401k Plan data: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN plan

FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	001

FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Stock bonus
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.
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
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 sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

FIRST COMMAND FINANCIAL PLANNING, INC. has sponsored the creation of one or more 401k plans.

Company Name: FIRST COMMAND FINANCIAL PLANNING, INC.

Employer identification number (EIN): 751054341

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Additional information about FIRST COMMAND FINANCIAL PLANNING, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1958-11-24

Company Identification Number: 0015070800

Legal Registered Office Address: 1 FIRST COMMAND PLAZA

FORT WORTH
United States of Amercica (USA)
76109

More information about FIRST COMMAND FINANCIAL PLANNING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-10-01
001 2020-10-01
001 2020-10-01
001 2019-10-01
001 2018-10-01
001 2017-10-01
001 2016-10-01 DOUGLAS WORRELL DOUGLAS WORRELL 2018-04-26
001 2015-10-01 DOUGLAS WORRELL DOUGLAS WORRELL 2017-05-16
001 2014-10-01 DOUGLAS WORRELL DOUGLAS WORRELL 2016-04-28
001 2013-10-01 DOUGLAS WORRELL DOUGLAS WORRELL 2015-09-22
001 2012-10-01 DOUGLAS WORRELL DOUGLAS WORRELL 2014-05-08
001 2011-10-01 DOUGLAS WORRELL DOUGLAS WORRELL 2013-05-02
001 2010-10-01 DOUGLAS WORRELL DOUGLAS WORRELL 2012-05-07
001 2009-10-01 DOUGLAS WORRELL DOUGLAS WORRELL 2011-05-03

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-10-01
001	2020-10-01
001	2020-10-01
001	2019-10-01
001	2018-10-01
001	2017-10-01
001	2016-10-01	DOUGLAS WORRELL	DOUGLAS WORRELL	2018-04-26
001	2015-10-01	DOUGLAS WORRELL	DOUGLAS WORRELL	2017-05-16
001	2014-10-01	DOUGLAS WORRELL	DOUGLAS WORRELL	2016-04-28
001	2013-10-01	DOUGLAS WORRELL	DOUGLAS WORRELL	2015-09-22
001	2012-10-01	DOUGLAS WORRELL	DOUGLAS WORRELL	2014-05-08
001	2011-10-01	DOUGLAS WORRELL	DOUGLAS WORRELL	2013-05-02
001	2010-10-01	DOUGLAS WORRELL	DOUGLAS WORRELL	2012-05-07
001	2009-10-01	DOUGLAS WORRELL	DOUGLAS WORRELL	2011-05-03

Plan Statistics for FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2021: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 952
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 751
Number of retired or separated participants receiving benefits 2021-10-01 5
Number of other retired or separated participants entitled to future benefits 2021-10-01 209
Total of all active and inactive participants 2021-10-01 965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 1
Total participants 2021-10-01 966
Number of participants with account balances 2021-10-01 943
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 41
2020: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 937
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 735
Number of retired or separated participants receiving benefits 2020-10-01 1
Number of other retired or separated participants entitled to future benefits 2020-10-01 209
Total of all active and inactive participants 2020-10-01 945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 2
Total participants 2020-10-01 947
Number of participants with account balances 2020-10-01 931
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 9
2019: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 915
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 761
Number of retired or separated participants receiving benefits 2019-10-01 2
Number of other retired or separated participants entitled to future benefits 2019-10-01 178
Total of all active and inactive participants 2019-10-01 941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 1
Total participants 2019-10-01 942
Number of participants with account balances 2019-10-01 917
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 26
2018: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 863
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 745
Number of retired or separated participants receiving benefits 2018-10-01 1
Number of other retired or separated participants entitled to future benefits 2018-10-01 159
Total of all active and inactive participants 2018-10-01 905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 905
Number of participants with account balances 2018-10-01 882
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 25
2017: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 861
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 707
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 119
Total of all active and inactive participants 2017-10-01 826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 826
Number of participants with account balances 2017-10-01 794
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 23
2016: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 767
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 718
Number of retired or separated participants receiving benefits 2016-10-01 1
Number of other retired or separated participants entitled to future benefits 2016-10-01 180
Total of all active and inactive participants 2016-10-01 899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 899
Number of participants with account balances 2016-10-01 858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 25
2015: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 753
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 632
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 109
Total of all active and inactive participants 2015-10-01 741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 741
Number of participants with account balances 2015-10-01 709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 8
2014: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 832
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 628
Number of retired or separated participants receiving benefits 2014-10-01 4
Number of other retired or separated participants entitled to future benefits 2014-10-01 151
Total of all active and inactive participants 2014-10-01 783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 783
Number of participants with account balances 2014-10-01 765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 23
2013: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 783
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 630
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 133
Total of all active and inactive participants 2013-10-01 763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 763
Number of participants with account balances 2013-10-01 731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 15
2012: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 767
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 608
Number of retired or separated participants receiving benefits 2012-10-01 1
Number of other retired or separated participants entitled to future benefits 2012-10-01 157
Total of all active and inactive participants 2012-10-01 766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 1
Total participants 2012-10-01 767
Number of participants with account balances 2012-10-01 753
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 26
2011: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 862
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 616
Number of retired or separated participants receiving benefits 2011-10-01 1
Number of other retired or separated participants entitled to future benefits 2011-10-01 95
Total of all active and inactive participants 2011-10-01 712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 712
Number of participants with account balances 2011-10-01 706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 132
2010: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 785
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 634
Number of retired or separated participants receiving benefits 2010-10-01 1
Number of other retired or separated participants entitled to future benefits 2010-10-01 117
Total of all active and inactive participants 2010-10-01 752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 0
Total participants 2010-10-01 752
Number of participants with account balances 2010-10-01 745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 136
2009: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 630
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 660
Number of retired or separated participants receiving benefits 2009-10-01 1
Number of other retired or separated participants entitled to future benefits 2009-10-01 76
Total of all active and inactive participants 2009-10-01 737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 1
Total participants 2009-10-01 738
Number of participants with account balances 2009-10-01 676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 87

Measure	Date	Value
2021: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	952
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	751
Number of retired or separated participants receiving benefits	2021-10-01	5
Number of other retired or separated participants entitled to future benefits	2021-10-01	209
Total of all active and inactive participants	2021-10-01	965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	1
Total participants	2021-10-01	966
Number of participants with account balances	2021-10-01	943
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	41
2020: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	937
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	735
Number of retired or separated participants receiving benefits	2020-10-01	1
Number of other retired or separated participants entitled to future benefits	2020-10-01	209
Total of all active and inactive participants	2020-10-01	945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	2
Total participants	2020-10-01	947
Number of participants with account balances	2020-10-01	931
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	9
2019: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	915
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	761
Number of retired or separated participants receiving benefits	2019-10-01	2
Number of other retired or separated participants entitled to future benefits	2019-10-01	178
Total of all active and inactive participants	2019-10-01	941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	1
Total participants	2019-10-01	942
Number of participants with account balances	2019-10-01	917
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	26
2018: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	863
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	745
Number of retired or separated participants receiving benefits	2018-10-01	1
Number of other retired or separated participants entitled to future benefits	2018-10-01	159
Total of all active and inactive participants	2018-10-01	905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	905
Number of participants with account balances	2018-10-01	882
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	25
2017: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	861
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	707
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	119
Total of all active and inactive participants	2017-10-01	826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	826
Number of participants with account balances	2017-10-01	794
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	23
2016: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	767
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	718
Number of retired or separated participants receiving benefits	2016-10-01	1
Number of other retired or separated participants entitled to future benefits	2016-10-01	180
Total of all active and inactive participants	2016-10-01	899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	899
Number of participants with account balances	2016-10-01	858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	25
2015: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	753
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	632
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	109
Total of all active and inactive participants	2015-10-01	741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	741
Number of participants with account balances	2015-10-01	709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	8
2014: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	832
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	628
Number of retired or separated participants receiving benefits	2014-10-01	4
Number of other retired or separated participants entitled to future benefits	2014-10-01	151
Total of all active and inactive participants	2014-10-01	783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	783
Number of participants with account balances	2014-10-01	765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	23
2013: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	783
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	630
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	133
Total of all active and inactive participants	2013-10-01	763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	763
Number of participants with account balances	2013-10-01	731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	15
2012: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	767
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	608
Number of retired or separated participants receiving benefits	2012-10-01	1
Number of other retired or separated participants entitled to future benefits	2012-10-01	157
Total of all active and inactive participants	2012-10-01	766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	1
Total participants	2012-10-01	767
Number of participants with account balances	2012-10-01	753
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	26
2011: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	862
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	616
Number of retired or separated participants receiving benefits	2011-10-01	1
Number of other retired or separated participants entitled to future benefits	2011-10-01	95
Total of all active and inactive participants	2011-10-01	712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	712
Number of participants with account balances	2011-10-01	706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	132
2010: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	785
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	634
Number of retired or separated participants receiving benefits	2010-10-01	1
Number of other retired or separated participants entitled to future benefits	2010-10-01	117
Total of all active and inactive participants	2010-10-01	752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	0
Total participants	2010-10-01	752
Number of participants with account balances	2010-10-01	745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	136
2009: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	630
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	660
Number of retired or separated participants receiving benefits	2009-10-01	1
Number of other retired or separated participants entitled to future benefits	2009-10-01	76
Total of all active and inactive participants	2009-10-01	737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	1
Total participants	2009-10-01	738
Number of participants with account balances	2009-10-01	676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	87

Financial Data on FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2022 : FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-09-30	$-58,317,093
Total unrealized appreciation/depreciation of assets	2022-09-30	$-58,317,093
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$28,249,096
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$15,089,254
Expenses. Interest paid	2022-09-30	$220,303
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-09-30	$220,303
Total income from all sources (including contributions)	2022-09-30	$-58,408,592
Total loss/gain on sale of assets	2022-09-30	$0
Total of all expenses incurred	2022-09-30	$29,923,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-09-30	$29,468,573
Value of total corrective distributions	2022-09-30	$132,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-09-30	$12,531,586
Value of total assets at end of year	2022-09-30	$160,352,052
Value of total assets at beginning of year	2022-09-30	$235,524,654
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-09-30	$102,361
Total interest from all sources	2022-09-30	$37,176
Total dividends received (eg from common stock, registered investment company shares)	2022-09-30	$1,237,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-09-30	$945,887
Was this plan covered by a fidelity bond	2022-09-30	Yes
Value of fidelity bond cover	2022-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-09-30	No
Contributions received from participants	2022-09-30	$4,548,148
Participant contributions at end of year	2022-09-30	$647,775
Participant contributions at beginning of year	2022-09-30	$797,672
Participant contributions at end of year	2022-09-30	$18,286
Income. Received or receivable in cash from other sources (including rollovers)	2022-09-30	$963,488
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-09-30	$846
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-09-30	$28,249,096
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-09-30	$15,089,254
Other income not declared elsewhere	2022-09-30	$21,709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-30	No
Value of net income/loss	2022-09-30	$-88,332,444
Value of net assets at end of year (total assets less liabilities)	2022-09-30	$132,102,956
Value of net assets at beginning of year (total assets less liabilities)	2022-09-30	$220,435,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-09-30	No
Were any leases to which the plan was party in default or uncollectible	2022-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-09-30	$53,326,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-09-30	$69,417,667
Interest on participant loans	2022-09-30	$37,175
Value of interest in common/collective trusts at end of year	2022-09-30	$288,741
Value of interest in common/collective trusts at beginning of year	2022-09-30	$433,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-09-30	$251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-09-30	$250
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-09-30	$250
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-09-30	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-09-30	$-13,910,575
Net investment gain or loss from common/collective trusts	2022-09-30	$-8,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2022-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2022-09-30	No
Assets. Invements in employer securities at end of year	2022-09-30	$98,837,313
Assets. Invements in employer securities at beginning of year	2022-09-30	$157,154,406
Contributions received in cash from employer	2022-09-30	$7,019,950
Employer contributions (assets) at end of year	2022-09-30	$7,232,995
Employer contributions (assets) at beginning of year	2022-09-30	$7,720,819
Income. Dividends from common stock	2022-09-30	$291,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-09-30	$29,467,727
Contract administrator fees	2022-09-30	$102,361
Did the plan have assets held for investment	2022-09-30	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	2022-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-09-30	No
Opinion of an independent qualified public accountant for this plan	2022-09-30	Unqualified
Accountancy firm name	2022-09-30	WEAVER & TIDWELL, LLP
Accountancy firm EIN	2022-09-30	750786316
2021 : FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-09-30	$36,525,467
Total unrealized appreciation/depreciation of assets	2021-09-30	$36,525,467
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$15,089,254
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$0
Total income from all sources (including contributions)	2021-09-30	$63,491,852
Total loss/gain on sale of assets	2021-09-30	$0
Total of all expenses incurred	2021-09-30	$29,539,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-09-30	$29,409,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-09-30	$12,997,522
Value of total assets at end of year	2021-09-30	$235,524,654
Value of total assets at beginning of year	2021-09-30	$186,483,431
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-09-30	$130,239
Total interest from all sources	2021-09-30	$39,367
Total dividends received (eg from common stock, registered investment company shares)	2021-09-30	$1,073,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-09-30	$605,725
Was this plan covered by a fidelity bond	2021-09-30	Yes
Value of fidelity bond cover	2021-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-09-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-09-30	No
Contributions received from participants	2021-09-30	$3,761,131
Participant contributions at end of year	2021-09-30	$797,672
Participant contributions at beginning of year	2021-09-30	$650,005
Income. Received or receivable in cash from other sources (including rollovers)	2021-09-30	$724,072
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-09-30	$15,089,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-09-30	No
Value of net income/loss	2021-09-30	$33,951,969
Value of net assets at end of year (total assets less liabilities)	2021-09-30	$220,435,400
Value of net assets at beginning of year (total assets less liabilities)	2021-09-30	$186,483,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-09-30	No
Were any leases to which the plan was party in default or uncollectible	2021-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-09-30	$69,417,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-09-30	$57,735,981
Interest on participant loans	2021-09-30	$39,367
Value of interest in common/collective trusts at end of year	2021-09-30	$433,840
Value of interest in common/collective trusts at beginning of year	2021-09-30	$559,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-09-30	$250
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-09-30	$12,841,077
Net investment gain or loss from common/collective trusts	2021-09-30	$15,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2021-09-30	No
Has the plan failed to provide any benefit when due under the plan	2021-09-30	No
Assets. Invements in employer securities at end of year	2021-09-30	$157,154,406
Assets. Invements in employer securities at beginning of year	2021-09-30	$120,628,939
Contributions received in cash from employer	2021-09-30	$8,512,319
Employer contributions (assets) at end of year	2021-09-30	$7,720,819
Employer contributions (assets) at beginning of year	2021-09-30	$6,908,776
Income. Dividends from common stock	2021-09-30	$467,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-09-30	$29,409,644
Contract administrator fees	2021-09-30	$130,239
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-09-30	Yes
Did the plan have assets held for investment	2021-09-30	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	2021-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-09-30	No
Opinion of an independent qualified public accountant for this plan	2021-09-30	Disclaimer
Accountancy firm name	2021-09-30	BAKER TILLY US, LLP
Accountancy firm EIN	2021-09-30	390859910
2020 : FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-09-30	$4,365,469
Total unrealized appreciation/depreciation of assets	2020-09-30	$4,365,469
Total transfer of assets to this plan	2020-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$12,820,006
Expenses. Interest paid	2020-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-09-30	$0
Total income from all sources (including contributions)	2020-09-30	$31,811,030
Total loss/gain on sale of assets	2020-09-30	$0
Total of all expenses incurred	2020-09-30	$12,364,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-09-30	$12,196,740
Expenses. Certain deemed distributions of participant loans	2020-09-30	$0
Value of total corrective distributions	2020-09-30	$53,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-09-30	$11,771,843
Value of total assets at end of year	2020-09-30	$186,483,431
Value of total assets at beginning of year	2020-09-30	$179,856,615
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-09-30	$114,202
Total income from rents	2020-09-30	$0
Total interest from all sources	2020-09-30	$36,974
Total dividends received (eg from common stock, registered investment company shares)	2020-09-30	$11,430,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-09-30	$815,735
Administrative expenses professional fees incurred	2020-09-30	$0
Was this plan covered by a fidelity bond	2020-09-30	Yes
Value of fidelity bond cover	2020-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-09-30	No
Amount of non-exempt transactions with any party-in-interest	2020-09-30	$0
Contributions received from participants	2020-09-30	$3,307,973
Participant contributions at end of year	2020-09-30	$650,005
Participant contributions at beginning of year	2020-09-30	$706,452
Participant contributions at end of year	2020-09-30	$0
Participant contributions at beginning of year	2020-09-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-09-30	$1,087,389
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-09-30	$408
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-09-30	$0
Other income not declared elsewhere	2020-09-30	$0
Administrative expenses (other) incurred	2020-09-30	$0
Liabilities. Value of operating payables at beginning of year	2020-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-09-30	No
Income. Non cash contributions	2020-09-30	$0
Value of net income/loss	2020-09-30	$19,446,822
Value of net assets at end of year (total assets less liabilities)	2020-09-30	$186,483,431
Value of net assets at beginning of year (total assets less liabilities)	2020-09-30	$167,036,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-09-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-09-30	$0
Were any leases to which the plan was party in default or uncollectible	2020-09-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-09-30	$0
Investment advisory and management fees	2020-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-09-30	$57,735,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-09-30	$55,742,566
Interest on participant loans	2020-09-30	$36,974
Income. Interest from loans (other than to participants)	2020-09-30	$0
Interest earned on other investments	2020-09-30	$0
Income. Interest from US Government securities	2020-09-30	$0
Income. Interest from corporate debt instruments	2020-09-30	$0
Value of interest in common/collective trusts at end of year	2020-09-30	$559,730
Value of interest in common/collective trusts at beginning of year	2020-09-30	$289,298
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-09-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-09-30	$4,185,788
Net investment gain/loss from pooled separate accounts	2020-09-30	$0
Net investment gain or loss from common/collective trusts	2020-09-30	$20,372
Net gain/loss from 103.12 investment entities	2020-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-09-30	No
Was there a failure to transmit to the plan any participant contributions	2020-09-30	No
Has the plan failed to provide any benefit when due under the plan	2020-09-30	No
Assets. Invements in employer securities at end of year	2020-09-30	$120,628,939
Assets. Invements in employer securities at beginning of year	2020-09-30	$116,263,470
Contributions received in cash from employer	2020-09-30	$7,376,481
Employer contributions (assets) at end of year	2020-09-30	$6,908,776
Employer contributions (assets) at beginning of year	2020-09-30	$6,854,829
Income. Dividends from preferred stock	2020-09-30	$0
Income. Dividends from common stock	2020-09-30	$10,614,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-09-30	$12,196,332
Contract administrator fees	2020-09-30	$114,202
Liabilities. Value of benefit claims payable at beginning of year	2020-09-30	$12,820,006
Did the plan have assets held for investment	2020-09-30	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	2020-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-09-30	No
Aggregate proceeds on sale of assets	2020-09-30	$0
Aggregate carrying amount (costs) on sale of assets	2020-09-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-09-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-09-30	Disclaimer
Accountancy firm name	2020-09-30	BAKER TILLY US, LLP
Accountancy firm EIN	2020-09-30	390859910
2019 : FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-09-30	$8,463,676
Total unrealized appreciation/depreciation of assets	2019-09-30	$8,463,676
Total transfer of assets to this plan	2019-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$12,820,006
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$7,490,532
Expenses. Interest paid	2019-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-09-30	$0
Total income from all sources (including contributions)	2019-09-30	$29,921,457
Total loss/gain on sale of assets	2019-09-30	$0
Total of all expenses incurred	2019-09-30	$19,676,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-09-30	$19,560,983
Expenses. Certain deemed distributions of participant loans	2019-09-30	$0
Value of total corrective distributions	2019-09-30	$9,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-09-30	$10,781,532
Value of total assets at end of year	2019-09-30	$179,856,615
Value of total assets at beginning of year	2019-09-30	$164,281,927
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-09-30	$105,832
Total income from rents	2019-09-30	$0
Total interest from all sources	2019-09-30	$40,340
Total dividends received (eg from common stock, registered investment company shares)	2019-09-30	$9,564,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-09-30	$806,755
Administrative expenses professional fees incurred	2019-09-30	$0
Was this plan covered by a fidelity bond	2019-09-30	Yes
Value of fidelity bond cover	2019-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-09-30	No
Amount of non-exempt transactions with any party-in-interest	2019-09-30	$0
Contributions received from participants	2019-09-30	$3,091,226
Participant contributions at end of year	2019-09-30	$706,452
Participant contributions at beginning of year	2019-09-30	$591,802
Participant contributions at end of year	2019-09-30	$0
Participant contributions at beginning of year	2019-09-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-09-30	$835,477
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-09-30	$12,267
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-09-30	$0
Other income not declared elsewhere	2019-09-30	$0
Administrative expenses (other) incurred	2019-09-30	$12
Liabilities. Value of operating payables at beginning of year	2019-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-09-30	No
Income. Non cash contributions	2019-09-30	$0
Value of net income/loss	2019-09-30	$10,245,214
Value of net assets at end of year (total assets less liabilities)	2019-09-30	$167,036,609
Value of net assets at beginning of year (total assets less liabilities)	2019-09-30	$156,791,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-09-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-09-30	$0
Were any leases to which the plan was party in default or uncollectible	2019-09-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-09-30	$0
Investment advisory and management fees	2019-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-09-30	$55,742,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-09-30	$49,765,193
Interest on participant loans	2019-09-30	$40,340
Income. Interest from loans (other than to participants)	2019-09-30	$0
Interest earned on other investments	2019-09-30	$0
Income. Interest from US Government securities	2019-09-30	$0
Income. Interest from corporate debt instruments	2019-09-30	$0
Value of interest in common/collective trusts at end of year	2019-09-30	$289,298
Value of interest in common/collective trusts at beginning of year	2019-09-30	$219,911
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-09-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-09-30	$1,064,409
Net investment gain/loss from pooled separate accounts	2019-09-30	$0
Net investment gain or loss from common/collective trusts	2019-09-30	$6,576
Net gain/loss from 103.12 investment entities	2019-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-09-30	No
Was there a failure to transmit to the plan any participant contributions	2019-09-30	No
Has the plan failed to provide any benefit when due under the plan	2019-09-30	No
Assets. Invements in employer securities at end of year	2019-09-30	$116,263,470
Assets. Invements in employer securities at beginning of year	2019-09-30	$107,799,794
Contributions received in cash from employer	2019-09-30	$6,854,829
Employer contributions (assets) at end of year	2019-09-30	$6,854,829
Employer contributions (assets) at beginning of year	2019-09-30	$5,905,227
Income. Dividends from preferred stock	2019-09-30	$0
Income. Dividends from common stock	2019-09-30	$8,758,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-09-30	$19,548,716
Contract administrator fees	2019-09-30	$105,820
Liabilities. Value of benefit claims payable at end of year	2019-09-30	$12,820,006
Liabilities. Value of benefit claims payable at beginning of year	2019-09-30	$7,490,532
Did the plan have assets held for investment	2019-09-30	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	2019-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-09-30	No
Aggregate proceeds on sale of assets	2019-09-30	$0
Aggregate carrying amount (costs) on sale of assets	2019-09-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-09-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-09-30	Disclaimer
Accountancy firm name	2019-09-30	HINCKLEY COOK PC
Accountancy firm EIN	2019-09-30	752799562
2018 : FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-09-30	$28,234,834
Total unrealized appreciation/depreciation of assets	2018-09-30	$28,234,834
Total transfer of assets to this plan	2018-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$7,490,532
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$9,042,048
Expenses. Interest paid	2018-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-09-30	$0
Total income from all sources (including contributions)	2018-09-30	$47,050,926
Total loss/gain on sale of assets	2018-09-30	$0
Total of all expenses incurred	2018-09-30	$15,848,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-09-30	$15,747,693
Expenses. Certain deemed distributions of participant loans	2018-09-30	$0
Value of total corrective distributions	2018-09-30	$4,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-09-30	$9,063,661
Value of total assets at end of year	2018-09-30	$164,281,927
Value of total assets at beginning of year	2018-09-30	$134,631,064
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-09-30	$96,640
Total income from rents	2018-09-30	$0
Total interest from all sources	2018-09-30	$30,365
Total dividends received (eg from common stock, registered investment company shares)	2018-09-30	$5,752,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-09-30	$754,391
Administrative expenses professional fees incurred	2018-09-30	$0
Was this plan covered by a fidelity bond	2018-09-30	Yes
Value of fidelity bond cover	2018-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-09-30	No
Amount of non-exempt transactions with any party-in-interest	2018-09-30	$0
Contributions received from participants	2018-09-30	$2,953,012
Participant contributions at end of year	2018-09-30	$591,802
Participant contributions at beginning of year	2018-09-30	$423,053
Participant contributions at end of year	2018-09-30	$0
Participant contributions at beginning of year	2018-09-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-09-30	$159,480
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-09-30	$94
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-09-30	$0
Other income not declared elsewhere	2018-09-30	$0
Administrative expenses (other) incurred	2018-09-30	$161
Liabilities. Value of operating payables at beginning of year	2018-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-09-30	No
Income. Non cash contributions	2018-09-30	$0
Value of net income/loss	2018-09-30	$31,202,379
Value of net assets at end of year (total assets less liabilities)	2018-09-30	$156,791,395
Value of net assets at beginning of year (total assets less liabilities)	2018-09-30	$125,589,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-09-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-09-30	$0
Were any leases to which the plan was party in default or uncollectible	2018-09-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-09-30	$0
Investment advisory and management fees	2018-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-09-30	$49,765,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-09-30	$48,460,103
Interest on participant loans	2018-09-30	$30,365
Income. Interest from loans (other than to participants)	2018-09-30	$0
Interest earned on other investments	2018-09-30	$0
Income. Interest from US Government securities	2018-09-30	$0
Income. Interest from corporate debt instruments	2018-09-30	$0
Value of interest in common/collective trusts at end of year	2018-09-30	$219,911
Value of interest in common/collective trusts at beginning of year	2018-09-30	$68,580
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-09-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-09-30	$3,968,323
Net investment gain/loss from pooled separate accounts	2018-09-30	$0
Net investment gain or loss from common/collective trusts	2018-09-30	$1,433
Net gain/loss from 103.12 investment entities	2018-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-09-30	No
Was there a failure to transmit to the plan any participant contributions	2018-09-30	No
Has the plan failed to provide any benefit when due under the plan	2018-09-30	No
Assets. Invements in employer securities at end of year	2018-09-30	$107,799,794
Assets. Invements in employer securities at beginning of year	2018-09-30	$79,564,960
Contributions received in cash from employer	2018-09-30	$5,951,169
Employer contributions (assets) at end of year	2018-09-30	$5,905,227
Employer contributions (assets) at beginning of year	2018-09-30	$6,114,368
Income. Dividends from preferred stock	2018-09-30	$0
Income. Dividends from common stock	2018-09-30	$4,997,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-09-30	$15,747,599
Contract administrator fees	2018-09-30	$96,479
Liabilities. Value of benefit claims payable at end of year	2018-09-30	$7,490,532
Liabilities. Value of benefit claims payable at beginning of year	2018-09-30	$9,042,048
Did the plan have assets held for investment	2018-09-30	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	2018-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-09-30	No
Aggregate proceeds on sale of assets	2018-09-30	$0
Aggregate carrying amount (costs) on sale of assets	2018-09-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-09-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-09-30	Disclaimer
Accountancy firm name	2018-09-30	HINCKLEY COOK P.C.
Accountancy firm EIN	2018-09-30	752799562
2017 : FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-09-30	$12,843,924
Total unrealized appreciation/depreciation of assets	2017-09-30	$12,843,924
Total transfer of assets to this plan	2017-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$9,042,048
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$4,648,717
Expenses. Interest paid	2017-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-09-30	$0
Total income from all sources (including contributions)	2017-09-30	$30,172,199
Total loss/gain on sale of assets	2017-09-30	$0
Total of all expenses incurred	2017-09-30	$14,001,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-09-30	$13,914,123
Expenses. Certain deemed distributions of participant loans	2017-09-30	$0
Value of total corrective distributions	2017-09-30	$2,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-09-30	$9,285,549
Value of total assets at end of year	2017-09-30	$134,631,064
Value of total assets at beginning of year	2017-09-30	$114,066,817
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-09-30	$85,045
Total income from rents	2017-09-30	$0
Total interest from all sources	2017-09-30	$23,586
Total dividends received (eg from common stock, registered investment company shares)	2017-09-30	$2,658,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-09-30	$644,321
Administrative expenses professional fees incurred	2017-09-30	$0
Was this plan covered by a fidelity bond	2017-09-30	Yes
Value of fidelity bond cover	2017-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-09-30	No
Amount of non-exempt transactions with any party-in-interest	2017-09-30	$0
Contributions received from participants	2017-09-30	$2,692,346
Participant contributions at end of year	2017-09-30	$423,053
Participant contributions at beginning of year	2017-09-30	$434,134
Participant contributions at end of year	2017-09-30	$0
Participant contributions at beginning of year	2017-09-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-09-30	$478,835
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-09-30	$96
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-09-30	$0
Other income not declared elsewhere	2017-09-30	$0
Administrative expenses (other) incurred	2017-09-30	$0
Liabilities. Value of operating payables at beginning of year	2017-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-30	No
Income. Non cash contributions	2017-09-30	$0
Value of net income/loss	2017-09-30	$16,170,916
Value of net assets at end of year (total assets less liabilities)	2017-09-30	$125,589,016
Value of net assets at beginning of year (total assets less liabilities)	2017-09-30	$109,418,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-09-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-09-30	$0
Were any leases to which the plan was party in default or uncollectible	2017-09-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-09-30	$0
Investment advisory and management fees	2017-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-09-30	$48,460,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-09-30	$41,144,491
Interest on participant loans	2017-09-30	$23,586
Income. Interest from loans (other than to participants)	2017-09-30	$0
Interest earned on other investments	2017-09-30	$0
Income. Interest from US Government securities	2017-09-30	$0
Income. Interest from corporate debt instruments	2017-09-30	$0
Value of interest in common/collective trusts at end of year	2017-09-30	$68,580
Value of interest in common/collective trusts at beginning of year	2017-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-09-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-09-30	$8,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-09-30	$8,726
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-09-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-09-30	$5,360,654
Net investment gain/loss from pooled separate accounts	2017-09-30	$0
Net investment gain or loss from common/collective trusts	2017-09-30	$124
Net gain/loss from 103.12 investment entities	2017-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-09-30	No
Was there a failure to transmit to the plan any participant contributions	2017-09-30	No
Has the plan failed to provide any benefit when due under the plan	2017-09-30	No
Assets. Invements in employer securities at end of year	2017-09-30	$79,564,960
Assets. Invements in employer securities at beginning of year	2017-09-30	$66,721,036
Contributions received in cash from employer	2017-09-30	$6,114,368
Employer contributions (assets) at end of year	2017-09-30	$6,114,368
Employer contributions (assets) at beginning of year	2017-09-30	$5,758,430
Income. Dividends from preferred stock	2017-09-30	$0
Income. Dividends from common stock	2017-09-30	$2,014,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-09-30	$13,914,027
Contract administrator fees	2017-09-30	$85,045
Liabilities. Value of benefit claims payable at end of year	2017-09-30	$9,042,048
Liabilities. Value of benefit claims payable at beginning of year	2017-09-30	$4,648,717
Did the plan have assets held for investment	2017-09-30	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	2017-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-09-30	No
Aggregate proceeds on sale of assets	2017-09-30	$0
Aggregate carrying amount (costs) on sale of assets	2017-09-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-09-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-09-30	Disclaimer
Accountancy firm name	2017-09-30	HINCKLEY COOK, PC
Accountancy firm EIN	2017-09-30	752799562
2016 : FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-09-30	$5,541,047
Total unrealized appreciation/depreciation of assets	2016-09-30	$5,541,047
Total transfer of assets to this plan	2016-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-09-30	$4,648,717
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-09-30	$7,055,218
Expenses. Interest paid	2016-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-09-30	$0
Total income from all sources (including contributions)	2016-09-30	$20,124,944
Total loss/gain on sale of assets	2016-09-30	$0
Total of all expenses incurred	2016-09-30	$7,636,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-09-30	$7,562,416
Expenses. Certain deemed distributions of participant loans	2016-09-30	$0
Value of total corrective distributions	2016-09-30	$1,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-09-30	$8,507,623
Value of total assets at end of year	2016-09-30	$114,066,817
Value of total assets at beginning of year	2016-09-30	$103,984,728
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-09-30	$72,177
Total income from rents	2016-09-30	$0
Total interest from all sources	2016-09-30	$23,095
Total dividends received (eg from common stock, registered investment company shares)	2016-09-30	$3,003,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-09-30	$550,982
Administrative expenses professional fees incurred	2016-09-30	$0
Was this plan covered by a fidelity bond	2016-09-30	Yes
Value of fidelity bond cover	2016-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-09-30	No
Amount of non-exempt transactions with any party-in-interest	2016-09-30	$0
Contributions received from participants	2016-09-30	$2,576,000
Participant contributions at end of year	2016-09-30	$434,134
Participant contributions at beginning of year	2016-09-30	$336,886
Participant contributions at end of year	2016-09-30	$0
Participant contributions at beginning of year	2016-09-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-09-30	$172,591
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-09-30	$8,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-09-30	$0
Other income not declared elsewhere	2016-09-30	$0
Administrative expenses (other) incurred	2016-09-30	$0
Liabilities. Value of operating payables at beginning of year	2016-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-09-30	No
Income. Non cash contributions	2016-09-30	$0
Value of net income/loss	2016-09-30	$12,488,590
Value of net assets at end of year (total assets less liabilities)	2016-09-30	$109,418,100
Value of net assets at beginning of year (total assets less liabilities)	2016-09-30	$96,929,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-09-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-09-30	$0
Were any leases to which the plan was party in default or uncollectible	2016-09-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-09-30	$0
Investment advisory and management fees	2016-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-09-30	$41,144,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-09-30	$37,151,419
Interest on participant loans	2016-09-30	$23,051
Income. Interest from loans (other than to participants)	2016-09-30	$0
Interest earned on other investments	2016-09-30	$0
Income. Interest from US Government securities	2016-09-30	$0
Income. Interest from corporate debt instruments	2016-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-09-30	$8,726
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-09-30	$8,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-09-30	$8,682
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-09-30	$44
Expenses. Payments to insurance carriers foe the provision of benefits	2016-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-09-30	$3,050,027
Net investment gain/loss from pooled separate accounts	2016-09-30	$0
Net investment gain or loss from common/collective trusts	2016-09-30	$0
Net gain/loss from 103.12 investment entities	2016-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-09-30	No
Was there a failure to transmit to the plan any participant contributions	2016-09-30	No
Has the plan failed to provide any benefit when due under the plan	2016-09-30	No
Assets. Invements in employer securities at end of year	2016-09-30	$66,721,036
Assets. Invements in employer securities at beginning of year	2016-09-30	$61,179,989
Contributions received in cash from employer	2016-09-30	$5,759,032
Employer contributions (assets) at end of year	2016-09-30	$5,758,430
Employer contributions (assets) at beginning of year	2016-09-30	$5,298,989
Income. Dividends from preferred stock	2016-09-30	$0
Income. Dividends from common stock	2016-09-30	$2,452,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-09-30	$7,562,416
Contract administrator fees	2016-09-30	$72,177
Liabilities. Value of benefit claims payable at end of year	2016-09-30	$4,648,717
Liabilities. Value of benefit claims payable at beginning of year	2016-09-30	$7,055,218
Did the plan have assets held for investment	2016-09-30	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	2016-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-09-30	No
Aggregate proceeds on sale of assets	2016-09-30	$0
Aggregate carrying amount (costs) on sale of assets	2016-09-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-09-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-09-30	Disclaimer
Accountancy firm name	2016-09-30	HINCKLEY COOK P.C.
Accountancy firm EIN	2016-09-30	752799562
2015 : FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-09-30	$-6,894,595
Total unrealized appreciation/depreciation of assets	2015-09-30	$-6,894,595
Total transfer of assets to this plan	2015-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-09-30	$7,055,218
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-09-30	$10,458,495
Expenses. Interest paid	2015-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-09-30	$0
Total income from all sources (including contributions)	2015-09-30	$2,406,781
Total loss/gain on sale of assets	2015-09-30	$0
Total of all expenses incurred	2015-09-30	$5,302,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-09-30	$5,244,905
Expenses. Certain deemed distributions of participant loans	2015-09-30	$0
Value of total corrective distributions	2015-09-30	$1,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-09-30	$8,200,092
Value of total assets at end of year	2015-09-30	$103,984,728
Value of total assets at beginning of year	2015-09-30	$110,283,421
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-09-30	$55,343
Total income from rents	2015-09-30	$0
Total interest from all sources	2015-09-30	$19,244
Total dividends received (eg from common stock, registered investment company shares)	2015-09-30	$3,404,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-09-30	$577,339
Administrative expenses professional fees incurred	2015-09-30	$0
Was this plan covered by a fidelity bond	2015-09-30	Yes
Value of fidelity bond cover	2015-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-09-30	No
Amount of non-exempt transactions with any party-in-interest	2015-09-30	$0
Contributions received from participants	2015-09-30	$2,370,556
Participant contributions at end of year	2015-09-30	$336,886
Participant contributions at beginning of year	2015-09-30	$228,361
Participant contributions at end of year	2015-09-30	$0
Participant contributions at beginning of year	2015-09-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-09-30	$520,051
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-09-30	$8,763
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-09-30	$0
Other income not declared elsewhere	2015-09-30	$0
Administrative expenses (other) incurred	2015-09-30	$0
Liabilities. Value of operating payables at beginning of year	2015-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-09-30	No
Income. Non cash contributions	2015-09-30	$0
Value of net income/loss	2015-09-30	$-2,895,416
Value of net assets at end of year (total assets less liabilities)	2015-09-30	$96,929,510
Value of net assets at beginning of year (total assets less liabilities)	2015-09-30	$99,824,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-09-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2015-09-30	$0
Were any leases to which the plan was party in default or uncollectible	2015-09-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2015-09-30	$0
Investment advisory and management fees	2015-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-09-30	$37,151,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-09-30	$36,930,774
Interest on participant loans	2015-09-30	$19,221
Income. Interest from loans (other than to participants)	2015-09-30	$0
Interest earned on other investments	2015-09-30	$0
Income. Interest from US Government securities	2015-09-30	$0
Income. Interest from corporate debt instruments	2015-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-09-30	$8,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-09-30	$225,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-09-30	$225,003
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-09-30	$23
Expenses. Payments to insurance carriers foe the provision of benefits	2015-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-09-30	$-2,322,392
Net investment gain/loss from pooled separate accounts	2015-09-30	$0
Net investment gain or loss from common/collective trusts	2015-09-30	$0
Net gain/loss from 103.12 investment entities	2015-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-09-30	No
Was there a failure to transmit to the plan any participant contributions	2015-09-30	No
Has the plan failed to provide any benefit when due under the plan	2015-09-30	No
Assets. Invements in employer securities at end of year	2015-09-30	$61,179,989
Assets. Invements in employer securities at beginning of year	2015-09-30	$68,074,584
Contributions received in cash from employer	2015-09-30	$5,309,485
Employer contributions (assets) at end of year	2015-09-30	$5,298,989
Employer contributions (assets) at beginning of year	2015-09-30	$4,824,699
Income. Dividends from preferred stock	2015-09-30	$0
Income. Dividends from common stock	2015-09-30	$2,827,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-09-30	$5,244,905
Contract administrator fees	2015-09-30	$55,343
Liabilities. Value of benefit claims payable at end of year	2015-09-30	$7,055,218
Liabilities. Value of benefit claims payable at beginning of year	2015-09-30	$10,458,495
Did the plan have assets held for investment	2015-09-30	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	2015-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-09-30	No
Aggregate proceeds on sale of assets	2015-09-30	$0
Aggregate carrying amount (costs) on sale of assets	2015-09-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-09-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-09-30	Disclaimer
Accountancy firm name	2015-09-30	HINCKLEY COOK P.C.
Accountancy firm EIN	2015-09-30	752799562
2014 : FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-09-30	$9,160,772
Total unrealized appreciation/depreciation of assets	2014-09-30	$9,160,772
Total transfer of assets to this plan	2014-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$10,458,495
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$9,915,489
Expenses. Interest paid	2014-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-09-30	$0
Total income from all sources (including contributions)	2014-09-30	$22,024,293
Total loss/gain on sale of assets	2014-09-30	$0
Total of all expenses incurred	2014-09-30	$11,443,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-09-30	$11,388,644
Expenses. Certain deemed distributions of participant loans	2014-09-30	$0
Value of total corrective distributions	2014-09-30	$3,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-09-30	$7,407,112
Value of total assets at end of year	2014-09-30	$110,283,421
Value of total assets at beginning of year	2014-09-30	$99,159,400
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-09-30	$51,291
Total income from rents	2014-09-30	$0
Total interest from all sources	2014-09-30	$11,699
Total dividends received (eg from common stock, registered investment company shares)	2014-09-30	$2,402,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-09-30	$375,748
Administrative expenses professional fees incurred	2014-09-30	$0
Was this plan covered by a fidelity bond	2014-09-30	Yes
Value of fidelity bond cover	2014-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-09-30	No
Amount of non-exempt transactions with any party-in-interest	2014-09-30	$0
Contributions received from participants	2014-09-30	$2,137,584
Participant contributions at end of year	2014-09-30	$228,361
Participant contributions at beginning of year	2014-09-30	$159,773
Participant contributions at end of year	2014-09-30	$0
Participant contributions at beginning of year	2014-09-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-09-30	$286,831
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-09-30	$122
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-09-30	$0
Other income not declared elsewhere	2014-09-30	$0
Administrative expenses (other) incurred	2014-09-30	$0
Liabilities. Value of operating payables at beginning of year	2014-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Income. Non cash contributions	2014-09-30	$0
Value of net income/loss	2014-09-30	$10,581,015
Value of net assets at end of year (total assets less liabilities)	2014-09-30	$99,824,926
Value of net assets at beginning of year (total assets less liabilities)	2014-09-30	$89,243,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-09-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2014-09-30	$0
Were any leases to which the plan was party in default or uncollectible	2014-09-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2014-09-30	$0
Investment advisory and management fees	2014-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-09-30	$36,930,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-09-30	$34,921,657
Interest on participant loans	2014-09-30	$11,662
Income. Interest from loans (other than to participants)	2014-09-30	$0
Interest earned on other investments	2014-09-30	$0
Income. Interest from US Government securities	2014-09-30	$0
Income. Interest from corporate debt instruments	2014-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-09-30	$225,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-09-30	$173,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-09-30	$173,953
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-09-30	$37
Expenses. Payments to insurance carriers foe the provision of benefits	2014-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-09-30	$3,042,661
Net investment gain/loss from pooled separate accounts	2014-09-30	$0
Net investment gain or loss from common/collective trusts	2014-09-30	$0
Net gain/loss from 103.12 investment entities	2014-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-09-30	No
Was there a failure to transmit to the plan any participant contributions	2014-09-30	No
Has the plan failed to provide any benefit when due under the plan	2014-09-30	No
Assets. Invements in employer securities at end of year	2014-09-30	$68,074,584
Assets. Invements in employer securities at beginning of year	2014-09-30	$58,913,812
Contributions received in cash from employer	2014-09-30	$4,982,697
Employer contributions (assets) at end of year	2014-09-30	$4,824,699
Employer contributions (assets) at beginning of year	2014-09-30	$4,990,205
Income. Dividends from preferred stock	2014-09-30	$0
Income. Dividends from common stock	2014-09-30	$2,026,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-09-30	$11,388,522
Contract administrator fees	2014-09-30	$51,291
Liabilities. Value of benefit claims payable at end of year	2014-09-30	$10,458,495
Liabilities. Value of benefit claims payable at beginning of year	2014-09-30	$9,915,489
Did the plan have assets held for investment	2014-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-09-30	No
Aggregate proceeds on sale of assets	2014-09-30	$0
Aggregate carrying amount (costs) on sale of assets	2014-09-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-09-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-09-30	Disclaimer
Accountancy firm name	2014-09-30	HINCKLEY COOK P.C.
Accountancy firm EIN	2014-09-30	752799562
2013 : FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-09-30	$10,531,969
Total unrealized appreciation/depreciation of assets	2013-09-30	$10,531,969
Total transfer of assets to this plan	2013-09-30	$0
Total transfer of assets from this plan	2013-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$9,915,489
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$6,032,667
Expenses. Interest paid	2013-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-09-30	$0
Total income from all sources (including contributions)	2013-09-30	$22,952,083
Total loss/gain on sale of assets	2013-09-30	$0
Total of all expenses incurred	2013-09-30	$10,176,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-09-30	$10,133,905
Expenses. Certain deemed distributions of participant loans	2013-09-30	$0
Value of total corrective distributions	2013-09-30	$2,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-09-30	$7,128,862
Value of total assets at end of year	2013-09-30	$99,159,400
Value of total assets at beginning of year	2013-09-30	$82,500,698
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-09-30	$39,694
Total income from rents	2013-09-30	$0
Total interest from all sources	2013-09-30	$9,873
Total dividends received (eg from common stock, registered investment company shares)	2013-09-30	$439,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-09-30	$439,665
Administrative expenses professional fees incurred	2013-09-30	$0
Was this plan covered by a fidelity bond	2013-09-30	Yes
Value of fidelity bond cover	2013-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-09-30	No
Amount of non-exempt transactions with any party-in-interest	2013-09-30	$0
Contributions received from participants	2013-09-30	$2,077,831
Participant contributions at end of year	2013-09-30	$159,773
Participant contributions at beginning of year	2013-09-30	$149,073
Participant contributions at end of year	2013-09-30	$0
Participant contributions at beginning of year	2013-09-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-09-30	$49,126
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-09-30	$108
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-09-30	$0
Other income not declared elsewhere	2013-09-30	$0
Administrative expenses (other) incurred	2013-09-30	$0
Liabilities. Value of operating payables at beginning of year	2013-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Income. Non cash contributions	2013-09-30	$11,501
Value of net income/loss	2013-09-30	$12,775,880
Value of net assets at end of year (total assets less liabilities)	2013-09-30	$89,243,911
Value of net assets at beginning of year (total assets less liabilities)	2013-09-30	$76,468,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-09-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2013-09-30	$0
Were any leases to which the plan was party in default or uncollectible	2013-09-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2013-09-30	$0
Investment advisory and management fees	2013-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-09-30	$34,921,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-09-30	$30,095,225
Interest on participant loans	2013-09-30	$9,756
Income. Interest from loans (other than to participants)	2013-09-30	$0
Interest earned on other investments	2013-09-30	$0
Income. Interest from US Government securities	2013-09-30	$0
Income. Interest from corporate debt instruments	2013-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-09-30	$173,953
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-09-30	$100,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-09-30	$100,493
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-09-30	$117
Expenses. Payments to insurance carriers foe the provision of benefits	2013-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-09-30	$4,841,714
Net investment gain/loss from pooled separate accounts	2013-09-30	$0
Net investment gain or loss from common/collective trusts	2013-09-30	$0
Net gain/loss from 103.12 investment entities	2013-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-09-30	No
Was there a failure to transmit to the plan any participant contributions	2013-09-30	No
Has the plan failed to provide any benefit when due under the plan	2013-09-30	No
Assets. Invements in employer securities at end of year	2013-09-30	$58,913,812
Assets. Invements in employer securities at beginning of year	2013-09-30	$47,367,920
Contributions received in cash from employer	2013-09-30	$4,990,404
Employer contributions (assets) at end of year	2013-09-30	$4,990,205
Employer contributions (assets) at beginning of year	2013-09-30	$4,787,987
Income. Dividends from preferred stock	2013-09-30	$0
Income. Dividends from common stock	2013-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-09-30	$10,133,797
Contract administrator fees	2013-09-30	$39,694
Liabilities. Value of benefit claims payable at end of year	2013-09-30	$9,915,489
Liabilities. Value of benefit claims payable at beginning of year	2013-09-30	$6,032,667
Did the plan have assets held for investment	2013-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-09-30	No
Aggregate proceeds on sale of assets	2013-09-30	$0
Aggregate carrying amount (costs) on sale of assets	2013-09-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-09-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-09-30	Disclaimer
Accountancy firm name	2013-09-30	HINCKLEY COOK P.C.
Accountancy firm EIN	2013-09-30	752799562
2012 : FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-09-30	$10,047,813
Total unrealized appreciation/depreciation of assets	2012-09-30	$10,047,813
Total transfer of assets to this plan	2012-09-30	$0
Total transfer of assets from this plan	2012-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$6,032,667
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$5,619,339
Expenses. Interest paid	2012-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2012-09-30	$0
Total income from all sources (including contributions)	2012-09-30	$21,924,218
Total loss/gain on sale of assets	2012-09-30	$0
Total of all expenses incurred	2012-09-30	$8,826,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-09-30	$8,794,751
Expenses. Certain deemed distributions of participant loans	2012-09-30	$0
Value of total corrective distributions	2012-09-30	$1,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-09-30	$6,941,514
Value of total assets at end of year	2012-09-30	$82,500,698
Value of total assets at beginning of year	2012-09-30	$68,989,996
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-09-30	$30,189
Total income from rents	2012-09-30	$0
Total interest from all sources	2012-09-30	$8,402
Total dividends received (eg from common stock, registered investment company shares)	2012-09-30	$333,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-09-30	$333,593
Administrative expenses professional fees incurred	2012-09-30	$0
Was this plan covered by a fidelity bond	2012-09-30	Yes
Value of fidelity bond cover	2012-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2012-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-09-30	No
Amount of non-exempt transactions with any party-in-interest	2012-09-30	$0
Contributions received from participants	2012-09-30	$1,838,364
Participant contributions at end of year	2012-09-30	$149,073
Participant contributions at beginning of year	2012-09-30	$118,275
Participant contributions at end of year	2012-09-30	$0
Participant contributions at beginning of year	2012-09-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-09-30	$284,057
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-09-30	$35,019
Other income not declared elsewhere	2012-09-30	$0
Administrative expenses (other) incurred	2012-09-30	$0
Liabilities. Value of operating payables at beginning of year	2012-09-30	$0
Total non interest bearing cash at end of year	2012-09-30	$0
Total non interest bearing cash at beginning of year	2012-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Income. Non cash contributions	2012-09-30	$1,002,425
Value of net income/loss	2012-09-30	$13,097,374
Value of net assets at end of year (total assets less liabilities)	2012-09-30	$76,468,031
Value of net assets at beginning of year (total assets less liabilities)	2012-09-30	$63,370,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-09-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2012-09-30	$0
Were any leases to which the plan was party in default or uncollectible	2012-09-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2012-09-30	$0
Investment advisory and management fees	2012-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-09-30	$30,095,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-09-30	$24,353,753
Interest on participant loans	2012-09-30	$8,101
Income. Interest from loans (other than to participants)	2012-09-30	$0
Interest earned on other investments	2012-09-30	$0
Income. Interest from US Government securities	2012-09-30	$0
Income. Interest from corporate debt instruments	2012-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-09-30	$100,493
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-09-30	$113,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-09-30	$113,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-09-30	$301
Expenses. Payments to insurance carriers foe the provision of benefits	2012-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-09-30	$4,592,896
Net investment gain/loss from pooled separate accounts	2012-09-30	$0
Net investment gain or loss from common/collective trusts	2012-09-30	$0
Net gain/loss from 103.12 investment entities	2012-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-09-30	No
Was there a failure to transmit to the plan any participant contributions	2012-09-30	No
Has the plan failed to provide any benefit when due under the plan	2012-09-30	No
Assets. Invements in employer securities at end of year	2012-09-30	$47,367,920
Assets. Invements in employer securities at beginning of year	2012-09-30	$39,222,734
Contributions received in cash from employer	2012-09-30	$3,816,668
Employer contributions (assets) at end of year	2012-09-30	$4,787,987
Employer contributions (assets) at beginning of year	2012-09-30	$5,181,567
Income. Dividends from preferred stock	2012-09-30	$0
Income. Dividends from common stock	2012-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-09-30	$8,794,751
Contract administrator fees	2012-09-30	$30,189
Liabilities. Value of benefit claims payable at end of year	2012-09-30	$6,032,667
Liabilities. Value of benefit claims payable at beginning of year	2012-09-30	$5,584,320
Did the plan have assets held for investment	2012-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-09-30	No
Aggregate proceeds on sale of assets	2012-09-30	$0
Aggregate carrying amount (costs) on sale of assets	2012-09-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-09-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-09-30	Disclaimer
Accountancy firm name	2012-09-30	HINCKLEY COOK PC
Accountancy firm EIN	2012-09-30	752799562
2011 : FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-09-30	$2,110,746
Total unrealized appreciation/depreciation of assets	2011-09-30	$2,110,746
Total transfer of assets to this plan	2011-09-30	$0
Total transfer of assets from this plan	2011-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$5,619,339
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$4,937,328
Expenses. Interest paid	2011-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-09-30	$0
Total income from all sources (including contributions)	2011-09-30	$8,734,804
Total loss/gain on sale of assets	2011-09-30	$0
Total of all expenses incurred	2011-09-30	$7,663,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-09-30	$7,590,259
Expenses. Certain deemed distributions of participant loans	2011-09-30	$0
Value of total corrective distributions	2011-09-30	$30,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-09-30	$6,969,362
Value of total assets at end of year	2011-09-30	$68,989,996
Value of total assets at beginning of year	2011-09-30	$67,236,328
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-09-30	$42,850
Total income from rents	2011-09-30	$0
Total interest from all sources	2011-09-30	$7,331
Total dividends received (eg from common stock, registered investment company shares)	2011-09-30	$337,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-09-30	$337,853
Administrative expenses professional fees incurred	2011-09-30	$0
Was this plan covered by a fidelity bond	2011-09-30	Yes
Value of fidelity bond cover	2011-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2011-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-09-30	No
Amount of non-exempt transactions with any party-in-interest	2011-09-30	$0
Contributions received from participants	2011-09-30	$1,742,857
Participant contributions at end of year	2011-09-30	$118,275
Participant contributions at beginning of year	2011-09-30	$134,815
Participant contributions at end of year	2011-09-30	$0
Participant contributions at beginning of year	2011-09-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-09-30	$24,336
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-09-30	$35,019
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-09-30	$42,699
Other income not declared elsewhere	2011-09-30	$0
Administrative expenses (other) incurred	2011-09-30	$0
Liabilities. Value of operating payables at beginning of year	2011-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-09-30	No
Income. Non cash contributions	2011-09-30	$0
Value of net income/loss	2011-09-30	$1,071,657
Value of net assets at end of year (total assets less liabilities)	2011-09-30	$63,370,657
Value of net assets at beginning of year (total assets less liabilities)	2011-09-30	$62,299,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-09-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2011-09-30	$0
Were any leases to which the plan was party in default or uncollectible	2011-09-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2011-09-30	$0
Investment advisory and management fees	2011-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-09-30	$24,353,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-09-30	$24,726,747
Interest on participant loans	2011-09-30	$6,986
Income. Interest from loans (other than to participants)	2011-09-30	$0
Interest earned on other investments	2011-09-30	$0
Income. Interest from US Government securities	2011-09-30	$0
Income. Interest from corporate debt instruments	2011-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-09-30	$113,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-09-30	$107,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-09-30	$107,671
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-09-30	$345
Expenses. Payments to insurance carriers foe the provision of benefits	2011-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-09-30	$-690,488
Net investment gain/loss from pooled separate accounts	2011-09-30	$0
Net investment gain or loss from common/collective trusts	2011-09-30	$0
Net gain/loss from 103.12 investment entities	2011-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-09-30	No
Was there a failure to transmit to the plan any participant contributions	2011-09-30	No
Has the plan failed to provide any benefit when due under the plan	2011-09-30	No
Assets. Invements in employer securities at end of year	2011-09-30	$39,222,734
Assets. Invements in employer securities at beginning of year	2011-09-30	$37,111,988
Contributions received in cash from employer	2011-09-30	$5,202,169
Employer contributions (assets) at end of year	2011-09-30	$5,181,567
Employer contributions (assets) at beginning of year	2011-09-30	$5,155,107
Income. Dividends from preferred stock	2011-09-30	$0
Income. Dividends from common stock	2011-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-09-30	$7,590,259
Contract administrator fees	2011-09-30	$42,850
Liabilities. Value of benefit claims payable at end of year	2011-09-30	$5,584,320
Liabilities. Value of benefit claims payable at beginning of year	2011-09-30	$4,894,629
Did the plan have assets held for investment	2011-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-09-30	No
Aggregate proceeds on sale of assets	2011-09-30	$0
Aggregate carrying amount (costs) on sale of assets	2011-09-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-09-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-09-30	Disclaimer
Accountancy firm name	2011-09-30	HINCKLEY COOK PC
Accountancy firm EIN	2011-09-30	752799562
2010 : FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0

Form 5500 Responses for FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN

2021: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	Yes
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	Yes
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	Yes
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	FIRST COMMAND FINANCIAL PLANNING, INC.
Employer identification number (EIN):	751054341
NAIC Classification:	523120
NAIC Description:	Securities Brokerage

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1958-11-24
Company Identification Number:	0015070800
Legal Registered Office Address:	1 FIRST COMMAND PLAZA FORT WORTH United States of Amercica (USA) 76109