401k Plan data: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN plan

BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan Name	BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN
Plan identification number	002

BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

BOSLEY, INC. has sponsored the creation of one or more 401k plans.

Company Name: BOSLEY, INC.

Employer identification number (EIN): 954233663

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Additional information about BOSLEY, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1993-03-29

Company Identification Number: 0009489806

Legal Registered Office Address: 9100 WILSHIRE BLVD STE 900E

BEVERLY HILLS
United States of America (USA)
90212

More information about BOSLEY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 MICHAEL MAY-DEVEY
002 2016-01-01 MICHAEL MAY-DEVEY
002 2015-01-01 MICHAEL MAY-DEVEY
002 2014-01-01 MICHAEL MAY
002 2013-01-01 MICHAEL MAY-DEVEY
002 2012-01-01 MICHAEL J. MAY-DEVEY
002 2011-01-01 MICHAEL J. MAY
002 2009-01-01 MICAHEL J. MAY
002 2009-01-01 MICAHEL J. MAY

Plan Statistics for BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,779
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,340
Number of retired or separated participants receiving benefits 2022-01-01 12
Number of other retired or separated participants entitled to future benefits 2022-01-01 506
Total of all active and inactive participants 2022-01-01 1,858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,858
Number of participants with account balances 2022-01-01 1,753
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 144
2021: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,837
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,250
Number of retired or separated participants receiving benefits 2021-01-01 23
Number of other retired or separated participants entitled to future benefits 2021-01-01 482
Total of all active and inactive participants 2021-01-01 1,755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,755
Number of participants with account balances 2021-01-01 1,656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,860
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,381
Number of retired or separated participants receiving benefits 2020-01-01 33
Number of other retired or separated participants entitled to future benefits 2020-01-01 376
Total of all active and inactive participants 2020-01-01 1,790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 1,791
Number of participants with account balances 2020-01-01 1,663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 311
2019: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,910
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,495
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 360
Total of all active and inactive participants 2019-01-01 1,859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 1,860
Number of participants with account balances 2019-01-01 1,752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,841
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,555
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 329
Total of all active and inactive participants 2018-01-01 1,888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,888
Number of participants with account balances 2018-01-01 1,686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2,007
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,421
Number of retired or separated participants receiving benefits 2017-01-01 5
Number of other retired or separated participants entitled to future benefits 2017-01-01 315
Total of all active and inactive participants 2017-01-01 1,741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 1,743
Number of participants with account balances 2017-01-01 1,586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,920
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,379
Number of other retired or separated participants entitled to future benefits 2016-01-01 599
Total of all active and inactive participants 2016-01-01 1,978
Total participants 2016-01-01 1,978
Number of participants with account balances 2016-01-01 1,809
2015: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,700
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,342
Number of other retired or separated participants entitled to future benefits 2015-01-01 545
Total of all active and inactive participants 2015-01-01 1,887
Total participants 2015-01-01 1,887
Number of participants with account balances 2015-01-01 1,698
2014: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,574
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,279
Number of other retired or separated participants entitled to future benefits 2014-01-01 336
Total of all active and inactive participants 2014-01-01 1,615
Total participants 2014-01-01 1,615
Number of participants with account balances 2014-01-01 1,375
2013: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 716
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,244
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 330
Total of all active and inactive participants 2013-01-01 1,574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1,574
Number of participants with account balances 2013-01-01 1,276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 11
2012: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 657
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 543
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 173
Total of all active and inactive participants 2012-01-01 716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 716
Number of participants with account balances 2012-01-01 673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 658
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 526
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 113
Total of all active and inactive participants 2011-01-01 639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 639
Number of participants with account balances 2011-01-01 602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2009: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 634
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 435
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 102
Total of all active and inactive participants 2009-01-01 537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 537
Number of participants with account balances 2009-01-01 515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 86

Measure	Date	Value
2022: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,779
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,340
Number of retired or separated participants receiving benefits	2022-01-01	12
Number of other retired or separated participants entitled to future benefits	2022-01-01	506
Total of all active and inactive participants	2022-01-01	1,858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,858
Number of participants with account balances	2022-01-01	1,753
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	144
2021: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,837
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,250
Number of retired or separated participants receiving benefits	2021-01-01	23
Number of other retired or separated participants entitled to future benefits	2021-01-01	482
Total of all active and inactive participants	2021-01-01	1,755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,755
Number of participants with account balances	2021-01-01	1,656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,860
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,381
Number of retired or separated participants receiving benefits	2020-01-01	33
Number of other retired or separated participants entitled to future benefits	2020-01-01	376
Total of all active and inactive participants	2020-01-01	1,790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	1,791
Number of participants with account balances	2020-01-01	1,663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	311
2019: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,910
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,495
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	360
Total of all active and inactive participants	2019-01-01	1,859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	1,860
Number of participants with account balances	2019-01-01	1,752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,841
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,555
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	329
Total of all active and inactive participants	2018-01-01	1,888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,888
Number of participants with account balances	2018-01-01	1,686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2,007
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,421
Number of retired or separated participants receiving benefits	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	315
Total of all active and inactive participants	2017-01-01	1,741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	1,743
Number of participants with account balances	2017-01-01	1,586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,920
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,379
Number of other retired or separated participants entitled to future benefits	2016-01-01	599
Total of all active and inactive participants	2016-01-01	1,978
Total participants	2016-01-01	1,978
Number of participants with account balances	2016-01-01	1,809
2015: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,700
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,342
Number of other retired or separated participants entitled to future benefits	2015-01-01	545
Total of all active and inactive participants	2015-01-01	1,887
Total participants	2015-01-01	1,887
Number of participants with account balances	2015-01-01	1,698
2014: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,574
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,279
Number of other retired or separated participants entitled to future benefits	2014-01-01	336
Total of all active and inactive participants	2014-01-01	1,615
Total participants	2014-01-01	1,615
Number of participants with account balances	2014-01-01	1,375
2013: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	716
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,244
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	330
Total of all active and inactive participants	2013-01-01	1,574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,574
Number of participants with account balances	2013-01-01	1,276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	11
2012: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	657
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	543
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	173
Total of all active and inactive participants	2012-01-01	716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	716
Number of participants with account balances	2012-01-01	673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	658
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	526
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	113
Total of all active and inactive participants	2011-01-01	639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	639
Number of participants with account balances	2011-01-01	602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2009: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	634
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	435
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	102
Total of all active and inactive participants	2009-01-01	537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	537
Number of participants with account balances	2009-01-01	515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	86

Financial Data on BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN

Measure	Date	Value
2022 : BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
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
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-4,468,813
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$7,295,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$6,779,250
Expenses. Certain deemed distributions of participant loans	2022-12-31	$229,755
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$6,716,253
Value of total assets at end of year	2022-12-31	$59,246,391
Value of total assets at beginning of year	2022-12-31	$71,010,932
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$286,723
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$103,621
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,472,925
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	$1,472,925
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$5,347,167
Participant contributions at end of year	2022-12-31	$1,856,709
Participant contributions at beginning of year	2022-12-31	$1,825,957
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$362,135
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
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	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$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	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-11,764,541
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$59,246,391
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$71,010,932
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
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$244,979
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$55,839,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$66,817,549
Interest on participant loans	2022-12-31	$85,349
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$18,272
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,549,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,367,426
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-12,761,612
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
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
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$1,006,951
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$6,779,250
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$41,744
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
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
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FARBER HASS HURLEY, LLP
Accountancy firm EIN	2022-12-31	204207759
2021 : BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$0
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
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$14,572,404
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$6,252,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,751,741
Expenses. Certain deemed distributions of participant loans	2021-12-31	$174,472
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$6,544,816
Value of total assets at end of year	2021-12-31	$71,010,932
Value of total assets at beginning of year	2021-12-31	$62,690,739
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$325,998
Total income from rents	2021-12-31	$0
Total interest from all sources	2021-12-31	$117,841
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,923,486
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	$1,923,486
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$73,240
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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	$5,157,717
Participant contributions at end of year	2021-12-31	$1,825,957
Participant contributions at beginning of year	2021-12-31	$1,964,577
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$157,733
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$469,828
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
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	$0
Administrative expenses (other) incurred	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$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	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$8,320,193
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$71,010,932
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$62,690,739
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
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$205,783
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$66,817,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$58,768,421
Interest on participant loans	2021-12-31	$100,329
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$17,512
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$0
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$0
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,367,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,769,828
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,986,261
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$0
Net gain/loss from 103.12 investment entities	2021-12-31	$0
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	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$917,271
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$30,180
Income. Dividends from preferred stock	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,751,741
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Contract administrator fees	2021-12-31	$46,975
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
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
Aggregate proceeds on sale of assets	2021-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FARBER HASS & HURLEY, LLP
Accountancy firm EIN	2021-12-31	204207759
2020 : BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
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	$0
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$12,349,983
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$6,847,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$6,160,768
Expenses. Certain deemed distributions of participant loans	2020-12-31	$300,936
Value of total corrective distributions	2020-12-31	$28,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$5,232,882
Value of total assets at end of year	2020-12-31	$62,690,739
Value of total assets at beginning of year	2020-12-31	$57,188,330
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$357,043
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$125,318
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,429,054
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	$1,429,054
Assets. Real estate other than employer real property at end of year	2020-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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	$4,350,536
Participant contributions at end of year	2020-12-31	$1,964,577
Participant contributions at beginning of year	2020-12-31	$2,493,048
Participant contributions at end of year	2020-12-31	$157,733
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$54,265
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$6,472
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
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	$0
Other income not declared elsewhere	2020-12-31	$190,226
Administrative expenses (other) incurred	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$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	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$5,502,409
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$62,690,739
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$57,188,330
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
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$357,043
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$58,768,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$0
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$51,931,150
Interest on participant loans	2020-12-31	$125,318
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in master investment trust accounts at end of year	2020-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,769,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,757,660
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$5,372,503
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Net gain/loss from 103.12 investment entities	2020-12-31	$0
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	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Assets. Value of employer real property at end of year	2020-12-31	$0
Assets. Value of employer real property at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$828,081
Employer contributions (assets) at end of year	2020-12-31	$30,180
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$6,160,768
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Contract administrator fees	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-12-31	$0
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
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	FARBER HASS HURLEY, LLP
Accountancy firm EIN	2020-12-31	204207759
2019 : BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total transfer of assets to this plan	2019-12-31	$140,210
Total income from all sources (including contributions)	2019-12-31	$16,789,874
Total of all expenses incurred	2019-12-31	$5,112,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,994,204
Value of total corrective distributions	2019-12-31	$17,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$6,731,696
Value of total assets at end of year	2019-12-31	$57,188,330
Value of total assets at beginning of year	2019-12-31	$45,370,342
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$100,635
Total interest from all sources	2019-12-31	$131,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$37,586
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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	$4,979,390
Participant contributions at end of year	2019-12-31	$2,493,048
Participant contributions at beginning of year	2019-12-31	$1,957,635
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$797,151
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$6,472
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$3,108
Administrative expenses (other) incurred	2019-12-31	$62,800
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	$11,677,778
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$57,188,330
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$45,370,342
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	$249
Value of interest in pooled separate accounts at end of year	2019-12-31	$51,931,150
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$41,069,934
Interest on participant loans	2019-12-31	$116,227
Interest earned on other investments	2019-12-31	$15,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,757,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,235,991
Net investment gain/loss from pooled separate accounts	2019-12-31	$9,926,592
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	Yes
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	$955,155
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$103,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,994,204
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
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	FARBER HASS HURLEY, LLP
Accountancy firm EIN	2019-12-31	204207759
2018 : BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$2,855,429
Total of all expenses incurred	2018-12-31	$4,749,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,633,691
Expenses. Certain deemed distributions of participant loans	2018-12-31	$3,452
Value of total corrective distributions	2018-12-31	$22,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$5,626,899
Value of total assets at end of year	2018-12-31	$45,370,342
Value of total assets at beginning of year	2018-12-31	$47,263,928
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$89,405
Total interest from all sources	2018-12-31	$102,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$27,438
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
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	$4,531,332
Participant contributions at end of year	2018-12-31	$1,957,635
Participant contributions at beginning of year	2018-12-31	$1,665,160
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$190,216
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$3,108
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$61,967
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	$-1,893,586
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$45,370,342
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$47,263,928
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
Value of interest in pooled separate accounts at end of year	2018-12-31	$41,069,934
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$43,033,314
Interest on participant loans	2018-12-31	$90,366
Interest earned on other investments	2018-12-31	$11,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,235,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,565,454
Net investment gain/loss from pooled separate accounts	2018-12-31	$-2,873,476
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	$905,351
Employer contributions (assets) at end of year	2018-12-31	$103,674
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,633,691
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
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	FARBER HASS HURLEY, LLP
Accountancy firm EIN	2018-12-31	204207759
2017 : BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total transfer of assets to this plan	2017-12-31	$323,295
Total income from all sources (including contributions)	2017-12-31	$11,594,506
Total of all expenses incurred	2017-12-31	$3,599,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,451,026
Expenses. Certain deemed distributions of participant loans	2017-12-31	$35,645
Value of total corrective distributions	2017-12-31	$25,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,848,350
Value of total assets at end of year	2017-12-31	$47,263,928
Value of total assets at beginning of year	2017-12-31	$38,945,497
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$86,848
Total interest from all sources	2017-12-31	$69,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$23,583
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
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	$3,883,959
Participant contributions at end of year	2017-12-31	$1,665,160
Participant contributions at beginning of year	2017-12-31	$1,610,776
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$191,467
Other income not declared elsewhere	2017-12-31	$82,315
Administrative expenses (other) incurred	2017-12-31	$63,265
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	$7,995,136
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$47,263,928
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$38,945,497
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
Value of interest in pooled separate accounts at end of year	2017-12-31	$43,033,314
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$34,687,944
Interest on participant loans	2017-12-31	$69,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,565,454
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,646,777
Net investment gain/loss from pooled separate accounts	2017-12-31	$6,594,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$772,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,451,026
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
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	FARBER HASS HURLEY, LLP
Accountancy firm EIN	2017-12-31	204207759
2016 : BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$6,803,699
Total of all expenses incurred	2016-12-31	$2,876,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,800,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$4,324,755
Value of total assets at end of year	2016-12-31	$38,945,497
Value of total assets at beginning of year	2016-12-31	$35,017,868
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$75,826
Total interest from all sources	2016-12-31	$67,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
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	$3,465,169
Participant contributions at end of year	2016-12-31	$1,610,776
Participant contributions at beginning of year	2016-12-31	$1,746,123
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$191,170
Other income not declared elsewhere	2016-12-31	$49,953
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	$3,927,629
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$38,945,497
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$35,017,868
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
Value of interest in pooled separate accounts at end of year	2016-12-31	$34,687,944
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$31,176,089
Interest on participant loans	2016-12-31	$67,234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$2,646,777
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,095,656
Net investment gain/loss from pooled separate accounts	2016-12-31	$2,361,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$668,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,800,244
Contract administrator fees	2016-12-31	$75,826
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	FARBER HASS HURLEY, LLP
Accountancy firm EIN	2016-12-31	204207759
2015 : BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan	2015-12-31	$873,967
Total income from all sources (including contributions)	2015-12-31	$3,378,909
Total of all expenses incurred	2015-12-31	$2,221,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,147,476
Expenses. Certain deemed distributions of participant loans	2015-12-31	$4,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,833,569
Value of total assets at end of year	2015-12-31	$35,017,868
Value of total assets at beginning of year	2015-12-31	$32,986,490
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$69,871
Total interest from all sources	2015-12-31	$63,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$47,936
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	$3,142,455
Participant contributions at end of year	2015-12-31	$1,746,123
Participant contributions at beginning of year	2015-12-31	$1,518,480
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$124,123
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$251,874
Other income not declared elsewhere	2015-12-31	$35,453
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	$1,157,411
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$35,017,868
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$32,986,490
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	$21,935
Value of interest in pooled separate accounts at end of year	2015-12-31	$31,176,089
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$29,263,994
Interest on participant loans	2015-12-31	$63,596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,095,656
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,952,142
Net investment gain/loss from pooled separate accounts	2015-12-31	$-553,709
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	Yes
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	$566,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,147,476
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	FARBER HASS HURLEY, LLP
Accountancy firm EIN	2015-12-31	204207759
2014 : BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan	2014-12-31	$262,539
Total income from all sources (including contributions)	2014-12-31	$5,134,862
Total of all expenses incurred	2014-12-31	$2,439,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,326,269
Expenses. Certain deemed distributions of participant loans	2014-12-31	$29,184
Value of total corrective distributions	2014-12-31	$37,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,322,902
Value of total assets at end of year	2014-12-31	$32,986,490
Value of total assets at beginning of year	2014-12-31	$30,028,228
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$46,231
Total interest from all sources	2014-12-31	$56,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$46,231
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
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,726,287
Participant contributions at end of year	2014-12-31	$1,518,480
Participant contributions at beginning of year	2014-12-31	$1,261,377
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$119,662
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$251,874
Other income not declared elsewhere	2014-12-31	$14,120
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	$2,695,723
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$32,986,490
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$30,028,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$29,263,994
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$26,850,713
Interest on participant loans	2014-12-31	$56,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,952,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,916,138
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,741,504
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	Yes
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	$476,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,326,269
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	FARBER HASS HURLEY, LLP
Accountancy firm EIN	2014-12-31	204207759
2013 : BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total transfer of assets to this plan	2013-12-31	$13,837,298
Total income from all sources (including contributions)	2013-12-31	$5,949,538
Total of all expenses incurred	2013-12-31	$2,065,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,984,093
Expenses. Certain deemed distributions of participant loans	2013-12-31	$27,991
Value of total corrective distributions	2013-12-31	$20,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,271,550
Value of total assets at end of year	2013-12-31	$30,028,228
Value of total assets at beginning of year	2013-12-31	$12,307,305
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$33,195
Total interest from all sources	2013-12-31	$35,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$33,195
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
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	$1,970,171
Participant contributions at end of year	2013-12-31	$1,261,377
Participant contributions at beginning of year	2013-12-31	$603,679
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$73,890
Other income not declared elsewhere	2013-12-31	$8,708
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	$3,883,625
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$30,028,228
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,307,305
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
Value of interest in pooled separate accounts at end of year	2013-12-31	$26,850,713
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$10,308,779
Interest on participant loans	2013-12-31	$35,141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,916,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,394,847
Net investment gain/loss from pooled separate accounts	2013-12-31	$3,634,139
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	Yes
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	$227,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,984,093
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	FARBER HASS HURLEY, LLP
Accountancy firm EIN	2013-12-31	204207759
2012 : BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT 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	$0
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	$2,677,799
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,358,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,239,386
Expenses. Certain deemed distributions of participant loans	2012-12-31	$54,599
Value of total corrective distributions	2012-12-31	$25,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,294,672
Value of total assets at end of year	2012-12-31	$12,307,305
Value of total assets at beginning of year	2012-12-31	$10,987,564
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$38,874
Total interest from all sources	2012-12-31	$27,689
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$21,398
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
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	$1,256,506
Participant contributions at end of year	2012-12-31	$603,679
Participant contributions at beginning of year	2012-12-31	$660,250
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$38,166
Other income not declared elsewhere	2012-12-31	$9,171
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	$1,319,741
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,307,305
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$10,987,564
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	$17,476
Value of interest in pooled separate accounts at end of year	2012-12-31	$10,308,779
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$8,790,813
Interest on participant loans	2012-12-31	$27,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,394,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,536,501
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,346,267
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	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,239,386
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	FARBER HASS HURLEY, LLP
Accountancy firm EIN	2012-12-31	204207759
2011 : BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$1,127,992
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	$922,253
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$883,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$817,156
Expenses. Certain deemed distributions of participant loans	2011-12-31	$11,459
Value of total corrective distributions	2011-12-31	$240
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,255,488
Value of total assets at end of year	2011-12-31	$10,987,564
Value of total assets at beginning of year	2011-12-31	$9,821,301
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$55,127
Total interest from all sources	2011-12-31	$28,586
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$3,252
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	$3,252
Administrative expenses professional fees incurred	2011-12-31	$25,778
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
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	$1,236,289
Participant contributions at end of year	2011-12-31	$660,250
Participant contributions at beginning of year	2011-12-31	$482,661
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$19,199
Administrative expenses (other) incurred	2011-12-31	$7,248
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	$38,271
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$10,987,564
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$9,821,301
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	$22,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,735,496
Value of interest in pooled separate accounts at end of year	2011-12-31	$8,790,813
Interest on participant loans	2011-12-31	$24,805
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,603,144
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$3,781
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,536,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$81,328
Net investment gain/loss from pooled separate accounts	2011-12-31	$-466,611
Net investment gain or loss from common/collective trusts	2011-12-31	$20,210
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	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$817,156
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
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	FARBER HASS HURLEY, LLP
Accountancy firm EIN	2011-12-31	204207759
2010 : BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$879,664
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	$24,026
Total income from all sources (including contributions)	2010-12-31	$2,117,226
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,656,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,528,874
Expenses. Certain deemed distributions of participant loans	2010-12-31	$76,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,088,470
Value of total assets at end of year	2010-12-31	$9,821,301
Value of total assets at beginning of year	2010-12-31	$8,505,088
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$51,387
Total interest from all sources	2010-12-31	$24,073
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$93,476
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	$93,476
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	$1,037,555
Participant contributions at end of year	2010-12-31	$482,661
Participant contributions at beginning of year	2010-12-31	$435,189
Participant contributions at beginning of year	2010-12-31	$12
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$38,861
Administrative expenses (other) incurred	2010-12-31	$51,387
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	$460,575
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$9,821,301
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$8,481,062
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,735,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,371,812
Interest on participant loans	2010-12-31	$24,073
Value of interest in common/collective trusts at end of year	2010-12-31	$1,603,144
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,688,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$867,604
Net investment gain or loss from common/collective trusts	2010-12-31	$43,603
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	Yes
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	$12,054
Employer contributions (assets) at beginning of year	2010-12-31	$9,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,528,874
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$24,026
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	FARBER HASS HURLEY, LLP
Accountancy firm EIN	2010-12-31	204207759
2009 : BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT 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 BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN

2022: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT 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: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT 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: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT 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: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
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: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
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: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
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: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
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: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT 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: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT 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
2009: BOSLEY TEAM MEMBER SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507896-01

Policy instance

Insurance contract or identification number	507896-01
Number of Individuals Covered	199
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507896-01

Policy instance

Insurance contract or identification number	507896-01
Number of Individuals Covered	473
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600842

Policy instance

Insurance contract or identification number	600842
Number of Individuals Covered	0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507896-01

Policy instance

Insurance contract or identification number	507896-01
Number of Individuals Covered	426
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600842

Policy instance

Insurance contract or identification number	600842
Number of Individuals Covered	1752
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $73,880
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $36,940
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600842

Policy instance

Insurance contract or identification number	600842
Number of Individuals Covered	1686
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $69,580
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,634
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600842

Policy instance

Insurance contract or identification number	600842
Number of Individuals Covered	1586
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $72,486
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $36,243
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600842-000

Policy instance

Insurance contract or identification number	600842-000
Number of Individuals Covered	1698
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $65,851
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $32,925
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600842-000

Policy instance

Insurance contract or identification number	600842-000
Number of Individuals Covered	1375
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $88,753
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $44,377
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600842-000

Policy instance

Insurance contract or identification number	600842-000
Number of Individuals Covered	1276
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $127,047
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,175
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

337537-01

Policy instance

Insurance contract or identification number	337537-01
Number of Individuals Covered	0
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?	Yes
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600842-000

Policy instance

Insurance contract or identification number	600842-000
Number of Individuals Covered	673
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $32,572
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,029
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600842-000

Policy instance

Insurance contract or identification number	600842-000
Number of Individuals Covered	602
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $57,491
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?	Yes
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

337537-01

Policy instance

Insurance contract or identification number	337537-01
Number of Individuals Covered	9
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?	Yes
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

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Company Name:	BOSLEY, INC.
Employer identification number (EIN):	954233663
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1993-03-29
Company Identification Number:	0009489806
Legal Registered Office Address:	9100 WILSHIRE BLVD STE 900E BEVERLY HILLS United States of America (USA) 90212