401k Plan data: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN plan

STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 401k Plan overview

Plan Name	STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN
Plan identification number	002

STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

STEWART & TATE, INC. has sponsored the creation of one or more 401k plans.

Company Name: STEWART & TATE, INC.

Employer identification number (EIN): 231624612

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JEREMY LYNCH 2024-10-11
002 2022-01-01 JEREMY LYNCH 2023-10-16
002 2021-01-01 JEREMY LYNCH 2022-10-12
002 2020-01-01 JEREMY LYNCH 2021-10-14
002 2019-01-01 JEREMY LYNCH 2020-10-14
002 2017-01-01
002 2016-01-01
002 2015-01-01 KAREN DEGENHART
002 2014-01-01 KAREN DEGENHART
002 2013-01-01 KAREN DEGENHART
002 2012-01-01 MARK A. HARROLD
002 2011-01-01 MARK A. HARROLD
002 2009-01-01 MARK A. HARROLD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	JEREMY LYNCH	2024-10-11
002	2022-01-01	JEREMY LYNCH	2023-10-16
002	2021-01-01	JEREMY LYNCH	2022-10-12
002	2020-01-01	JEREMY LYNCH	2021-10-14
002	2019-01-01	JEREMY LYNCH	2020-10-14
002	2017-01-01
002	2016-01-01
002	2015-01-01	KAREN DEGENHART
002	2014-01-01	KAREN DEGENHART
002	2013-01-01	KAREN DEGENHART
002	2012-01-01	MARK A. HARROLD
002	2011-01-01	MARK A. HARROLD
002	2009-01-01	MARK A. HARROLD

Plan Statistics for STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN

401k plan membership statisitcs for STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN

Measure Date Value
2023: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 302
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 181
Number of retired or separated participants receiving benefits 2023-01-01 7
Number of other retired or separated participants entitled to future benefits 2023-01-01 133
Total of all active and inactive participants 2023-01-01 321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 321
Number of participants with account balances 2023-01-01 303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 30
2022: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 306
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 168
Number of retired or separated participants receiving benefits 2022-01-01 9
Number of other retired or separated participants entitled to future benefits 2022-01-01 121
Total of all active and inactive participants 2022-01-01 298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 4
Total participants 2022-01-01 302
Number of participants with account balances 2022-01-01 280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 43
2021: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 314
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 179
Number of retired or separated participants receiving benefits 2021-01-01 6
Number of other retired or separated participants entitled to future benefits 2021-01-01 119
Total of all active and inactive participants 2021-01-01 304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 306
Number of participants with account balances 2021-01-01 298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 38
2020: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 314
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 201
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 104
Total of all active and inactive participants 2020-01-01 309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 312
Number of participants with account balances 2020-01-01 290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 26
2019: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 296
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 212
Number of retired or separated participants receiving benefits 2019-01-01 7
Number of other retired or separated participants entitled to future benefits 2019-01-01 93
Total of all active and inactive participants 2019-01-01 312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 313
Number of participants with account balances 2019-01-01 295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 34
2017: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 304
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 189
Number of retired or separated participants receiving benefits 2017-01-01 14
Number of other retired or separated participants entitled to future benefits 2017-01-01 84
Total of all active and inactive participants 2017-01-01 287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 5
Total participants 2017-01-01 292
Number of participants with account balances 2017-01-01 289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 17
2016: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 482
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 482
Number of retired or separated participants receiving benefits 2016-01-01 18
Number of other retired or separated participants entitled to future benefits 2016-01-01 71
Total of all active and inactive participants 2016-01-01 571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 6
Total participants 2016-01-01 577
Number of participants with account balances 2016-01-01 293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 10
2015: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 300
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 201
Number of retired or separated participants receiving benefits 2015-01-01 10
Number of other retired or separated participants entitled to future benefits 2015-01-01 75
Total of all active and inactive participants 2015-01-01 286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 5
Total participants 2015-01-01 291
Number of participants with account balances 2015-01-01 275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 18
2014: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 296
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 217
Number of retired or separated participants receiving benefits 2014-01-01 10
Number of other retired or separated participants entitled to future benefits 2014-01-01 64
Total of all active and inactive participants 2014-01-01 291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 5
Total participants 2014-01-01 296
Number of participants with account balances 2014-01-01 280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 286
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 206
Number of retired or separated participants receiving benefits 2013-01-01 9
Number of other retired or separated participants entitled to future benefits 2013-01-01 76
Total of all active and inactive participants 2013-01-01 291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 293
Number of participants with account balances 2013-01-01 264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 265
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 156
Number of retired or separated participants receiving benefits 2012-01-01 10
Number of other retired or separated participants entitled to future benefits 2012-01-01 77
Total of all active and inactive participants 2012-01-01 243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 245
Number of participants with account balances 2012-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 12
2011: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 308
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 185
Number of retired or separated participants receiving benefits 2011-01-01 12
Number of other retired or separated participants entitled to future benefits 2011-01-01 80
Total of all active and inactive participants 2011-01-01 277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 278
Number of participants with account balances 2011-01-01 262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 16
2009: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 329
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 202
Number of retired or separated participants receiving benefits 2009-01-01 11
Number of other retired or separated participants entitled to future benefits 2009-01-01 99
Total of all active and inactive participants 2009-01-01 312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 312
Number of participants with account balances 2009-01-01 297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 33

Measure	Date	Value
2023: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	302
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	181
Number of retired or separated participants receiving benefits	2023-01-01	7
Number of other retired or separated participants entitled to future benefits	2023-01-01	133
Total of all active and inactive participants	2023-01-01	321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	321
Number of participants with account balances	2023-01-01	303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	30
2022: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	306
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	168
Number of retired or separated participants receiving benefits	2022-01-01	9
Number of other retired or separated participants entitled to future benefits	2022-01-01	121
Total of all active and inactive participants	2022-01-01	298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	4
Total participants	2022-01-01	302
Number of participants with account balances	2022-01-01	280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	43
2021: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	314
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	179
Number of retired or separated participants receiving benefits	2021-01-01	6
Number of other retired or separated participants entitled to future benefits	2021-01-01	119
Total of all active and inactive participants	2021-01-01	304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	306
Number of participants with account balances	2021-01-01	298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	38
2020: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	314
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	201
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	104
Total of all active and inactive participants	2020-01-01	309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	312
Number of participants with account balances	2020-01-01	290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	26
2019: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	296
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	212
Number of retired or separated participants receiving benefits	2019-01-01	7
Number of other retired or separated participants entitled to future benefits	2019-01-01	93
Total of all active and inactive participants	2019-01-01	312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	313
Number of participants with account balances	2019-01-01	295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	34
2017: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	304
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	189
Number of retired or separated participants receiving benefits	2017-01-01	14
Number of other retired or separated participants entitled to future benefits	2017-01-01	84
Total of all active and inactive participants	2017-01-01	287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	5
Total participants	2017-01-01	292
Number of participants with account balances	2017-01-01	289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	17
2016: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	482
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	482
Number of retired or separated participants receiving benefits	2016-01-01	18
Number of other retired or separated participants entitled to future benefits	2016-01-01	71
Total of all active and inactive participants	2016-01-01	571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	6
Total participants	2016-01-01	577
Number of participants with account balances	2016-01-01	293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	10
2015: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	300
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	201
Number of retired or separated participants receiving benefits	2015-01-01	10
Number of other retired or separated participants entitled to future benefits	2015-01-01	75
Total of all active and inactive participants	2015-01-01	286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	5
Total participants	2015-01-01	291
Number of participants with account balances	2015-01-01	275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	18
2014: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	296
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	217
Number of retired or separated participants receiving benefits	2014-01-01	10
Number of other retired or separated participants entitled to future benefits	2014-01-01	64
Total of all active and inactive participants	2014-01-01	291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	5
Total participants	2014-01-01	296
Number of participants with account balances	2014-01-01	280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	286
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	206
Number of retired or separated participants receiving benefits	2013-01-01	9
Number of other retired or separated participants entitled to future benefits	2013-01-01	76
Total of all active and inactive participants	2013-01-01	291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	293
Number of participants with account balances	2013-01-01	264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	265
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	156
Number of retired or separated participants receiving benefits	2012-01-01	10
Number of other retired or separated participants entitled to future benefits	2012-01-01	77
Total of all active and inactive participants	2012-01-01	243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	245
Number of participants with account balances	2012-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	12
2011: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	308
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	185
Number of retired or separated participants receiving benefits	2011-01-01	12
Number of other retired or separated participants entitled to future benefits	2011-01-01	80
Total of all active and inactive participants	2011-01-01	277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	278
Number of participants with account balances	2011-01-01	262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	16
2009: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	329
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	202
Number of retired or separated participants receiving benefits	2009-01-01	11
Number of other retired or separated participants entitled to future benefits	2009-01-01	99
Total of all active and inactive participants	2009-01-01	312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	312
Number of participants with account balances	2009-01-01	297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	33

Financial Data on STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN

Measure	Date	Value
2023 : STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$10,553
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$7,077
Total income from all sources (including contributions)	2023-12-31	$4,328,998
Total loss/gain on sale of assets	2023-12-31	$-217,379
Total of all expenses incurred	2023-12-31	$1,396,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,249,106
Value of total corrective distributions	2023-12-31	$5,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,452,839
Value of total assets at end of year	2023-12-31	$26,268,763
Value of total assets at beginning of year	2023-12-31	$23,332,443
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$141,362
Total interest from all sources	2023-12-31	$3,962
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$553,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$553,717
Assets. Real estate other than employer real property at end of year	2023-12-31	$157,293
Assets. Real estate other than employer real property at beginning of year	2023-12-31	$100,356
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-12-31	$22,506
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$451,618
Participant contributions at end of year	2023-12-31	$59,478
Participant contributions at beginning of year	2023-12-31	$37,100
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$6,124,397
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$2,107,932
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$58,150
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$7,658
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$10,553
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$7,077
Liabilities. Value of operating payables at end of year	2023-12-31	$0
Liabilities. Value of operating payables at beginning of year	2023-12-31	$0
Total non interest bearing cash at end of year	2023-12-31	$996,481
Total non interest bearing cash at beginning of year	2023-12-31	$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$2,932,844
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$26,258,210
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$23,325,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$74,670
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$11,891,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$16,490,324
Interest on participant loans	2023-12-31	$3,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$409,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$409,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$25,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$15,879
Asset value of US Government securities at end of year	2023-12-31	$321,472
Asset value of US Government securities at beginning of year	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$2,535,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$943,071
Employer contributions (assets) at end of year	2023-12-31	$943,071
Employer contributions (assets) at beginning of year	2023-12-31	$844,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,249,106
Asset. Corporate debt instrument debt (other) at end of year	2023-12-31	$372,665
Asset. Corporate debt instrument debt (other) at beginning of year	2023-12-31	$669,702
Contract administrator fees	2023-12-31	$37,169
Assets. Corporate common stocks other than exployer securities at end of year	2023-12-31	$5,376,857
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-12-31	$2,627,653
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Aggregate proceeds on sale of assets	2023-12-31	$-217,379
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	RKL, LLP
Accountancy firm EIN	2023-12-31	232108173
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$10,553
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$7,077
Total income from all sources (including contributions)	2023-01-01	$4,328,998
Total loss/gain on sale of assets	2023-01-01	$-217,379
Total of all expenses incurred	2023-01-01	$1,396,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$1,249,106
Value of total corrective distributions	2023-01-01	$5,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$1,452,839
Value of total assets at end of year	2023-01-01	$26,268,763
Value of total assets at beginning of year	2023-01-01	$23,332,443
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$141,362
Total interest from all sources	2023-01-01	$3,962
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$553,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$553,717
Assets. Real estate other than employer real property at end of year	2023-01-01	$157,293
Assets. Real estate other than employer real property at beginning of year	2023-01-01	$100,356
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-01-01	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-01-01	$22,506
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$500,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$451,618
Participant contributions at end of year	2023-01-01	$59,478
Participant contributions at beginning of year	2023-01-01	$37,100
Assets. Other investments not covered elsewhere at end of year	2023-01-01	$6,124,397
Assets. Other investments not covered elsewhere at beginning of year	2023-01-01	$2,107,932
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$58,150
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-01-01	$7,658
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-01-01	$10,553
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-01-01	$7,077
Liabilities. Value of operating payables at end of year	2023-01-01	$0
Liabilities. Value of operating payables at beginning of year	2023-01-01	$0
Total non interest bearing cash at end of year	2023-01-01	$996,481
Total non interest bearing cash at beginning of year	2023-01-01	$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$2,932,844
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$26,258,210
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$23,325,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$74,670
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$11,891,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$16,490,324
Interest on participant loans	2023-01-01	$3,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-01-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-01-01	$25,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-01-01	$15,879
Asset value of US Government securities at end of year	2023-01-01	$321,472
Asset value of US Government securities at beginning of year	2023-01-01	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$2,535,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	Yes
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$943,071
Employer contributions (assets) at end of year	2023-01-01	$943,071
Employer contributions (assets) at beginning of year	2023-01-01	$844,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$1,249,106
Asset. Corporate debt instrument debt (other) at end of year	2023-01-01	$372,665
Asset. Corporate debt instrument debt (other) at beginning of year	2023-01-01	$669,702
Contract administrator fees	2023-01-01	$37,169
Assets. Corporate common stocks other than exployer securities at end of year	2023-01-01	$5,376,857
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-01-01	$2,627,653
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Aggregate proceeds on sale of assets	2023-01-01	$-217,379
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	RKL, LLP
Accountancy firm EIN	2023-01-01	232108173
2022 : STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-847,206
Total unrealized appreciation/depreciation of assets	2022-12-31	$-847,206
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$7,077
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,059,365
Total loss/gain on sale of assets	2022-12-31	$-225,636
Total of all expenses incurred	2022-12-31	$1,895,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,731,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,306,127
Value of total assets at end of year	2022-12-31	$23,332,443
Value of total assets at beginning of year	2022-12-31	$27,279,744
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$163,093
Total interest from all sources	2022-12-31	$33,812
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$651,650
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	$631,123
Assets. Real estate other than employer real property at end of year	2022-12-31	$100,356
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$117,191
Administrative expenses professional fees incurred	2022-12-31	$8,350
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$22,506
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	$500,000
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	$454,525
Participant contributions at end of year	2022-12-31	$37,100
Participant contributions at beginning of year	2022-12-31	$49,604
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$2,107,932
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$2,004,396
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$7,420
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$7,658
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$9,071
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$7,077
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	$104,666
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$9
Total non interest bearing cash at beginning of year	2022-12-31	$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,954,378
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$23,325,366
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$27,279,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$110,721
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$16,490,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$18,581,603
Interest on participant loans	2022-12-31	$2,422
Income. Interest from US Government securities	2022-12-31	$3,438
Income. Interest from corporate debt instruments	2022-12-31	$27,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$409,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$766,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$766,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$15,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$4,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,082,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$844,182
Employer contributions (assets) at end of year	2022-12-31	$844,182
Employer contributions (assets) at beginning of year	2022-12-31	$894,105
Income. Dividends from preferred stock	2022-12-31	$2,485
Income. Dividends from common stock	2022-12-31	$18,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,731,920
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$669,702
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$1,171,706
Contract administrator fees	2022-12-31	$44,022
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$2,627,653
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$3,681,462
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	$-225,636
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	RKL, LLP
Accountancy firm EIN	2022-12-31	232108173
Unrealized appreciation/depreciation of other (non real estate) assets	2022-01-01	$-847,206
Total unrealized appreciation/depreciation of assets	2022-01-01	$-847,206
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$7,077
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-2,059,365
Total loss/gain on sale of assets	2022-01-01	$-225,636
Total of all expenses incurred	2022-01-01	$1,895,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$1,731,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$1,306,127
Value of total assets at end of year	2022-01-01	$23,332,443
Value of total assets at beginning of year	2022-01-01	$27,279,744
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$163,093
Total interest from all sources	2022-01-01	$33,812
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$651,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$631,123
Assets. Real estate other than employer real property at end of year	2022-01-01	$100,356
Assets. Real estate other than employer real property at beginning of year	2022-01-01	$117,191
Administrative expenses professional fees incurred	2022-01-01	$8,350
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-01-01	$22,506
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-01-01	$0
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$500,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$454,525
Participant contributions at end of year	2022-01-01	$37,100
Participant contributions at beginning of year	2022-01-01	$49,604
Assets. Other investments not covered elsewhere at end of year	2022-01-01	$2,107,932
Assets. Other investments not covered elsewhere at beginning of year	2022-01-01	$2,004,396
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$7,420
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-01-01	$7,658
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-01-01	$9,071
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-01-01	$7,077
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-01-01	$0
Other income not declared elsewhere	2022-01-01	$104,666
Liabilities. Value of operating payables at end of year	2022-01-01	$0
Liabilities. Value of operating payables at beginning of year	2022-01-01	$0
Total non interest bearing cash at end of year	2022-01-01	$9
Total non interest bearing cash at beginning of year	2022-01-01	$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-3,954,378
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$23,325,366
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$27,279,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Investment advisory and management fees	2022-01-01	$110,721
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$16,490,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$18,581,603
Interest on participant loans	2022-01-01	$2,422
Income. Interest from US Government securities	2022-01-01	$3,438
Income. Interest from corporate debt instruments	2022-01-01	$27,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-01-01	$409,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-01-01	$15,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-01-01	$4,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-3,082,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	Yes
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$844,182
Employer contributions (assets) at end of year	2022-01-01	$844,182
Employer contributions (assets) at beginning of year	2022-01-01	$894,105
Income. Dividends from preferred stock	2022-01-01	$2,485
Income. Dividends from common stock	2022-01-01	$18,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$1,731,920
Asset. Corporate debt instrument debt (other) at end of year	2022-01-01	$669,702
Asset. Corporate debt instrument debt (other) at beginning of year	2022-01-01	$1,171,706
Contract administrator fees	2022-01-01	$44,022
Assets. Corporate common stocks other than exployer securities at end of year	2022-01-01	$2,627,653
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-01-01	$3,681,462
Did the plan have assets held for investment	2022-01-01	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	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Aggregate proceeds on sale of assets	2022-01-01	$-225,636
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	RKL, LLP
Accountancy firm EIN	2022-01-01	232108173
2021 : STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$678,829
Total unrealized appreciation/depreciation of assets	2021-12-31	$678,829
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	$79,382
Total income from all sources (including contributions)	2021-12-31	$4,321,753
Total loss/gain on sale of assets	2021-12-31	$84,930
Total of all expenses incurred	2021-12-31	$1,668,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,510,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,421,585
Value of total assets at end of year	2021-12-31	$27,279,744
Value of total assets at beginning of year	2021-12-31	$24,706,090
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$158,372
Total interest from all sources	2021-12-31	$114,939
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$726,347
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	$711,962
Assets. Real estate other than employer real property at end of year	2021-12-31	$117,191
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$90,380
Administrative expenses professional fees incurred	2021-12-31	$8,071
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
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	$458,371
Participant contributions at end of year	2021-12-31	$49,604
Participant contributions at beginning of year	2021-12-31	$13,559
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$2,004,396
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$1,959,448
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$69,109
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$9,071
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$95,529
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	$67,623
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$11,759
Total non interest bearing cash at end of year	2021-12-31	$7
Total non interest bearing cash at beginning of year	2021-12-31	$19
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,653,036
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$27,279,744
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$24,626,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$112,766
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$18,581,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$16,541,680
Interest on participant loans	2021-12-31	$1,695
Interest earned on other investments	2021-12-31	$80,167
Income. Interest from US Government securities	2021-12-31	$1,273
Income. Interest from corporate debt instruments	2021-12-31	$31,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$766,565
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$304,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$304,839
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$4,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$3,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,295,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$894,105
Employer contributions (assets) at end of year	2021-12-31	$894,105
Employer contributions (assets) at beginning of year	2021-12-31	$931,580
Income. Dividends from common stock	2021-12-31	$14,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,510,345
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$1,171,706
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$1,320,737
Contract administrator fees	2021-12-31	$37,535
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$3,681,462
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$3,444,940
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	$84,930
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	RKL, LLP
Accountancy firm EIN	2021-12-31	232108173
2020 : STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$686,133
Total unrealized appreciation/depreciation of assets	2020-12-31	$686,133
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$79,382
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$29,334
Total income from all sources (including contributions)	2020-12-31	$3,768,421
Total loss/gain on sale of assets	2020-12-31	$128,620
Total of all expenses incurred	2020-12-31	$2,293,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,151,955
Expenses. Certain deemed distributions of participant loans	2020-12-31	$3,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,397,691
Value of total assets at end of year	2020-12-31	$24,706,090
Value of total assets at beginning of year	2020-12-31	$23,181,021
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$138,320
Total interest from all sources	2020-12-31	$29,239
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$460,224
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	$446,197
Assets. Real estate other than employer real property at end of year	2020-12-31	$90,380
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$120,374
Administrative expenses professional fees incurred	2020-12-31	$15,299
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
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	$427,842
Participant contributions at end of year	2020-12-31	$13,559
Participant contributions at beginning of year	2020-12-31	$22,440
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$3,255
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$1,959,448
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$1,958,951
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$38,269
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$95,529
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$34,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$67,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$29,334
Liabilities. Value of operating payables at end of year	2020-12-31	$11,759
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$19
Total non interest bearing cash at beginning of year	2020-12-31	$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,475,021
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$24,626,708
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$23,151,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$99,115
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$16,541,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$14,852,440
Interest on participant loans	2020-12-31	$1,358
Income. Interest from US Government securities	2020-12-31	$336
Income. Interest from corporate debt instruments	2020-12-31	$26,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$304,839
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$710,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$710,061
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$3,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,066,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$931,580
Employer contributions (assets) at end of year	2020-12-31	$931,580
Employer contributions (assets) at beginning of year	2020-12-31	$920,133
Income. Dividends from common stock	2020-12-31	$14,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,151,955
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$1,320,737
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$1,298,231
Contract administrator fees	2020-12-31	$23,906
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$3,444,940
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$3,260,320
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	$2,531,059
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$2,402,439
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	RKL, LLP
Accountancy firm EIN	2020-12-31	232108173
2019 : STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$29,334
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$29,334
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$50,234
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$50,234
Total income from all sources (including contributions)	2019-12-31	$4,939,473
Total income from all sources (including contributions)	2019-12-31	$4,939,473
Total loss/gain on sale of assets	2019-12-31	$146,295
Total loss/gain on sale of assets	2019-12-31	$146,295
Total of all expenses incurred	2019-12-31	$2,244,385
Total of all expenses incurred	2019-12-31	$2,244,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,139,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,139,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,409,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,409,579
Value of total assets at end of year	2019-12-31	$23,181,021
Value of total assets at end of year	2019-12-31	$23,181,021
Value of total assets at beginning of year	2019-12-31	$20,506,833
Value of total assets at beginning of year	2019-12-31	$20,506,833
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$104,658
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$104,658
Total interest from all sources	2019-12-31	$36,316
Total interest from all sources	2019-12-31	$36,316
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$599,661
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$599,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$572,104
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$572,104
Assets. Real estate other than employer real property at end of year	2019-12-31	$120,374
Assets. Real estate other than employer real property at end of year	2019-12-31	$120,374
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$69,040
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$69,040
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$436,302
Contributions received from participants	2019-12-31	$436,302
Participant contributions at end of year	2019-12-31	$22,440
Participant contributions at end of year	2019-12-31	$22,440
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$3,255
Participant contributions at end of year	2019-12-31	$3,255
Participant contributions at beginning of year	2019-12-31	$4,168
Participant contributions at beginning of year	2019-12-31	$4,168
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$1,958,951
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$1,958,951
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$1,469,513
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$1,469,513
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$53,144
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$53,144
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$34,811
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$34,811
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$12,098
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$12,098
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$29,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$29,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$50,234
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$50,234
Total non interest bearing cash at end of year	2019-12-31	$5
Total non interest bearing cash at end of year	2019-12-31	$5
Total non interest bearing cash at beginning of year	2019-12-31	$112
Total non interest bearing cash at beginning of year	2019-12-31	$112
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
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	$2,695,088
Value of net income/loss	2019-12-31	$2,695,088
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$23,151,687
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$23,151,687
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$20,456,599
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$20,456,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$104,658
Investment advisory and management fees	2019-12-31	$104,658
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$14,852,440
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$14,852,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,692,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,692,817
Interest on participant loans	2019-12-31	$324
Interest on participant loans	2019-12-31	$324
Income. Interest from corporate debt instruments	2019-12-31	$33,587
Income. Interest from corporate debt instruments	2019-12-31	$33,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$710,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$710,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$827,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$827,660
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$827,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$827,660
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$2,405
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$2,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,747,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,747,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
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
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	$920,133
Contributions received in cash from employer	2019-12-31	$920,133
Employer contributions (assets) at end of year	2019-12-31	$920,133
Employer contributions (assets) at end of year	2019-12-31	$920,133
Employer contributions (assets) at beginning of year	2019-12-31	$836,935
Employer contributions (assets) at beginning of year	2019-12-31	$836,935
Income. Dividends from common stock	2019-12-31	$27,557
Income. Dividends from common stock	2019-12-31	$27,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,139,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,139,727
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$1,298,231
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$1,298,231
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$1,143,672
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$1,143,672
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	Yes
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	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$3,260,320
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$3,260,320
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$2,450,818
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$2,450,818
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
Aggregate proceeds on sale of assets	2019-12-31	$1,453,778
Aggregate proceeds on sale of assets	2019-12-31	$1,453,778
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$1,307,483
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$1,307,483
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RKL, LLP
Accountancy firm name	2019-12-31	RKL, LLP
Accountancy firm EIN	2019-12-31	232108173
Accountancy firm EIN	2019-12-31	232108173
2018 : STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$53,471
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$50,234
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$12,532
Total income from all sources (including contributions)	2018-12-31	$413,401
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$751,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$631,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,198,977
Value of total assets at end of year	2018-12-31	$20,506,833
Value of total assets at beginning of year	2018-12-31	$20,753,384
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$119,181
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$659,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$659,214
Assets. Real estate other than employer real property at end of year	2018-12-31	$69,040
Assets. Real estate other than employer real property at beginning of year	2018-12-31	$66,184
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$362,042
Participant contributions at end of year	2018-12-31	$4,168
Participant contributions at beginning of year	2018-12-31	$4,072
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$1,469,513
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$1,295,547
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$12,098
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$13,578
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$50,234
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$12,532
Total non interest bearing cash at end of year	2018-12-31	$112
Total non interest bearing cash at beginning of year	2018-12-31	$2,220
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	$-337,724
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$20,456,599
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$20,740,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$119,181
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$13,692,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$13,382,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$827,660
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$826,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$826,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,444,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
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	$836,935
Employer contributions (assets) at end of year	2018-12-31	$836,935
Employer contributions (assets) at beginning of year	2018-12-31	$980,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$631,944
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$1,143,672
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$1,092,942
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$2,450,818
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$3,088,723
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	RKL, LLP
Accountancy firm EIN	2018-12-31	232108117
2017 : STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$4,139
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$12,532
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,850,933
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,225,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,122,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,393,019
Value of total assets at end of year	2017-12-31	$20,753,384
Value of total assets at beginning of year	2017-12-31	$18,111,492
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$103,679
Total interest from all sources	2017-12-31	$46
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$532,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$532,267
Assets. Real estate other than employer real property at end of year	2017-12-31	$66,184
Assets. Real estate other than employer real property at beginning of year	2017-12-31	$34,796
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$319,041
Participant contributions at beginning of year	2017-12-31	$2,560
Participant contributions at end of year	2017-12-31	$4,072
Participant contributions at beginning of year	2017-12-31	$6,724
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$1,295,547
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$1,131,293
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$90,079
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$13,578
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$12,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$12,532
Total non interest bearing cash at end of year	2017-12-31	$2,220
Total non interest bearing cash at beginning of year	2017-12-31	$6
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	$2,625,221
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$20,740,852
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$18,111,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$103,679
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$13,382,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$11,382,963
Income. Interest from loans (other than to participants)	2017-12-31	$46
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$826,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$867,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$867,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,925,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
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	$983,899
Employer contributions (assets) at end of year	2017-12-31	$980,895
Employer contributions (assets) at beginning of year	2017-12-31	$819,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,122,033
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$1,092,942
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$1,011,998
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$3,088,723
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$2,841,732
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	RKL LLP
Accountancy firm EIN	2017-12-31	232108173
2016 : STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$2,324,788
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,291,366
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,020,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$904,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,235,829
Value of total assets at end of year	2016-12-31	$18,111,492
Value of total assets at beginning of year	2016-12-31	$14,515,564
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$115,545
Total interest from all sources	2016-12-31	$526
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$401,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$401,662
Assets. Real estate other than employer real property at end of year	2016-12-31	$34,796
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$260,434
Participant contributions at end of year	2016-12-31	$2,560
Participant contributions at end of year	2016-12-31	$6,724
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$1,131,293
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$961,328
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$155,844
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$12,303
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$30,468
Total non interest bearing cash at end of year	2016-12-31	$6
Total non interest bearing cash at beginning of year	2016-12-31	$5,655
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	$1,271,140
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$18,111,492
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$14,515,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$115,545
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$11,382,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$8,371,955
Interest on participant loans	2016-12-31	$526
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$867,566
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$792,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$792,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$653,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
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	$819,551
Employer contributions (assets) at end of year	2016-12-31	$819,551
Employer contributions (assets) at beginning of year	2016-12-31	$756,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$904,681
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$1,011,998
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$973,022
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$2,841,732
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$2,623,416
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	RKL LLP
Accountancy firm EIN	2016-12-31	232108173
2015 : STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$30,089
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$24,926
Total income from all sources (including contributions)	2015-12-31	$738,430
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,351,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,243,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$756,921
Value of total assets at end of year	2015-12-31	$14,515,564
Value of total assets at beginning of year	2015-12-31	$15,183,852
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$108,122
Total interest from all sources	2015-12-31	$40,424
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$478,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$478,845
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$961,328
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$899,149
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$30,468
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$17,885
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$24,926
Administrative expenses (other) incurred	2015-12-31	$915
Total non interest bearing cash at end of year	2015-12-31	$5,655
Total non interest bearing cash at beginning of year	2015-12-31	$13,697
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	$-613,273
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$14,515,564
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$15,158,926
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	$107,207
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$8,371,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,151,052
Interest earned on other investments	2015-12-31	$40,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$792,799
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$644,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$644,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-537,760
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$756,921
Employer contributions (assets) at end of year	2015-12-31	$756,921
Employer contributions (assets) at beginning of year	2015-12-31	$547,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,243,581
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$973,022
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$1,044,578
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$2,623,416
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$2,865,878
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	REINSEL KUNTZ LESHER LLP
Accountancy firm EIN	2015-12-31	232108173
2014 : STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$212,894
Total unrealized appreciation/depreciation of assets	2014-12-31	$212,894
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$24,926
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,205,293
Total loss/gain on sale of assets	2014-12-31	$34,035
Total of all expenses incurred	2014-12-31	$586,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$506,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$547,178
Value of total assets at end of year	2014-12-31	$15,183,852
Value of total assets at beginning of year	2014-12-31	$14,540,242
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$80,476
Total interest from all sources	2014-12-31	$52,052
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$661,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$592,931
Administrative expenses professional fees incurred	2014-12-31	$18,362
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
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
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$899,149
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$17,885
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$129,823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$24,926
Administrative expenses (other) incurred	2014-12-31	$1,295
Total non interest bearing cash at end of year	2014-12-31	$13,697
Total non interest bearing cash at beginning of year	2014-12-31	$73,055
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	$618,684
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$15,158,926
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$14,540,242
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
Investment advisory and management fees	2014-12-31	$60,819
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$9,151,052
Income. Interest from corporate debt instruments	2014-12-31	$50,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$644,435
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$10,984,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$10,984,521
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$1,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-302,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$547,178
Employer contributions (assets) at end of year	2014-12-31	$547,178
Employer contributions (assets) at beginning of year	2014-12-31	$490,413
Income. Dividends from common stock	2014-12-31	$68,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$506,133
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$1,044,578
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$1,127,879
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$2,865,878
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$1,734,551
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
Aggregate proceeds on sale of assets	2014-12-31	$1,414,835
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$1,380,800
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	BOYER & RITTER, CPA'S
Accountancy firm EIN	2014-12-31	231311005
2013 : STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$401,626
Total unrealized appreciation/depreciation of assets	2013-12-31	$401,626
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,378,599
Total loss/gain on sale of assets	2013-12-31	$110,424
Total of all expenses incurred	2013-12-31	$844,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$759,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$490,413
Value of total assets at end of year	2013-12-31	$14,540,242
Value of total assets at beginning of year	2013-12-31	$13,005,767
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$84,728
Total interest from all sources	2013-12-31	$50,678
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$668,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$658,050
Administrative expenses professional fees incurred	2013-12-31	$11,640
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
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$1,075,411
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$129,823
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$13,782
Administrative expenses (other) incurred	2013-12-31	$19,380
Total non interest bearing cash at end of year	2013-12-31	$73,055
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	$1,534,475
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$14,540,242
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$13,005,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$47,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$8,634,006
Income. Interest from corporate debt instruments	2013-12-31	$49,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$10,984,521
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$587,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$587,030
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$941
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$656,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$490,413
Employer contributions (assets) at end of year	2013-12-31	$490,413
Employer contributions (assets) at beginning of year	2013-12-31	$218,100
Income. Dividends from common stock	2013-12-31	$10,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$759,396
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$1,127,879
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$1,205,169
Contract administrator fees	2013-12-31	$6,320
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$1,734,551
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$1,272,269
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
Aggregate proceeds on sale of assets	2013-12-31	$1,899,188
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$1,788,764
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	BOYER & RITTER CPA'S
Accountancy firm EIN	2013-12-31	231311005
2012 : STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$211,966
Total unrealized appreciation/depreciation of assets	2012-12-31	$211,966
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	$1,805,933
Total loss/gain on sale of assets	2012-12-31	$19,436
Total of all expenses incurred	2012-12-31	$807,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$728,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$225,926
Value of total assets at end of year	2012-12-31	$13,005,767
Value of total assets at beginning of year	2012-12-31	$12,007,234
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$78,575
Total interest from all sources	2012-12-31	$54,067
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$494,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$483,370
Administrative expenses professional fees incurred	2012-12-31	$11,500
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
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$1,075,411
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$1,023,544
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$7,826
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$13,782
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$15,562
Other income not declared elsewhere	2012-12-31	$421
Administrative expenses (other) incurred	2012-12-31	$20,134
Total non interest bearing cash at beginning of year	2012-12-31	$242
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	$998,533
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$13,005,767
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$12,007,234
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	$41,498
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$8,634,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$7,942,191
Income. Interest from US Government securities	2012-12-31	$206
Income. Interest from corporate debt instruments	2012-12-31	$53,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$587,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$517,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$517,157
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$156
Asset value of US Government securities at beginning of year	2012-12-31	$50,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$799,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$218,100
Employer contributions (assets) at end of year	2012-12-31	$218,100
Employer contributions (assets) at beginning of year	2012-12-31	$233,925
Income. Dividends from common stock	2012-12-31	$11,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$728,825
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$1,205,169
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$1,109,468
Contract administrator fees	2012-12-31	$5,443
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$1,272,269
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$1,115,086
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
Aggregate proceeds on sale of assets	2012-12-31	$2,162,605
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$2,143,169
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	BOYER & RITTER, CPA'S
Accountancy firm EIN	2012-12-31	231311005
2011 : STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-13,262
Total unrealized appreciation/depreciation of assets	2011-12-31	$-13,262
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	$-75,701
Total loss/gain on sale of assets	2011-12-31	$-5,437
Total of all expenses incurred	2011-12-31	$719,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$639,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$233,925
Value of total assets at end of year	2011-12-31	$12,007,234
Value of total assets at beginning of year	2011-12-31	$12,802,578
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$79,940
Total interest from all sources	2011-12-31	$65,223
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$323,965
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	$316,241
Administrative expenses professional fees incurred	2011-12-31	$11,000
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	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$1,023,544
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$921,401
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$15,562
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$21,194
Other income not declared elsewhere	2011-12-31	$14
Administrative expenses (other) incurred	2011-12-31	$21,884
Total non interest bearing cash at end of year	2011-12-31	$242
Total non interest bearing cash at beginning of year	2011-12-31	$-30,471
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	$-795,344
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$12,007,234
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$12,802,578
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	$41,527
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$7,942,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$8,506,220
Income. Interest from US Government securities	2011-12-31	$1,098
Income. Interest from corporate debt instruments	2011-12-31	$63,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$517,157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$670,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$670,238
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$283
Asset value of US Government securities at end of year	2011-12-31	$50,059
Asset value of US Government securities at beginning of year	2011-12-31	$126,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-680,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$233,925
Employer contributions (assets) at end of year	2011-12-31	$233,925
Employer contributions (assets) at beginning of year	2011-12-31	$268,231
Income. Dividends from common stock	2011-12-31	$7,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$639,703
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$1,109,468
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$1,283,240
Contract administrator fees	2011-12-31	$5,529
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$1,115,086
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$1,036,033
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
Aggregate proceeds on sale of assets	2011-12-31	$2,926,753
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$2,932,190
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	BOYER & RITTER, CPA'S
Accountancy firm EIN	2011-12-31	231311005
2010 : STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$199,391
Total unrealized appreciation/depreciation of assets	2010-12-31	$199,391
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,649,869
Total loss/gain on sale of assets	2010-12-31	$89,151
Total of all expenses incurred	2010-12-31	$683,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$604,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$268,231
Value of total assets at end of year	2010-12-31	$12,802,578
Value of total assets at beginning of year	2010-12-31	$11,836,007
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$78,779
Total interest from all sources	2010-12-31	$76,916
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$13,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$11,000
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$921,401
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$902,975
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$21,194
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$22,728
Other income not declared elsewhere	2010-12-31	$64,508
Administrative expenses (other) incurred	2010-12-31	$21,116
Total non interest bearing cash at end of year	2010-12-31	$-30,471
Total non interest bearing cash at beginning of year	2010-12-31	$10,839
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	$966,571
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$12,802,578
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$11,836,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$41,648
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$8,506,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$7,108,331
Income. Interest from US Government securities	2010-12-31	$9
Income. Interest from corporate debt instruments	2010-12-31	$76,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$670,238
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$194,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$194,134
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$237
Asset value of US Government securities at end of year	2010-12-31	$126,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$938,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$268,231
Employer contributions (assets) at end of year	2010-12-31	$268,231
Employer contributions (assets) at beginning of year	2010-12-31	$589,788
Income. Dividends from common stock	2010-12-31	$13,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$604,519
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$1,283,240
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$1,289,583
Contract administrator fees	2010-12-31	$5,015
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$1,036,033
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$1,717,629
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
Aggregate proceeds on sale of assets	2010-12-31	$2,776,235
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$2,687,084
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	BOYER & RITTER, CPA'S
Accountancy firm EIN	2010-12-31	231311005

Form 5500 Responses for STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN

2023: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING 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: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – 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: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – 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: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: STEWART & TATE, INC. EMPLOYEES PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

506418-01

Policy instance

Insurance contract or identification number	506418-01
Number of Individuals Covered	18
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
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

506418-01

Policy instance

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

Policy contract number

506418-01

Policy instance

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

Policy contract number

506418-01

Policy instance

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

Policy contract number

506418-01

Policy instance

Potentially related plans

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Company Name:	STEWART & TATE, INC.
Employer identification number (EIN):	231624612
NAIC Classification:	238900