401k Plan data: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT plan

PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 401k Plan overview

Plan Name	PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT
Plan identification number	002

PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

401k Sponsoring company profile

CARLTON FIELDS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: CARLTON FIELDS, P.A.

Employer identification number (EIN): 591233896

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about CARLTON FIELDS, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1969-01-17

Company Identification Number: 600794

Legal Registered Office Address: 100 S. Ashley Drive

Tampa

33602

More information about CARLTON FIELDS, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-02-01
002 2021-02-01
002 2020-02-01
002 2019-02-01
002 2018-02-01
002 2017-02-01 GARY L. SASSO
002 2016-02-01 GARY L. SASSO
002 2015-02-01
002 2014-02-01
002 2013-02-01 COREY HOLTHAUS
002 2012-02-01 COREY HOLTHAUS
002 2011-02-01 CRISTIN C. KEANE
002 2009-02-01 CRISTIN C. KEANE

Plan Statistics for PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT

401k plan membership statisitcs for PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT

Measure Date Value
2022: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2022 401k membership
Total participants, beginning-of-year 2022-02-01 908
Total number of active participants reported on line 7a of the Form 5500 2022-02-01 660
Number of retired or separated participants receiving benefits 2022-02-01 0
Number of other retired or separated participants entitled to future benefits 2022-02-01 275
Total of all active and inactive participants 2022-02-01 935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-02-01 7
Total participants 2022-02-01 942
Number of participants with account balances 2022-02-01 901
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-02-01 8
2021: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2021 401k membership
Total participants, beginning-of-year 2021-02-01 894
Total number of active participants reported on line 7a of the Form 5500 2021-02-01 645
Number of retired or separated participants receiving benefits 2021-02-01 0
Number of other retired or separated participants entitled to future benefits 2021-02-01 255
Total of all active and inactive participants 2021-02-01 900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-02-01 8
Total participants 2021-02-01 908
Number of participants with account balances 2021-02-01 869
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-02-01 17
2020: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2020 401k membership
Total participants, beginning-of-year 2020-02-01 900
Total number of active participants reported on line 7a of the Form 5500 2020-02-01 659
Number of retired or separated participants receiving benefits 2020-02-01 0
Number of other retired or separated participants entitled to future benefits 2020-02-01 228
Total of all active and inactive participants 2020-02-01 887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-02-01 7
Total participants 2020-02-01 894
Number of participants with account balances 2020-02-01 845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-02-01 2
2019: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2019 401k membership
Total participants, beginning-of-year 2019-02-01 870
Total number of active participants reported on line 7a of the Form 5500 2019-02-01 657
Number of retired or separated participants receiving benefits 2019-02-01 0
Number of other retired or separated participants entitled to future benefits 2019-02-01 237
Total of all active and inactive participants 2019-02-01 894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-02-01 6
Total participants 2019-02-01 900
Number of participants with account balances 2019-02-01 848
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-02-01 8
2018: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2018 401k membership
Total participants, beginning-of-year 2018-02-01 821
Total number of active participants reported on line 7a of the Form 5500 2018-02-01 650
Number of retired or separated participants receiving benefits 2018-02-01 0
Number of other retired or separated participants entitled to future benefits 2018-02-01 214
Total of all active and inactive participants 2018-02-01 864
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-02-01 6
Total participants 2018-02-01 870
Number of participants with account balances 2018-02-01 817
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-02-01 3
2017: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2017 401k membership
Total participants, beginning-of-year 2017-02-01 865
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 618
Number of retired or separated participants receiving benefits 2017-02-01 0
Number of other retired or separated participants entitled to future benefits 2017-02-01 198
Total of all active and inactive participants 2017-02-01 816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-02-01 5
Total participants 2017-02-01 821
Number of participants with account balances 2017-02-01 796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-02-01 13
2016: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2016 401k membership
Total participants, beginning-of-year 2016-02-01 902
Total number of active participants reported on line 7a of the Form 5500 2016-02-01 664
Number of retired or separated participants receiving benefits 2016-02-01 0
Number of other retired or separated participants entitled to future benefits 2016-02-01 198
Total of all active and inactive participants 2016-02-01 862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-02-01 3
Total participants 2016-02-01 865
Number of participants with account balances 2016-02-01 841
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-02-01 14
2015: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2015 401k membership
Total participants, beginning-of-year 2015-02-01 934
Total number of active participants reported on line 7a of the Form 5500 2015-02-01 750
Number of retired or separated participants receiving benefits 2015-02-01 0
Number of other retired or separated participants entitled to future benefits 2015-02-01 150
Total of all active and inactive participants 2015-02-01 900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-02-01 2
Total participants 2015-02-01 902
Number of participants with account balances 2015-02-01 879
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-02-01 9
2014: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2014 401k membership
Total participants, beginning-of-year 2014-02-01 873
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 780
Number of retired or separated participants receiving benefits 2014-02-01 0
Number of other retired or separated participants entitled to future benefits 2014-02-01 139
Total of all active and inactive participants 2014-02-01 919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-02-01 3
Total participants 2014-02-01 922
Number of participants with account balances 2014-02-01 907
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-02-01 19
2013: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2013 401k membership
Total participants, beginning-of-year 2013-02-01 712
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 623
Number of retired or separated participants receiving benefits 2013-02-01 0
Number of other retired or separated participants entitled to future benefits 2013-02-01 113
Total of all active and inactive participants 2013-02-01 736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-01 1
Total participants 2013-02-01 737
Number of participants with account balances 2013-02-01 647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-01 9
2012: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2012 401k membership
Total participants, beginning-of-year 2012-02-01 717
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 580
Number of retired or separated participants receiving benefits 2012-02-01 0
Number of other retired or separated participants entitled to future benefits 2012-02-01 129
Total of all active and inactive participants 2012-02-01 709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 3
Total participants 2012-02-01 712
Number of participants with account balances 2012-02-01 607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 0
2011: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2011 401k membership
Total participants, beginning-of-year 2011-02-01 766
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 594
Number of retired or separated participants receiving benefits 2011-02-01 120
Number of other retired or separated participants entitled to future benefits 2011-02-01 0
Total of all active and inactive participants 2011-02-01 714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 3
Total participants 2011-02-01 717
Number of participants with account balances 2011-02-01 598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 11
2009: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2009 401k membership
Total participants, beginning-of-year 2009-02-01 618
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 589
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 105
Total of all active and inactive participants 2009-02-01 694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 1
Total participants 2009-02-01 695
Number of participants with account balances 2009-02-01 571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 5

Measure	Date	Value
2022: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2022 401k membership
Total participants, beginning-of-year	2022-02-01	908
Total number of active participants reported on line 7a of the Form 5500	2022-02-01	660
Number of retired or separated participants receiving benefits	2022-02-01	0
Number of other retired or separated participants entitled to future benefits	2022-02-01	275
Total of all active and inactive participants	2022-02-01	935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-02-01	7
Total participants	2022-02-01	942
Number of participants with account balances	2022-02-01	901
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-02-01	8
2021: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2021 401k membership
Total participants, beginning-of-year	2021-02-01	894
Total number of active participants reported on line 7a of the Form 5500	2021-02-01	645
Number of retired or separated participants receiving benefits	2021-02-01	0
Number of other retired or separated participants entitled to future benefits	2021-02-01	255
Total of all active and inactive participants	2021-02-01	900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-02-01	8
Total participants	2021-02-01	908
Number of participants with account balances	2021-02-01	869
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-02-01	17
2020: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2020 401k membership
Total participants, beginning-of-year	2020-02-01	900
Total number of active participants reported on line 7a of the Form 5500	2020-02-01	659
Number of retired or separated participants receiving benefits	2020-02-01	0
Number of other retired or separated participants entitled to future benefits	2020-02-01	228
Total of all active and inactive participants	2020-02-01	887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-02-01	7
Total participants	2020-02-01	894
Number of participants with account balances	2020-02-01	845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-02-01	2
2019: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2019 401k membership
Total participants, beginning-of-year	2019-02-01	870
Total number of active participants reported on line 7a of the Form 5500	2019-02-01	657
Number of retired or separated participants receiving benefits	2019-02-01	0
Number of other retired or separated participants entitled to future benefits	2019-02-01	237
Total of all active and inactive participants	2019-02-01	894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-02-01	6
Total participants	2019-02-01	900
Number of participants with account balances	2019-02-01	848
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-02-01	8
2018: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2018 401k membership
Total participants, beginning-of-year	2018-02-01	821
Total number of active participants reported on line 7a of the Form 5500	2018-02-01	650
Number of retired or separated participants receiving benefits	2018-02-01	0
Number of other retired or separated participants entitled to future benefits	2018-02-01	214
Total of all active and inactive participants	2018-02-01	864
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-02-01	6
Total participants	2018-02-01	870
Number of participants with account balances	2018-02-01	817
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-02-01	3
2017: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2017 401k membership
Total participants, beginning-of-year	2017-02-01	865
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	618
Number of retired or separated participants receiving benefits	2017-02-01	0
Number of other retired or separated participants entitled to future benefits	2017-02-01	198
Total of all active and inactive participants	2017-02-01	816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-02-01	5
Total participants	2017-02-01	821
Number of participants with account balances	2017-02-01	796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-02-01	13
2016: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2016 401k membership
Total participants, beginning-of-year	2016-02-01	902
Total number of active participants reported on line 7a of the Form 5500	2016-02-01	664
Number of retired or separated participants receiving benefits	2016-02-01	0
Number of other retired or separated participants entitled to future benefits	2016-02-01	198
Total of all active and inactive participants	2016-02-01	862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-02-01	3
Total participants	2016-02-01	865
Number of participants with account balances	2016-02-01	841
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-02-01	14
2015: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2015 401k membership
Total participants, beginning-of-year	2015-02-01	934
Total number of active participants reported on line 7a of the Form 5500	2015-02-01	750
Number of retired or separated participants receiving benefits	2015-02-01	0
Number of other retired or separated participants entitled to future benefits	2015-02-01	150
Total of all active and inactive participants	2015-02-01	900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-02-01	2
Total participants	2015-02-01	902
Number of participants with account balances	2015-02-01	879
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-02-01	9
2014: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2014 401k membership
Total participants, beginning-of-year	2014-02-01	873
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	780
Number of retired or separated participants receiving benefits	2014-02-01	0
Number of other retired or separated participants entitled to future benefits	2014-02-01	139
Total of all active and inactive participants	2014-02-01	919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-02-01	3
Total participants	2014-02-01	922
Number of participants with account balances	2014-02-01	907
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-02-01	19
2013: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2013 401k membership
Total participants, beginning-of-year	2013-02-01	712
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	623
Number of retired or separated participants receiving benefits	2013-02-01	0
Number of other retired or separated participants entitled to future benefits	2013-02-01	113
Total of all active and inactive participants	2013-02-01	736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-01	1
Total participants	2013-02-01	737
Number of participants with account balances	2013-02-01	647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-01	9
2012: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2012 401k membership
Total participants, beginning-of-year	2012-02-01	717
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	580
Number of retired or separated participants receiving benefits	2012-02-01	0
Number of other retired or separated participants entitled to future benefits	2012-02-01	129
Total of all active and inactive participants	2012-02-01	709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	3
Total participants	2012-02-01	712
Number of participants with account balances	2012-02-01	607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	0
2011: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2011 401k membership
Total participants, beginning-of-year	2011-02-01	766
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	594
Number of retired or separated participants receiving benefits	2011-02-01	120
Number of other retired or separated participants entitled to future benefits	2011-02-01	0
Total of all active and inactive participants	2011-02-01	714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	3
Total participants	2011-02-01	717
Number of participants with account balances	2011-02-01	598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	11
2009: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2009 401k membership
Total participants, beginning-of-year	2009-02-01	618
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	589
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	105
Total of all active and inactive participants	2009-02-01	694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	1
Total participants	2009-02-01	695
Number of participants with account balances	2009-02-01	571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	5

Financial Data on PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT

Measure	Date	Value
2023 : PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2023 401k financial data
Total income from all sources (including contributions)	2023-01-31	$-10,978,935
Total of all expenses incurred	2023-01-31	$14,617,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-31	$14,440,494
Value of total corrective distributions	2023-01-31	$3,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-31	$10,232,145
Value of total assets at end of year	2023-01-31	$278,669,529
Value of total assets at beginning of year	2023-01-31	$304,266,387
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-31	$173,441
Total interest from all sources	2023-01-31	$496,174
Total dividends received (eg from common stock, registered investment company shares)	2023-01-31	$11,520,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-31	$11,520,992
Administrative expenses professional fees incurred	2023-01-31	$16,516
Was this plan covered by a fidelity bond	2023-01-31	Yes
Value of fidelity bond cover	2023-01-31	$500,000
If this is an individual account plan, was there a blackout period	2023-01-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-31	No
Contributions received from participants	2023-01-31	$7,979,567
Participant contributions at end of year	2023-01-31	$1,111,632
Participant contributions at beginning of year	2023-01-31	$1,074,038
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-31	$368,182
Administrative expenses (other) incurred	2023-01-31	$92,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-31	No
Value of net income/loss	2023-01-31	$-25,596,858
Value of net assets at end of year (total assets less liabilities)	2023-01-31	$278,669,529
Value of net assets at beginning of year (total assets less liabilities)	2023-01-31	$304,266,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-31	No
Were any leases to which the plan was party in default or uncollectible	2023-01-31	No
Investment advisory and management fees	2023-01-31	$64,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-31	$253,335,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-31	$276,735,078
Interest on participant loans	2023-01-31	$55,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-01-31	$22,337,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-01-31	$22,960,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-01-31	$22,960,022
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-01-31	$441,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-31	$-33,228,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-31	No
Was there a failure to transmit to the plan any participant contributions	2023-01-31	No
Has the plan failed to provide any benefit when due under the plan	2023-01-31	No
Contributions received in cash from employer	2023-01-31	$1,884,396
Employer contributions (assets) at end of year	2023-01-31	$1,884,340
Employer contributions (assets) at beginning of year	2023-01-31	$3,497,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-31	$14,440,494
Did the plan have assets held for investment	2023-01-31	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	2023-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-31	No
Opinion of an independent qualified public accountant for this plan	2023-01-31	Unqualified
Accountancy firm name	2023-01-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2023-01-31	263429295
2022 : PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-31	$0
Total income from all sources (including contributions)	2022-01-31	$39,421,900
Total loss/gain on sale of assets	2022-01-31	$0
Total of all expenses incurred	2022-01-31	$30,346,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-31	$30,182,117
Value of total corrective distributions	2022-01-31	$487
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-31	$11,882,168
Value of total assets at end of year	2022-01-31	$304,266,387
Value of total assets at beginning of year	2022-01-31	$295,190,918
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-31	$163,827
Total interest from all sources	2022-01-31	$79,684
Total dividends received (eg from common stock, registered investment company shares)	2022-01-31	$20,026,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-31	$20,026,623
Administrative expenses professional fees incurred	2022-01-31	$13,330
Was this plan covered by a fidelity bond	2022-01-31	Yes
Value of fidelity bond cover	2022-01-31	$500,000
If this is an individual account plan, was there a blackout period	2022-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2022-01-31	No
Contributions received from participants	2022-01-31	$7,746,904
Participant contributions at end of year	2022-01-31	$1,074,038
Participant contributions at beginning of year	2022-01-31	$1,441,887
Participant contributions at end of year	2022-01-31	$0
Participant contributions at beginning of year	2022-01-31	$589,796
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-31	$638,011
Administrative expenses (other) incurred	2022-01-31	$86,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-31	No
Value of net income/loss	2022-01-31	$9,075,469
Value of net assets at end of year (total assets less liabilities)	2022-01-31	$304,266,387
Value of net assets at beginning of year (total assets less liabilities)	2022-01-31	$295,190,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-31	No
Were any leases to which the plan was party in default or uncollectible	2022-01-31	No
Investment advisory and management fees	2022-01-31	$64,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-31	$276,735,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-31	$261,694,849
Interest on participant loans	2022-01-31	$68,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-01-31	$22,960,022
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-01-31	$30,137,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-01-31	$30,137,568
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-01-31	$11,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-31	$7,433,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-31	No
Was there a failure to transmit to the plan any participant contributions	2022-01-31	No
Has the plan failed to provide any benefit when due under the plan	2022-01-31	No
Contributions received in cash from employer	2022-01-31	$3,497,253
Employer contributions (assets) at end of year	2022-01-31	$3,497,249
Employer contributions (assets) at beginning of year	2022-01-31	$1,326,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-31	$30,182,117
Did the plan have assets held for investment	2022-01-31	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	2022-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-31	No
Opinion of an independent qualified public accountant for this plan	2022-01-31	Unqualified
Accountancy firm name	2022-01-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2022-01-31	263429295
2021 : PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-01-31	$0
Total income from all sources (including contributions)	2021-01-31	$48,103,971
Total loss/gain on sale of assets	2021-01-31	$0
Total of all expenses incurred	2021-01-31	$28,361,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-01-31	$28,193,662
Value of total corrective distributions	2021-01-31	$2,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-01-31	$9,986,404
Value of total assets at end of year	2021-01-31	$295,190,918
Value of total assets at beginning of year	2021-01-31	$275,448,605
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-01-31	$165,508
Total interest from all sources	2021-01-31	$175,662
Total dividends received (eg from common stock, registered investment company shares)	2021-01-31	$13,342,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-01-31	$13,342,075
Administrative expenses professional fees incurred	2021-01-31	$19,727
Was this plan covered by a fidelity bond	2021-01-31	Yes
Value of fidelity bond cover	2021-01-31	$500,000
If this is an individual account plan, was there a blackout period	2021-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-01-31	No
Contributions received from participants	2021-01-31	$7,437,427
Participant contributions at end of year	2021-01-31	$1,441,887
Participant contributions at beginning of year	2021-01-31	$1,460,963
Participant contributions at end of year	2021-01-31	$589,796
Participant contributions at beginning of year	2021-01-31	$577,097
Income. Received or receivable in cash from other sources (including rollovers)	2021-01-31	$645,051
Administrative expenses (other) incurred	2021-01-31	$81,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-01-31	No
Value of net income/loss	2021-01-31	$19,742,313
Value of net assets at end of year (total assets less liabilities)	2021-01-31	$295,190,918
Value of net assets at beginning of year (total assets less liabilities)	2021-01-31	$275,448,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-01-31	No
Were any leases to which the plan was party in default or uncollectible	2021-01-31	No
Investment advisory and management fees	2021-01-31	$64,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-01-31	$261,694,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-01-31	$251,865,708
Interest on participant loans	2021-01-31	$79,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-01-31	$30,137,568
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-01-31	$21,544,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-01-31	$21,544,837
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-01-31	$96,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-01-31	$24,599,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-01-31	No
Was there a failure to transmit to the plan any participant contributions	2021-01-31	No
Has the plan failed to provide any benefit when due under the plan	2021-01-31	No
Contributions received in cash from employer	2021-01-31	$1,903,926
Employer contributions (assets) at end of year	2021-01-31	$1,326,818
Employer contributions (assets) at beginning of year	2021-01-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-01-31	$28,193,662
Did the plan have assets held for investment	2021-01-31	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	2021-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-01-31	No
Opinion of an independent qualified public accountant for this plan	2021-01-31	Disclaimer
Accountancy firm name	2021-01-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2021-01-31	263429295
2020 : PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-01-31	$0
Total unrealized appreciation/depreciation of assets	2020-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-31	$0
Total income from all sources (including contributions)	2020-01-31	$50,276,975
Total income from all sources (including contributions)	2020-01-31	$50,276,975
Total loss/gain on sale of assets	2020-01-31	$0
Total loss/gain on sale of assets	2020-01-31	$0
Total of all expenses incurred	2020-01-31	$23,134,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-01-31	$22,965,122
Value of total corrective distributions	2020-01-31	$876
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-01-31	$13,248,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-01-31	$13,248,131
Value of total assets at end of year	2020-01-31	$275,448,605
Value of total assets at end of year	2020-01-31	$275,448,605
Value of total assets at beginning of year	2020-01-31	$248,306,496
Value of total assets at beginning of year	2020-01-31	$248,306,496
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-01-31	$168,868
Total interest from all sources	2020-01-31	$485,975
Total interest from all sources	2020-01-31	$485,975
Total dividends received (eg from common stock, registered investment company shares)	2020-01-31	$10,589,101
Total dividends received (eg from common stock, registered investment company shares)	2020-01-31	$10,589,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-01-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-01-31	$10,589,101
Total dividends received from registered investment company shares (eg mutual funds)	2020-01-31	$10,589,101
Administrative expenses professional fees incurred	2020-01-31	$27,773
Was this plan covered by a fidelity bond	2020-01-31	Yes
Was this plan covered by a fidelity bond	2020-01-31	Yes
Value of fidelity bond cover	2020-01-31	$500,000
Value of fidelity bond cover	2020-01-31	$500,000
If this is an individual account plan, was there a blackout period	2020-01-31	No
If this is an individual account plan, was there a blackout period	2020-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-01-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-01-31	No
Contributions received from participants	2020-01-31	$6,954,043
Participant contributions at end of year	2020-01-31	$1,460,963
Participant contributions at end of year	2020-01-31	$1,460,963
Participant contributions at beginning of year	2020-01-31	$1,396,755
Participant contributions at beginning of year	2020-01-31	$1,396,755
Participant contributions at end of year	2020-01-31	$577,097
Participant contributions at end of year	2020-01-31	$577,097
Participant contributions at beginning of year	2020-01-31	$545,110
Participant contributions at beginning of year	2020-01-31	$545,110
Income. Received or receivable in cash from other sources (including rollovers)	2020-01-31	$3,004,395
Administrative expenses (other) incurred	2020-01-31	$77,100
Administrative expenses (other) incurred	2020-01-31	$77,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-01-31	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	2020-01-31	No
Value of net income/loss	2020-01-31	$27,142,109
Value of net income/loss	2020-01-31	$27,142,109
Value of net assets at end of year (total assets less liabilities)	2020-01-31	$275,448,605
Value of net assets at end of year (total assets less liabilities)	2020-01-31	$275,448,605
Value of net assets at beginning of year (total assets less liabilities)	2020-01-31	$248,306,496
Value of net assets at beginning of year (total assets less liabilities)	2020-01-31	$248,306,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-01-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-01-31	No
Were any leases to which the plan was party in default or uncollectible	2020-01-31	No
Were any leases to which the plan was party in default or uncollectible	2020-01-31	No
Investment advisory and management fees	2020-01-31	$63,995
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-01-31	$251,865,708
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-01-31	$251,865,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-01-31	$226,824,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-01-31	$226,824,816
Interest on participant loans	2020-01-31	$73,693
Interest on participant loans	2020-01-31	$73,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-01-31	$21,544,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-01-31	$21,544,837
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-01-31	$19,539,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-01-31	$19,539,815
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-01-31	$19,539,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-01-31	$19,539,815
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-01-31	$412,282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-01-31	$412,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-01-31	$25,953,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-01-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-01-31	No
Was there a failure to transmit to the plan any participant contributions	2020-01-31	No
Was there a failure to transmit to the plan any participant contributions	2020-01-31	No
Has the plan failed to provide any benefit when due under the plan	2020-01-31	No
Has the plan failed to provide any benefit when due under the plan	2020-01-31	No
Contributions received in cash from employer	2020-01-31	$3,289,693
Contributions received in cash from employer	2020-01-31	$3,289,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-01-31	$22,965,122
Did the plan have assets held for investment	2020-01-31	Yes
Did the plan have assets held for investment	2020-01-31	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	2020-01-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-01-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-01-31	Disclaimer
Accountancy firm name	2020-01-31	ASSURANCE DIMENSIONS
Accountancy firm name	2020-01-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2020-01-31	263429295
Accountancy firm EIN	2020-01-31	263429295
2019 : PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-01-31	$0
2018 : PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-01-31	$0
Total income from all sources (including contributions)	2018-01-31	$51,054,954
Total loss/gain on sale of assets	2018-01-31	$0
Total of all expenses incurred	2018-01-31	$24,355,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-01-31	$24,203,123
Value of total corrective distributions	2018-01-31	$1,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-01-31	$6,516,637
Value of total assets at end of year	2018-01-31	$261,920,937
Value of total assets at beginning of year	2018-01-31	$235,221,715
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-01-31	$150,792
Total interest from all sources	2018-01-31	$224,543
Total dividends received (eg from common stock, registered investment company shares)	2018-01-31	$10,074,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-01-31	$10,074,844
Administrative expenses professional fees incurred	2018-01-31	$23,499
Was this plan covered by a fidelity bond	2018-01-31	Yes
Value of fidelity bond cover	2018-01-31	$500,000
If this is an individual account plan, was there a blackout period	2018-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-01-31	No
Contributions received from participants	2018-01-31	$6,146,065
Participant contributions at end of year	2018-01-31	$1,470,333
Participant contributions at beginning of year	2018-01-31	$1,598,648
Participant contributions at end of year	2018-01-31	$528,083
Participant contributions at beginning of year	2018-01-31	$715,567
Income. Received or receivable in cash from other sources (including rollovers)	2018-01-31	$368,315
Administrative expenses (other) incurred	2018-01-31	$57,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-01-31	No
Value of net income/loss	2018-01-31	$26,699,222
Value of net assets at end of year (total assets less liabilities)	2018-01-31	$261,920,937
Value of net assets at beginning of year (total assets less liabilities)	2018-01-31	$235,221,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-01-31	No
Were any leases to which the plan was party in default or uncollectible	2018-01-31	No
Investment advisory and management fees	2018-01-31	$70,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-01-31	$243,080,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-01-31	$212,241,411
Interest on participant loans	2018-01-31	$64,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-01-31	$16,842,503
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-01-31	$18,832,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-01-31	$18,832,221
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-01-31	$159,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-01-31	$34,238,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-01-31	No
Was there a failure to transmit to the plan any participant contributions	2018-01-31	No
Has the plan failed to provide any benefit when due under the plan	2018-01-31	No
Contributions received in cash from employer	2018-01-31	$2,257
Employer contributions (assets) at end of year	2018-01-31	$0
Employer contributions (assets) at beginning of year	2018-01-31	$1,833,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-01-31	$24,203,123
Did the plan have assets held for investment	2018-01-31	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	2018-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-01-31	Disclaimer
Accountancy firm name	2018-01-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2018-01-31	263429295
2017 : PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-01-31	$0
Total income from all sources (including contributions)	2017-01-31	$39,846,736
Total loss/gain on sale of assets	2017-01-31	$0
Total of all expenses incurred	2017-01-31	$15,188,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-01-31	$15,004,541
Value of total corrective distributions	2017-01-31	$2,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-01-31	$9,407,813
Value of total assets at end of year	2017-01-31	$235,221,715
Value of total assets at beginning of year	2017-01-31	$210,563,032
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-01-31	$180,666
Total interest from all sources	2017-01-31	$189,523
Total dividends received (eg from common stock, registered investment company shares)	2017-01-31	$7,695,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-01-31	$7,695,765
Administrative expenses professional fees incurred	2017-01-31	$37,011
Was this plan covered by a fidelity bond	2017-01-31	Yes
Value of fidelity bond cover	2017-01-31	$500,000
If this is an individual account plan, was there a blackout period	2017-01-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-01-31	No
Contributions received from participants	2017-01-31	$7,021,468
Participant contributions at end of year	2017-01-31	$1,598,648
Participant contributions at beginning of year	2017-01-31	$2,111,590
Participant contributions at end of year	2017-01-31	$715,567
Participant contributions at beginning of year	2017-01-31	$624,395
Income. Received or receivable in cash from other sources (including rollovers)	2017-01-31	$549,630
Administrative expenses (other) incurred	2017-01-31	$79,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-01-31	No
Value of net income/loss	2017-01-31	$24,658,683
Value of net assets at end of year (total assets less liabilities)	2017-01-31	$235,221,715
Value of net assets at beginning of year (total assets less liabilities)	2017-01-31	$210,563,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-01-31	No
Were any leases to which the plan was party in default or uncollectible	2017-01-31	No
Investment advisory and management fees	2017-01-31	$64,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-01-31	$212,241,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-01-31	$198,834,650
Interest on participant loans	2017-01-31	$78,724
Value of interest in common/collective trusts at end of year	2017-01-31	$0
Value of interest in common/collective trusts at beginning of year	2017-01-31	$4,622,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-01-31	$18,832,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-01-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-01-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-01-31	$110,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-01-31	$22,553,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-01-31	No
Was there a failure to transmit to the plan any participant contributions	2017-01-31	No
Has the plan failed to provide any benefit when due under the plan	2017-01-31	No
Contributions received in cash from employer	2017-01-31	$1,836,715
Employer contributions (assets) at end of year	2017-01-31	$1,833,868
Employer contributions (assets) at beginning of year	2017-01-31	$4,369,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-01-31	$15,004,541
Did the plan have assets held for investment	2017-01-31	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	2017-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-01-31	Disclaimer
Accountancy firm name	2017-01-31	BARLEY MCNAMARA WILD CPAS & ASSOC
Accountancy firm EIN	2017-01-31	273236857
2016 : PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-01-31	$0
Total income from all sources (including contributions)	2016-01-31	$5,034,846
Total loss/gain on sale of assets	2016-01-31	$0
Total of all expenses incurred	2016-01-31	$10,503,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-01-31	$10,294,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-01-31	$11,941,890
Value of total assets at end of year	2016-01-31	$210,563,032
Value of total assets at beginning of year	2016-01-31	$216,031,330
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-01-31	$208,156
Total interest from all sources	2016-01-31	$82,815
Total dividends received (eg from common stock, registered investment company shares)	2016-01-31	$9,240,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-01-31	$9,240,157
Administrative expenses professional fees incurred	2016-01-31	$44,096
Was this plan covered by a fidelity bond	2016-01-31	Yes
Value of fidelity bond cover	2016-01-31	$500,000
If this is an individual account plan, was there a blackout period	2016-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-01-31	No
Contributions received from participants	2016-01-31	$7,297,944
Participant contributions at end of year	2016-01-31	$2,111,590
Participant contributions at beginning of year	2016-01-31	$2,002,229
Participant contributions at end of year	2016-01-31	$624,395
Participant contributions at beginning of year	2016-01-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-01-31	$274,537
Administrative expenses (other) incurred	2016-01-31	$98,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-01-31	No
Value of net income/loss	2016-01-31	$-5,468,298
Value of net assets at end of year (total assets less liabilities)	2016-01-31	$210,563,032
Value of net assets at beginning of year (total assets less liabilities)	2016-01-31	$216,031,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-01-31	No
Were any leases to which the plan was party in default or uncollectible	2016-01-31	No
Investment advisory and management fees	2016-01-31	$66,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-01-31	$198,834,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-01-31	$209,659,826
Interest on participant loans	2016-01-31	$82,815
Value of interest in common/collective trusts at end of year	2016-01-31	$4,622,821
Value of interest in common/collective trusts at beginning of year	2016-01-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-01-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-01-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-01-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-01-31	$-16,230,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-01-31	No
Was there a failure to transmit to the plan any participant contributions	2016-01-31	No
Has the plan failed to provide any benefit when due under the plan	2016-01-31	No
Contributions received in cash from employer	2016-01-31	$4,369,409
Employer contributions (assets) at end of year	2016-01-31	$4,369,576
Employer contributions (assets) at beginning of year	2016-01-31	$4,369,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-01-31	$10,294,988
Did the plan have assets held for investment	2016-01-31	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	2016-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-01-31	Disclaimer
Accountancy firm name	2016-01-31	BARLEY MCNAMARA WILD CPAS & ASSOC
Accountancy firm EIN	2016-01-31	273236857
2015 : PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-01-31	$0
Total transfer of assets to this plan	2015-01-31	$48,700,845
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-01-31	$0
Total income from all sources (including contributions)	2015-01-31	$32,866,998
Total loss/gain on sale of assets	2015-01-31	$0
Total of all expenses incurred	2015-01-31	$9,270,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-01-31	$9,024,017
Value of total corrective distributions	2015-01-31	$38,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-01-31	$16,337,688
Value of total assets at end of year	2015-01-31	$216,031,330
Value of total assets at beginning of year	2015-01-31	$143,734,448
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-01-31	$208,574
Total interest from all sources	2015-01-31	$91,002
Total dividends received (eg from common stock, registered investment company shares)	2015-01-31	$8,376,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-01-31	$8,376,990
Administrative expenses professional fees incurred	2015-01-31	$65,062
Was this plan covered by a fidelity bond	2015-01-31	Yes
Value of fidelity bond cover	2015-01-31	$500,000
If this is an individual account plan, was there a blackout period	2015-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-01-31	No
Contributions received from participants	2015-01-31	$7,284,340
Participant contributions at end of year	2015-01-31	$2,002,229
Participant contributions at beginning of year	2015-01-31	$1,541,139
Income. Received or receivable in cash from other sources (including rollovers)	2015-01-31	$1,205,161
Administrative expenses (other) incurred	2015-01-31	$87,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-01-31	No
Value of net income/loss	2015-01-31	$23,596,037
Value of net assets at end of year (total assets less liabilities)	2015-01-31	$216,031,330
Value of net assets at beginning of year (total assets less liabilities)	2015-01-31	$143,734,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-01-31	No
Were any leases to which the plan was party in default or uncollectible	2015-01-31	No
Investment advisory and management fees	2015-01-31	$55,998
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-01-31	$209,659,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-01-31	$142,193,309
Interest on participant loans	2015-01-31	$91,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-01-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-01-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-01-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-01-31	$8,061,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-01-31	No
Was there a failure to transmit to the plan any participant contributions	2015-01-31	No
Has the plan failed to provide any benefit when due under the plan	2015-01-31	No
Contributions received in cash from employer	2015-01-31	$7,848,187
Employer contributions (assets) at end of year	2015-01-31	$4,369,275
Employer contributions (assets) at beginning of year	2015-01-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-01-31	$9,024,017
Did the plan have assets held for investment	2015-01-31	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	2015-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-01-31	Disclaimer
Accountancy firm name	2015-01-31	BARLEY MCNAMARA WILD CPAS & ASSOC
Accountancy firm EIN	2015-01-31	273236857
2014 : PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-01-31	$0
Total transfer of assets to this plan	2014-01-31	$3,221,453
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-01-31	$0
Total income from all sources (including contributions)	2014-01-31	$27,596,701
Total loss/gain on sale of assets	2014-01-31	$0
Total of all expenses incurred	2014-01-31	$6,407,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-01-31	$6,239,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-01-31	$8,835,027
Value of total assets at end of year	2014-01-31	$143,734,448
Value of total assets at beginning of year	2014-01-31	$119,324,205
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-01-31	$168,460
Total interest from all sources	2014-01-31	$61,832
Total dividends received (eg from common stock, registered investment company shares)	2014-01-31	$5,017,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-01-31	No
Was this plan covered by a fidelity bond	2014-01-31	Yes
Value of fidelity bond cover	2014-01-31	$500,000
If this is an individual account plan, was there a blackout period	2014-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-01-31	No
Contributions received from participants	2014-01-31	$4,596,164
Participant contributions at end of year	2014-01-31	$1,541,139
Participant contributions at beginning of year	2014-01-31	$1,805,297
Income. Received or receivable in cash from other sources (including rollovers)	2014-01-31	$788,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-01-31	No
Value of net income/loss	2014-01-31	$21,188,790
Value of net assets at end of year (total assets less liabilities)	2014-01-31	$143,734,448
Value of net assets at beginning of year (total assets less liabilities)	2014-01-31	$119,324,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-01-31	No
Were any leases to which the plan was party in default or uncollectible	2014-01-31	No
Investment advisory and management fees	2014-01-31	$168,460
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-01-31	$142,193,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-01-31	$117,518,908
Interest on participant loans	2014-01-31	$61,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-01-31	$13,682,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-01-31	No
Was there a failure to transmit to the plan any participant contributions	2014-01-31	No
Has the plan failed to provide any benefit when due under the plan	2014-01-31	No
Contributions received in cash from employer	2014-01-31	$3,450,605
Income. Dividends from common stock	2014-01-31	$5,017,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-01-31	$6,239,451
Did the plan have assets held for investment	2014-01-31	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	2014-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-01-31	Disclaimer
Accountancy firm name	2014-01-31	PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN	2014-01-31	134008324
2013 : PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2013 401k financial data
Total transfer of assets to this plan	2013-01-31	$485,149
Total income from all sources (including contributions)	2013-01-31	$19,887,868
Total of all expenses incurred	2013-01-31	$6,801,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-01-31	$6,466,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-01-31	$7,422,310
Value of total assets at end of year	2013-01-31	$119,472,082
Value of total assets at beginning of year	2013-01-31	$105,900,206
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-01-31	$334,440
Total interest from all sources	2013-01-31	$59,010
Total dividends received (eg from common stock, registered investment company shares)	2013-01-31	$1,798,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-01-31	No
Was this plan covered by a fidelity bond	2013-01-31	Yes
Value of fidelity bond cover	2013-01-31	$500,000
If this is an individual account plan, was there a blackout period	2013-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-01-31	No
Contributions received from participants	2013-01-31	$3,839,351
Participant contributions at end of year	2013-01-31	$1,953,175
Participant contributions at beginning of year	2013-01-31	$1,502,563
Income. Received or receivable in cash from other sources (including rollovers)	2013-01-31	$184,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-01-31	No
Value of net income/loss	2013-01-31	$13,086,727
Value of net assets at end of year (total assets less liabilities)	2013-01-31	$119,472,082
Value of net assets at beginning of year (total assets less liabilities)	2013-01-31	$105,900,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-01-31	No
Were any leases to which the plan was party in default or uncollectible	2013-01-31	No
Investment advisory and management fees	2013-01-31	$334,440
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-01-31	$117,518,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-01-31	$104,397,643
Interest on participant loans	2013-01-31	$59,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-01-31	$10,608,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-01-31	No
Was there a failure to transmit to the plan any participant contributions	2013-01-31	No
Has the plan failed to provide any benefit when due under the plan	2013-01-31	No
Contributions received in cash from employer	2013-01-31	$3,398,749
Income. Dividends from common stock	2013-01-31	$1,798,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-01-31	$6,466,701
Did the plan have assets held for investment	2013-01-31	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	2013-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-01-31	Disclaimer
Accountancy firm name	2013-01-31	PRICEWATERHOUSECOOPERS, LLC
Accountancy firm EIN	2013-01-31	134008324
2012 : PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-01-31	$301,478
Total unrealized appreciation/depreciation of assets	2012-01-31	$301,478
Total transfer of assets to this plan	2012-01-31	$257,530
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-01-31	$0
Total income from all sources (including contributions)	2012-01-31	$9,393,438
Total loss/gain on sale of assets	2012-01-31	$0
Total of all expenses incurred	2012-01-31	$4,016,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-01-31	$3,634,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-01-31	$7,151,030
Value of total assets at end of year	2012-01-31	$105,900,206
Value of total assets at beginning of year	2012-01-31	$100,266,053
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-01-31	$382,747
Total interest from all sources	2012-01-31	$62,904
Total dividends received (eg from common stock, registered investment company shares)	2012-01-31	$1,253,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-01-31	No
Was this plan covered by a fidelity bond	2012-01-31	Yes
Value of fidelity bond cover	2012-01-31	$500,000
If this is an individual account plan, was there a blackout period	2012-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-01-31	No
Contributions received from participants	2012-01-31	$3,512,950
Participant contributions at end of year	2012-01-31	$1,502,563
Participant contributions at beginning of year	2012-01-31	$1,369,512
Income. Received or receivable in cash from other sources (including rollovers)	2012-01-31	$231,201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-01-31	No
Value of net income/loss	2012-01-31	$5,376,623
Value of net assets at end of year (total assets less liabilities)	2012-01-31	$105,900,206
Value of net assets at beginning of year (total assets less liabilities)	2012-01-31	$100,266,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-01-31	No
Were any leases to which the plan was party in default or uncollectible	2012-01-31	No
Investment advisory and management fees	2012-01-31	$382,747
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-01-31	$104,397,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-01-31	$98,896,541
Interest on participant loans	2012-01-31	$62,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-01-31	$624,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-01-31	No
Was there a failure to transmit to the plan any participant contributions	2012-01-31	No
Has the plan failed to provide any benefit when due under the plan	2012-01-31	No
Contributions received in cash from employer	2012-01-31	$3,406,879
Income. Dividends from common stock	2012-01-31	$1,253,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-01-31	$3,634,068
Did the plan have assets held for investment	2012-01-31	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	2012-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-01-31	Disclaimer
Accountancy firm name	2012-01-31	PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN	2012-01-31	134008324
2011 : PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-01-31	$14,172,021
Total unrealized appreciation/depreciation of assets	2011-01-31	$14,172,021
Total transfer of assets to this plan	2011-01-31	$158,661
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-01-31	$0
Total income from all sources (including contributions)	2011-01-31	$22,255,907
Total loss/gain on sale of assets	2011-01-31	$0
Total of all expenses incurred	2011-01-31	$3,219,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-01-31	$2,905,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-01-31	$6,883,731
Value of total assets at end of year	2011-01-31	$100,266,053
Value of total assets at beginning of year	2011-01-31	$81,071,355
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-01-31	$314,335
Total interest from all sources	2011-01-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-01-31	$1,200,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-01-31	No
Was this plan covered by a fidelity bond	2011-01-31	Yes
Value of fidelity bond cover	2011-01-31	$500,000
If this is an individual account plan, was there a blackout period	2011-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-01-31	No
Contributions received from participants	2011-01-31	$3,408,836
Participant contributions at end of year	2011-01-31	$1,369,512
Participant contributions at beginning of year	2011-01-31	$1,231,003
Income. Received or receivable in cash from other sources (including rollovers)	2011-01-31	$252,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-01-31	No
Value of net income/loss	2011-01-31	$19,036,037
Value of net assets at end of year (total assets less liabilities)	2011-01-31	$100,266,053
Value of net assets at beginning of year (total assets less liabilities)	2011-01-31	$81,071,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-01-31	No
Were any leases to which the plan was party in default or uncollectible	2011-01-31	No
Investment advisory and management fees	2011-01-31	$314,335
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-01-31	$98,896,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-01-31	$79,840,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-01-31	No
Was there a failure to transmit to the plan any participant contributions	2011-01-31	No
Has the plan failed to provide any benefit when due under the plan	2011-01-31	No
Contributions received in cash from employer	2011-01-31	$3,221,902
Income. Dividends from common stock	2011-01-31	$1,200,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-01-31	$2,905,535
Did the plan have assets held for investment	2011-01-31	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	2011-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-01-31	Disclaimer
Accountancy firm name	2011-01-31	PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN	2011-01-31	134008324
2010 : PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-01-31	$0

Form 5500 Responses for PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT

2022: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2022 form 5500 responses
2022-02-01	Type of plan entity	Single employer plan
2022-02-01	Plan funding arrangement – Trust	Yes
2022-02-01	Plan benefit arrangement - Trust	Yes
2021: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2021 form 5500 responses
2021-02-01	Type of plan entity	Single employer plan
2021-02-01	Submission has been amended	No
2021-02-01	This submission is the final filing	No
2021-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-02-01	Plan is a collectively bargained plan	No
2021-02-01	Plan funding arrangement – Trust	Yes
2021-02-01	Plan benefit arrangement - Trust	Yes
2020: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2020 form 5500 responses
2020-02-01	Type of plan entity	Single employer plan
2020-02-01	Submission has been amended	No
2020-02-01	This submission is the final filing	No
2020-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-02-01	Plan is a collectively bargained plan	No
2020-02-01	Plan funding arrangement – Trust	Yes
2020-02-01	Plan benefit arrangement - Trust	Yes
2019: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2019 form 5500 responses
2019-02-01	Type of plan entity	Single employer plan
2019-02-01	Submission has been amended	No
2019-02-01	This submission is the final filing	No
2019-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-02-01	Plan is a collectively bargained plan	No
2019-02-01	Plan funding arrangement – Trust	Yes
2019-02-01	Plan benefit arrangement - Trust	Yes
2018: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2018 form 5500 responses
2018-02-01	Type of plan entity	Single employer plan
2018-02-01	Submission has been amended	No
2018-02-01	This submission is the final filing	No
2018-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-02-01	Plan is a collectively bargained plan	No
2018-02-01	Plan funding arrangement – Trust	Yes
2018-02-01	Plan benefit arrangement - Trust	Yes
2017: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	Submission has been amended	No
2017-02-01	This submission is the final filing	No
2017-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-02-01	Plan is a collectively bargained plan	No
2017-02-01	Plan funding arrangement – Trust	Yes
2017-02-01	Plan benefit arrangement - Trust	Yes
2016: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2016 form 5500 responses
2016-02-01	Type of plan entity	Single employer plan
2016-02-01	Submission has been amended	No
2016-02-01	This submission is the final filing	No
2016-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-02-01	Plan is a collectively bargained plan	No
2016-02-01	Plan funding arrangement – Trust	Yes
2016-02-01	Plan benefit arrangement - Trust	Yes
2015: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2015 form 5500 responses
2015-02-01	Type of plan entity	Single employer plan
2015-02-01	Submission has been amended	No
2015-02-01	This submission is the final filing	No
2015-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-02-01	Plan is a collectively bargained plan	No
2015-02-01	Plan funding arrangement – Trust	Yes
2015-02-01	Plan benefit arrangement - Trust	Yes
2014: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Submission has been amended	No
2014-02-01	This submission is the final filing	No
2014-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-02-01	Plan is a collectively bargained plan	No
2014-02-01	Plan funding arrangement – Trust	Yes
2014-02-01	Plan benefit arrangement - Trust	Yes
2013: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Submission has been amended	No
2013-02-01	This submission is the final filing	No
2013-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-02-01	Plan is a collectively bargained plan	No
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Submission has been amended	No
2012-02-01	This submission is the final filing	No
2012-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-02-01	Plan is a collectively bargained plan	No
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Submission has been amended	No
2011-02-01	This submission is the final filing	No
2011-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-02-01	Plan is a collectively bargained plan	No
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2009: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS JORDEN BURT 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	No
2009-02-01	This submission is the final filing	No
2009-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-02-01	Plan is a collectively bargained plan	No
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CARLTON FIELDS, P.A.
Employer identification number (EIN):	591233896
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1969-01-17
Company Identification Number:	600794
Legal Registered Office Address:	100 S. Ashley Drive Tampa 33602