401k Plan data: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN plan

J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN
Plan identification number	002

J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

J.C. STEELE & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name: J.C. STEELE & SONS, INC.

Employer identification number (EIN): 560495324

NAIC Classification: 339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 KIM GOODMAN MARIAN STEELE 2018-10-09
002 2016-01-01 KIM GOODMAN MARIAN STEELE 2017-09-28
002 2015-01-01 KIM GOODMAN MARIAN STEELE 2016-10-03
002 2014-01-01 KIM GOODMAN MARIAN STEELE 2015-08-31
002 2013-01-01 DENNY MILLER MARIAN STEELE 2014-07-22
002 2012-01-01 ROBERT MILLER MARIAN STEELE 2013-07-25
002 2011-01-01 ROBERT MILLER MARIAN STEELE 2012-09-20
002 2009-01-01 ROBERT MILLER MARIAN STEELE 2010-09-30

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	KIM GOODMAN	MARIAN STEELE	2018-10-09
002	2016-01-01	KIM GOODMAN	MARIAN STEELE	2017-09-28
002	2015-01-01	KIM GOODMAN	MARIAN STEELE	2016-10-03
002	2014-01-01	KIM GOODMAN	MARIAN STEELE	2015-08-31
002	2013-01-01	DENNY MILLER	MARIAN STEELE	2014-07-22
002	2012-01-01	ROBERT MILLER	MARIAN STEELE	2013-07-25
002	2011-01-01	ROBERT MILLER	MARIAN STEELE	2012-09-20
002	2009-01-01	ROBERT MILLER	MARIAN STEELE	2010-09-30

Plan Statistics for J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN

Measure Date Value
2022: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 131
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 15
Total of all active and inactive participants 2022-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 146
Number of participants with account balances 2022-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 122
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 21
Total of all active and inactive participants 2021-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 143
Number of participants with account balances 2021-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 136
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 18
Total of all active and inactive participants 2020-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 154
Number of participants with account balances 2020-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 134
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 14
Total of all active and inactive participants 2019-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 148
Number of participants with account balances 2019-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 134
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 13
Total of all active and inactive participants 2018-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 147
Number of participants with account balances 2018-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 129
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 13
Total of all active and inactive participants 2017-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 143
Number of participants with account balances 2017-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 137
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 11
Total of all active and inactive participants 2016-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 148
Number of participants with account balances 2016-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 134
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 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 139
Number of participants with account balances 2015-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 125
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 8
Total of all active and inactive participants 2014-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 134
Number of participants with account balances 2014-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 135
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 6
Total of all active and inactive participants 2013-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 142
Number of participants with account balances 2013-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 126
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 8
Total of all active and inactive participants 2012-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 134
Number of participants with account balances 2012-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 121
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 8
Total of all active and inactive participants 2011-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 129
Number of participants with account balances 2011-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 135
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 8
Total of all active and inactive participants 2009-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 143
Number of participants with account balances 2009-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	131
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	15
Total of all active and inactive participants	2022-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	146
Number of participants with account balances	2022-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	122
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	21
Total of all active and inactive participants	2021-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	143
Number of participants with account balances	2021-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	136
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	18
Total of all active and inactive participants	2020-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	154
Number of participants with account balances	2020-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	134
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	14
Total of all active and inactive participants	2019-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	148
Number of participants with account balances	2019-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	134
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	13
Total of all active and inactive participants	2018-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	147
Number of participants with account balances	2018-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	129
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	13
Total of all active and inactive participants	2017-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	143
Number of participants with account balances	2017-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	137
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	11
Total of all active and inactive participants	2016-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	148
Number of participants with account balances	2016-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	134
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	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	139
Number of participants with account balances	2015-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	125
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	8
Total of all active and inactive participants	2014-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	134
Number of participants with account balances	2014-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	135
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	6
Total of all active and inactive participants	2013-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	142
Number of participants with account balances	2013-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	126
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	8
Total of all active and inactive participants	2012-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	134
Number of participants with account balances	2012-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	121
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	8
Total of all active and inactive participants	2011-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	129
Number of participants with account balances	2011-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	135
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	8
Total of all active and inactive participants	2009-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	143
Number of participants with account balances	2009-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-4,125,507
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,680,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,652,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,250,027
Value of total assets at end of year	2022-12-31	$24,026,508
Value of total assets at beginning of year	2022-12-31	$32,832,991
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$28,035
Total interest from all sources	2022-12-31	$14,985
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$713,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$713,817
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$723,598
Participant contributions at end of year	2022-12-31	$215,142
Participant contributions at beginning of year	2022-12-31	$222,066
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$6,663
Other income not declared elsewhere	2022-12-31	$1,114
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	$-8,806,483
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$24,026,508
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$32,832,991
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	$12,803
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$18,894,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$26,764,997
Interest on participant loans	2022-12-31	$12,317
Interest earned on other investments	2022-12-31	$2,668
Value of interest in common/collective trusts at end of year	2022-12-31	$4,128,769
Value of interest in common/collective trusts at beginning of year	2022-12-31	$5,845,928
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$788,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,133,102
Net investment gain or loss from common/collective trusts	2022-12-31	$27,652
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	$519,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,652,941
Contract administrator fees	2022-12-31	$15,232
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	2022-12-31	Yes
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	SMITH LEONARD PLLC
Accountancy firm EIN	2022-12-31	205907591
2021 : J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,170,318
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$5,040,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,001,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,121,694
Value of total assets at end of year	2021-12-31	$32,832,991
Value of total assets at beginning of year	2021-12-31	$32,703,589
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$39,570
Total interest from all sources	2021-12-31	$15,255
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$246,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$246,284
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	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	$656,809
Participant contributions at end of year	2021-12-31	$222,066
Participant contributions at beginning of year	2021-12-31	$339,184
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,706
Administrative expenses (other) incurred	2021-12-31	$11,221
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	$129,402
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$32,832,991
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$32,703,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$18,013
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$26,764,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$24,982,211
Interest on participant loans	2021-12-31	$15,255
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$5,845,928
Value of interest in common/collective trusts at beginning of year	2021-12-31	$7,382,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,676,125
Net investment gain or loss from common/collective trusts	2021-12-31	$110,960
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	$463,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,001,346
Contract administrator fees	2021-12-31	$10,336
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	SMITH LEONARD PLLC
Accountancy firm EIN	2021-12-31	205907591
2020 : J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$6,450,256
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$4,155,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,095,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,217,578
Value of total assets at end of year	2020-12-31	$32,703,589
Value of total assets at beginning of year	2020-12-31	$30,409,196
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$59,908
Total interest from all sources	2020-12-31	$15,549
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,342,658
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	$1,342,658
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$645,216
Participant contributions at end of year	2020-12-31	$339,184
Participant contributions at beginning of year	2020-12-31	$392,056
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$13,666
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$142,461
Administrative expenses (other) incurred	2020-12-31	$16,805
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	$2,294,393
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$32,703,589
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$30,409,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$43,103
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$24,982,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$24,526,314
Interest on participant loans	2020-12-31	$15,549
Value of interest in common/collective trusts at end of year	2020-12-31	$7,382,194
Value of interest in common/collective trusts at beginning of year	2020-12-31	$5,467,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,751,774
Net investment gain or loss from common/collective trusts	2020-12-31	$122,697
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	$429,901
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$10,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,095,955
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	Unqualified
Accountancy firm name	2020-12-31	SMITH LEONARD PLLC
Accountancy firm EIN	2020-12-31	205907591
2019 : J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$3,450,077
Total unrealized appreciation/depreciation of assets	2019-12-31	$3,450,077
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$6,916,892
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,006,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$944,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,320,596
Value of total assets at end of year	2019-12-31	$30,409,196
Value of total assets at beginning of year	2019-12-31	$24,498,897
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$62,199
Total interest from all sources	2019-12-31	$16,008
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,040,515
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	$1,040,515
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$694,052
Participant contributions at end of year	2019-12-31	$392,056
Participant contributions at beginning of year	2019-12-31	$325,591
Participant contributions at end of year	2019-12-31	$13,666
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$149,380
Administrative expenses (other) incurred	2019-12-31	$51,456
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	$5,910,299
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$30,409,196
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$24,498,897
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	$10,743
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$24,526,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$18,911,871
Interest on participant loans	2019-12-31	$16,008
Value of interest in common/collective trusts at end of year	2019-12-31	$5,467,078
Value of interest in common/collective trusts at beginning of year	2019-12-31	$5,261,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,083,752
Net investment gain or loss from common/collective trusts	2019-12-31	$5,944
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	$477,164
Employer contributions (assets) at end of year	2019-12-31	$10,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$944,394
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	ELLIOTT DAVIS
Accountancy firm EIN	2019-12-31	570381582
2018 : J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$694,184
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,120,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,051,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,179,671
Value of total assets at end of year	2018-12-31	$24,498,897
Value of total assets at beginning of year	2018-12-31	$27,924,720
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$68,100
Total interest from all sources	2018-12-31	$14,988
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,363,420
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	$1,363,420
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$648,927
Participant contributions at end of year	2018-12-31	$325,591
Participant contributions at beginning of year	2018-12-31	$427,000
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$90,144
Administrative expenses (other) incurred	2018-12-31	$49,037
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	$-3,425,823
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$24,498,897
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$27,924,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$19,063
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$18,911,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$21,425,790
Interest on participant loans	2018-12-31	$14,988
Value of interest in common/collective trusts at end of year	2018-12-31	$5,261,435
Value of interest in common/collective trusts at beginning of year	2018-12-31	$6,071,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,024,591
Net investment gain or loss from common/collective trusts	2018-12-31	$160,696
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	$440,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,051,907
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	ELLIOTT DAVIS
Accountancy firm EIN	2018-12-31	570381582
2017 : J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$5,229,073
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,307,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,241,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,077,500
Value of total assets at end of year	2017-12-31	$27,924,720
Value of total assets at beginning of year	2017-12-31	$25,002,695
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$65,387
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$907,192
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	$907,192
Administrative expenses professional fees incurred	2017-12-31	$47,889
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$647,915
Participant contributions at end of year	2017-12-31	$427,000
Participant contributions at beginning of year	2017-12-31	$423,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,922,025
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$27,924,720
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$25,002,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$17,498
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$21,425,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$19,017,222
Value of interest in common/collective trusts at end of year	2017-12-31	$6,071,930
Value of interest in common/collective trusts at beginning of year	2017-12-31	$5,561,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,096,476
Net investment gain or loss from common/collective trusts	2017-12-31	$147,905
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	$429,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,241,661
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MARTIN STARNES & ASSOCIATES
Accountancy firm EIN	2017-12-31	561761202
2016 : J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,333,271
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,425,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,365,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$957,654
Value of total assets at end of year	2016-12-31	$25,002,695
Value of total assets at beginning of year	2016-12-31	$24,094,782
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$59,964
Total interest from all sources	2016-12-31	$14,990
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$418,318
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	$418,318
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$566,134
Participant contributions at end of year	2016-12-31	$423,581
Participant contributions at beginning of year	2016-12-31	$488,211
Administrative expenses (other) incurred	2016-12-31	$59,964
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	$907,913
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$25,002,695
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$24,094,782
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$19,017,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$18,266,529
Interest on participant loans	2016-12-31	$14,990
Value of interest in common/collective trusts at end of year	2016-12-31	$5,561,892
Value of interest in common/collective trusts at beginning of year	2016-12-31	$5,340,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$813,147
Net investment gain or loss from common/collective trusts	2016-12-31	$129,162
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	$391,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,365,394
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MARTIN STARNES & ASSOCIATES
Accountancy firm EIN	2016-12-31	561761202
2015 : J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,319,562
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,032,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$972,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$868,341
Value of total assets at end of year	2015-12-31	$24,094,782
Value of total assets at beginning of year	2015-12-31	$23,807,342
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$59,789
Total interest from all sources	2015-12-31	$17,269
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,185,341
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	$1,185,341
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$526,397
Participant contributions at end of year	2015-12-31	$488,211
Participant contributions at beginning of year	2015-12-31	$564,471
Participant contributions at beginning of year	2015-12-31	$16,046
Administrative expenses (other) incurred	2015-12-31	$59,789
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	$287,440
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$24,094,782
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$23,807,342
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$18,266,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$17,505,389
Interest on participant loans	2015-12-31	$17,269
Value of interest in common/collective trusts at end of year	2015-12-31	$5,340,042
Value of interest in common/collective trusts at beginning of year	2015-12-31	$5,711,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-883,589
Net investment gain or loss from common/collective trusts	2015-12-31	$132,200
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	$341,944
Employer contributions (assets) at beginning of year	2015-12-31	$9,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$972,333
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLINE & COMPANY PLLC
Accountancy firm EIN	2015-12-31	161644734
2014 : J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,695,326
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$4,144,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$4,087,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$805,258
Value of total assets at end of year	2014-12-31	$23,807,342
Value of total assets at beginning of year	2014-12-31	$25,256,452
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$56,650
Total interest from all sources	2014-12-31	$18,354
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,183,125
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	$1,183,125
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
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	$484,054
Participant contributions at end of year	2014-12-31	$564,471
Participant contributions at beginning of year	2014-12-31	$566,974
Participant contributions at end of year	2014-12-31	$16,046
Participant contributions at beginning of year	2014-12-31	$16,918
Administrative expenses (other) incurred	2014-12-31	$56,650
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	$-1,449,110
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$23,807,342
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$25,256,452
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$17,505,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$17,702,200
Interest on participant loans	2014-12-31	$18,354
Value of interest in common/collective trusts at end of year	2014-12-31	$5,711,451
Value of interest in common/collective trusts at beginning of year	2014-12-31	$6,959,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$551,066
Net investment gain or loss from common/collective trusts	2014-12-31	$137,523
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	$321,204
Employer contributions (assets) at end of year	2014-12-31	$9,985
Employer contributions (assets) at beginning of year	2014-12-31	$10,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$4,087,786
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	CLINE & COMPANY PLLC
Accountancy firm EIN	2014-12-31	161644734
2013 : J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$4,939,040
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$573,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$542,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$886,729
Value of total assets at end of year	2013-12-31	$25,256,452
Value of total assets at beginning of year	2013-12-31	$20,890,761
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$31,128
Total interest from all sources	2013-12-31	$18,855
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$477,129
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	$477,129
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
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	$532,798
Participant contributions at end of year	2013-12-31	$566,974
Participant contributions at beginning of year	2013-12-31	$569,427
Participant contributions at end of year	2013-12-31	$16,918
Administrative expenses (other) incurred	2013-12-31	$31,128
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	$4,365,691
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$25,256,452
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$20,890,761
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$17,702,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$13,149,901
Interest on participant loans	2013-12-31	$18,855
Value of interest in common/collective trusts at end of year	2013-12-31	$6,959,463
Value of interest in common/collective trusts at beginning of year	2013-12-31	$7,171,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,718,459
Net investment gain or loss from common/collective trusts	2013-12-31	$-162,132
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	$353,931
Employer contributions (assets) at end of year	2013-12-31	$10,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$542,221
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	2013-12-31	Yes
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	CLINE & COMPANY PLLC
Accountancy firm EIN	2013-12-31	161644734
2012 : J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$3,188,648
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$740,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$731,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$792,182
Value of total assets at end of year	2012-12-31	$20,890,761
Value of total assets at beginning of year	2012-12-31	$18,443,112
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$9,651
Total interest from all sources	2012-12-31	$19,697
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$360,735
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	$360,735
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$900,000
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	$482,880
Participant contributions at end of year	2012-12-31	$569,427
Participant contributions at beginning of year	2012-12-31	$504,956
Participant contributions at beginning of year	2012-12-31	$12,991
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$1,330
Administrative expenses (other) incurred	2012-12-31	$9,651
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	$2,447,649
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$20,890,761
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$18,443,112
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$13,149,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$11,034,881
Interest on participant loans	2012-12-31	$19,697
Value of interest in common/collective trusts at end of year	2012-12-31	$7,171,433
Value of interest in common/collective trusts at beginning of year	2012-12-31	$6,876,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,441,530
Net investment gain or loss from common/collective trusts	2012-12-31	$574,504
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	$309,302
Employer contributions (assets) at beginning of year	2012-12-31	$12,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$731,348
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	CLINE & COMPANY PLLC
Accountancy firm EIN	2012-12-31	161644734
2011 : J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$840,892
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,023,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,011,355
Value of total corrective distributions	2011-12-31	$1,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$738,860
Value of total assets at end of year	2011-12-31	$18,443,112
Value of total assets at beginning of year	2011-12-31	$18,626,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$11,420
Total interest from all sources	2011-12-31	$21,911
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$218,894
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	$218,894
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$900,000
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	$448,882
Participant contributions at end of year	2011-12-31	$504,956
Participant contributions at beginning of year	2011-12-31	$570,447
Participant contributions at end of year	2011-12-31	$12,991
Participant contributions at beginning of year	2011-12-31	$16,056
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$1,330
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$3,956
Administrative expenses (other) incurred	2011-12-31	$11,420
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	$-182,930
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$18,443,112
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$18,626,042
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$11,034,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$10,776,418
Interest on participant loans	2011-12-31	$21,911
Value of interest in common/collective trusts at end of year	2011-12-31	$6,876,294
Value of interest in common/collective trusts at beginning of year	2011-12-31	$7,249,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-219,223
Net investment gain or loss from common/collective trusts	2011-12-31	$80,450
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	$289,978
Employer contributions (assets) at end of year	2011-12-31	$12,660
Employer contributions (assets) at beginning of year	2011-12-31	$10,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,011,355
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	CLINE & COMPANY PLLC
Accountancy firm EIN	2011-12-31	161644734
2010 : J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,707,917
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,434,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,422,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$672,856
Value of total assets at end of year	2010-12-31	$18,626,042
Value of total assets at beginning of year	2010-12-31	$17,352,747
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$12,560
Total interest from all sources	2010-12-31	$36,734
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$85,896
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	$85,896
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$900,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
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	$399,706
Participant contributions at end of year	2010-12-31	$570,447
Participant contributions at beginning of year	2010-12-31	$694,522
Participant contributions at end of year	2010-12-31	$16,056
Participant contributions at beginning of year	2010-12-31	$11,337
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$14,262
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$3,956
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$1,558
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$12,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,273,295
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$18,626,042
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$17,352,747
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$10,776,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$9,228,651
Interest on participant loans	2010-12-31	$36,734
Value of interest in common/collective trusts at end of year	2010-12-31	$7,249,158
Value of interest in common/collective trusts at beginning of year	2010-12-31	$7,409,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,497,585
Net investment gain or loss from common/collective trusts	2010-12-31	$414,846
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	$258,888
Employer contributions (assets) at end of year	2010-12-31	$10,007
Employer contributions (assets) at beginning of year	2010-12-31	$6,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,422,062
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	No
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	CLINE & COMPANY PLLC
Accountancy firm EIN	2010-12-31	161644734
2009 : J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN

2022: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: J. C. STEELE AND SONS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

89722200-087

Policy instance

Insurance contract or identification number	89722200-087
Number of Individuals Covered	32
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	J.C. STEELE & SONS, INC.
Employer identification number (EIN):	560495324
NAIC Classification:	339900