401k Plan data: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST plan

SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number	003

SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 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.
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

SMITH & LOVELESS, INC. has sponsored the creation of one or more 401k plans.

Company Name: SMITH & LOVELESS, INC.

Employer identification number (EIN): 480924021

NAIC Classification: 333900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-10-01
003 2020-10-01
003 2019-10-01
003 2018-10-01
003 2017-10-01
003 2016-10-01 FRANK REBORI FRANK REBORI 2018-07-16
003 2015-10-01 DAVID FERBEZAR DAVID FERBEZAR 2017-07-14
003 2014-10-01 DAVID FERBEZAR DAVID FERBEZAR 2016-07-14
003 2013-10-01 DAVID FERBEZAR DAVID FERBEZAR 2015-07-14
003 2012-10-01 DAVID FERBEZAR DAVID FERBEZAR 2014-07-15
003 2011-10-01 DAVID FERBEZAR DAVID FERBEZAR 2013-07-12
003 2009-10-01 DAVID B. FERBEZAR DAVID B. FERBEZAR 2011-07-13
003 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2021-10-01
003	2020-10-01
003	2019-10-01
003	2018-10-01
003	2017-10-01
003	2016-10-01	FRANK REBORI	FRANK REBORI	2018-07-16
003	2015-10-01	DAVID FERBEZAR	DAVID FERBEZAR	2017-07-14
003	2014-10-01	DAVID FERBEZAR	DAVID FERBEZAR	2016-07-14
003	2013-10-01	DAVID FERBEZAR	DAVID FERBEZAR	2015-07-14
003	2012-10-01	DAVID FERBEZAR	DAVID FERBEZAR	2014-07-15
003	2011-10-01	DAVID FERBEZAR	DAVID FERBEZAR	2013-07-12
003	2009-10-01	DAVID B. FERBEZAR	DAVID B. FERBEZAR	2011-07-13
003	2008-10-01

Plan Statistics for SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2021: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-10-01 180
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 131
Number of retired or separated participants receiving benefits 2021-10-01 0
Number of other retired or separated participants entitled to future benefits 2021-10-01 61
Total of all active and inactive participants 2021-10-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 2
Total participants 2021-10-01 194
Number of participants with account balances 2021-10-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 0
2020: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-10-01 226
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 133
Number of retired or separated participants receiving benefits 2020-10-01 0
Number of other retired or separated participants entitled to future benefits 2020-10-01 96
Total of all active and inactive participants 2020-10-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 2
Total participants 2020-10-01 231
Number of participants with account balances 2020-10-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 0
2019: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-10-01 207
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 122
Number of retired or separated participants receiving benefits 2019-10-01 2
Number of other retired or separated participants entitled to future benefits 2019-10-01 56
Total of all active and inactive participants 2019-10-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 3
Total participants 2019-10-01 183
Number of participants with account balances 2019-10-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 0
2018: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-10-01 199
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 129
Number of retired or separated participants receiving benefits 2018-10-01 3
Number of other retired or separated participants entitled to future benefits 2018-10-01 73
Total of all active and inactive participants 2018-10-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 2
Total participants 2018-10-01 207
Number of participants with account balances 2018-10-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 1
2017: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-10-01 184
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 152
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 44
Total of all active and inactive participants 2017-10-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 1
Total participants 2017-10-01 197
Number of participants with account balances 2017-10-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0
2016: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-10-01 156
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 139
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 27
Total of all active and inactive participants 2016-10-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 1
Total participants 2016-10-01 167
Number of participants with account balances 2016-10-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-10-01 152
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 117
Number of retired or separated participants receiving benefits 2015-10-01 2
Number of other retired or separated participants entitled to future benefits 2015-10-01 57
Total of all active and inactive participants 2015-10-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 4
Total participants 2015-10-01 180
Number of participants with account balances 2015-10-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-10-01 140
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 112
Number of retired or separated participants receiving benefits 2014-10-01 4
Number of other retired or separated participants entitled to future benefits 2014-10-01 28
Total of all active and inactive participants 2014-10-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 144
Number of participants with account balances 2014-10-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-10-01 156
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 108
Number of retired or separated participants receiving benefits 2013-10-01 3
Number of other retired or separated participants entitled to future benefits 2013-10-01 27
Total of all active and inactive participants 2013-10-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 2
Total participants 2013-10-01 140
Number of participants with account balances 2013-10-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 1
2012: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-10-01 155
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 127
Number of retired or separated participants receiving benefits 2012-10-01 1
Number of other retired or separated participants entitled to future benefits 2012-10-01 25
Total of all active and inactive participants 2012-10-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 2
Total participants 2012-10-01 155
Number of participants with account balances 2012-10-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 7
2011: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-10-01 157
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 127
Number of retired or separated participants receiving benefits 2011-10-01 1
Number of other retired or separated participants entitled to future benefits 2011-10-01 20
Total of all active and inactive participants 2011-10-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 2
Total participants 2011-10-01 150
Number of participants with account balances 2011-10-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2009: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-10-01 213
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 135
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 28
Total of all active and inactive participants 2009-10-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 1
Total participants 2009-10-01 164
Number of participants with account balances 2009-10-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2021: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-10-01	180
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	131
Number of retired or separated participants receiving benefits	2021-10-01	0
Number of other retired or separated participants entitled to future benefits	2021-10-01	61
Total of all active and inactive participants	2021-10-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	2
Total participants	2021-10-01	194
Number of participants with account balances	2021-10-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	0
2020: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-10-01	226
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	133
Number of retired or separated participants receiving benefits	2020-10-01	0
Number of other retired or separated participants entitled to future benefits	2020-10-01	96
Total of all active and inactive participants	2020-10-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	2
Total participants	2020-10-01	231
Number of participants with account balances	2020-10-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	0
2019: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-10-01	207
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	122
Number of retired or separated participants receiving benefits	2019-10-01	2
Number of other retired or separated participants entitled to future benefits	2019-10-01	56
Total of all active and inactive participants	2019-10-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	3
Total participants	2019-10-01	183
Number of participants with account balances	2019-10-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	0
2018: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-10-01	199
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	129
Number of retired or separated participants receiving benefits	2018-10-01	3
Number of other retired or separated participants entitled to future benefits	2018-10-01	73
Total of all active and inactive participants	2018-10-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	2
Total participants	2018-10-01	207
Number of participants with account balances	2018-10-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	1
2017: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-10-01	184
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	152
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	44
Total of all active and inactive participants	2017-10-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	1
Total participants	2017-10-01	197
Number of participants with account balances	2017-10-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0
2016: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-10-01	156
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	139
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	27
Total of all active and inactive participants	2016-10-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	1
Total participants	2016-10-01	167
Number of participants with account balances	2016-10-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-10-01	152
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	117
Number of retired or separated participants receiving benefits	2015-10-01	2
Number of other retired or separated participants entitled to future benefits	2015-10-01	57
Total of all active and inactive participants	2015-10-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	4
Total participants	2015-10-01	180
Number of participants with account balances	2015-10-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-10-01	140
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	112
Number of retired or separated participants receiving benefits	2014-10-01	4
Number of other retired or separated participants entitled to future benefits	2014-10-01	28
Total of all active and inactive participants	2014-10-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	144
Number of participants with account balances	2014-10-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-10-01	156
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	108
Number of retired or separated participants receiving benefits	2013-10-01	3
Number of other retired or separated participants entitled to future benefits	2013-10-01	27
Total of all active and inactive participants	2013-10-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	2
Total participants	2013-10-01	140
Number of participants with account balances	2013-10-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	1
2012: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-10-01	155
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	127
Number of retired or separated participants receiving benefits	2012-10-01	1
Number of other retired or separated participants entitled to future benefits	2012-10-01	25
Total of all active and inactive participants	2012-10-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	2
Total participants	2012-10-01	155
Number of participants with account balances	2012-10-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	7
2011: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-10-01	157
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	127
Number of retired or separated participants receiving benefits	2011-10-01	1
Number of other retired or separated participants entitled to future benefits	2011-10-01	20
Total of all active and inactive participants	2011-10-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	2
Total participants	2011-10-01	150
Number of participants with account balances	2011-10-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2009: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-10-01	213
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	135
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	28
Total of all active and inactive participants	2009-10-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	1
Total participants	2009-10-01	164
Number of participants with account balances	2009-10-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-09-30	$-5,690,740
Total unrealized appreciation/depreciation of assets	2022-09-30	$-5,690,740
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$0
Total income from all sources (including contributions)	2022-09-30	$-3,378,753
Total loss/gain on sale of assets	2022-09-30	$0
Total of all expenses incurred	2022-09-30	$686,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-09-30	$686,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-09-30	$790,897
Value of total assets at end of year	2022-09-30	$20,995,174
Value of total assets at beginning of year	2022-09-30	$25,060,637
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-09-30	$341
Total interest from all sources	2022-09-30	$25,344
Total dividends received (eg from common stock, registered investment company shares)	2022-09-30	$1,495,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-09-30	$1,495,746
Was this plan covered by a fidelity bond	2022-09-30	No
If this is an individual account plan, was there a blackout period	2022-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-09-30	No
Contributions received from participants	2022-09-30	$641,772
Participant contributions at end of year	2022-09-30	$59,298
Participant contributions at beginning of year	2022-09-30	$39,542
Administrative expenses (other) incurred	2022-09-30	$341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-30	No
Value of net income/loss	2022-09-30	$-4,065,463
Value of net assets at end of year (total assets less liabilities)	2022-09-30	$20,995,174
Value of net assets at beginning of year (total assets less liabilities)	2022-09-30	$25,060,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-09-30	No
Were any leases to which the plan was party in default or uncollectible	2022-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-09-30	$20,935,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-09-30	$25,021,095
Interest on participant loans	2022-09-30	$2,426
Interest earned on other investments	2022-09-30	$22,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-09-30	No
Was there a failure to transmit to the plan any participant contributions	2022-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2022-09-30	No
Contributions received in cash from employer	2022-09-30	$149,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-09-30	$686,369
Did the plan have assets held for investment	2022-09-30	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	2022-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-09-30	No
Opinion of an independent qualified public accountant for this plan	2022-09-30	Unqualified
Accountancy firm name	2022-09-30	A.C. EVANS LLC
Accountancy firm EIN	2022-09-30	263421158
2021 : SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-09-30	$2,984,884
Total unrealized appreciation/depreciation of assets	2021-09-30	$2,984,884
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$0
Total income from all sources (including contributions)	2021-09-30	$4,964,034
Total loss/gain on sale of assets	2021-09-30	$0
Total of all expenses incurred	2021-09-30	$1,999,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-09-30	$1,999,195
Expenses. Certain deemed distributions of participant loans	2021-09-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-09-30	$792,760
Value of total assets at end of year	2021-09-30	$25,060,637
Value of total assets at beginning of year	2021-09-30	$22,095,798
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-09-30	$0
Total interest from all sources	2021-09-30	$15,375
Total dividends received (eg from common stock, registered investment company shares)	2021-09-30	$1,171,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-09-30	$1,171,015
Was this plan covered by a fidelity bond	2021-09-30	No
If this is an individual account plan, was there a blackout period	2021-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-09-30	No
Contributions received from participants	2021-09-30	$630,679
Participant contributions at end of year	2021-09-30	$39,542
Participant contributions at beginning of year	2021-09-30	$61,384
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-09-30	$16,188
Administrative expenses (other) incurred	2021-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-09-30	No
Value of net income/loss	2021-09-30	$2,964,839
Value of net assets at end of year (total assets less liabilities)	2021-09-30	$25,060,637
Value of net assets at beginning of year (total assets less liabilities)	2021-09-30	$22,095,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-09-30	No
Were any leases to which the plan was party in default or uncollectible	2021-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-09-30	$25,021,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-09-30	$22,034,414
Interest on participant loans	2021-09-30	$2,796
Interest earned on other investments	2021-09-30	$12,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-09-30	No
Was there a failure to transmit to the plan any participant contributions	2021-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-09-30	No
Contributions received in cash from employer	2021-09-30	$162,081
Income. Dividends from preferred stock	2021-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-09-30	$1,983,007
Did the plan have assets held for investment	2021-09-30	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	2021-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-09-30	No
Opinion of an independent qualified public accountant for this plan	2021-09-30	Unqualified
Accountancy firm name	2021-09-30	A.C. EVANS LLC
Accountancy firm EIN	2021-09-30	263421158
2020 : SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-09-30	$1,480,577
Unrealized appreciation/depreciation of other (non real estate) assets	2020-09-30	$0
Total unrealized appreciation/depreciation of assets	2020-09-30	$1,480,577
Total transfer of assets to this plan	2020-09-30	$224,524
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Total income from all sources (including contributions)	2020-09-30	$3,195,819
Total loss/gain on sale of assets	2020-09-30	$0
Total of all expenses incurred	2020-09-30	$769,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-09-30	$749,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-09-30	$841,344
Value of total assets at end of year	2020-09-30	$22,095,798
Value of total assets at beginning of year	2020-09-30	$19,444,538
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-09-30	$19,432
Total interest from all sources	2020-09-30	$12,725
Total dividends received (eg from common stock, registered investment company shares)	2020-09-30	$861,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-09-30	$861,173
Administrative expenses professional fees incurred	2020-09-30	$19,432
Was this plan covered by a fidelity bond	2020-09-30	No
If this is an individual account plan, was there a blackout period	2020-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-09-30	No
Contributions received from participants	2020-09-30	$618,752
Participant contributions at end of year	2020-09-30	$61,384
Participant contributions at beginning of year	2020-09-30	$38,223
Income. Received or receivable in cash from other sources (including rollovers)	2020-09-30	$99,323
Administrative expenses (other) incurred	2020-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-09-30	No
Value of net income/loss	2020-09-30	$2,426,736
Value of net assets at end of year (total assets less liabilities)	2020-09-30	$22,095,798
Value of net assets at beginning of year (total assets less liabilities)	2020-09-30	$19,444,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-09-30	No
Were any leases to which the plan was party in default or uncollectible	2020-09-30	No
Investment advisory and management fees	2020-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-09-30	$22,034,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-09-30	$19,406,315
Interest on participant loans	2020-09-30	$2,384
Interest earned on other investments	2020-09-30	$10,341
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-09-30	No
Was there a failure to transmit to the plan any participant contributions	2020-09-30	No
Has the plan failed to provide any benefit when due under the plan	2020-09-30	No
Contributions received in cash from employer	2020-09-30	$123,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-09-30	$749,651
Did the plan have assets held for investment	2020-09-30	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	2020-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-09-30	Disclaimer
Accountancy firm name	2020-09-30	A.C. EVANS LLC
Accountancy firm EIN	2020-09-30	263421158
2019 : SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-09-30	$9,224
Total unrealized appreciation/depreciation of assets	2019-09-30	$9,224
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$0
Total income from all sources (including contributions)	2019-09-30	$2,118,432
Total of all expenses incurred	2019-09-30	$1,029,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-09-30	$1,029,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-09-30	$736,738
Value of total assets at end of year	2019-09-30	$19,444,538
Value of total assets at beginning of year	2019-09-30	$18,356,010
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-09-30	$288
Total interest from all sources	2019-09-30	$1,372,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-09-30	No
Was this plan covered by a fidelity bond	2019-09-30	No
If this is an individual account plan, was there a blackout period	2019-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-09-30	No
Contributions received from participants	2019-09-30	$604,939
Participant contributions at end of year	2019-09-30	$38,223
Participant contributions at beginning of year	2019-09-30	$47,393
Income. Received or receivable in cash from other sources (including rollovers)	2019-09-30	$13,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-09-30	No
Value of net income/loss	2019-09-30	$1,088,528
Value of net assets at end of year (total assets less liabilities)	2019-09-30	$19,444,538
Value of net assets at beginning of year (total assets less liabilities)	2019-09-30	$18,356,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-09-30	No
Were any leases to which the plan was party in default or uncollectible	2019-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-09-30	$19,406,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-09-30	$18,308,617
Interest on participant loans	2019-09-30	$2,388
Interest earned on other investments	2019-09-30	$1,370,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-09-30	No
Was there a failure to transmit to the plan any participant contributions	2019-09-30	No
Has the plan failed to provide any benefit when due under the plan	2019-09-30	No
Contributions received in cash from employer	2019-09-30	$118,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-09-30	$1,029,616
Contract administrator fees	2019-09-30	$288
Did the plan have assets held for investment	2019-09-30	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	2019-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-09-30	Disclaimer
Accountancy firm name	2019-09-30	A.C. EVANS LLC
Accountancy firm EIN	2019-09-30	263421158
2018 : SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Expenses. Interest paid	2018-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-09-30	$0
Total income from all sources (including contributions)	2018-09-30	$2,778,594
Total loss/gain on sale of assets	2018-09-30	$0
Total of all expenses incurred	2018-09-30	$1,610,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-09-30	$1,609,352
Expenses. Certain deemed distributions of participant loans	2018-09-30	$1,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-09-30	$747,106
Value of total assets at end of year	2018-09-30	$18,356,010
Value of total assets at beginning of year	2018-09-30	$17,187,945
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-09-30	$0
Total interest from all sources	2018-09-30	$2,517
Total dividends received (eg from common stock, registered investment company shares)	2018-09-30	$2,028,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-09-30	$2,028,971
Was this plan covered by a fidelity bond	2018-09-30	No
If this is an individual account plan, was there a blackout period	2018-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-09-30	No
Contributions received from participants	2018-09-30	$628,938
Participant contributions at end of year	2018-09-30	$47,393
Participant contributions at beginning of year	2018-09-30	$46,166
Income. Received or receivable in cash from other sources (including rollovers)	2018-09-30	$0
Administrative expenses (other) incurred	2018-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-09-30	No
Value of net income/loss	2018-09-30	$1,168,065
Value of net assets at end of year (total assets less liabilities)	2018-09-30	$18,356,010
Value of net assets at beginning of year (total assets less liabilities)	2018-09-30	$17,187,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-09-30	No
Were any leases to which the plan was party in default or uncollectible	2018-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-09-30	$18,308,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-09-30	$17,141,779
Interest on participant loans	2018-09-30	$2,273
Interest earned on other investments	2018-09-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-09-30	$244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-09-30	No
Was there a failure to transmit to the plan any participant contributions	2018-09-30	No
Has the plan failed to provide any benefit when due under the plan	2018-09-30	No
Contributions received in cash from employer	2018-09-30	$118,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-09-30	$1,609,352
Did the plan have assets held for investment	2018-09-30	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	2018-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-09-30	Disclaimer
Accountancy firm name	2018-09-30	KELLER & OWENS LLC
Accountancy firm EIN	2018-09-30	481195228
2017 : SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$0
Total income from all sources (including contributions)	2017-09-30	$2,639,723
Total loss/gain on sale of assets	2017-09-30	$0
Total of all expenses incurred	2017-09-30	$1,366,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-09-30	$1,366,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-09-30	$682,098
Value of total assets at end of year	2017-09-30	$17,187,945
Value of total assets at beginning of year	2017-09-30	$15,914,591
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-09-30	$0
Total interest from all sources	2017-09-30	$2,377
Total dividends received (eg from common stock, registered investment company shares)	2017-09-30	$577,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-09-30	$577,892
Was this plan covered by a fidelity bond	2017-09-30	No
If this is an individual account plan, was there a blackout period	2017-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-09-30	No
Contributions received from participants	2017-09-30	$567,003
Participant contributions at end of year	2017-09-30	$46,166
Participant contributions at beginning of year	2017-09-30	$70,333
Income. Received or receivable in cash from other sources (including rollovers)	2017-09-30	$457
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-09-30	$6,802
Other income not declared elsewhere	2017-09-30	$8,068
Administrative expenses (other) incurred	2017-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-30	No
Value of net income/loss	2017-09-30	$1,273,354
Value of net assets at end of year (total assets less liabilities)	2017-09-30	$17,187,945
Value of net assets at beginning of year (total assets less liabilities)	2017-09-30	$15,914,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-09-30	No
Were any leases to which the plan was party in default or uncollectible	2017-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-09-30	$17,141,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-09-30	$15,844,258
Interest on participant loans	2017-09-30	$2,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-09-30	$1,369,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-09-30	No
Was there a failure to transmit to the plan any participant contributions	2017-09-30	No
Has the plan failed to provide any benefit when due under the plan	2017-09-30	No
Contributions received in cash from employer	2017-09-30	$114,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-09-30	$1,359,567
Did the plan have assets held for investment	2017-09-30	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	2017-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-09-30	Disclaimer
Accountancy firm name	2017-09-30	KELLER & OWENS LLC
Accountancy firm EIN	2017-09-30	481195228
2016 : SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-09-30	$0
Total income from all sources (including contributions)	2016-09-30	$2,004,014
Total loss/gain on sale of assets	2016-09-30	$0
Total of all expenses incurred	2016-09-30	$715,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-09-30	$715,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-09-30	$638,038
Value of total assets at end of year	2016-09-30	$15,914,591
Value of total assets at beginning of year	2016-09-30	$14,625,712
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-09-30	$0
Total interest from all sources	2016-09-30	$2,224
Total dividends received (eg from common stock, registered investment company shares)	2016-09-30	$803,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-09-30	$803,515
Was this plan covered by a fidelity bond	2016-09-30	No
If this is an individual account plan, was there a blackout period	2016-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-09-30	No
Contributions received from participants	2016-09-30	$508,891
Participant contributions at end of year	2016-09-30	$70,333
Participant contributions at beginning of year	2016-09-30	$64,673
Income. Received or receivable in cash from other sources (including rollovers)	2016-09-30	$45,061
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-09-30	$575
Other income not declared elsewhere	2016-09-30	$5,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-09-30	No
Value of net income/loss	2016-09-30	$1,288,879
Value of net assets at end of year (total assets less liabilities)	2016-09-30	$15,914,591
Value of net assets at beginning of year (total assets less liabilities)	2016-09-30	$14,625,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-09-30	No
Were any leases to which the plan was party in default or uncollectible	2016-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-09-30	$15,844,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-09-30	$14,561,039
Interest on participant loans	2016-09-30	$2,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-09-30	$554,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-09-30	No
Was there a failure to transmit to the plan any participant contributions	2016-09-30	No
Has the plan failed to provide any benefit when due under the plan	2016-09-30	No
Contributions received in cash from employer	2016-09-30	$84,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-09-30	$714,560
Did the plan have assets held for investment	2016-09-30	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	2016-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-09-30	Disclaimer
Accountancy firm name	2016-09-30	KELLER & OWEN LLC
Accountancy firm EIN	2016-09-30	481195228
2015 : SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources (including contributions)	2015-09-30	$400,389
Total of all expenses incurred	2015-09-30	$1,192,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-09-30	$1,187,135
Expenses. Certain deemed distributions of participant loans	2015-09-30	$5,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-09-30	$579,383
Value of total assets at end of year	2015-09-30	$14,625,712
Value of total assets at beginning of year	2015-09-30	$15,418,064
Total interest from all sources	2015-09-30	$2,770
Total dividends received (eg from common stock, registered investment company shares)	2015-09-30	$781,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-09-30	$781,013
Was this plan covered by a fidelity bond	2015-09-30	No
If this is an individual account plan, was there a blackout period	2015-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-09-30	No
Contributions received from participants	2015-09-30	$494,859
Participant contributions at end of year	2015-09-30	$64,673
Participant contributions at beginning of year	2015-09-30	$79,839
Other income not declared elsewhere	2015-09-30	$1,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-09-30	No
Value of net income/loss	2015-09-30	$-792,352
Value of net assets at end of year (total assets less liabilities)	2015-09-30	$14,625,712
Value of net assets at beginning of year (total assets less liabilities)	2015-09-30	$15,418,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-09-30	No
Were any leases to which the plan was party in default or uncollectible	2015-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-09-30	$14,561,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-09-30	$15,338,225
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-09-30	$2,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-09-30	$-963,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-09-30	No
Was there a failure to transmit to the plan any participant contributions	2015-09-30	No
Has the plan failed to provide any benefit when due under the plan	2015-09-30	No
Contributions received in cash from employer	2015-09-30	$84,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-09-30	$1,187,135
Did the plan have assets held for investment	2015-09-30	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	2015-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-09-30	Disclaimer
Accountancy firm name	2015-09-30	KELLER & OWEN LLC
Accountancy firm EIN	2015-09-30	481195228
2014 : SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$0
Total income from all sources (including contributions)	2014-09-30	$2,115,697
Total loss/gain on sale of assets	2014-09-30	$0
Total of all expenses incurred	2014-09-30	$1,577,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-09-30	$1,573,206
Expenses. Certain deemed distributions of participant loans	2014-09-30	$4,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-09-30	$614,995
Value of total assets at end of year	2014-09-30	$15,418,064
Value of total assets at beginning of year	2014-09-30	$14,879,948
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-09-30	$0
Total interest from all sources	2014-09-30	$3,244
Total dividends received (eg from common stock, registered investment company shares)	2014-09-30	$445,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-09-30	$445,803
Was this plan covered by a fidelity bond	2014-09-30	Yes
Value of fidelity bond cover	2014-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-09-30	No
Contributions received from participants	2014-09-30	$480,114
Participant contributions at end of year	2014-09-30	$79,839
Participant contributions at beginning of year	2014-09-30	$81,922
Income. Received or receivable in cash from other sources (including rollovers)	2014-09-30	$49,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Value of net income/loss	2014-09-30	$538,116
Value of net assets at end of year (total assets less liabilities)	2014-09-30	$15,418,064
Value of net assets at beginning of year (total assets less liabilities)	2014-09-30	$14,879,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-09-30	No
Were any leases to which the plan was party in default or uncollectible	2014-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-09-30	$15,338,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-09-30	$14,798,026
Income. Interest from loans (other than to participants)	2014-09-30	$3,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-09-30	$1,051,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-09-30	No
Was there a failure to transmit to the plan any participant contributions	2014-09-30	No
Has the plan failed to provide any benefit when due under the plan	2014-09-30	No
Contributions received in cash from employer	2014-09-30	$85,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-09-30	$1,573,206
Did the plan have assets held for investment	2014-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-09-30	Disclaimer
Accountancy firm name	2014-09-30	KELLER & OWENS, LLC
Accountancy firm EIN	2014-09-30	481195228
2013 : SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total income from all sources (including contributions)	2013-09-30	$2,428,618
Total loss/gain on sale of assets	2013-09-30	$0
Total of all expenses incurred	2013-09-30	$387,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-09-30	$387,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-09-30	$609,155
Value of total assets at end of year	2013-09-30	$14,879,948
Value of total assets at beginning of year	2013-09-30	$12,838,975
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-09-30	$0
Total interest from all sources	2013-09-30	$2,687
Total dividends received (eg from common stock, registered investment company shares)	2013-09-30	$249,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-09-30	$249,189
Was this plan covered by a fidelity bond	2013-09-30	Yes
Value of fidelity bond cover	2013-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-09-30	No
Contributions received from participants	2013-09-30	$485,438
Participant contributions at end of year	2013-09-30	$81,922
Participant contributions at beginning of year	2013-09-30	$72,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Value of net income/loss	2013-09-30	$2,040,973
Value of net assets at end of year (total assets less liabilities)	2013-09-30	$14,879,948
Value of net assets at beginning of year (total assets less liabilities)	2013-09-30	$12,838,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-09-30	No
Were any leases to which the plan was party in default or uncollectible	2013-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-09-30	$14,798,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-09-30	$12,766,827
Interest on participant loans	2013-09-30	$2,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-09-30	$1,567,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-09-30	No
Was there a failure to transmit to the plan any participant contributions	2013-09-30	No
Has the plan failed to provide any benefit when due under the plan	2013-09-30	No
Contributions received in cash from employer	2013-09-30	$123,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-09-30	$387,645
Did the plan have assets held for investment	2013-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-09-30	No
Opinion of an independent qualified public accountant for this plan	2013-09-30	Unqualified
Accountancy firm name	2013-09-30	STEVEN T. OSBORNE, CPA
Accountancy firm EIN	2013-09-30	431395134
2012 : SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total income from all sources (including contributions)	2012-09-30	$2,797,137
Total loss/gain on sale of assets	2012-09-30	$0
Total of all expenses incurred	2012-09-30	$2,329,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-09-30	$2,329,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-09-30	$554,504
Value of total assets at end of year	2012-09-30	$12,838,975
Value of total assets at beginning of year	2012-09-30	$12,371,361
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-09-30	$0
Total interest from all sources	2012-09-30	$3,484
Total dividends received (eg from common stock, registered investment company shares)	2012-09-30	$221,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-09-30	$221,494
Was this plan covered by a fidelity bond	2012-09-30	Yes
Value of fidelity bond cover	2012-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2012-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-09-30	No
Contributions received from participants	2012-09-30	$493,084
Participant contributions at end of year	2012-09-30	$72,148
Participant contributions at beginning of year	2012-09-30	$107,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Value of net income/loss	2012-09-30	$467,614
Value of net assets at end of year (total assets less liabilities)	2012-09-30	$12,838,975
Value of net assets at beginning of year (total assets less liabilities)	2012-09-30	$12,371,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-09-30	No
Were any leases to which the plan was party in default or uncollectible	2012-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-09-30	$12,766,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-09-30	$12,264,000
Interest on participant loans	2012-09-30	$3,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-09-30	$2,017,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-09-30	No
Was there a failure to transmit to the plan any participant contributions	2012-09-30	No
Has the plan failed to provide any benefit when due under the plan	2012-09-30	No
Contributions received in cash from employer	2012-09-30	$61,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-09-30	$2,329,523
Did the plan have assets held for investment	2012-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-09-30	No
Opinion of an independent qualified public accountant for this plan	2012-09-30	Unqualified
Accountancy firm name	2012-09-30	STEVEN T. OSBORNE, CPA
Accountancy firm EIN	2012-09-30	431395134
2011 : SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$0
Total income from all sources (including contributions)	2011-09-30	$1,138,937
Total loss/gain on sale of assets	2011-09-30	$0
Total of all expenses incurred	2011-09-30	$3,821,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-09-30	$3,821,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-09-30	$663,451
Value of total assets at end of year	2011-09-30	$12,371,361
Value of total assets at beginning of year	2011-09-30	$15,053,458
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-09-30	$0
Total interest from all sources	2011-09-30	$4,922
Total dividends received (eg from common stock, registered investment company shares)	2011-09-30	$285,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-09-30	$285,127
Was this plan covered by a fidelity bond	2011-09-30	Yes
Value of fidelity bond cover	2011-09-30	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-09-30	No
Contributions received from participants	2011-09-30	$532,813
Participant contributions at end of year	2011-09-30	$107,361
Participant contributions at beginning of year	2011-09-30	$117,760
Income. Received or receivable in cash from other sources (including rollovers)	2011-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-09-30	No
Income. Non cash contributions	2011-09-30	$0
Value of net income/loss	2011-09-30	$-2,682,097
Value of net assets at end of year (total assets less liabilities)	2011-09-30	$12,371,361
Value of net assets at beginning of year (total assets less liabilities)	2011-09-30	$15,053,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-09-30	No
Were any leases to which the plan was party in default or uncollectible	2011-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-09-30	$12,264,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-09-30	$14,935,698
Interest on participant loans	2011-09-30	$4,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-09-30	$185,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-09-30	No
Was there a failure to transmit to the plan any participant contributions	2011-09-30	No
Has the plan failed to provide any benefit when due under the plan	2011-09-30	No
Contributions received in cash from employer	2011-09-30	$130,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-09-30	$3,821,034
Did the plan have assets held for investment	2011-09-30	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	2011-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-09-30	No
Opinion of an independent qualified public accountant for this plan	2011-09-30	Unqualified
Accountancy firm name	2011-09-30	STEVEN T. OSBORNE, CPA
Accountancy firm EIN	2011-09-30	431395134
2010 : SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0

Form 5500 Responses for SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST

2021: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	No
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

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Company Name:	SMITH & LOVELESS, INC.
Employer identification number (EIN):	480924021
NAIC Classification:	333900