401k Plan data: LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN plan

LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN
Plan identification number	001

LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LLOYD & MCDANIEL, PLLC has sponsored the creation of one or more 401k plans.

Company Name: LLOYD & MCDANIEL, PLLC

Employer identification number (EIN): 610861142

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MICHAEL V. BRODARICK MICHAEL V. BRODARICK 2018-10-05
001 2016-01-01 MICHAEL V. BRODARICK MICHAEL V. BRODARICK 2017-10-06
001 2015-01-01 MICHAEL V. BRODARICK
001 2015-01-01
001 2014-01-01 MICHAEL V. BRODARICK 2015-07-09 MICHAEL V. BRODARICK 2015-07-09
001 2013-01-01 MICHAEL V. BRODARICK 2014-07-05 MICHAEL V. BRODARICK 2014-07-05
001 2012-01-01 MICHAEL V. BRODARICK 2013-06-13 MICHAEL V. BRODARICK 2013-06-13
001 2011-01-01 MICHAEL V. BRODARICK 2012-06-14 MICHAEL V. BRODARICK 2012-06-14
001 2010-01-01 MICHAEL V. BRODARICK 2011-04-21 MICHAEL V. BRODARICK 2011-04-21

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	MICHAEL V. BRODARICK		MICHAEL V. BRODARICK	2018-10-05
001	2016-01-01	MICHAEL V. BRODARICK		MICHAEL V. BRODARICK	2017-10-06
001	2015-01-01	MICHAEL V. BRODARICK
001	2015-01-01
001	2014-01-01	MICHAEL V. BRODARICK	2015-07-09	MICHAEL V. BRODARICK	2015-07-09
001	2013-01-01	MICHAEL V. BRODARICK	2014-07-05	MICHAEL V. BRODARICK	2014-07-05
001	2012-01-01	MICHAEL V. BRODARICK	2013-06-13	MICHAEL V. BRODARICK	2013-06-13
001	2011-01-01	MICHAEL V. BRODARICK	2012-06-14	MICHAEL V. BRODARICK	2012-06-14
001	2010-01-01	MICHAEL V. BRODARICK	2011-04-21	MICHAEL V. BRODARICK	2011-04-21

Plan Statistics for LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 131
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 52
Total of all active and inactive participants 2022-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 183
Number of participants with account balances 2022-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 102
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 41
Total of all active and inactive participants 2021-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 143
Number of participants with account balances 2021-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 120
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 27
Total of all active and inactive participants 2020-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 147
Number of participants with account balances 2020-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 136
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 23
Total of all active and inactive participants 2019-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 159
Number of participants with account balances 2019-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 139
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 2018-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 170
Number of participants with account balances 2018-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 125
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 21
Total of all active and inactive participants 2017-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 146
Number of participants with account balances 2017-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6
2016: LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 126
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 20
Total of all active and inactive participants 2016-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 146
Number of participants with account balances 2016-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 12
2015: LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 119
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 23
Total of all active and inactive participants 2015-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 143
Number of participants with account balances 2015-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8

Measure	Date	Value
2022: LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	131
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	52
Total of all active and inactive participants	2022-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	183
Number of participants with account balances	2022-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	102
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	41
Total of all active and inactive participants	2021-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	143
Number of participants with account balances	2021-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	120
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	27
Total of all active and inactive participants	2020-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	147
Number of participants with account balances	2020-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	136
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	23
Total of all active and inactive participants	2019-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	159
Number of participants with account balances	2019-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	139
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	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	170
Number of participants with account balances	2018-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	125
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	21
Total of all active and inactive participants	2017-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	146
Number of participants with account balances	2017-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6
2016: LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	126
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	20
Total of all active and inactive participants	2016-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	146
Number of participants with account balances	2016-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	12
2015: LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	119
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	23
Total of all active and inactive participants	2015-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	143
Number of participants with account balances	2015-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8

Financial Data on LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : LLOYD & MCDANIEL 401(K) PROFIT SHARING 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	$-1,246,388
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$528,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$475,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$833,805
Value of total assets at end of year	2022-12-31	$7,992,531
Value of total assets at beginning of year	2022-12-31	$9,767,020
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$52,431
Total interest from all sources	2022-12-31	$5,711
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$193,547
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	$193,547
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	$502,604
Participant contributions at end of year	2022-12-31	$57,637
Participant contributions at beginning of year	2022-12-31	$69,032
Participant contributions at end of year	2022-12-31	$485
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$75,949
Administrative expenses (other) incurred	2022-12-31	$52,431
Total non interest bearing cash at end of year	2022-12-31	$3,285
Total non interest bearing cash at beginning of year	2022-12-31	$3,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,774,489
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,992,531
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,767,020
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	$7,793,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,360,702
Interest on participant loans	2022-12-31	$2,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$137,181
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$333,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$333,471
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$2,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,279,451
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	Yes
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	$255,252
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$475,670
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	MONROE SHINE & CO., INC.
Accountancy firm EIN	2022-12-31	351515068
2021 : LLOYD & MCDANIEL 401(K) PROFIT SHARING 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	$1,924,680
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$948,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$901,970
Value of total corrective distributions	2021-12-31	$5,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$668,639
Value of total assets at end of year	2021-12-31	$9,767,020
Value of total assets at beginning of year	2021-12-31	$8,790,973
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$40,858
Total interest from all sources	2021-12-31	$3,114
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$506,426
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	$506,426
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
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$449,330
Participant contributions at end of year	2021-12-31	$69,032
Participant contributions at beginning of year	2021-12-31	$64,955
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$19,499
Administrative expenses (other) incurred	2021-12-31	$11,641
Total non interest bearing cash at end of year	2021-12-31	$3,631
Total non interest bearing cash at beginning of year	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$976,047
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,767,020
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,790,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$29,217
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,360,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,124,320
Interest on participant loans	2021-12-31	$2,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$333,471
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$581,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$581,347
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$125
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$746,501
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	Yes
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	$219,309
Employer contributions (assets) at end of year	2021-12-31	$184
Employer contributions (assets) at beginning of year	2021-12-31	$852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$901,970
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	MONROE SHINE & CO., INC.
Accountancy firm EIN	2021-12-31	351515068
2020 : LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,036,643
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,013,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,946,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$624,325
Value of total assets at end of year	2020-12-31	$8,790,973
Value of total assets at beginning of year	2020-12-31	$9,767,628
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$66,609
Total interest from all sources	2020-12-31	$12,472
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$271,115
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	$271,115
Administrative expenses professional fees incurred	2020-12-31	$6,000
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
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$407,864
Participant contributions at end of year	2020-12-31	$64,955
Participant contributions at beginning of year	2020-12-31	$147,608
Participant contributions at end of year	2020-12-31	$19,499
Administrative expenses (other) incurred	2020-12-31	$50,003
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	$-976,655
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,790,973
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,767,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$10,606
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,124,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$9,053,261
Interest on participant loans	2020-12-31	$4,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$581,347
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$566,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$566,759
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$7,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,128,731
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	$216,461
Employer contributions (assets) at end of year	2020-12-31	$852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,946,689
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MONROE SHINE & CO., INC.
Accountancy firm EIN	2020-12-31	351515068
2019 : LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
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	$2,711,567
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$944,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$867,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$649,728
Value of total assets at end of year	2019-12-31	$9,767,628
Value of total assets at beginning of year	2019-12-31	$8,000,942
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$76,979
Total interest from all sources	2019-12-31	$19,499
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$419,975
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	$419,975
Administrative expenses professional fees incurred	2019-12-31	$8,700
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$400,264
Participant contributions at end of year	2019-12-31	$147,608
Participant contributions at beginning of year	2019-12-31	$131,768
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$30,042
Administrative expenses (other) incurred	2019-12-31	$58,800
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	$1,766,686
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,767,628
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,000,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$9,479
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,053,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,306,198
Interest on participant loans	2019-12-31	$7,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$566,759
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$562,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$562,976
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$11,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,622,365
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	$219,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$867,902
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MCM CPAS & ADVISORS LLP
Accountancy firm EIN	2019-12-31	271235638
2018 : LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$199,108
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$749,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$688,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$578,706
Value of total assets at end of year	2018-12-31	$8,000,942
Value of total assets at beginning of year	2018-12-31	$8,550,899
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$60,901
Total interest from all sources	2018-12-31	$15,206
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$471,395
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	$471,395
Administrative expenses professional fees incurred	2018-12-31	$52,825
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$373,066
Participant contributions at end of year	2018-12-31	$131,768
Participant contributions at beginning of year	2018-12-31	$126,363
Participant contributions at beginning of year	2018-12-31	$10,665
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	$-549,957
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,000,942
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,550,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$8,076
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,306,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,841,646
Interest on participant loans	2018-12-31	$6,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$562,976
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$565,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$565,931
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$8,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-866,199
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	$205,640
Employer contributions (assets) at beginning of year	2018-12-31	$6,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$688,164
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MCM CPAS & ADVISORS LLP
Accountancy firm EIN	2018-12-31	271235638
2017 : LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,869,102
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$346,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$278,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$560,343
Value of total assets at end of year	2017-12-31	$8,550,899
Value of total assets at beginning of year	2017-12-31	$7,028,167
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$68,002
Total interest from all sources	2017-12-31	$7,665
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$332,539
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	$332,539
Administrative expenses professional fees incurred	2017-12-31	$53,076
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$353,704
Participant contributions at end of year	2017-12-31	$126,363
Participant contributions at beginning of year	2017-12-31	$102,148
Participant contributions at end of year	2017-12-31	$10,665
Participant contributions at beginning of year	2017-12-31	$15,889
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$3,236
Administrative expenses (other) incurred	2017-12-31	$8,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,522,732
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,550,899
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,028,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$6,626
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,841,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,526,718
Interest on participant loans	2017-12-31	$4,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$565,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$372,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$372,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$2,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$968,555
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	Yes
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	$203,403
Employer contributions (assets) at end of year	2017-12-31	$6,294
Employer contributions (assets) at beginning of year	2017-12-31	$10,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$278,368
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MCM CPAS & ADVISORS LLP
Accountancy firm EIN	2017-12-31	271235638
2016 : LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,049,523
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$264,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$207,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$522,450
Value of total assets at end of year	2016-12-31	$7,028,167
Value of total assets at beginning of year	2016-12-31	$6,243,121
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$57,214
Total interest from all sources	2016-12-31	$5,744
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$221,605
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	$221,605
Administrative expenses professional fees incurred	2016-12-31	$51,993
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$335,844
Participant contributions at end of year	2016-12-31	$102,148
Participant contributions at beginning of year	2016-12-31	$115,897
Participant contributions at end of year	2016-12-31	$15,889
Participant contributions at beginning of year	2016-12-31	$9,773
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	$785,046
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,028,167
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,243,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$5,221
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,526,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,733,156
Interest on participant loans	2016-12-31	$4,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$372,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$378,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$378,769
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$1,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$299,724
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	$186,606
Employer contributions (assets) at end of year	2016-12-31	$10,903
Employer contributions (assets) at beginning of year	2016-12-31	$5,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$207,263
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MOUNTJOY CHILTON MEDLEY, LLP
Accountancy firm EIN	2016-12-31	271235638
2015 : LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$530,062
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$468,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$421,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$572,709
Value of total assets at end of year	2015-12-31	$6,243,121
Value of total assets at beginning of year	2015-12-31	$6,181,778
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$47,504
Total interest from all sources	2015-12-31	$2,340
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$290,023
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	$290,023
Administrative expenses professional fees incurred	2015-12-31	$47,504
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$334,337
Participant contributions at end of year	2015-12-31	$115,897
Participant contributions at beginning of year	2015-12-31	$35,617
Participant contributions at end of year	2015-12-31	$9,773
Participant contributions at beginning of year	2015-12-31	$1,030
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$63,279
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	$61,343
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,243,121
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,181,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,733,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,699,296
Income. Interest from loans (other than to participants)	2015-12-31	$1,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$378,769
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$402,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$402,097
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$486
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-335,010
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	$175,093
Employer contributions (assets) at end of year	2015-12-31	$5,526
Employer contributions (assets) at beginning of year	2015-12-31	$43,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$421,215
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MOUNTJOY CHILTON MEDLEY, LLP
Accountancy firm EIN	2015-12-31	271235638

Form 5500 Responses for LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN

2022: LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LLOYD & MCDANIEL, PLLC
Employer identification number (EIN):	610861142
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers