401k Plan data: THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) PLAN plan

THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) PLAN 401k Plan overview

Plan Name	THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) PLAN
Plan identification number	001

THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HENDERSON, HUTCHERSON, & MCCULLOUGH, PLLC has sponsored the creation of one or more 401k plans.

Company Name: HENDERSON, HUTCHERSON, & MCCULLOUGH, PLLC

Employer identification number (EIN): 621114363

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 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 BEVERLY EDGE 2023-10-10
001 2021-01-01 BEVERLY EDGE 2022-10-14
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 JAMES D HUTCHERSON 2017-10-06
001 2015-01-01 JAMES D HUTCHERSON 2016-10-07
001 2014-01-01 JAMES D. HUTCHERSON 2015-09-16
001 2013-01-01 JAMES D. HUTCHERSON 2014-07-18
001 2012-01-01 JAMES D. HUTCHERSON 2013-07-17
001 2011-01-01 JAMES D. HUTCHERSON 2012-06-27
001 2010-01-01 JAMES D. HUTCHERSON 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	BEVERLY EDGE	2023-10-10
001	2021-01-01	BEVERLY EDGE	2022-10-14
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	JAMES D HUTCHERSON	2017-10-06
001	2015-01-01	JAMES D HUTCHERSON	2016-10-07
001	2014-01-01	JAMES D. HUTCHERSON	2015-09-16
001	2013-01-01	JAMES D. HUTCHERSON	2014-07-18
001	2012-01-01	JAMES D. HUTCHERSON	2013-07-17
001	2011-01-01	JAMES D. HUTCHERSON	2012-06-27
001	2010-01-01	JAMES D. HUTCHERSON	2011-10-14

Plan Statistics for THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) PLAN

401k plan membership statisitcs for THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) PLAN

Measure Date Value
2022: THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 169
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 38
Total of all active and inactive participants 2022-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 210
Number of participants with account balances 2022-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 207
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 165
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 25
Total of all active and inactive participants 2021-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 193
Number of participants with account balances 2021-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 159
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 24
Total of all active and inactive participants 2020-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 187
Number of participants with account balances 2020-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 156
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 28
Total of all active and inactive participants 2019-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 189
Number of participants with account balances 2019-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 143
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 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 15
Total of all active and inactive participants 2018-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 158
Number of participants with account balances 2018-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 120
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 17
Total of all active and inactive participants 2017-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 138
Number of participants with account balances 2017-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	169
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	38
Total of all active and inactive participants	2022-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	210
Number of participants with account balances	2022-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	207
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	165
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	25
Total of all active and inactive participants	2021-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	193
Number of participants with account balances	2021-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	159
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	24
Total of all active and inactive participants	2020-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	187
Number of participants with account balances	2020-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	156
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	28
Total of all active and inactive participants	2019-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	189
Number of participants with account balances	2019-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	143
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	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	15
Total of all active and inactive participants	2018-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	158
Number of participants with account balances	2018-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	120
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	17
Total of all active and inactive participants	2017-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	138
Number of participants with account balances	2017-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) PLAN

Measure	Date	Value
2022 : THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 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	$-1,040,187
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$434,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$432,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,399,832
Value of total assets at end of year	2022-12-31	$18,142,248
Value of total assets at beginning of year	2022-12-31	$19,617,061
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$2,533
Total interest from all sources	2022-12-31	$8,011
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
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	$1,187,266
Participant contributions at end of year	2022-12-31	$156,560
Participant contributions at beginning of year	2022-12-31	$208,612
Participant contributions at end of year	2022-12-31	$44,375
Participant contributions at beginning of year	2022-12-31	$-7
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$355,114
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$39,769
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$895,516
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	$-1,474,813
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$18,142,248
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$19,617,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$2,533
Value of interest in pooled separate accounts at end of year	2022-12-31	$15,942,737
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$17,495,799
Interest on participant loans	2022-12-31	$8,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,351,743
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,556,357
Net investment gain/loss from pooled separate accounts	2022-12-31	$-3,448,030
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	$317,050
Employer contributions (assets) at end of year	2022-12-31	$291,719
Employer contributions (assets) at beginning of year	2022-12-31	$316,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$432,093
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SMITH LEONARD, PLLC
Accountancy firm EIN	2022-12-31	205907591
2021 : THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 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	$3,755,932
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,098,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,093,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,438,928
Value of total assets at end of year	2021-12-31	$19,617,061
Value of total assets at beginning of year	2021-12-31	$17,959,173
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$4,276
Total interest from all sources	2021-12-31	$6,448
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
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	$1,095,430
Participant contributions at end of year	2021-12-31	$208,612
Participant contributions at beginning of year	2021-12-31	$104,082
Participant contributions at end of year	2021-12-31	$-7
Participant contributions at beginning of year	2021-12-31	$789
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$39,769
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$35,643
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$22,284
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	$1,657,888
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$19,617,061
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$17,959,173
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	$4,276
Value of interest in pooled separate accounts at end of year	2021-12-31	$17,495,799
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$15,312,737
Interest on participant loans	2021-12-31	$6,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,556,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,237,461
Net investment gain/loss from pooled separate accounts	2021-12-31	$2,310,556
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	$321,214
Employer contributions (assets) at end of year	2021-12-31	$316,531
Employer contributions (assets) at beginning of year	2021-12-31	$268,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,093,768
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SMITH LEONARD, PLLC
Accountancy firm EIN	2021-12-31	205907591
2020 : THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) 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	$4,919,284
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,797,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,793,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,388,074
Value of total assets at end of year	2020-12-31	$17,959,173
Value of total assets at beginning of year	2020-12-31	$14,837,102
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,553
Total interest from all sources	2020-12-31	$4,788
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
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	$1,101,154
Participant contributions at end of year	2020-12-31	$104,082
Participant contributions at beginning of year	2020-12-31	$112,753
Participant contributions at end of year	2020-12-31	$789
Participant contributions at beginning of year	2020-12-31	$26,922
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$35,643
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$35,606
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$940,595
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	$3,122,071
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$17,959,173
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$14,837,102
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	$3,553
Value of interest in pooled separate accounts at end of year	2020-12-31	$15,312,737
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$13,116,037
Interest on participant loans	2020-12-31	$4,788
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,237,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,240,927
Net investment gain/loss from pooled separate accounts	2020-12-31	$2,526,422
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	$346,325
Employer contributions (assets) at end of year	2020-12-31	$268,461
Employer contributions (assets) at beginning of year	2020-12-31	$304,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,793,660
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	SMITH LEONARD, PLLC
Accountancy firm EIN	2020-12-31	205907591
2019 : THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) 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	$3,985,041
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$344,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$341,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,499,440
Value of total assets at end of year	2019-12-31	$14,837,102
Value of total assets at beginning of year	2019-12-31	$11,196,981
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,818
Total interest from all sources	2019-12-31	$4,688
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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	$891,340
Participant contributions at end of year	2019-12-31	$112,753
Participant contributions at beginning of year	2019-12-31	$105,317
Participant contributions at end of year	2019-12-31	$26,922
Participant contributions at beginning of year	2019-12-31	$51,161
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$35,606
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$33,319
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$328,803
Administrative expenses (other) incurred	2019-12-31	$3,818
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	$3,640,121
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,837,102
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,196,981
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
Value of interest in pooled separate accounts at end of year	2019-12-31	$13,116,037
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$9,751,941
Interest on participant loans	2019-12-31	$4,688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,240,927
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$961,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$20,117
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,460,796
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	$279,297
Employer contributions (assets) at end of year	2019-12-31	$304,857
Employer contributions (assets) at beginning of year	2019-12-31	$293,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$341,102
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	SMITH LEONARD, PLLC
Accountancy firm EIN	2019-12-31	205907591
2018 : THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) 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	$573,053
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$929,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$926,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,227,505
Value of total assets at end of year	2018-12-31	$11,196,981
Value of total assets at beginning of year	2018-12-31	$11,553,372
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,145
Total interest from all sources	2018-12-31	$4,843
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$765,999
Participant contributions at end of year	2018-12-31	$105,317
Participant contributions at beginning of year	2018-12-31	$55,085
Participant contributions at end of year	2018-12-31	$51,161
Participant contributions at beginning of year	2018-12-31	$34,174
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$33,319
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$34,596
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$186,802
Administrative expenses (other) incurred	2018-12-31	$3,145
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	$-356,391
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,196,981
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,553,372
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
Value of interest in pooled separate accounts at end of year	2018-12-31	$9,751,941
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$8,487,471
Interest on participant loans	2018-12-31	$4,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$961,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,697,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-659,295
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	$274,704
Employer contributions (assets) at end of year	2018-12-31	$293,906
Employer contributions (assets) at beginning of year	2018-12-31	$244,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$926,299
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	SMITH LEONARD PLLC
Accountancy firm EIN	2018-12-31	205907591
2017 : THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) 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	$2,450,223
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$311,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$309,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,108,427
Value of total assets at end of year	2017-12-31	$11,553,372
Value of total assets at beginning of year	2017-12-31	$9,414,426
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,888
Total interest from all sources	2017-12-31	$2,515
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$604,187
Participant contributions at end of year	2017-12-31	$55,085
Participant contributions at beginning of year	2017-12-31	$50,647
Participant contributions at end of year	2017-12-31	$34,174
Participant contributions at beginning of year	2017-12-31	$21,669
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$34,596
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$25,101
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$271,616
Administrative expenses (other) incurred	2017-12-31	$1,888
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
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$2,138,946
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,553,372
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,414,426
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
Value of interest in pooled separate accounts at end of year	2017-12-31	$8,487,471
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$7,288,221
Interest on participant loans	2017-12-31	$2,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,697,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,825,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,339,281
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	$232,624
Employer contributions (assets) at end of year	2017-12-31	$244,405
Employer contributions (assets) at beginning of year	2017-12-31	$203,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$309,389
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	SMITH LEONARD PLLC
Accountancy firm EIN	2017-12-31	205907591

Form 5500 Responses for THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) PLAN

2022: THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) 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 – 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: THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) 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 – 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: THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) 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 – 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: THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) 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 – 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: THE HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC 401(K) 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 – 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

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G37768

Policy instance

Insurance contract or identification number	G37768
Number of Individuals Covered	165
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G37768

Policy instance

Insurance contract or identification number	G37768
Number of Individuals Covered	153
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G37768

Policy instance

Insurance contract or identification number	G37768
Number of Individuals Covered	153
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G37768

Policy instance

Insurance contract or identification number	G37768
Number of Individuals Covered	146
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G37768

Policy instance

Insurance contract or identification number	G37768
Number of Individuals Covered	126
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G37768

Policy instance

Insurance contract or identification number	G37768
Number of Individuals Covered	114
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	HENDERSON, HUTCHERSON, & MCCULLOUGH, PLLC
Employer identification number (EIN):	621114363
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants