401k Plan data: GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST plan

GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Life insurance

401k Sponsoring company profile

GILMORE & BELL, P.C. has sponsored the creation of one or more 401k plans.

Company Name: GILMORE & BELL, P.C.

Employer identification number (EIN): 431611738

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JAN HAIN 2023-10-12 JAN HAIN 2023-10-12
001 2021-01-01 JAN HAIN 2022-08-09 JAN HAIN 2022-08-09
001 2020-01-01 JAN HAIN 2021-10-07 JAN HAIN 2021-10-07
001 2019-01-01 JAN HAIN 2020-10-09 JAN HAIN 2020-10-09
001 2018-01-01 JAN HAIN 2019-09-26 JAN HAIN 2019-09-26
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 S. MALEEA VATER 2015-10-12
001 2013-01-01 S. MALEEA VATER 2014-10-13
001 2012-01-01 S. MALEEA VATER 2013-09-19
001 2011-01-01 S. MALEEA VATER 2012-10-05
001 2010-01-01 S. MALEEA VATER 2011-09-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JAN HAIN	2023-10-12	JAN HAIN	2023-10-12
001	2021-01-01	JAN HAIN	2022-08-09	JAN HAIN	2022-08-09
001	2020-01-01	JAN HAIN	2021-10-07	JAN HAIN	2021-10-07
001	2019-01-01	JAN HAIN	2020-10-09	JAN HAIN	2020-10-09
001	2018-01-01	JAN HAIN	2019-09-26	JAN HAIN	2019-09-26
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	S. MALEEA VATER	2015-10-12
001	2013-01-01	S. MALEEA VATER	2014-10-13
001	2012-01-01	S. MALEEA VATER	2013-09-19
001	2011-01-01	S. MALEEA VATER	2012-10-05
001	2010-01-01	S. MALEEA VATER	2011-09-14

Plan Statistics for GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 126
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 20
Total of all active and inactive participants 2022-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 152
Number of participants with account balances 2022-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 131
Number of retired or separated participants receiving benefits 2021-01-01 8
Number of other retired or separated participants entitled to future benefits 2021-01-01 19
Total of all active and inactive participants 2021-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 158
Number of participants with account balances 2021-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2020: GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 120
Number of retired or separated participants receiving benefits 2020-01-01 6
Number of other retired or separated participants entitled to future benefits 2020-01-01 28
Total of all active and inactive participants 2020-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 154
Number of participants with account balances 2020-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 116
Number of retired or separated participants receiving benefits 2019-01-01 13
Number of other retired or separated participants entitled to future benefits 2019-01-01 31
Total of all active and inactive participants 2019-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 160
Number of participants with account balances 2019-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 11
2018: GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 131
Number of retired or separated participants receiving benefits 2018-01-01 8
Number of other retired or separated participants entitled to future benefits 2018-01-01 24
Total of all active and inactive participants 2018-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 163
Number of participants with account balances 2018-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 144
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 22
Total of all active and inactive participants 2017-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 166
Number of participants with account balances 2017-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8
2016: GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 121
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 22
Total of all active and inactive participants 2016-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 143
Number of participants with account balances 2016-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
2015: GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 110
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 18
Total of all active and inactive participants 2015-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 128
Number of participants with account balances 2015-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 11

Measure	Date	Value
2022: GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	126
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	20
Total of all active and inactive participants	2022-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	152
Number of participants with account balances	2022-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	131
Number of retired or separated participants receiving benefits	2021-01-01	8
Number of other retired or separated participants entitled to future benefits	2021-01-01	19
Total of all active and inactive participants	2021-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	158
Number of participants with account balances	2021-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2020: GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	120
Number of retired or separated participants receiving benefits	2020-01-01	6
Number of other retired or separated participants entitled to future benefits	2020-01-01	28
Total of all active and inactive participants	2020-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	154
Number of participants with account balances	2020-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	116
Number of retired or separated participants receiving benefits	2019-01-01	13
Number of other retired or separated participants entitled to future benefits	2019-01-01	31
Total of all active and inactive participants	2019-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	160
Number of participants with account balances	2019-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	11
2018: GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	131
Number of retired or separated participants receiving benefits	2018-01-01	8
Number of other retired or separated participants entitled to future benefits	2018-01-01	24
Total of all active and inactive participants	2018-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	163
Number of participants with account balances	2018-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	144
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	22
Total of all active and inactive participants	2017-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	166
Number of participants with account balances	2017-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8
2016: GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	121
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	22
Total of all active and inactive participants	2016-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	143
Number of participants with account balances	2016-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
2015: GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	110
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	18
Total of all active and inactive participants	2015-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	128
Number of participants with account balances	2015-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	11

Financial Data on GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2022 : GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-5,888,022
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,338,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,235,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,690,713
Value of total assets at end of year	2022-12-31	$56,587,168
Value of total assets at beginning of year	2022-12-31	$63,814,132
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$103,807
Total interest from all sources	2022-12-31	$9,368
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,748,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,748,506
Administrative expenses professional fees incurred	2022-12-31	$94,282
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	$1,631,622
Participant contributions at end of year	2022-12-31	$192,693
Participant contributions at beginning of year	2022-12-31	$220,777
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$2,253,832
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$2,448,259
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$3,769
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	$-7,226,964
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$56,587,168
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$63,814,132
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$52,205,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$59,246,754
Interest on participant loans	2022-12-31	$9,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-11,336,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
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	$2,055,322
Employer contributions (assets) at end of year	2022-12-31	$1,934,903
Employer contributions (assets) at beginning of year	2022-12-31	$1,898,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,235,135
Contract administrator fees	2022-12-31	$9,525
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BERGANKDV LLC
Accountancy firm EIN	2022-12-31	813053687
2021 : GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$11,298,299
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$7,886,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$7,782,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,067,307
Value of total assets at end of year	2021-12-31	$63,814,132
Value of total assets at beginning of year	2021-12-31	$60,402,233
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$104,273
Total interest from all sources	2021-12-31	$9,357
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,181,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,181,722
Administrative expenses professional fees incurred	2021-12-31	$98,002
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	$1,642,551
Participant contributions at end of year	2021-12-31	$220,777
Participant contributions at beginning of year	2021-12-31	$184,270
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$2,448,259
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$3,680,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$370,130
Value of net income/loss	2021-12-31	$3,411,899
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$63,814,132
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$60,402,233
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$59,246,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$54,828,701
Interest on participant loans	2021-12-31	$9,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$6,039,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,054,626
Employer contributions (assets) at end of year	2021-12-31	$1,898,342
Employer contributions (assets) at beginning of year	2021-12-31	$1,708,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$7,782,127
Contract administrator fees	2021-12-31	$6,271
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BERGANKDV LLC
Accountancy firm EIN	2021-12-31	813053687
2020 : GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$10,198,217
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$5,140,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,038,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,893,443
Value of total assets at end of year	2020-12-31	$60,402,233
Value of total assets at beginning of year	2020-12-31	$55,344,957
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$102,121
Total interest from all sources	2020-12-31	$13,821
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$910,063
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	$910,063
Administrative expenses professional fees incurred	2020-12-31	$83,435
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	$1,491,023
Participant contributions at end of year	2020-12-31	$184,270
Participant contributions at beginning of year	2020-12-31	$215,859
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$3,680,419
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$3,762,299
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$536,491
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	$5,057,276
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$60,402,233
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$55,344,957
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$54,828,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$49,694,836
Interest on participant loans	2020-12-31	$13,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$5,380,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,865,929
Employer contributions (assets) at end of year	2020-12-31	$1,708,843
Employer contributions (assets) at beginning of year	2020-12-31	$1,671,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,038,820
Contract administrator fees	2020-12-31	$18,686
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BERGANKDV LLC
Accountancy firm EIN	2020-12-31	813053687
2019 : GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$12,257,157
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,145,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,044,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,391,450
Value of total assets at end of year	2019-12-31	$55,344,957
Value of total assets at beginning of year	2019-12-31	$44,232,901
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$100,697
Total interest from all sources	2019-12-31	$13,894
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$987,410
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	$987,410
Administrative expenses professional fees incurred	2019-12-31	$79,362
Was this plan covered by a fidelity bond	2019-12-31	Yes
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	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,418,447
Participant contributions at end of year	2019-12-31	$215,859
Participant contributions at beginning of year	2019-12-31	$206,839
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$103,259
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$3,762,299
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$3,324,497
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$156,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$11,112,056
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$55,344,957
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$44,232,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$49,694,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$38,837,170
Interest on participant loans	2019-12-31	$13,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$7,864,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,816,622
Employer contributions (assets) at end of year	2019-12-31	$1,671,963
Employer contributions (assets) at beginning of year	2019-12-31	$1,761,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,044,404
Contract administrator fees	2019-12-31	$21,335
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BERGANKDV LLC
Accountancy firm EIN	2019-12-31	813053687
2018 : GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$519,582
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$6,050,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$5,959,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,273,547
Value of total assets at end of year	2018-12-31	$44,232,901
Value of total assets at beginning of year	2018-12-31	$49,764,208
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$91,521
Total interest from all sources	2018-12-31	$10,150
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$805,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$80,217
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,369,464
Participant contributions at end of year	2018-12-31	$206,839
Participant contributions at beginning of year	2018-12-31	$173,199
Participant contributions at end of year	2018-12-31	$103,259
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$3,324,497
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$3,465,719
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	$-5,531,307
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$44,232,901
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$49,764,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$38,837,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$44,363,444
Interest on participant loans	2018-12-31	$10,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,569,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,904,083
Employer contributions (assets) at end of year	2018-12-31	$1,761,136
Employer contributions (assets) at beginning of year	2018-12-31	$1,761,846
Income. Dividends from preferred stock	2018-12-31	$805,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$5,959,368
Contract administrator fees	2018-12-31	$11,304
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BERGANKDV LLC
Accountancy firm EIN	2018-12-31	813053687
2017 : GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
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	$12,266,046
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,802,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,776,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$6,035,701
Value of total assets at end of year	2017-12-31	$49,764,208
Value of total assets at beginning of year	2017-12-31	$39,301,044
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$25,953
Total interest from all sources	2017-12-31	$8,192
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$689,818
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	$689,818
Administrative expenses professional fees incurred	2017-12-31	$17,864
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,404,607
Participant contributions at end of year	2017-12-31	$173,199
Participant contributions at beginning of year	2017-12-31	$220,530
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$130,920
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$3,465,719
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$3,086,465
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,701,030
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	$10,463,164
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$49,764,208
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$39,301,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$44,363,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$34,483,097
Interest on participant loans	2017-12-31	$8,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$5,532,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,930,064
Employer contributions (assets) at end of year	2017-12-31	$1,761,846
Employer contributions (assets) at beginning of year	2017-12-31	$1,380,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,776,929
Contract administrator fees	2017-12-31	$8,089
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HSMC ORIZON, LLC
Accountancy firm EIN	2017-12-31	453576904
2016 : GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$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	$6,507,397
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,313,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,285,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$4,262,192
Value of total assets at end of year	2016-12-31	$39,301,044
Value of total assets at beginning of year	2016-12-31	$34,107,434
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$28,066
Total interest from all sources	2016-12-31	$10,079
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$571,251
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	$571,251
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,137,822
Participant contributions at end of year	2016-12-31	$220,530
Participant contributions at beginning of year	2016-12-31	$230,474
Participant contributions at end of year	2016-12-31	$130,920
Participant contributions at beginning of year	2016-12-31	$186,707
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$3,086,465
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$2,817,620
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,631,234
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	$5,193,610
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$39,301,044
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$34,107,434
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	$15,881
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$34,483,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,253,654
Interest on participant loans	2016-12-31	$10,079
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$25,278,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$-11,867
Net investment gain or loss from common/collective trusts	2016-12-31	$1,675,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,493,136
Employer contributions (assets) at end of year	2016-12-31	$1,380,032
Employer contributions (assets) at beginning of year	2016-12-31	$1,340,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,285,721
Contract administrator fees	2016-12-31	$12,185
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	2016-12-31	No
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	HSMC ORIZON, LLC
Accountancy firm EIN	2016-12-31	453576904
2015 : GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$-2,843
Total income from all sources (including contributions)	2015-12-31	$1,960,066
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$5,812,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$5,783,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,570,773
Value of total assets at end of year	2015-12-31	$34,107,434
Value of total assets at beginning of year	2015-12-31	$37,957,131
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$28,899
Total interest from all sources	2015-12-31	$12,107
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$4
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	$4
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,087,892
Participant contributions at end of year	2015-12-31	$230,474
Participant contributions at beginning of year	2015-12-31	$228,861
Participant contributions at end of year	2015-12-31	$186,707
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$2,817,620
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$4,221,619
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$36,110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$-2,843
Other income not declared elsewhere	2015-12-31	$-28,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-3,852,540
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$34,107,434
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$37,959,974
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	$12,669
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,253,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,215,654
Interest on participant loans	2015-12-31	$12,107
Value of interest in common/collective trusts at end of year	2015-12-31	$25,278,291
Value of interest in common/collective trusts at beginning of year	2015-12-31	$29,111,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-183,406
Net investment gain or loss from common/collective trusts	2015-12-31	$-410,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,446,771
Employer contributions (assets) at end of year	2015-12-31	$1,340,688
Employer contributions (assets) at beginning of year	2015-12-31	$1,179,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$5,783,707
Contract administrator fees	2015-12-31	$16,230
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	2015-12-31	No
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	HSMC ORIZON, LLC
Accountancy firm EIN	2015-12-31	453576904

Form 5500 Responses for GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST

2022: GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 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: GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 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: GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST 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

Insurance Providers Used on plan

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

Policy contract number

E0854331

Policy instance

Insurance contract or identification number	E0854331
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $1,665
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,665
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	PETER E. DOLAN

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Company Name:	GILMORE & BELL, P.C.
Employer identification number (EIN):	431611738
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers