401k Plan data: J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN plan

J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	001

J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).

401k Sponsoring company profile

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

Company Name: J. SMITH LANIER & COMPANY, INC.

Employer identification number (EIN): 581513334

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 FRANK PLAN
001 2015-01-01 FRANK PLAN
001 2014-01-01 FRANK PLAN
001 2013-01-01 FRANK PLAN
001 2012-01-01 FRANK PLAN
001 2011-01-01 FRANK PLAN
001 2009-01-01 FRANK PLAN

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01	FRANK PLAN
001	2015-01-01	FRANK PLAN
001	2014-01-01	FRANK PLAN
001	2013-01-01	FRANK PLAN
001	2012-01-01	FRANK PLAN
001	2011-01-01	FRANK PLAN
001	2009-01-01	FRANK PLAN

Plan Statistics for J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2016: J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 677
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 597
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 42
Total of all active and inactive participants 2016-01-01 639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 641
Number of participants with account balances 2016-01-01 641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 9
2015: J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 648
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 567
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 39
Total of all active and inactive participants 2015-01-01 606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 607
Number of participants with account balances 2015-01-01 607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 16
2014: J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 629
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 543
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 41
Total of all active and inactive participants 2014-01-01 584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 586
Number of participants with account balances 2014-01-01 586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 14
2013: J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 630
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 553
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 38
Total of all active and inactive participants 2013-01-01 591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 593
Number of participants with account balances 2013-01-01 593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 8
2012: J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 602
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 533
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 37
Total of all active and inactive participants 2012-01-01 570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 570
Number of participants with account balances 2012-01-01 569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7
2011: J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 615
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 518
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 40
Total of all active and inactive participants 2011-01-01 558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 558
Number of participants with account balances 2011-01-01 558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2009: J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 634
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 555
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 42
Total of all active and inactive participants 2009-01-01 597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 599
Number of participants with account balances 2009-01-01 599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 15

Measure	Date	Value
2016: J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	677
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	597
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	42
Total of all active and inactive participants	2016-01-01	639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	641
Number of participants with account balances	2016-01-01	641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	9
2015: J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	648
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	567
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	39
Total of all active and inactive participants	2015-01-01	606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	607
Number of participants with account balances	2015-01-01	607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	16
2014: J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	629
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	543
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	41
Total of all active and inactive participants	2014-01-01	584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	586
Number of participants with account balances	2014-01-01	586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	14
2013: J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	630
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	553
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	38
Total of all active and inactive participants	2013-01-01	591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	593
Number of participants with account balances	2013-01-01	593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	8
2012: J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	602
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	533
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	37
Total of all active and inactive participants	2012-01-01	570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	570
Number of participants with account balances	2012-01-01	569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7
2011: J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	615
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	518
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	40
Total of all active and inactive participants	2011-01-01	558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	558
Number of participants with account balances	2011-01-01	558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2009: J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	634
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	555
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	42
Total of all active and inactive participants	2009-01-01	597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	599
Number of participants with account balances	2009-01-01	599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	15

Financial Data on J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2016 : J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$35,985,604
Total unrealized appreciation/depreciation of assets	2016-12-31	$35,985,604
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	$46,264,356
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$4,114,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,962,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,800,000
Value of total assets at end of year	2016-12-31	$124,056,958
Value of total assets at beginning of year	2016-12-31	$81,907,051
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$151,454
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$5,944,111
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	$562,638
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$3,962,995
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$4,816
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	$42,149,907
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$124,056,958
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$81,907,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$151,454
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$32,469,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$23,356,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$4,894,976
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$3,886,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$3,886,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,534,641
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
Assets. Invements in employer securities at end of year	2016-12-31	$86,687,496
Assets. Invements in employer securities at beginning of year	2016-12-31	$54,664,888
Contributions received in cash from employer	2016-12-31	$2,800,000
Income. Dividends from common stock	2016-12-31	$5,381,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,962,995
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	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	WARREN AVERETT LLC
Accountancy firm EIN	2016-12-31	454084437
2015 : J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$4,717,155
Total unrealized appreciation/depreciation of assets	2015-12-31	$4,717,155
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	$10,716,212
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,497,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,369,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,702,150
Value of total assets at end of year	2015-12-31	$81,907,051
Value of total assets at beginning of year	2015-12-31	$73,688,786
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$128,589
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$3,815,936
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	$527,627
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
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	$2,369,358
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$2,702,150
Value of net income/loss	2015-12-31	$8,218,265
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$81,907,051
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$73,688,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$128,589
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$23,356,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$22,624,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$3,886,134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,448,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,448,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-519,029
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
Assets. Invements in employer securities at end of year	2015-12-31	$54,664,888
Assets. Invements in employer securities at beginning of year	2015-12-31	$49,614,924
Income. Dividends from common stock	2015-12-31	$3,288,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,369,358
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	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	WARREN AVERETT LLC
Accountancy firm EIN	2015-12-31	454084437
2014 : J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$4,570,536
Total unrealized appreciation/depreciation of assets	2014-12-31	$4,570,536
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	$11,502,532
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,492,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,406,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,680,200
Value of total assets at end of year	2014-12-31	$73,688,786
Value of total assets at beginning of year	2014-12-31	$64,678,547
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$85,597
Total interest from all sources	2014-12-31	$1,314
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$299,232
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	$299,232
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$2,406,696
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Other income not declared elsewhere	2014-12-31	$2,519,866
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
Income. Non cash contributions	2014-12-31	$2,680,200
Value of net income/loss	2014-12-31	$9,010,239
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$73,688,786
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$64,678,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$85,597
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$22,624,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$21,433,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,448,867
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$2,506,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$2,506,505
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$1,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,431,384
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
Assets. Invements in employer securities at end of year	2014-12-31	$49,614,924
Assets. Invements in employer securities at beginning of year	2014-12-31	$40,738,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,406,696
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	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	WARREN AVERETT, LLC
Accountancy firm EIN	2014-12-31	454084437
2013 : J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$3,549,322
Total unrealized appreciation/depreciation of assets	2013-12-31	$3,549,322
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	$10,626,009
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,786,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,711,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,661,120
Value of total assets at end of year	2013-12-31	$64,678,547
Value of total assets at beginning of year	2013-12-31	$55,839,232
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$74,708
Total interest from all sources	2013-12-31	$18,865
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$339,306
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	$339,306
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$1,711,986
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$9,358
Other income not declared elsewhere	2013-12-31	$2,626,785
Administrative expenses (other) incurred	2013-12-31	$85
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
Income. Non cash contributions	2013-12-31	$2,661,120
Value of net income/loss	2013-12-31	$8,839,315
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$64,678,547
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$55,839,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$74,623
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$21,433,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$11,114,632
Interest earned on other investments	2013-12-31	$2,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$2,506,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$6,264,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$6,264,640
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$16,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,430,611
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
Assets. Invements in employer securities at end of year	2013-12-31	$40,738,884
Assets. Invements in employer securities at beginning of year	2013-12-31	$36,380,491
Employer contributions (assets) at beginning of year	2013-12-31	$1,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,711,986
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	No
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$770,111
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	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	WARREN AVERETT, LLC
Accountancy firm EIN	2013-12-31	454084437
2012 : J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$937,240
Total unrealized appreciation/depreciation of assets	2012-12-31	$937,240
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	$8,781,344
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,325,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,267,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,658,270
Value of total assets at end of year	2012-12-31	$55,839,232
Value of total assets at beginning of year	2012-12-31	$48,383,476
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$58,282
Total interest from all sources	2012-12-31	$36,424
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$306,626
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	$306,626
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$1,267,306
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$9,358
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$8,862
Other income not declared elsewhere	2012-12-31	$4,842,784
Administrative expenses (other) incurred	2012-12-31	$300
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
Income. Non cash contributions	2012-12-31	$1,358,270
Value of net income/loss	2012-12-31	$7,455,756
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$55,839,232
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$48,383,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$57,982
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$11,114,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$8,760,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$6,264,640
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$2,651,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$2,651,093
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$36,424
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
Assets. Invements in employer securities at end of year	2012-12-31	$36,380,491
Assets. Invements in employer securities at beginning of year	2012-12-31	$36,232,300
Contributions received in cash from employer	2012-12-31	$1,300,000
Employer contributions (assets) at end of year	2012-12-31	$1,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,267,306
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	2012-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$770,111
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$730,975
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	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	WARREN AVERETT, LLC
Accountancy firm EIN	2012-12-31	454084437
2011 : J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$2,067,968
Total unrealized appreciation/depreciation of assets	2011-12-31	$2,067,968
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	$5,215,393
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$3,820,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,760,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,638,800
Value of total assets at end of year	2011-12-31	$48,383,476
Value of total assets at beginning of year	2011-12-31	$46,989,070
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$60,002
Total interest from all sources	2011-12-31	$37,273
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$857,317
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	$137,184
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$3,760,985
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$8,862
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$8,862
Other income not declared elsewhere	2011-12-31	$104,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,394,406
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$48,383,476
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$46,989,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$60,002
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$8,760,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$8,310,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$2,651,093
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$2,871,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$2,871,954
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$37,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-490,820
Net gain/loss from 103.12 investment entities	2011-12-31	$-490,820
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
Assets. Invements in employer securities at end of year	2011-12-31	$36,232,300
Assets. Invements in employer securities at beginning of year	2011-12-31	$35,062,966
Contributions received in cash from employer	2011-12-31	$2,638,800
Income. Dividends from common stock	2011-12-31	$720,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,760,985
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	2011-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$730,975
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$734,890
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	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	GIFFORD, HILLEGASS & INGWERSON
Accountancy firm EIN	2011-12-31	940184475
2010 : J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$1,562,744
Total unrealized appreciation/depreciation of assets	2010-12-31	$1,562,744
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	$6,402,327
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,266,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,217,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,322,200
Value of total assets at end of year	2010-12-31	$46,989,070
Value of total assets at beginning of year	2010-12-31	$42,853,491
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$49,071
Total interest from all sources	2010-12-31	$38,652
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,535,485
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	$144,767
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
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	$2,217,677
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$8,862
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$8,862
Other income not declared elsewhere	2010-12-31	$3,198
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	$4,135,579
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$46,989,070
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$42,853,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$49,071
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$8,310,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$7,762,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$2,871,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,686,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,686,432
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$38,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$940,048
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
Assets. Invements in employer securities at end of year	2010-12-31	$35,062,966
Assets. Invements in employer securities at beginning of year	2010-12-31	$33,395,699
Contributions received in cash from employer	2010-12-31	$2,322,200
Income. Dividends from common stock	2010-12-31	$1,390,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,217,677
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
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$734,890
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	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	GIFFORD, HILLEGASS & INGWERSON
Accountancy firm EIN	2010-12-31	920184475
2009 : J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP 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	$1,523,734

Form 5500 Responses for J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN

2016: J. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP 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. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP 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. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP 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. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP 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. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP 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. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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. SMITH LANIER & CO. EMPLOYEE STOCK OWNERSHIP 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

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Company Name:	J. SMITH LANIER & COMPANY, INC.
Employer identification number (EIN):	581513334
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages