fees incurred	2019-12-31	$40,346
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$4,892,925
Participant contributions at end of year	2019-12-31	$737,588
Participant contributions at beginning of year	2019-12-31	$889,114
Participant contributions at end of year	2019-12-31	$38,333
Participant contributions at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$36,048,265
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$33,592,296
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$931,484
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$52,439
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$45,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$14,608
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$18,902
Other income not declared elsewhere	2019-12-31	$196,715
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$25,401,059
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$237,583,232
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$212,182,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$149,661
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$139,691,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$114,646,491
Interest on participant loans	2019-12-31	$47,071
Value of interest in common/collective trusts at end of year	2019-12-31	$40,714,950
Value of interest in common/collective trusts at beginning of year	2019-12-31	$33,983,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$15,673,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$25,098,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$33,626,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$4,640,967
Employer contributions (assets) at end of year	2019-12-31	$4,640,967
Employer contributions (assets) at beginning of year	2019-12-31	$3,946,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$27,258,554
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LUCAS HORSFALL MURPHY & PINDROH LLP
Accountancy firm EIN	2019-12-31	954659692
2018 : ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$18,902
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$88,429
Total income from all sources (including contributions)	2018-12-31	$1,384,594
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$24,280,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$24,113,266
Value of total corrective distributions	2018-12-31	$1,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$10,235,852
Value of total assets at end of year	2018-12-31	$212,201,075
Value of total assets at beginning of year	2018-12-31	$235,166,854
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$165,670
Total interest from all sources	2018-12-31	$654,238
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$6,799,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$6,799,170
Administrative expenses professional fees incurred	2018-12-31	$-7,785
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$4,320,142
Participant contributions at end of year	2018-12-31	$889,114
Participant contributions at beginning of year	2018-12-31	$1,141,759
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$48,899
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$33,592,296
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$32,635,075
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,969,202
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$45,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$238,528
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$18,902
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$69,490
Other income not declared elsewhere	2018-12-31	$-746,436
Administrative expenses (other) incurred	2018-12-31	$27,718
Liabilities. Value of operating payables at end of year	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$18,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-22,896,252
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$212,182,173
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$235,078,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$145,737
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$114,646,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$135,454,511
Interest on participant loans	2018-12-31	$58,393
Interest earned on other investments	2018-12-31	$595,845
Value of interest in common/collective trusts at end of year	2018-12-31	$33,983,498
Value of interest in common/collective trusts at beginning of year	2018-12-31	$36,525,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$25,098,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$25,059,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-14,156,475
Net investment gain or loss from common/collective trusts	2018-12-31	$-1,401,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$3,946,508
Employer contributions (assets) at end of year	2018-12-31	$3,946,508
Employer contributions (assets) at beginning of year	2018-12-31	$4,062,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$24,113,266
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	LUCAS HORSFALL MURPHY & PINDROH LLP
Accountancy firm EIN	2018-12-31	954659692
2017 : ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$88,429
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$298,361
Total income from all sources (including contributions)	2017-12-31	$38,055,404
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$16,364,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$16,126,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$8,129,270
Value of total assets at end of year	2017-12-31	$235,166,854
Value of total assets at beginning of year	2017-12-31	$213,685,835
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$237,984
Total interest from all sources	2017-12-31	$578,076
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$6,180,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$6,180,733
Administrative expenses professional fees incurred	2017-12-31	$31,000
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$3,894,760
Participant contributions at end of year	2017-12-31	$1,141,759
Participant contributions at beginning of year	2017-12-31	$1,156,315
Participant contributions at end of year	2017-12-31	$48,899
Participant contributions at beginning of year	2017-12-31	$85,587
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$32,635,075
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$33,021,044
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$171,835
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$238,528
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$98,685
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$69,490
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$290,875
Other income not declared elsewhere	2017-12-31	$4,486,973
Administrative expenses (other) incurred	2017-12-31	$3,366
Liabilities. Value of operating payables at end of year	2017-12-31	$18,939
Liabilities. Value of operating payables at beginning of year	2017-12-31	$7,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$21,690,951
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$235,078,425
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$213,387,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$203,618
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$135,454,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$119,511,743
Interest on participant loans	2017-12-31	$60,668
Interest earned on other investments	2017-12-31	$517,408
Value of interest in common/collective trusts at end of year	2017-12-31	$36,525,451
Value of interest in common/collective trusts at beginning of year	2017-12-31	$29,887,243
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$25,059,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$25,949,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$14,297,279
Net investment gain or loss from common/collective trusts	2017-12-31	$4,383,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$4,062,675
Employer contributions (assets) at end of year	2017-12-31	$4,062,675
Employer contributions (assets) at beginning of year	2017-12-31	$3,975,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$16,126,469
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	AHLSTROM & BAKER
Accountancy firm EIN	2017-12-31	330138137
2016 : ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$298,361
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$281,259
Total income from all sources (including contributions)	2016-12-31	$37,545,380
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$12,403,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$12,228,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$22,254,627
Value of total assets at end of year	2016-12-31	$213,685,835
Value of total assets at beginning of year	2016-12-31	$188,526,952
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$175,321
Total interest from all sources	2016-12-31	$577,937
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$5,230,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$5,230,532
Administrative expenses professional fees incurred	2016-12-31	$30,000
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$3,816,559
Participant contributions at end of year	2016-12-31	$1,156,315
Participant contributions at beginning of year	2016-12-31	$1,169,772
Participant contributions at end of year	2016-12-31	$85,587
Participant contributions at beginning of year	2016-12-31	$500
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$33,021,044
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$27,840,098
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$14,462,181
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$98,685
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$132,044
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$290,875
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$272,109
Other income not declared elsewhere	2016-12-31	$1,952,580
Administrative expenses (other) incurred	2016-12-31	$5,812
Liabilities. Value of operating payables at end of year	2016-12-31	$7,486
Liabilities. Value of operating payables at beginning of year	2016-12-31	$9,150
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$61,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$25,141,781
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$213,387,474
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$188,245,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$139,509
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$119,511,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$105,274,936
Interest on participant loans	2016-12-31	$56,727
Interest earned on other investments	2016-12-31	$521,210
Value of interest in common/collective trusts at end of year	2016-12-31	$29,887,243
Value of interest in common/collective trusts at beginning of year	2016-12-31	$25,961,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$25,949,331
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$24,090,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$5,732,494
Net investment gain or loss from common/collective trusts	2016-12-31	$1,797,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$3,975,887
Employer contributions (assets) at end of year	2016-12-31	$3,975,887
Employer contributions (assets) at beginning of year	2016-12-31	$3,996,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$12,228,278
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	AHLSTROM & BAKER
Accountancy firm EIN	2016-12-31	330138137
2015 : ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$281,259
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$97,890
Total income from all sources (including contributions)	2015-12-31	$7,922,549
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$4,811,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$4,625,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$8,139,773
Value of total assets at end of year	2015-12-31	$188,526,952
Value of total assets at beginning of year	2015-12-31	$185,232,863
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$186,777
Total interest from all sources	2015-12-31	$550,900
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$5,430,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$5,430,104
Administrative expenses professional fees incurred	2015-12-31	$19,000
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$3,818,189
Participant contributions at end of year	2015-12-31	$1,169,772
Participant contributions at beginning of year	2015-12-31	$1,103,709
Participant contributions at end of year	2015-12-31	$500
Participant contributions at beginning of year	2015-12-31	$23
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$27,840,098
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$28,341,834
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$325,527
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$132,044
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$20,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$272,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$97,890
Other income not declared elsewhere	2015-12-31	$-549,002
Administrative expenses (other) incurred	2015-12-31	$17,350
Liabilities. Value of operating payables at end of year	2015-12-31	$9,150
Total non interest bearing cash at end of year	2015-12-31	$61,560
Total non interest bearing cash at beginning of year	2015-12-31	$91,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$3,110,720
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$188,245,693
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$185,134,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$150,427
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$105,274,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$105,687,446
Interest on participant loans	2015-12-31	$57,893
Interest earned on other investments	2015-12-31	$493,007
Value of interest in common/collective trusts at end of year	2015-12-31	$25,961,469
Value of interest in common/collective trusts at beginning of year	2015-12-31	$24,972,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$24,090,516
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$20,997,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-5,574,766
Net investment gain or loss from common/collective trusts	2015-12-31	$-74,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$3,996,057
Employer contributions (assets) at end of year	2015-12-31	$3,996,057
Employer contributions (assets) at beginning of year	2015-12-31	$4,017,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$4,625,052
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	AHLSTROM & BAKER
Accountancy firm EIN	2015-12-31	330138137
2014 : ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$97,890
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$3,750
Total income from all sources (including contributions)	2014-12-31	$22,086,194
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$13,390,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$13,184,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$9,416,998
Value of total assets at end of year	2014-12-31	$185,232,863
Value of total assets at beginning of year	2014-12-31	$176,443,382
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$206,516
Total interest from all sources	2014-12-31	$252,671
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$4,695,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$4,695,177
Administrative expenses professional fees incurred	2014-12-31	$34,182
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$3,835,657
Participant contributions at end of year	2014-12-31	$1,103,709
Participant contributions at beginning of year	2014-12-31	$1,193,917
Participant contributions at end of year	2014-12-31	$23
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$28,341,834
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$27,948,491
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,563,541
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$20,164
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$97,890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$3,750
Other income not declared elsewhere	2014-12-31	$1,574,758
Total non interest bearing cash at end of year	2014-12-31	$91,640
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$8,695,341
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$185,134,973
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$176,439,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Assets. partnership/joint venture interests at end of year	2014-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$172,334
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$105,687,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$97,101,893
Interest on participant loans	2014-12-31	$63,790
Interest earned on other investments	2014-12-31	$188,881
Value of interest in common/collective trusts at end of year	2014-12-31	$24,972,875
Value of interest in common/collective trusts at beginning of year	2014-12-31	$46,382,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$20,997,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$3,753,709
Net investment gain or loss from common/collective trusts	2014-12-31	$2,392,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$4,017,800
Employer contributions (assets) at end of year	2014-12-31	$4,017,800
Employer contributions (assets) at beginning of year	2014-12-31	$3,816,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$13,184,337
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	AHLSTROM & BAKER
Accountancy firm EIN	2014-12-31	330138137
2013 : ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$3,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$51,000
Total income from all sources (including contributions)	2013-12-31	$33,174,039
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$11,698,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$11,516,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$9,188,051
Value of total assets at end of year	2013-12-31	$176,443,382
Value of total assets at beginning of year	2013-12-31	$155,014,865
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$181,449
Total interest from all sources	2013-12-31	$66,843
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$3,522,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$3,522,644
Administrative expenses professional fees incurred	2013-12-31	$28,000
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$4,023,114
Participant contributions at end of year	2013-12-31	$1,193,917
Participant contributions at beginning of year	2013-12-31	$1,405,777
Participant contributions at beginning of year	2013-12-31	$33
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$27,948,491
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$29,133,838
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,253,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$3,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$51,000
Other income not declared elsewhere	2013-12-31	$2,990,760
Administrative expenses (other) incurred	2013-12-31	$6,000
Total non interest bearing cash at beginning of year	2013-12-31	$111,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$21,475,767
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$176,439,632
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$154,963,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$147,449
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$97,101,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$76,500,204
Interest on participant loans	2013-12-31	$66,843
Value of interest in common/collective trusts at end of year	2013-12-31	$46,382,743
Value of interest in common/collective trusts at beginning of year	2013-12-31	$43,590,211
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$15,305,442
Net investment gain or loss from common/collective trusts	2013-12-31	$2,100,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$3,911,593
Employer contributions (assets) at end of year	2013-12-31	$3,816,338
Employer contributions (assets) at beginning of year	2013-12-31	$4,273,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$11,516,823
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	AHLSTROM & BAKER
Accountancy firm EIN	2013-12-31	330138137
2012 : ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$51,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$26,464,109
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$5,541,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$5,482,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$9,672,258
Value of total assets at end of year	2012-12-31	$155,014,865
Value of total assets at beginning of year	2012-12-31	$134,041,016
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$59,098
Total interest from all sources	2012-12-31	$73,964
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$2,523,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$2,523,511
Administrative expenses professional fees incurred	2012-12-31	$27,500
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$3,782,934
Participant contributions at end of year	2012-12-31	$1,405,777
Participant contributions at beginning of year	2012-12-31	$1,433,467
Participant contributions at end of year	2012-12-31	$33
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$29,133,838
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$23,038,769
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,616,124
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$45,202
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$51,000
Other income not declared elsewhere	2012-12-31	$3,133,605
Administrative expenses (other) incurred	2012-12-31	$6,598
Total non interest bearing cash at end of year	2012-12-31	$111,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$20,922,849
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$154,963,865
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$134,041,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$76,500,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$66,752,091
Interest on participant loans	2012-12-31	$73,964
Value of interest in common/collective trusts at end of year	2012-12-31	$43,590,211
Value of interest in common/collective trusts at beginning of year	2012-12-31	$38,441,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$8,080,250
Net investment gain or loss from common/collective trusts	2012-12-31	$2,980,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$4,273,200
Employer contributions (assets) at end of year	2012-12-31	$4,273,200
Employer contributions (assets) at beginning of year	2012-12-31	$4,330,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$5,482,162
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	AHLSTROM & BAKER
Accountancy firm EIN	2012-12-31	330138137
2011 : ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$9,431,846
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$6,542,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$6,484,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$8,956,769
Value of total assets at end of year	2011-12-31	$134,041,016
Value of total assets at beginning of year	2011-12-31	$131,151,677
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$58,100
Total interest from all sources	2011-12-31	$69,175
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$2,194,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$2,194,336
Administrative expenses professional fees incurred	2011-12-31	$26,500
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$3,912,793
Participant contributions at end of year	2011-12-31	$1,433,467
Participant contributions at beginning of year	2011-12-31	$1,186,904
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$23,038,769
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$18,670,885
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$713,661
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$45,202
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$45,546
Other income not declared elsewhere	2011-12-31	$36,820
Administrative expenses (other) incurred	2011-12-31	$6,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$2,889,339
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$134,041,016
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$131,151,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$66,752,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$67,926,913
Interest on participant loans	2011-12-31	$69,175
Value of interest in common/collective trusts at end of year	2011-12-31	$38,441,172
Value of interest in common/collective trusts at beginning of year	2011-12-31	$38,874,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-3,512,166
Net investment gain or loss from common/collective trusts	2011-12-31	$1,686,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$4,330,315
Employer contributions (assets) at end of year	2011-12-31	$4,330,315
Employer contributions (assets) at beginning of year	2011-12-31	$4,446,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$6,484,407
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	AHLSTROM & BAKER
Accountancy firm EIN	2011-12-31	330138137
2010 : ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$24,524,828
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,037,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,925,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$10,601,380
Value of total assets at end of year	2010-12-31	$131,151,677
Value of total assets at beginning of year	2010-12-31	$108,664,546
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$111,729
Total interest from all sources	2010-12-31	$60,458
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,355,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$1,355,782
Administrative expenses professional fees incurred	2010-12-31	$17,105
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$3,676,015
Participant contributions at end of year	2010-12-31	$1,186,904
Participant contributions at beginning of year	2010-12-31	$737,678
Participant contributions at beginning of year	2010-12-31	$31
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$18,670,885
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$18,246,206
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$2,478,371
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$45,546
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$40,079
Other income not declared elsewhere	2010-12-31	$2,168,305
Administrative expenses (other) incurred	2010-12-31	$57,440
Total non interest bearing cash at beginning of year	2010-12-31	$46,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$22,487,131
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$131,151,677
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$108,664,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$37,184
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$67,926,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$53,204,652
Interest on participant loans	2010-12-31	$60,458
Value of interest in common/collective trusts at end of year	2010-12-31	$38,874,435
Value of interest in common/collective trusts at beginning of year	2010-12-31	$32,090,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$7,577,215
Net investment gain or loss from common/collective trusts	2010-12-31	$2,761,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$4,446,994
Employer contributions (assets) at end of year	2010-12-31	$4,446,994
Employer contributions (assets) at beginning of year	2010-12-31	$4,299,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,925,968
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	AHLSTROM & BAKER
Accountancy firm EIN	2010-12-31	330138137
2009 : ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN

2023: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ALLEN MATKINS PROFIT SHARING AND 401(K) 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ALLEN MATKINS PROFIT SHARING AND 401(K) 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ALLEN MATKINS PROFIT SHARING AND 401(K) 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ALLEN MATKINS PROFIT SHARING AND 401(K) 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ALLEN MATKINS PROFIT SHARING AND 401(K) 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ALLEN MATKINS PROFIT SHARING AND 401(K) 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ALLEN MATKINS PROFIT SHARING AND 401(K) 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ALLEN MATKINS PROFIT SHARING AND 401(K) 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ALLEN MATKINS PROFIT SHARING AND 401(K) 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ALLEN MATKINS PROFIT SHARING AND 401(K) 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ALLEN MATKINS PROFIT SHARING AND 401(K) 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ALLEN MATKINS PROFIT SHARING AND 401(K) 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: ALLEN MATKINS PROFIT SHARING AND 401(K) 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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA85037

Policy instance

Insurance contract or identification number	GA85037
Number of Individuals Covered	109
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA85037

Policy instance

Insurance contract or identification number	GA85037
Number of Individuals Covered	117
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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?	Yes
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA85037

Policy instance

Insurance contract or identification number	GA85037
Number of Individuals Covered	119
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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?	Yes
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA85037

Policy instance

Insurance contract or identification number	GA85037
Number of Individuals Covered	126
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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?	Yes
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA85037

Policy instance

Insurance contract or identification number	GA85037
Number of Individuals Covered	133
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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?	Yes
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA85037

Policy instance

Insurance contract or identification number	GA85037
Number of Individuals Covered	149
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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?	Yes
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA85037

Policy instance

Insurance contract or identification number	GA85037
Number of Individuals Covered	147
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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?	Yes
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA85037

Policy instance

Insurance contract or identification number	GA85037
Number of Individuals Covered	158
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
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?	Yes
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA85037

Policy instance

Insurance contract or identification number	GA85037
Number of Individuals Covered	156
Insurance policy start date	2014-08-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
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?	Yes
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

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

062196

Policy instance

Insurance contract or identification number	062196
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
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

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

062196

Policy instance

Insurance contract or identification number	062196
Number of Individuals Covered	171
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
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

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

062196

Policy instance

Insurance contract or identification number	062196
Number of Individuals Covered	171
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

062196

Policy instance

Insurance contract or identification number	062196
Number of Individuals Covered	180
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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

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Company Name:	ALLEN MATKINS LECK GAMBLE MALLORY & NATSIS LLP
Employer identification number (EIN):	953605309
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers