401k Plan data: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN plan

GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 401k Plan overview

Plan Name	GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN
Plan identification number	001

GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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

GENTRY LOCKE RAKES & MOORE LLP has sponsored the creation of one or more 401k plans.

Company Name: GENTRY LOCKE RAKES & MOORE LLP

Employer identification number (EIN): 540540718

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED 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 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 WILLIAM GUST WILLIAM GUST 2018-10-15
001 2016-01-01 W. WILLIAM GUST W. WILLIAM GUST 2017-10-16
001 2015-01-01 WILLIAM GUST WILLIAM GUST 2016-10-07
001 2014-01-01 WILLIAM GUST WILLIAM GUST 2015-10-09
001 2013-01-01 WILLIAM GUST WILLIAM GUST 2014-09-05
001 2012-01-01 WILLIAM GUST WILLIAM GUST 2013-09-11
001 2011-01-01 W WILLIAM GUST W WILLIAM GUST 2012-09-14
001 2010-01-01 W. WILLIAM GUST W. WILLIAM GUST 2011-10-04

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	WILLIAM GUST	WILLIAM GUST	2018-10-15
001	2016-01-01	W. WILLIAM GUST	W. WILLIAM GUST	2017-10-16
001	2015-01-01	WILLIAM GUST	WILLIAM GUST	2016-10-07
001	2014-01-01	WILLIAM GUST	WILLIAM GUST	2015-10-09
001	2013-01-01	WILLIAM GUST	WILLIAM GUST	2014-09-05
001	2012-01-01	WILLIAM GUST	WILLIAM GUST	2013-09-11
001	2011-01-01	W WILLIAM GUST	W WILLIAM GUST	2012-09-14
001	2010-01-01	W. WILLIAM GUST	W. WILLIAM GUST	2011-10-04

Plan Statistics for GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN

401k plan membership statisitcs for GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN

Measure Date Value
2022: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 156
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 26
Total of all active and inactive participants 2022-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 185
Number of participants with account balances 2022-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 145
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 25
Total of all active and inactive participants 2021-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 172
Number of participants with account balances 2021-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 132
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 27
Total of all active and inactive participants 2020-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 160
Number of participants with account balances 2020-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 131
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 30
Total of all active and inactive participants 2019-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 161
Number of participants with account balances 2019-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 128
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 28
Total of all active and inactive participants 2018-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 157
Number of participants with account balances 2018-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 130
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 26
Total of all active and inactive participants 2017-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 156
Number of participants with account balances 2017-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 128
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 33
Total of all active and inactive participants 2016-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 161
Number of participants with account balances 2016-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 130
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 27
Total of all active and inactive participants 2015-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 158
Number of participants with account balances 2015-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 126
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 27
Total of all active and inactive participants 2014-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 155
Number of participants with account balances 2014-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 120
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 37
Total of all active and inactive participants 2013-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 157
Number of participants with account balances 2013-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 130
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 31
Total of all active and inactive participants 2012-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 161
Number of participants with account balances 2012-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 130
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 31
Total of all active and inactive participants 2011-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 163
Number of participants with account balances 2011-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 123
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 27
Total of all active and inactive participants 2010-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 150
Number of participants with account balances 2010-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2022: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	156
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	26
Total of all active and inactive participants	2022-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	185
Number of participants with account balances	2022-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	145
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	25
Total of all active and inactive participants	2021-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	172
Number of participants with account balances	2021-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	132
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	27
Total of all active and inactive participants	2020-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	160
Number of participants with account balances	2020-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	131
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	30
Total of all active and inactive participants	2019-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	161
Number of participants with account balances	2019-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	128
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	28
Total of all active and inactive participants	2018-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	157
Number of participants with account balances	2018-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	130
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	26
Total of all active and inactive participants	2017-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	156
Number of participants with account balances	2017-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	128
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	33
Total of all active and inactive participants	2016-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	161
Number of participants with account balances	2016-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	130
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	27
Total of all active and inactive participants	2015-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	158
Number of participants with account balances	2015-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	126
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	27
Total of all active and inactive participants	2014-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	155
Number of participants with account balances	2014-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	120
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	37
Total of all active and inactive participants	2013-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	157
Number of participants with account balances	2013-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	130
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	31
Total of all active and inactive participants	2012-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	161
Number of participants with account balances	2012-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	130
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	31
Total of all active and inactive participants	2011-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	163
Number of participants with account balances	2011-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	123
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	27
Total of all active and inactive participants	2010-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	150
Number of participants with account balances	2010-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN

Measure	Date	Value
2022 : GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-2,341,580
Total of all expenses incurred	2022-12-31	$2,622,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,468,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,045,870
Value of total assets at end of year	2022-12-31	$38,948,944
Value of total assets at beginning of year	2022-12-31	$43,913,221
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$153,700
Total interest from all sources	2022-12-31	$14,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$46,219
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,235,527
Participant contributions at end of year	2022-12-31	$295,365
Participant contributions at beginning of year	2022-12-31	$279,061
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$8,150,742
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$10,511,876
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$276,851
Other income not declared elsewhere	2022-12-31	$-1,609,762
Administrative expenses (other) incurred	2022-12-31	$500
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	$-4,964,277
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$38,948,944
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$43,913,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$31,648
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$23,342,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$26,267,880
Interest on participant loans	2022-12-31	$14,731
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$5,627,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$5,487,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,792,423
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	$1,533,492
Employer contributions (assets) at end of year	2022-12-31	$1,533,492
Employer contributions (assets) at beginning of year	2022-12-31	$1,367,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,468,997
Contract administrator fees	2022-12-31	$75,333
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	BROWN EDWARDS & COMPANY, LLP
Accountancy firm EIN	2022-12-31	540504608
2021 : GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$7,835,069
Total of all expenses incurred	2021-12-31	$4,963,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,760,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,539,023
Value of total assets at end of year	2021-12-31	$43,913,221
Value of total assets at beginning of year	2021-12-31	$41,041,230
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$202,235
Total interest from all sources	2021-12-31	$20,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$202,235
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
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	$1,134,464
Participant contributions at end of year	2021-12-31	$279,061
Participant contributions at beginning of year	2021-12-31	$362,653
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$10,511,876
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$10,957,845
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$27,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,871,991
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$43,913,221
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$41,041,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$26,267,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$21,117,132
Interest on participant loans	2021-12-31	$20,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$5,487,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$7,416,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,275,170
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	$1,377,185
Employer contributions (assets) at end of year	2021-12-31	$1,367,187
Employer contributions (assets) at beginning of year	2021-12-31	$1,187,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,760,843
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
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	BROWN EDWARDS & COMPANY, LLP
Accountancy firm EIN	2021-12-31	540504608
2020 : GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$1,030,344
Total unrealized appreciation/depreciation of assets	2020-12-31	$1,030,344
Total income from all sources (including contributions)	2020-12-31	$5,769,337
Total of all expenses incurred	2020-12-31	$3,066,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,971,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,209,163
Value of total assets at end of year	2020-12-31	$41,041,230
Value of total assets at beginning of year	2020-12-31	$38,338,882
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$95,102
Total interest from all sources	2020-12-31	$23,289
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$588,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$588,513
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$995,522
Participant contributions at end of year	2020-12-31	$362,653
Participant contributions at beginning of year	2020-12-31	$429,405
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$10,957,845
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$7,355,273
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$26,147
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	$2,702,348
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$41,041,230
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$38,338,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$21,117,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$22,246,868
Interest on participant loans	2020-12-31	$23,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$7,416,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$7,103,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,918,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,187,494
Employer contributions (assets) at end of year	2020-12-31	$1,187,494
Employer contributions (assets) at beginning of year	2020-12-31	$1,204,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,971,887
Contract administrator fees	2020-12-31	$95,102
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	BROWN EDWARDS & COMPANY, LLP
Accountancy firm EIN	2020-12-31	540504608
2019 : GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$943,058
Total unrealized appreciation/depreciation of assets	2019-12-31	$943,058
Total income from all sources (including contributions)	2019-12-31	$7,772,245
Total of all expenses incurred	2019-12-31	$2,088,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,995,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,146,719
Value of total assets at end of year	2019-12-31	$38,338,882
Value of total assets at beginning of year	2019-12-31	$32,655,616
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$93,045
Total interest from all sources	2019-12-31	$28,561
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$733,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$733,016
Administrative expenses professional fees incurred	2019-12-31	$63,579
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$878,727
Participant contributions at end of year	2019-12-31	$429,405
Participant contributions at beginning of year	2019-12-31	$492,222
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$7,355,273
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$5,607,520
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$63,751
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	$5,683,266
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$38,338,882
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$32,655,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$22,408
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$22,246,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$18,329,528
Interest on participant loans	2019-12-31	$28,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$7,103,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$7,170,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,920,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,204,241
Employer contributions (assets) at end of year	2019-12-31	$1,204,241
Employer contributions (assets) at beginning of year	2019-12-31	$1,055,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,995,934
Contract administrator fees	2019-12-31	$7,058
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BROWN EDWARDS & COMPANY, LLP
Accountancy firm EIN	2019-12-31	540504608
2018 : GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-368,585
Total unrealized appreciation/depreciation of assets	2018-12-31	$-368,585
Total income from all sources (including contributions)	2018-12-31	$570,502
Total of all expenses incurred	2018-12-31	$693,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$582,691
Expenses. Certain deemed distributions of participant loans	2018-12-31	$12,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,838,836
Value of total assets at end of year	2018-12-31	$32,655,616
Value of total assets at beginning of year	2018-12-31	$32,778,148
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$97,745
Total interest from all sources	2018-12-31	$19,571
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$800,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$800,107
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$778,886
Participant contributions at end of year	2018-12-31	$492,222
Participant contributions at beginning of year	2018-12-31	$358,872
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$5,607,520
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$5,854,104
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	$-122,532
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$32,655,616
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$32,778,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$18,329,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$18,552,787
Interest on participant loans	2018-12-31	$19,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$7,170,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$6,921,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,719,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,059,950
Employer contributions (assets) at end of year	2018-12-31	$1,055,932
Employer contributions (assets) at beginning of year	2018-12-31	$1,091,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$582,691
Contract administrator fees	2018-12-31	$97,745
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	BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN	2018-12-31	540504608
2017 : GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$292,752
Total unrealized appreciation/depreciation of assets	2017-12-31	$292,752
Total income from all sources (including contributions)	2017-12-31	$5,273,196
Total loss/gain on sale of assets	2017-12-31	$-8,417
Total of all expenses incurred	2017-12-31	$1,349,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,276,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,056,697
Value of total assets at end of year	2017-12-31	$32,778,148
Value of total assets at beginning of year	2017-12-31	$28,854,857
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$73,690
Total interest from all sources	2017-12-31	$107,739
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$447,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$398,916
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$785,780
Participant contributions at end of year	2017-12-31	$358,872
Participant contributions at beginning of year	2017-12-31	$419,361
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$28,173
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$5,854,104
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$4,727,176
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$179,835
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	$3,923,291
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$32,778,148
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$28,854,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$18,552,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$14,706,576
Interest on participant loans	2017-12-31	$14,375
Interest earned on other investments	2017-12-31	$1,106
Income. Interest from US Government securities	2017-12-31	$91,989
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$6,921,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$7,993,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,376,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,091,082
Employer contributions (assets) at end of year	2017-12-31	$1,091,082
Employer contributions (assets) at beginning of year	2017-12-31	$980,035
Income. Dividends from common stock	2017-12-31	$48,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,276,215
Contract administrator fees	2017-12-31	$73,690
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
Aggregate proceeds on sale of assets	2017-12-31	$276,514
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$284,931
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	BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN	2017-12-31	540504608
2016 : GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$128,422
Total unrealized appreciation/depreciation of assets	2016-12-31	$128,422
Total income from all sources (including contributions)	2016-12-31	$3,635,358
Total loss/gain on sale of assets	2016-12-31	$-49,963
Total of all expenses incurred	2016-12-31	$1,925,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,857,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,711,129
Value of total assets at end of year	2016-12-31	$28,854,857
Value of total assets at beginning of year	2016-12-31	$27,145,226
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$67,861
Total interest from all sources	2016-12-31	$110,547
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$469,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$427,584
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$731,094
Participant contributions at end of year	2016-12-31	$419,361
Participant contributions at beginning of year	2016-12-31	$390,118
Participant contributions at end of year	2016-12-31	$28,173
Participant contributions at beginning of year	2016-12-31	$8,975
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$4,727,176
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$4,312,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,709,631
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$28,854,857
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$27,145,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$67,861
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$14,706,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$13,674,134
Interest on participant loans	2016-12-31	$15,521
Interest earned on other investments	2016-12-31	$1,293
Income. Interest from US Government securities	2016-12-31	$93,676
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$57
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$7,993,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$7,762,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,265,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$980,035
Employer contributions (assets) at end of year	2016-12-31	$980,035
Employer contributions (assets) at beginning of year	2016-12-31	$996,485
Income. Dividends from common stock	2016-12-31	$42,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,857,866
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$198,827
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$248,790
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN	2016-12-31	540504608
2015 : GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-2,787
Total unrealized appreciation/depreciation of assets	2015-12-31	$-2,787
Total income from all sources (including contributions)	2015-12-31	$2,607,751
Total loss/gain on sale of assets	2015-12-31	$-55,071
Total of all expenses incurred	2015-12-31	$635,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$573,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,802,841
Value of total assets at end of year	2015-12-31	$27,145,226
Value of total assets at beginning of year	2015-12-31	$25,173,245
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$61,981
Total interest from all sources	2015-12-31	$105,390
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$536,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$499,735
Administrative expenses professional fees incurred	2015-12-31	$29,263
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$769,448
Participant contributions at end of year	2015-12-31	$390,118
Participant contributions at beginning of year	2015-12-31	$313,833
Participant contributions at end of year	2015-12-31	$8,975
Participant contributions at beginning of year	2015-12-31	$21,017
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$4,312,756
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$4,345,879
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,036,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,971,981
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$27,145,226
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$25,173,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$32,718
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$13,674,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$12,498,535
Interest on participant loans	2015-12-31	$14,540
Interest earned on other investments	2015-12-31	$88,844
Income. Interest from US Government securities	2015-12-31	$473
Income. Interest from corporate debt instruments	2015-12-31	$1,395
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$7,762,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$6,980,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-779,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$996,485
Employer contributions (assets) at end of year	2015-12-31	$996,485
Employer contributions (assets) at beginning of year	2015-12-31	$1,013,639
Income. Dividends from common stock	2015-12-31	$37,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$573,789
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$134,602
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$189,673
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	ANDERSON & REED, LLP
Accountancy firm EIN	2015-12-31	540617257
2014 : GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$2,883,586
Total of all expenses incurred	2014-12-31	$1,466,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,437,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,684,146
Value of total assets at end of year	2014-12-31	$25,173,245
Value of total assets at beginning of year	2014-12-31	$23,756,034
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$28,770
Total interest from all sources	2014-12-31	$91,927
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$674,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$674,582
Administrative expenses professional fees incurred	2014-12-31	$10,174
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$669,876
Participant contributions at end of year	2014-12-31	$313,833
Participant contributions at beginning of year	2014-12-31	$253,207
Participant contributions at end of year	2014-12-31	$21,017
Participant contributions at beginning of year	2014-12-31	$11,031
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$4,345,879
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$3,625,156
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,417,211
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$25,173,245
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$23,756,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$18,596
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$12,498,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$12,170,716
Interest on participant loans	2014-12-31	$9,772
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$82,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$6,980,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$6,689,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$432,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,013,639
Employer contributions (assets) at end of year	2014-12-31	$1,013,639
Employer contributions (assets) at beginning of year	2014-12-31	$1,006,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,437,605
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	ANDERSON & REED, LLP
Accountancy firm EIN	2014-12-31	540617257
2013 : GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$4,353,064
Total of all expenses incurred	2013-12-31	$936,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$917,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,649,900
Value of total assets at end of year	2013-12-31	$23,756,034
Value of total assets at beginning of year	2013-12-31	$20,339,957
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$19,623
Total interest from all sources	2013-12-31	$103,576
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$464,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$464,731
Administrative expenses professional fees incurred	2013-12-31	$4,459
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$601,866
Participant contributions at end of year	2013-12-31	$253,207
Participant contributions at beginning of year	2013-12-31	$269,655
Participant contributions at end of year	2013-12-31	$11,031
Participant contributions at beginning of year	2013-12-31	$19,184
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$3,625,156
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$3,128,526
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$41,773
Other income not declared elsewhere	2013-12-31	$6,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,416,077
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$23,756,034
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$20,339,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$15,164
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$12,170,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$9,701,112
Interest on participant loans	2013-12-31	$10,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$92,758
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$6,689,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$6,245,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,128,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,006,261
Employer contributions (assets) at end of year	2013-12-31	$1,006,261
Employer contributions (assets) at beginning of year	2013-12-31	$975,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$917,364
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ANDERSON & REED, LLP
Accountancy firm EIN	2013-12-31	540617257
2012 : GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$3,281,831
Total of all expenses incurred	2012-12-31	$2,845,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,833,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,729,917
Value of total assets at end of year	2012-12-31	$20,339,957
Value of total assets at beginning of year	2012-12-31	$19,903,275
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$12,144
Total interest from all sources	2012-12-31	$36,246
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$331,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$331,055
Administrative expenses professional fees incurred	2012-12-31	$7,221
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$659,004
Participant contributions at end of year	2012-12-31	$269,655
Participant contributions at beginning of year	2012-12-31	$240,781
Participant contributions at end of year	2012-12-31	$19,184
Participant contributions at beginning of year	2012-12-31	$15,046
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$3,128,526
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$4,933,228
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$95,340
Other income not declared elsewhere	2012-12-31	$222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$436,682
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$20,339,957
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$19,903,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$4,923
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$9,701,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$8,174,850
Interest on participant loans	2012-12-31	$10,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$26,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$6,245,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$5,563,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,184,391
Net investment gain or loss from common/collective trusts	2012-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$975,573
Employer contributions (assets) at end of year	2012-12-31	$975,573
Employer contributions (assets) at beginning of year	2012-12-31	$919,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,833,005
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$57,044
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	ANDERSON & REED, LLP
Accountancy firm EIN	2012-12-31	540617257
2011 : GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$1,930,091
Total of all expenses incurred	2011-12-31	$677,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$664,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,853,037
Value of total assets at end of year	2011-12-31	$19,903,275
Value of total assets at beginning of year	2011-12-31	$18,650,669
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$13,383
Total interest from all sources	2011-12-31	$162,265
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$265,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$265,383
Administrative expenses professional fees incurred	2011-12-31	$3,412
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$629,148
Participant contributions at end of year	2011-12-31	$240,781
Participant contributions at beginning of year	2011-12-31	$267,168
Participant contributions at end of year	2011-12-31	$15,046
Participant contributions at beginning of year	2011-12-31	$184,544
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$4,933,228
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$4,430,904
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$304,598
Other income not declared elsewhere	2011-12-31	$5,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,252,606
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$19,903,275
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$18,650,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$9,971
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$8,174,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,156,261
Interest on participant loans	2011-12-31	$11,503
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$150,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$5,563,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$6,143,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-356,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$919,291
Employer contributions (assets) at end of year	2011-12-31	$919,291
Employer contributions (assets) at beginning of year	2011-12-31	$375,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$664,102
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$57,044
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$92,235
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ANDERSON & REED, LLP
Accountancy firm EIN	2011-12-31	540617257
2010 : GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$3,132,391
Total of all expenses incurred	2010-12-31	$1,367,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,350,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,795,259
Value of total assets at end of year	2010-12-31	$18,650,669
Value of total assets at beginning of year	2010-12-31	$16,886,076
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$16,810
Total interest from all sources	2010-12-31	$68,911
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$254,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$254,212
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$813,498
Participant contributions at end of year	2010-12-31	$267,168
Participant contributions at beginning of year	2010-12-31	$227,356
Participant contributions at end of year	2010-12-31	$184,544
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$4,430,904
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$2,102,171
Other income not declared elsewhere	2010-12-31	$11,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Income. Non cash contributions	2010-12-31	$3,406
Value of net income/loss	2010-12-31	$1,764,593
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$18,650,669
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$16,886,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$16,810
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,156,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,965,356
Interest on participant loans	2010-12-31	$14,186
Value of interest in common/collective trusts at beginning of year	2010-12-31	$2,587,546
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,248,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,248,217
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$54,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$6,143,944
Asset value of US Government securities at beginning of year	2010-12-31	$634,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,002,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$978,355
Employer contributions (assets) at end of year	2010-12-31	$375,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,350,988
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$710,326
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$92,235
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$3,410,550
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ANDERSON & REED, LLP
Accountancy firm EIN	2010-12-31	540617257

Form 5500 Responses for GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN

2022: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED 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 - Trust	Yes
2018: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED 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 - Trust	Yes
2017: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED 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 - Trust	Yes
2016: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED 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 - Trust	Yes
2015: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED 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 - Trust	Yes
2014: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED 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 - Trust	Yes
2013: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED 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 - Trust	Yes
2012: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-MK3V

Policy instance

Insurance contract or identification number	GAP-CP-MK3V
Number of Individuals Covered	185
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $12,832
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,832
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-MK3V

Policy instance

Insurance contract or identification number	GAP-CP-MK3V
Number of Individuals Covered	172
Insurance policy start date	2021-10-07
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $2,783
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,783
Insurance broker organization code?	3

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

Policy contract number

331935-01

Policy instance

Insurance contract or identification number	331935-01
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-10-07
Total amount of commissions paid to insurance broker	USD $17,919
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,919
Insurance broker organization code?	3

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

Policy contract number

331935-01

Policy instance

Insurance contract or identification number	331935-01
Number of Individuals Covered	47
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $22,085
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $22,085
Insurance broker organization code?	3

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

Policy contract number

331935-01

Policy instance

Insurance contract or identification number	331935-01
Number of Individuals Covered	46
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $20,405
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $20,405
Insurance broker organization code?	3

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

Policy contract number

331935-01

Policy instance

Insurance contract or identification number	331935-01
Number of Individuals Covered	57
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $22,312
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $22,312
Insurance broker organization code?	3

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

Policy contract number

331935-01

Policy instance

Insurance contract or identification number	331935-01
Number of Individuals Covered	57
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $19,534
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,534
Insurance broker organization code?	3
Insurance broker name	HOLLIS LAMON

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

Policy contract number

331935-01

Policy instance

Insurance contract or identification number	331935-01
Number of Individuals Covered	65
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $23,267
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $23,267
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	HOLLIS LAMON

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

Policy contract number

331935-01

Policy instance

Insurance contract or identification number	331935-01
Number of Individuals Covered	69
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $27,392
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $27,392
Insurance broker organization code?	3
Insurance broker name	HOLLIS LAMON

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

Policy contract number

331935-01

Policy instance

Insurance contract or identification number	331935-01
Number of Individuals Covered	73
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $24,911
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $24,911
Insurance broker organization code?	3
Insurance broker name	HOLLIS LAMON

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

Policy contract number

331935-01

Policy instance

Insurance contract or identification number	331935-01
Number of Individuals Covered	75
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $23,660
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $23,660
Insurance broker organization code?	3
Insurance broker name	HOLLIS LAMON

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

Policy contract number

331935-01

Policy instance

Insurance contract or identification number	331935-01
Number of Individuals Covered	73
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $22,302
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

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

Policy contract number

331935-01

Policy instance

Insurance contract or identification number	331935-01
Number of Individuals Covered	75
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $3,962
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

Potentially related plans

GENTRY, LOCKE, RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST [EIN = 541520169]

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Company Name:	GENTRY LOCKE RAKES & MOORE LLP
Employer identification number (EIN):	540540718
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers