401k Plan data: LYNCH MANAGEMENT COMPANY 401(K) PLAN plan

LYNCH MANAGEMENT COMPANY 401(K) PLAN 401k Plan overview

Plan Name	LYNCH MANAGEMENT COMPANY 401(K) PLAN
Plan identification number	001

LYNCH MANAGEMENT COMPANY 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LYNCH MANAGEMENT GROUP has sponsored the creation of one or more 401k plans.

Company Name: LYNCH MANAGEMENT GROUP

Employer identification number (EIN): 592607387

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LYNCH MANAGEMENT COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 GLENN WRIGHT GLENN WRIGHT 2018-07-09
001 2016-01-01 GLENN WRIGHT GLENN WRIGHT 2017-09-20
001 2015-01-01 GLENN WRIGHT GLENN WRIGHT 2016-07-11
001 2014-01-01 GLENN WRIGHT GLENN WRIGHT 2015-07-27
001 2013-01-01 GLENN WRIGHT GLENN WRIGHT 2014-06-09
001 2012-01-01 GLENN WRIGHT GLENN WRIGHT 2013-07-11
001 2011-01-01 GLENN WRIGHT GLENN WRIGHT 2012-07-03
001 2009-01-01 GLENN WRIGHT GLENN WRIGHT 2010-06-23

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	GLENN WRIGHT	GLENN WRIGHT	2018-07-09
001	2016-01-01	GLENN WRIGHT	GLENN WRIGHT	2017-09-20
001	2015-01-01	GLENN WRIGHT	GLENN WRIGHT	2016-07-11
001	2014-01-01	GLENN WRIGHT	GLENN WRIGHT	2015-07-27
001	2013-01-01	GLENN WRIGHT	GLENN WRIGHT	2014-06-09
001	2012-01-01	GLENN WRIGHT	GLENN WRIGHT	2013-07-11
001	2011-01-01	GLENN WRIGHT	GLENN WRIGHT	2012-07-03
001	2009-01-01	GLENN WRIGHT	GLENN WRIGHT	2010-06-23

Plan Statistics for LYNCH MANAGEMENT COMPANY 401(K) PLAN

401k plan membership statisitcs for LYNCH MANAGEMENT COMPANY 401(K) PLAN

Measure Date Value
2022: LYNCH MANAGEMENT COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 285
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 189
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 94
Total of all active and inactive participants 2022-01-01 283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 284
Number of participants with account balances 2022-01-01 270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 28
2021: LYNCH MANAGEMENT COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 271
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 193
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 40
Total of all active and inactive participants 2021-01-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 235
Number of participants with account balances 2021-01-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 34
2020: LYNCH MANAGEMENT COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 258
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 211
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 48
Total of all active and inactive participants 2020-01-01 259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 262
Number of participants with account balances 2020-01-01 244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 22
2019: LYNCH MANAGEMENT COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 261
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 212
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 39
Total of all active and inactive participants 2019-01-01 251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 253
Number of participants with account balances 2019-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 21
2018: LYNCH MANAGEMENT COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 273
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 232
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 31
Total of all active and inactive participants 2018-01-01 263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 4
Total participants 2018-01-01 267
Number of participants with account balances 2018-01-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 27
2017: LYNCH MANAGEMENT COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 164
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 30
Total of all active and inactive participants 2017-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 194
Number of participants with account balances 2017-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11
2016: LYNCH MANAGEMENT COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 163
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 19
Total of all active and inactive participants 2016-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 182
Number of participants with account balances 2016-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
2015: LYNCH MANAGEMENT COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 156
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 19
Total of all active and inactive participants 2015-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 175
Number of participants with account balances 2015-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 10
2014: LYNCH MANAGEMENT COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 159
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 19
Total of all active and inactive participants 2014-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 178
Number of participants with account balances 2014-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
2013: LYNCH MANAGEMENT COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 161
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 19
Total of all active and inactive participants 2013-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 180
Number of participants with account balances 2013-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 16
2012: LYNCH MANAGEMENT COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 157
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 24
Total of all active and inactive participants 2012-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 181
Number of participants with account balances 2012-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 11
2011: LYNCH MANAGEMENT COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 164
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 27
Total of all active and inactive participants 2011-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 191
Number of participants with account balances 2011-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 8
2009: LYNCH MANAGEMENT COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 135
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 63
Total of all active and inactive participants 2009-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 199
Number of participants with account balances 2009-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 20

Measure	Date	Value
2022: LYNCH MANAGEMENT COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	285
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	189
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	94
Total of all active and inactive participants	2022-01-01	283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	284
Number of participants with account balances	2022-01-01	270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	28
2021: LYNCH MANAGEMENT COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	271
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	193
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	40
Total of all active and inactive participants	2021-01-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	235
Number of participants with account balances	2021-01-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	34
2020: LYNCH MANAGEMENT COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	258
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	211
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	48
Total of all active and inactive participants	2020-01-01	259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	262
Number of participants with account balances	2020-01-01	244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	22
2019: LYNCH MANAGEMENT COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	261
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	212
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	39
Total of all active and inactive participants	2019-01-01	251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	253
Number of participants with account balances	2019-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	21
2018: LYNCH MANAGEMENT COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	273
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	232
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	31
Total of all active and inactive participants	2018-01-01	263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	4
Total participants	2018-01-01	267
Number of participants with account balances	2018-01-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	27
2017: LYNCH MANAGEMENT COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	164
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	30
Total of all active and inactive participants	2017-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	194
Number of participants with account balances	2017-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11
2016: LYNCH MANAGEMENT COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	163
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	19
Total of all active and inactive participants	2016-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	182
Number of participants with account balances	2016-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
2015: LYNCH MANAGEMENT COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	156
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	19
Total of all active and inactive participants	2015-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	175
Number of participants with account balances	2015-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	10
2014: LYNCH MANAGEMENT COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	159
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	19
Total of all active and inactive participants	2014-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	178
Number of participants with account balances	2014-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
2013: LYNCH MANAGEMENT COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	161
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	19
Total of all active and inactive participants	2013-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	180
Number of participants with account balances	2013-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	16
2012: LYNCH MANAGEMENT COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	157
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	24
Total of all active and inactive participants	2012-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	181
Number of participants with account balances	2012-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	11
2011: LYNCH MANAGEMENT COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	164
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	27
Total of all active and inactive participants	2011-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	191
Number of participants with account balances	2011-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	8
2009: LYNCH MANAGEMENT COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	135
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	63
Total of all active and inactive participants	2009-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	199
Number of participants with account balances	2009-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	20

Financial Data on LYNCH MANAGEMENT COMPANY 401(K) PLAN

Measure	Date	Value
2022 : LYNCH MANAGEMENT COMPANY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,160,283
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,065,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,028,624
Value of total corrective distributions	2022-12-31	$27,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,185,725
Value of total assets at end of year	2022-12-31	$13,548,712
Value of total assets at beginning of year	2022-12-31	$15,774,564
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$9,649
Total interest from all sources	2022-12-31	$5,574
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$165,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$165,508
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$790,638
Participant contributions at end of year	2022-12-31	$110,886
Participant contributions at beginning of year	2022-12-31	$119,708
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$137,047
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,225,852
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$13,548,712
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$15,774,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,901,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,396,389
Value of interest in pooled separate accounts at end of year	2022-12-31	$7,561,647
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$8,822,714
Interest on participant loans	2022-12-31	$5,574
Value of interest in common/collective trusts at end of year	2022-12-31	$1,974,887
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,435,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,110,182
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,429,937
Net investment gain or loss from common/collective trusts	2022-12-31	$23,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$258,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,028,624
Contract administrator fees	2022-12-31	$9,649
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MASTERS, SMITH & WISBY, P.A.
Accountancy firm EIN	2022-12-31	591466001
2021 : LYNCH MANAGEMENT COMPANY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,920,535
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,509,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,495,760
Value of total corrective distributions	2021-12-31	$5,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$996,623
Value of total assets at end of year	2021-12-31	$15,774,564
Value of total assets at beginning of year	2021-12-31	$14,363,965
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$8,707
Total interest from all sources	2021-12-31	$5,838
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$37,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$37,553
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$758,398
Participant contributions at end of year	2021-12-31	$119,708
Participant contributions at beginning of year	2021-12-31	$115,647
Other income not declared elsewhere	2021-12-31	$4,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,410,599
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$15,774,564
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$14,363,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,396,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,859,857
Value of interest in pooled separate accounts at end of year	2021-12-31	$8,822,714
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$8,547,954
Interest on participant loans	2021-12-31	$5,838
Value of interest in common/collective trusts at end of year	2021-12-31	$1,435,753
Value of interest in common/collective trusts at beginning of year	2021-12-31	$840,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$795,276
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,071,330
Net investment gain or loss from common/collective trusts	2021-12-31	$9,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$238,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,495,760
Contract administrator fees	2021-12-31	$8,707
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MASTERS, SMITH & WISBY, P.A.
Accountancy firm EIN	2021-12-31	591466001
2020 : LYNCH MANAGEMENT COMPANY 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,628,042
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,187,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,162,202
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$20,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$868,559
Value of total assets at end of year	2020-12-31	$14,363,965
Value of total assets at beginning of year	2020-12-31	$12,923,444
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$5,132
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$5,549
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$24,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$24,435
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$648,755
Participant contributions at end of year	2020-12-31	$115,647
Participant contributions at beginning of year	2020-12-31	$67,077
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,440,521
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,363,965
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$12,923,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,859,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,347,110
Value of interest in pooled separate accounts at end of year	2020-12-31	$8,547,954
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$8,582,361
Interest on participant loans	2020-12-31	$5,549
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$840,507
Value of interest in common/collective trusts at beginning of year	2020-12-31	$926,896
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$899,925
Net investment gain/loss from pooled separate accounts	2020-12-31	$827,026
Net investment gain or loss from common/collective trusts	2020-12-31	$2,548
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$219,804
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,162,202
Contract administrator fees	2020-12-31	$5,132
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MASTERS, SMITH & WISBY, P.A.
Accountancy firm EIN	2020-12-31	591466001
2019 : LYNCH MANAGEMENT COMPANY 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$214,592
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,160,802
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,325,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,304,163
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$15,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$824,354
Value of total assets at end of year	2019-12-31	$12,923,444
Value of total assets at beginning of year	2019-12-31	$11,873,860
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,782
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$5,411
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$35,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$35,536
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$584,108
Participant contributions at end of year	2019-12-31	$67,077
Participant contributions at beginning of year	2019-12-31	$161,311
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$52,433
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$834,992
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,923,444
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,873,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,347,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,725,645
Value of interest in pooled separate accounts at end of year	2019-12-31	$8,582,361
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$8,174,588
Interest on participant loans	2019-12-31	$5,411
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$926,896
Value of interest in common/collective trusts at beginning of year	2019-12-31	$812,316
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$666,867
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,590,053
Net investment gain or loss from common/collective trusts	2019-12-31	$38,581
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$187,813
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,304,163
Contract administrator fees	2019-12-31	$5,782
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MASTERS SMITH & WISBY PA
Accountancy firm EIN	2019-12-31	591466001
2018 : LYNCH MANAGEMENT COMPANY 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$2,828,436
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$28,474
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,314,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,251,560
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$56,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$862,689
Value of total assets at end of year	2018-12-31	$11,873,860
Value of total assets at beginning of year	2018-12-31	$10,331,548
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,060
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$7,095
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$42,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$42,115
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Amount of non-exempt transactions with any party-in-interest	2018-12-31	$0
Contributions received from participants	2018-12-31	$652,338
Participant contributions at end of year	2018-12-31	$161,311
Participant contributions at beginning of year	2018-12-31	$80,636
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,305
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$1,568
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,286,124
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,873,860
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,331,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,725,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,735,427
Value of interest in pooled separate accounts at end of year	2018-12-31	$8,174,588
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$6,619,350
Interest on participant loans	2018-12-31	$7,095
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$812,316
Value of interest in common/collective trusts at beginning of year	2018-12-31	$896,135
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-152,635
Net investment gain/loss from pooled separate accounts	2018-12-31	$-733,929
Net investment gain or loss from common/collective trusts	2018-12-31	$3,139
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$209,046
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,249,992
Contract administrator fees	2018-12-31	$6,060
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MASTERS, SMITH & WISBY P.A.
Accountancy firm EIN	2018-12-31	591466001
2017 : LYNCH MANAGEMENT COMPANY 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$0
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,893,691
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$665,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$658,393
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$3,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$500,987
Value of total assets at end of year	2017-12-31	$10,331,548
Value of total assets at beginning of year	2017-12-31	$9,103,776
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$3,933
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$3,445
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$22,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$22,127
Administrative expenses professional fees incurred	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Amount of non-exempt transactions with any party-in-interest	2017-12-31	$0
Contributions received from participants	2017-12-31	$377,807
Participant contributions at end of year	2017-12-31	$80,636
Participant contributions at beginning of year	2017-12-31	$56,643
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$12,822
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,227,772
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$10,331,548
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,103,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-12-31	$0
Investment advisory and management fees	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,735,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,441,896
Value of interest in pooled separate accounts at end of year	2017-12-31	$6,619,350
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$5,643,962
Interest on participant loans	2017-12-31	$3,445
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$0
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$896,135
Value of interest in common/collective trusts at beginning of year	2017-12-31	$943,956
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$393,499
Net investment gain/loss from pooled separate accounts	2017-12-31	$965,882
Net investment gain or loss from common/collective trusts	2017-12-31	$7,751
Net gain/loss from 103.12 investment entities	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$123,180
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$4,497
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$658,393
Contract administrator fees	2017-12-31	$3,933
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MASTERS, SMITH & WISBY P.A.
Accountancy firm EIN	2017-12-31	591466001
2016 : LYNCH MANAGEMENT COMPANY 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$958,077
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$145,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$142,250
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$463,250
Value of total assets at end of year	2016-12-31	$9,103,776
Value of total assets at beginning of year	2016-12-31	$8,291,336
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,387
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$3,684
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$27,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$27,818
Administrative expenses professional fees incurred	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Amount of non-exempt transactions with any party-in-interest	2016-12-31	$0
Contributions received from participants	2016-12-31	$344,610
Participant contributions at end of year	2016-12-31	$56,643
Participant contributions at beginning of year	2016-12-31	$113,105
Participant contributions at end of year	2016-12-31	$12,822
Participant contributions at beginning of year	2016-12-31	$12,198
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,452
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$812,440
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,103,776
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,291,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,441,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,235,133
Value of interest in pooled separate accounts at end of year	2016-12-31	$5,643,962
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$5,123,055
Interest on participant loans	2016-12-31	$3,684
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$0
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$943,956
Value of interest in common/collective trusts at beginning of year	2016-12-31	$803,603
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$114,111
Net investment gain/loss from pooled separate accounts	2016-12-31	$342,821
Net investment gain or loss from common/collective trusts	2016-12-31	$6,393
Net gain/loss from 103.12 investment entities	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$117,188
Employer contributions (assets) at end of year	2016-12-31	$4,497
Employer contributions (assets) at beginning of year	2016-12-31	$4,242
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$142,250
Contract administrator fees	2016-12-31	$3,387
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MASTERS, SMITH & WISBY, P.A.
Accountancy firm EIN	2016-12-31	591466001
2015 : LYNCH MANAGEMENT COMPANY 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$0
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$493,944
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,075,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,066,631
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$3,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$530,982
Value of total assets at end of year	2015-12-31	$8,291,336
Value of total assets at beginning of year	2015-12-31	$8,872,821
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$5,104
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$6,272
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$23,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$23,618
Administrative expenses professional fees incurred	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Amount of non-exempt transactions with any party-in-interest	2015-12-31	$0
Contributions received from participants	2015-12-31	$346,426
Participant contributions at end of year	2015-12-31	$113,105
Participant contributions at beginning of year	2015-12-31	$179,903
Participant contributions at end of year	2015-12-31	$12,198
Participant contributions at beginning of year	2015-12-31	$11,493
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$71,272
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-581,485
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$8,291,336
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,872,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2015-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,235,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,333,047
Value of interest in pooled separate accounts at end of year	2015-12-31	$5,123,055
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$5,588,308
Interest on participant loans	2015-12-31	$6,272
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$0
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$803,603
Value of interest in common/collective trusts at beginning of year	2015-12-31	$755,864
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$34,462
Net investment gain/loss from pooled separate accounts	2015-12-31	$-100,910
Net investment gain or loss from common/collective trusts	2015-12-31	$-480
Net gain/loss from 103.12 investment entities	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$113,284
Employer contributions (assets) at end of year	2015-12-31	$4,242
Employer contributions (assets) at beginning of year	2015-12-31	$4,206
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,066,631
Contract administrator fees	2015-12-31	$5,104
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MASTERS, SMITH & WISBY P.A.
Accountancy firm EIN	2015-12-31	591466001
2014 : LYNCH MANAGEMENT COMPANY 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$0
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$880,320
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$713,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$691,962
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$6,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$467,022
Value of total assets at end of year	2014-12-31	$8,872,821
Value of total assets at beginning of year	2014-12-31	$8,705,517
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$14,272
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$8,783
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$19,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$19,983
Administrative expenses professional fees incurred	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Amount of non-exempt transactions with any party-in-interest	2014-12-31	$0
Contributions received from participants	2014-12-31	$344,346
Participant contributions at end of year	2014-12-31	$179,903
Participant contributions at beginning of year	2014-12-31	$231,904
Participant contributions at end of year	2014-12-31	$11,493
Participant contributions at beginning of year	2014-12-31	$11,652
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$8,538
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$319
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$167,304
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,872,821
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,705,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2014-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,333,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,138,969
Value of interest in pooled separate accounts at end of year	2014-12-31	$5,588,308
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$5,554,652
Interest on participant loans	2014-12-31	$8,783
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$0
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$755,864
Value of interest in common/collective trusts at beginning of year	2014-12-31	$764,007
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$135,433
Net investment gain/loss from pooled separate accounts	2014-12-31	$241,479
Net investment gain or loss from common/collective trusts	2014-12-31	$7,620
Net gain/loss from 103.12 investment entities	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$114,138
Employer contributions (assets) at end of year	2014-12-31	$4,206
Employer contributions (assets) at beginning of year	2014-12-31	$4,333
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$691,643
Contract administrator fees	2014-12-31	$14,272
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MASTERS, SMITH & WISBY PA
Accountancy firm EIN	2014-12-31	591466001
2013 : LYNCH MANAGEMENT COMPANY 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$0
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,625,810
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$798,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$732,743
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Value of total corrective distributions	2013-12-31	$28,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$405,749
Value of total assets at end of year	2013-12-31	$8,705,517
Value of total assets at beginning of year	2013-12-31	$7,878,190
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$37,668
Total income from rents	2013-12-31	$0
Total interest from all sources	2013-12-31	$9,219
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$13,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$13,829
Administrative expenses professional fees incurred	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Amount of non-exempt transactions with any party-in-interest	2013-12-31	$0
Contributions received from participants	2013-12-31	$302,145
Participant contributions at end of year	2013-12-31	$231,904
Participant contributions at beginning of year	2013-12-31	$194,104
Participant contributions at end of year	2013-12-31	$11,652
Participant contributions at beginning of year	2013-12-31	$12,655
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$6,190
Administrative expenses (other) incurred	2013-12-31	$0
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$827,327
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,705,517
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,878,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2013-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,138,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,711,296
Value of interest in pooled separate accounts at end of year	2013-12-31	$5,554,652
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$5,044,127
Interest on participant loans	2013-12-31	$9,219
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$0
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$764,007
Value of interest in common/collective trusts at beginning of year	2013-12-31	$912,260
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$416,738
Net investment gain/loss from pooled separate accounts	2013-12-31	$784,818
Net investment gain or loss from common/collective trusts	2013-12-31	$-10,733
Net gain/loss from 103.12 investment entities	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$103,604
Employer contributions (assets) at end of year	2013-12-31	$4,333
Employer contributions (assets) at beginning of year	2013-12-31	$3,748
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$732,743
Contract administrator fees	2013-12-31	$37,668
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MASTERS, SMITH & WISBY, P.A.
Accountancy firm EIN	2013-12-31	591486001
2012 : LYNCH MANAGEMENT COMPANY 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$0
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,305,644
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$366,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$327,556
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$7,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$405,071
Value of total assets at end of year	2012-12-31	$7,878,190
Value of total assets at beginning of year	2012-12-31	$6,938,575
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$31,368
Total income from rents	2012-12-31	$0
Total interest from all sources	2012-12-31	$9,908
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$17,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$17,855
Administrative expenses professional fees incurred	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Amount of non-exempt transactions with any party-in-interest	2012-12-31	$0
Contributions received from participants	2012-12-31	$318,983
Participant contributions at end of year	2012-12-31	$194,104
Participant contributions at beginning of year	2012-12-31	$295,009
Participant contributions at end of year	2012-12-31	$12,655
Participant contributions at beginning of year	2012-12-31	$11,324
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$15,583
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$0
Liabilities. Value of operating payables at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$939,615
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,878,190
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,938,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2012-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2012-12-31	$0
Investment advisory and management fees	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,711,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,498,126
Value of interest in pooled separate accounts at end of year	2012-12-31	$5,044,127
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$4,240,682
Interest on participant loans	2012-12-31	$9,908
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$0
Income. Interest from US Government securities	2012-12-31	$0
Income. Interest from corporate debt instruments	2012-12-31	$0
Value of interest in common/collective trusts at end of year	2012-12-31	$912,260
Value of interest in common/collective trusts at beginning of year	2012-12-31	$889,473
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$224,715
Net investment gain/loss from pooled separate accounts	2012-12-31	$638,635
Net investment gain or loss from common/collective trusts	2012-12-31	$9,460
Net gain/loss from 103.12 investment entities	2012-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$70,505
Employer contributions (assets) at end of year	2012-12-31	$3,748
Employer contributions (assets) at beginning of year	2012-12-31	$3,961
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$327,556
Contract administrator fees	2012-12-31	$31,368
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MASTERS, SMITH & WISBY, P.A.
Accountancy firm EIN	2012-12-31	591466001
2011 : LYNCH MANAGEMENT COMPANY 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$0
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$155,573
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$544,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$493,657
Expenses. Certain deemed distributions of participant loans	2011-12-31	$8,122
Value of total corrective distributions	2011-12-31	$13,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$280,518
Value of total assets at end of year	2011-12-31	$6,938,575
Value of total assets at beginning of year	2011-12-31	$7,327,928
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$30,106
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$13,306
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$32,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$32,110
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Amount of non-exempt transactions with any party-in-interest	2011-12-31	$0
Contributions received from participants	2011-12-31	$276,557
Participant contributions at end of year	2011-12-31	$295,009
Participant contributions at beginning of year	2011-12-31	$269,589
Participant contributions at end of year	2011-12-31	$11,324
Participant contributions at beginning of year	2011-12-31	$9,412
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$81
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$4,720
Administrative expenses (other) incurred	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-389,353
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,938,575
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,327,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2011-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2011-12-31	$0
Investment advisory and management fees	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,498,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,643,127
Value of interest in pooled separate accounts at end of year	2011-12-31	$4,240,682
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$4,547,293
Interest on participant loans	2011-12-31	$13,306
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$0
Income. Interest from US Government securities	2011-12-31	$0
Income. Interest from corporate debt instruments	2011-12-31	$0
Value of interest in common/collective trusts at end of year	2011-12-31	$889,473
Value of interest in common/collective trusts at beginning of year	2011-12-31	$858,507
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-51,891
Net investment gain/loss from pooled separate accounts	2011-12-31	$-140,721
Net investment gain or loss from common/collective trusts	2011-12-31	$17,531
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$3,961
Employer contributions (assets) at end of year	2011-12-31	$3,961
Employer contributions (assets) at beginning of year	2011-12-31	$0
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$493,576
Contract administrator fees	2011-12-31	$30,106
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MASTERS SMITH & WISBY, P.A.
Accountancy firm EIN	2011-12-31	591466001
2010 : LYNCH MANAGEMENT COMPANY 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,188,822
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$600,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$562,453
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$9,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$259,300
Value of total assets at end of year	2010-12-31	$7,327,928
Value of total assets at beginning of year	2010-12-31	$6,739,632
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$28,461
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$17,719
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$22,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$22,698
Administrative expenses professional fees incurred	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Amount of non-exempt transactions with any party-in-interest	2010-12-31	$0
Contributions received from participants	2010-12-31	$259,300
Participant contributions at end of year	2010-12-31	$269,589
Participant contributions at beginning of year	2010-12-31	$280,408
Participant contributions at end of year	2010-12-31	$9,412
Participant contributions at beginning of year	2010-12-31	$11,834
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$939
Administrative expenses (other) incurred	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$588,296
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,327,928
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,739,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2010-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,643,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,479,267
Value of interest in pooled separate accounts at end of year	2010-12-31	$4,547,293
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$4,056,206
Interest on participant loans	2010-12-31	$17,719
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$0
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$858,507
Value of interest in common/collective trusts at beginning of year	2010-12-31	$911,917
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$175,567
Net investment gain/loss from pooled separate accounts	2010-12-31	$680,906
Net investment gain or loss from common/collective trusts	2010-12-31	$31,693
Net gain/loss from 103.12 investment entities	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$0
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$562,453
Contract administrator fees	2010-12-31	$28,461
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MASTERS, SMITH & WISBY, PA
Accountancy firm EIN	2010-12-31	591466001

Form 5500 Responses for LYNCH MANAGEMENT COMPANY 401(K) PLAN

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

444192

Policy instance

Insurance contract or identification number	444192
Number of Individuals Covered	284
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $19,788
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,788
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

444192

Policy instance

Insurance contract or identification number	444192
Number of Individuals Covered	235
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $21,199
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,199
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

444192

Policy instance

Insurance contract or identification number	444192
Number of Individuals Covered	262
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $18,677
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $18,677
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

444192

Policy instance

Insurance contract or identification number	444192
Number of Individuals Covered	253
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $21,595
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,595
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

444192

Policy instance

Insurance contract or identification number	444192
Number of Individuals Covered	194
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $14,829
Total amount of fees paid to insurance company	USD $283
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,829
Amount paid for insurance broker fees	283
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	NEXT FINANCIAL GROUP INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

444192

Policy instance

Insurance contract or identification number	444192
Number of Individuals Covered	175
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $13,196
Total amount of fees paid to insurance company	USD $344
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,196
Amount paid for insurance broker fees	344
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	NEXT FINANCIAL GROUP INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

444192

Policy instance

Insurance contract or identification number	444192
Number of Individuals Covered	178
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $13,226
Total amount of fees paid to insurance company	USD $341
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,226
Amount paid for insurance broker fees	341
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	NEXT FINANCIAL GROUP INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

444192

Policy instance

Insurance contract or identification number	444192
Number of Individuals Covered	180
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $13,512
Total amount of fees paid to insurance company	USD $4,717
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,512
Amount paid for insurance broker fees	4717
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	NEXT FINANCIAL GROUP INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

444192

Policy instance

Insurance contract or identification number	444192
Number of Individuals Covered	181
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $10,953
Total amount of fees paid to insurance company	USD $1,754
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,953
Amount paid for insurance broker fees	1754
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	NEXT FINANCIAL GROUP INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

444192

Policy instance

Insurance contract or identification number	444192
Number of Individuals Covered	191
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $11,250
Total amount of fees paid to insurance company	USD $4,241
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

444192

Policy instance

Insurance contract or identification number	444192
Number of Individuals Covered	181
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $10,931
Total amount of fees paid to insurance company	USD $3,963
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,931
Amount paid for insurance broker fees	3963
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	NEXT FINANCIAL GROUP INC

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Company Name:	LYNCH MANAGEMENT GROUP
Employer identification number (EIN):	592607387
NAIC Classification:	441110
NAIC Description:	New Car Dealers