401k Plan data: BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN plan

BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN
Plan identification number	001

BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

BMSS, LLC has sponsored the creation of one or more 401k plans.

Company Name: BMSS, LLC

Employer identification number (EIN): 461498870

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 DAVID KING 2020-10-14
001 2018-01-01
001 2017-01-01 DAVID KING
001 2016-01-01 DAVID KING
001 2015-01-01 DAVID KING
001 2014-01-01 DAVID KING DAVID KING 2015-07-02
001 2013-01-01 DAVID KING

Plan Statistics for BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 327
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 246
Number of retired or separated participants receiving benefits 2022-01-01 14
Number of other retired or separated participants entitled to future benefits 2022-01-01 97
Total of all active and inactive participants 2022-01-01 357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 357
Number of participants with account balances 2022-01-01 357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 39
2021: BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 296
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 231
Number of retired or separated participants receiving benefits 2021-01-01 12
Number of other retired or separated participants entitled to future benefits 2021-01-01 82
Total of all active and inactive participants 2021-01-01 325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 325
Number of participants with account balances 2021-01-01 319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 18
2020: BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 278
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 211
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 82
Total of all active and inactive participants 2020-01-01 293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 293
Number of participants with account balances 2020-01-01 284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 29
2019: BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 237
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 205
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 74
Total of all active and inactive participants 2019-01-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 279
Number of participants with account balances 2019-01-01 268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 30
2018: BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 149
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 23
Total of all active and inactive participants 2018-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 172
Number of participants with account balances 2018-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 118
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 25
Total of all active and inactive participants 2017-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 143
Number of participants with account balances 2017-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 7
2016: BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 101
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 15
Total of all active and inactive participants 2016-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 116
Number of participants with account balances 2016-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 94
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 19
Total of all active and inactive participants 2015-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 113
Number of participants with account balances 2015-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 85
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 25
Total of all active and inactive participants 2014-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 110
Number of participants with account balances 2014-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 88
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 17
Total of all active and inactive participants 2013-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 105
Number of participants with account balances 2013-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3

Measure	Date	Value
2022: BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	327
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	246
Number of retired or separated participants receiving benefits	2022-01-01	14
Number of other retired or separated participants entitled to future benefits	2022-01-01	97
Total of all active and inactive participants	2022-01-01	357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	357
Number of participants with account balances	2022-01-01	357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	39
2021: BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	296
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	231
Number of retired or separated participants receiving benefits	2021-01-01	12
Number of other retired or separated participants entitled to future benefits	2021-01-01	82
Total of all active and inactive participants	2021-01-01	325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	325
Number of participants with account balances	2021-01-01	319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	18
2020: BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	278
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	211
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	82
Total of all active and inactive participants	2020-01-01	293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	293
Number of participants with account balances	2020-01-01	284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	29
2019: BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	237
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	205
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	74
Total of all active and inactive participants	2019-01-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	279
Number of participants with account balances	2019-01-01	268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	30
2018: BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	149
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	23
Total of all active and inactive participants	2018-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	172
Number of participants with account balances	2018-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	118
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	25
Total of all active and inactive participants	2017-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	143
Number of participants with account balances	2017-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	7
2016: BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	101
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	15
Total of all active and inactive participants	2016-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	116
Number of participants with account balances	2016-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	94
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	19
Total of all active and inactive participants	2015-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	113
Number of participants with account balances	2015-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	85
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	25
Total of all active and inactive participants	2014-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	110
Number of participants with account balances	2014-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	88
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	17
Total of all active and inactive participants	2013-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	105
Number of participants with account balances	2013-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3

Financial Data on BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-696,166
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,107,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,079,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,204,788
Value of total assets at end of year	2022-12-31	$26,293,727
Value of total assets at beginning of year	2022-12-31	$29,097,184
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$28,240
Total interest from all sources	2022-12-31	$-277,765
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
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	$1,609,639
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$52,289
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$1,404,400
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$1,634,373
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,947,112
Assets. Loans (other than to participants) at end of year	2022-12-31	$36,349
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$61,770
Other income not declared elsewhere	2022-12-31	$-211,712
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	$-2,803,457
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$26,293,727
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$29,097,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$388,817
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$718,933
Investment advisory and management fees	2022-12-31	$18,210
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$23,045,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$25,405,665
Interest on participant loans	2022-12-31	$3,029
Interest earned on other investments	2022-12-31	$-291,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$762,843
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$770,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$770,364
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$10,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,411,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$648,037
Employer contributions (assets) at end of year	2022-12-31	$656,036
Employer contributions (assets) at beginning of year	2022-12-31	$453,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,079,051
Contract administrator fees	2022-12-31	$10,030
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	HANCOCK ASKEW & CO, LLP
Accountancy firm EIN	2022-12-31	580662558
2021 : BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,544,015
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$933,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$883,602
Expenses. Certain deemed distributions of participant loans	2021-12-31	$16,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,034,168
Value of total assets at end of year	2021-12-31	$29,097,184
Value of total assets at beginning of year	2021-12-31	$24,486,489
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$33,473
Total interest from all sources	2021-12-31	$13,036
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
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	$1,379,827
Participant contributions at end of year	2021-12-31	$52,289
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$1,634,373
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$1,420,273
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$200,551
Assets. Loans (other than to participants) at end of year	2021-12-31	$61,770
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$73,739
Other income not declared elsewhere	2021-12-31	$174,698
Administrative expenses (other) incurred	2021-12-31	$4,950
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	$4,610,695
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$29,097,184
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$24,486,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at end of year	2021-12-31	$718,933
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$663,948
Investment advisory and management fees	2021-12-31	$18,942
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$25,405,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$21,237,568
Interest on participant loans	2021-12-31	$4,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$770,364
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$660,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$660,034
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$8,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,322,113
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	$453,790
Employer contributions (assets) at end of year	2021-12-31	$453,790
Employer contributions (assets) at beginning of year	2021-12-31	$430,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$883,602
Contract administrator fees	2021-12-31	$9,581
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	HADDOX REID EUBANK BETTS PLLC
Accountancy firm EIN	2021-12-31	640414329
2020 : BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,729,834
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,154,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,125,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,711,458
Value of total assets at end of year	2020-12-31	$24,486,489
Value of total assets at beginning of year	2020-12-31	$20,911,290
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$29,412
Total interest from all sources	2020-12-31	$13,755
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
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	$1,237,333
Participant contributions at beginning of year	2020-12-31	$40,428
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$1,420,273
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$1,294,445
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$45,808
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$1,340
Assets. Loans (other than to participants) at end of year	2020-12-31	$73,739
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$70,973
Other income not declared elsewhere	2020-12-31	$146,679
Administrative expenses (other) incurred	2020-12-31	$4,950
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	$3,575,199
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$24,486,489
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$20,911,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Assets. partnership/joint venture interests at end of year	2020-12-31	$663,948
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$580,152
Investment advisory and management fees	2020-12-31	$15,971
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$21,237,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$18,407,756
Income. Interest from loans (other than to participants)	2020-12-31	$4,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$660,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$99,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$99,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$8,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,857,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$428,317
Employer contributions (assets) at end of year	2020-12-31	$430,927
Employer contributions (assets) at beginning of year	2020-12-31	$416,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,125,223
Contract administrator fees	2020-12-31	$8,491
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	HADDOX REID EUBANK BETTS PLLC
Accountancy firm EIN	2020-12-31	640414329
2019 : BARFIELD, MURPHY, SHANK & SMITH 401(K) 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 transfer of assets to this plan	2019-12-31	$2,620,036
Total transfer of assets to this plan	2019-12-31	$2,620,036
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	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 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	$5,812,224
Total income from all sources (including contributions)	2019-12-31	$5,812,224
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$835,333
Total of all expenses incurred	2019-12-31	$835,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$809,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$809,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,767,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,767,127
Value of total assets at end of year	2019-12-31	$20,911,290
Value of total assets at end of year	2019-12-31	$20,911,290
Value of total assets at beginning of year	2019-12-31	$13,314,363
Value of total assets at beginning of year	2019-12-31	$13,314,363
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$25,787
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$25,787
Total interest from all sources	2019-12-31	$11,750
Total interest from all sources	2019-12-31	$11,750
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
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
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	No
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,217,466
Contributions received from participants	2019-12-31	$1,217,466
Participant contributions at end of year	2019-12-31	$40,428
Participant contributions at end of year	2019-12-31	$40,428
Participant contributions at beginning of year	2019-12-31	$56,386
Participant contributions at beginning of year	2019-12-31	$56,386
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$1,294,445
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$1,294,445
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$1,330,705
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$1,330,705
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,135,510
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,135,510
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$1,340
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$1,340
Assets. Loans (other than to participants) at end of year	2019-12-31	$70,973
Assets. Loans (other than to participants) at end of year	2019-12-31	$70,973
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$21,777
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$21,777
Other income not declared elsewhere	2019-12-31	$154,688
Other income not declared elsewhere	2019-12-31	$154,688
Administrative expenses (other) incurred	2019-12-31	$4,950
Administrative expenses (other) incurred	2019-12-31	$4,950
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	$4,976,891
Value of net income/loss	2019-12-31	$4,976,891
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$20,911,290
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$20,911,290
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,314,363
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,314,363
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
Assets. partnership/joint venture interests at end of year	2019-12-31	$580,152
Assets. partnership/joint venture interests at end of year	2019-12-31	$580,152
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$432,362
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$432,362
Investment advisory and management fees	2019-12-31	$15,590
Investment advisory and management fees	2019-12-31	$15,590
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$18,407,756
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$18,407,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$11,153,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$11,153,587
Interest on participant loans	2019-12-31	$5,763
Interest on participant loans	2019-12-31	$5,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$99,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$99,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$13,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$13,539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$13,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$13,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$5,987
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$5,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,878,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,878,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
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	$414,151
Contributions received in cash from employer	2019-12-31	$414,151
Employer contributions (assets) at end of year	2019-12-31	$416,399
Employer contributions (assets) at end of year	2019-12-31	$416,399
Employer contributions (assets) at beginning of year	2019-12-31	$306,007
Employer contributions (assets) at beginning of year	2019-12-31	$306,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$809,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$809,546
Contract administrator fees	2019-12-31	$5,247
Contract administrator fees	2019-12-31	$5,247
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
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	HADDOX REID EUBANK BETTS PLLC
Accountancy firm name	2019-12-31	HADDOX REID EUBANK BETTS PLLC
Accountancy firm EIN	2019-12-31	640414329
Accountancy firm EIN	2019-12-31	640414329
2018 : BARFIELD, MURPHY, SHANK & SMITH 401(K) 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	$1,794,029
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	$311,751
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,597,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,567,736
Value of total corrective distributions	2018-12-31	$5,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,230,033
Value of total assets at end of year	2018-12-31	$13,314,363
Value of total assets at beginning of year	2018-12-31	$12,806,115
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$23,821
Total interest from all sources	2018-12-31	$2,868
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
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	$872,900
Participant contributions at end of year	2018-12-31	$56,386
Participant contributions at beginning of year	2018-12-31	$40,697
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$1,330,705
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$1,159,858
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$51,126
Assets. Loans (other than to participants) at end of year	2018-12-31	$21,777
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$6,612
Other income not declared elsewhere	2018-12-31	$-94,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,285,781
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$13,314,363
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,806,115
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
Assets. partnership/joint venture interests at end of year	2018-12-31	$432,362
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$511,389
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$11,153,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$10,833,478
Interest on participant loans	2018-12-31	$1,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$13,539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$17,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$17,377
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$1,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-826,868
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	$306,007
Employer contributions (assets) at end of year	2018-12-31	$306,007
Employer contributions (assets) at beginning of year	2018-12-31	$236,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,567,736
Contract administrator fees	2018-12-31	$23,821
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	HADDOX REID EUBANK BETTS PLLC
Accountancy firm EIN	2018-12-31	640414329
2017 : BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$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	$3,035,479
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$67,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$42,238
Expenses. Certain deemed distributions of participant loans	2017-12-31	$4,719
Value of total corrective distributions	2017-12-31	$7,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,468,051
Value of total assets at end of year	2017-12-31	$12,806,115
Value of total assets at beginning of year	2017-12-31	$9,838,525
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$13,889
Total interest from all sources	2017-12-31	$1,356
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
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	$698,106
Participant contributions at end of year	2017-12-31	$40,697
Participant contributions at beginning of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$1,159,858
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$1,361,417
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$533,241
Assets. Loans (other than to participants) at end of year	2017-12-31	$6,612
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$16,734
Other income not declared elsewhere	2017-12-31	$126,007
Administrative expenses (other) incurred	2017-12-31	$4,170
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$4,959
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	$2,967,590
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,806,115
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,838,525
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
Assets. partnership/joint venture interests at end of year	2017-12-31	$511,389
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$488,914
Investment advisory and management fees	2017-12-31	$13,827
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$10,833,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$7,720,615
Interest on participant loans	2017-12-31	$675
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$17,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$66,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$66,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$681
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,440,065
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	$236,704
Employer contributions (assets) at end of year	2017-12-31	$236,704
Employer contributions (assets) at beginning of year	2017-12-31	$179,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$42,238
Contract administrator fees	2017-12-31	$-4,108
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	HADDOX REID EUBANK BETTS PLLC
Accountancy firm EIN	2017-12-31	640414329
2016 : BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,021,549
Expenses. Total of all expenses incurred	2016-12-31	$321,648
Benefits paid (including direct rollovers)	2016-12-31	$316,754
Total plan assets at end of year	2016-12-31	$9,838,525
Total plan assets at beginning of year	2016-12-31	$9,138,624
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$553,614
Other income received	2016-12-31	$286,244
Net income (gross income less expenses)	2016-12-31	$699,901
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$9,838,525
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$9,138,624
Assets. Value of participant loans	2016-12-31	$16,734
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$488,914
Total contributions received or receivable from employer(s)	2016-12-31	$181,691
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$4,894
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$1,285,296
Expenses. Total of all expenses incurred	2015-12-31	$783,696
Benefits paid (including direct rollovers)	2015-12-31	$777,611
Total plan assets at end of year	2015-12-31	$9,138,624
Total plan assets at beginning of year	2015-12-31	$8,637,024
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$469,752
Contributions received from other sources (not participants or employers)	2015-12-31	$78,307
Other income received	2015-12-31	$572,390
Net income (gross income less expenses)	2015-12-31	$501,600
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$9,138,624
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,637,024
Assets. Value of participant loans	2015-12-31	$25,105
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$869,185
Total contributions received or receivable from employer(s)	2015-12-31	$164,847
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$6,085
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$273,667
Expenses. Total of all expenses incurred	2014-12-31	$880,511
Benefits paid (including direct rollovers)	2014-12-31	$873,020
Total plan assets at end of year	2014-12-31	$8,637,024
Total plan assets at beginning of year	2014-12-31	$9,243,868
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$434,960
Other income received	2014-12-31	$-322,440
Noncash contributions received	2014-12-31	$16,838
Net income (gross income less expenses)	2014-12-31	$-606,844
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,637,024
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$9,243,868
Assets. Value of participant loans	2014-12-31	$25,990
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$112,378
Total contributions received or receivable from employer(s)	2014-12-31	$144,309
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$7,491
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,897,575
Expenses. Total of all expenses incurred	2013-12-31	$330,508
Benefits paid (including direct rollovers)	2013-12-31	$319,813
Total plan assets at end of year	2013-12-31	$9,243,868
Total plan assets at beginning of year	2013-12-31	$7,676,801
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$452,232
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,498
Contributions received from other sources (not participants or employers)	2013-12-31	$43,503
Other income received	2013-12-31	$1,250,789
Net income (gross income less expenses)	2013-12-31	$1,567,067
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$9,243,868
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$7,676,801
Assets. Value of participant loans	2013-12-31	$32,025
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$44,081
Total contributions received or receivable from employer(s)	2013-12-31	$151,051
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$9,197
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for BARFIELD, MURPHY, SHANK & SMITH 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62504-1

Policy instance

Insurance contract or identification number	MR 62504-1
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-10-28
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

781056-01

Policy instance

Insurance contract or identification number	781056-01
Number of Individuals Covered	357
Insurance policy start date	2022-10-29
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62504-1

Policy instance

Insurance contract or identification number	MR 62504-1
Number of Individuals Covered	318
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62504-1

Policy instance

Insurance contract or identification number	MR 62504-1
Number of Individuals Covered	284
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62504-1

Policy instance

Insurance contract or identification number	MR 62504-1
Number of Individuals Covered	268
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62504-1

Policy instance

Insurance contract or identification number	MR 62504-1
Number of Individuals Covered	167
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62504-1

Policy instance

Insurance contract or identification number	MR 62504-1
Number of Individuals Covered	138
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

53471

Policy instance

Insurance contract or identification number	53471
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,445
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
Amount paid for insurance broker fees	1445
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5
Insurance broker name	QUALIFIED PLANS, LLC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

53471

Policy instance

Insurance contract or identification number	53471
Number of Individuals Covered	95
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,702
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3702
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5
Insurance broker name	QUALIFIED PLANS, LLC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

53471

Policy instance

Insurance contract or identification number	53471
Number of Individuals Covered	90
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,907
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1907
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5
Insurance broker name	QUALIFIED PLANS, LLC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

53471

Policy instance

Insurance contract or identification number	53471
Number of Individuals Covered	97
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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

Potentially related plans

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Company Name:	BMSS, LLC
Employer identification number (EIN):	461498870
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants