401k Plan data: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST plan

MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST
Plan identification number	001

MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

401k Sponsoring company profile

MITCHELL S. LOGSDON, INC., has sponsored the creation of one or more 401k plans.

Company Name: MITCHELL S. LOGSDON, INC.,

Employer identification number (EIN): 770051461

NAIC Classification: 423100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-11-01
001 2021-11-01
001 2020-11-01
001 2019-11-01
001 2017-11-01 GER ON BEHALF OF PLAN ADMINISTRATOR
001 2016-11-01 GER ON BEHALF OF PLAN ADMINISTRATOR
001 2015-11-01 GER ON BEHALF OF PLAN ADMINISTRATOR
001 2014-11-01 GER ON BEHALF OF PLAN ADMINISTRATOR
001 2013-11-01 GER ON BEHALF OF PLAN ADMINISTRATOR
001 2012-11-01 GER ON BEHALF OF PLAN ADMINISTRATOR
001 2011-11-01 GER ON BEHALF OF PLAN ADMINISTRATOR
001 2010-11-01 GER ON BEHALF OF PLAN ADMINISTRATOR
001 2009-11-01 GER ON BEHALF OF PLAN ADMINISTRATOR

Plan Statistics for MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-11-01 3
Number of retired or separated participants receiving benefits 2022-11-01 0
Number of other retired or separated participants entitled to future benefits 2022-11-01 0
Total of all active and inactive participants 2022-11-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-11-01 0
Total participants 2022-11-01 3
Number of participants with account balances 2022-11-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-11-01 0
2021: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-11-01 6
Number of retired or separated participants receiving benefits 2021-11-01 0
Number of other retired or separated participants entitled to future benefits 2021-11-01 0
Total of all active and inactive participants 2021-11-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-11-01 1
Total participants 2021-11-01 7
Number of participants with account balances 2021-11-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-11-01 0
2020: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-11-01 7
Number of retired or separated participants receiving benefits 2020-11-01 0
Number of other retired or separated participants entitled to future benefits 2020-11-01 0
Total of all active and inactive participants 2020-11-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-11-01 0
Total participants 2020-11-01 7
Number of participants with account balances 2020-11-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-11-01 0
2019: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-11-01 7
Number of retired or separated participants receiving benefits 2019-11-01 0
Number of other retired or separated participants entitled to future benefits 2019-11-01 0
Total of all active and inactive participants 2019-11-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-11-01 0
Total participants 2019-11-01 7
Number of participants with account balances 2019-11-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-11-01 0
2017: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-11-01 6
Total of all active and inactive participants 2017-11-01 6
Total participants 2017-11-01 6
Number of participants with account balances 2017-11-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-11-01 0
2016: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-11-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-11-01 6
Number of other retired or separated participants entitled to future benefits 2016-11-01 1
Total of all active and inactive participants 2016-11-01 7
Total participants 2016-11-01 7
Number of participants with account balances 2016-11-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-11-01 0
2015: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-11-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-11-01 6
Total of all active and inactive participants 2015-11-01 6
Total participants 2015-11-01 6
Number of participants with account balances 2015-11-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-11-01 0
2014: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-11-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 6
Total of all active and inactive participants 2014-11-01 6
Total participants 2014-11-01 6
Number of participants with account balances 2014-11-01 6
2013: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-11-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 5
Total of all active and inactive participants 2013-11-01 5
Total participants 2013-11-01 5
Number of participants with account balances 2013-11-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 0
2012: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-11-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 5
Number of retired or separated participants receiving benefits 2012-11-01 0
Number of other retired or separated participants entitled to future benefits 2012-11-01 0
Total of all active and inactive participants 2012-11-01 5
Total participants 2012-11-01 5
Number of participants with account balances 2012-11-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 0
2011: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-11-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 5
Number of retired or separated participants receiving benefits 2011-11-01 0
Number of other retired or separated participants entitled to future benefits 2011-11-01 1
Total of all active and inactive participants 2011-11-01 6
Total participants 2011-11-01 6
Number of participants with account balances 2011-11-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0
2010: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-11-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-11-01 6
Total of all active and inactive participants 2010-11-01 6
Total participants 2010-11-01 6
Number of participants with account balances 2010-11-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-11-01 0
2009: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-11-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 6
Total of all active and inactive participants 2009-11-01 6
Total participants 2009-11-01 6
Number of participants with account balances 2009-11-01 6

Measure	Date	Value
2022: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-11-01	3
Number of retired or separated participants receiving benefits	2022-11-01	0
Number of other retired or separated participants entitled to future benefits	2022-11-01	0
Total of all active and inactive participants	2022-11-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-11-01	0
Total participants	2022-11-01	3
Number of participants with account balances	2022-11-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-11-01	0
2021: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-11-01	6
Number of retired or separated participants receiving benefits	2021-11-01	0
Number of other retired or separated participants entitled to future benefits	2021-11-01	0
Total of all active and inactive participants	2021-11-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-11-01	1
Total participants	2021-11-01	7
Number of participants with account balances	2021-11-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-11-01	0
2020: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-11-01	7
Number of retired or separated participants receiving benefits	2020-11-01	0
Number of other retired or separated participants entitled to future benefits	2020-11-01	0
Total of all active and inactive participants	2020-11-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-11-01	0
Total participants	2020-11-01	7
Number of participants with account balances	2020-11-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-11-01	0
2019: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-11-01	7
Number of retired or separated participants receiving benefits	2019-11-01	0
Number of other retired or separated participants entitled to future benefits	2019-11-01	0
Total of all active and inactive participants	2019-11-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-11-01	0
Total participants	2019-11-01	7
Number of participants with account balances	2019-11-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-11-01	0
2017: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-11-01	6
Total of all active and inactive participants	2017-11-01	6
Total participants	2017-11-01	6
Number of participants with account balances	2017-11-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-11-01	0
2016: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-11-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-11-01	6
Number of other retired or separated participants entitled to future benefits	2016-11-01	1
Total of all active and inactive participants	2016-11-01	7
Total participants	2016-11-01	7
Number of participants with account balances	2016-11-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-11-01	0
2015: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-11-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-11-01	6
Total of all active and inactive participants	2015-11-01	6
Total participants	2015-11-01	6
Number of participants with account balances	2015-11-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-11-01	0
2014: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-11-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	6
Total of all active and inactive participants	2014-11-01	6
Total participants	2014-11-01	6
Number of participants with account balances	2014-11-01	6
2013: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-11-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	5
Total of all active and inactive participants	2013-11-01	5
Total participants	2013-11-01	5
Number of participants with account balances	2013-11-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	0
2012: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-11-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	5
Number of retired or separated participants receiving benefits	2012-11-01	0
Number of other retired or separated participants entitled to future benefits	2012-11-01	0
Total of all active and inactive participants	2012-11-01	5
Total participants	2012-11-01	5
Number of participants with account balances	2012-11-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	0
2011: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-11-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	5
Number of retired or separated participants receiving benefits	2011-11-01	0
Number of other retired or separated participants entitled to future benefits	2011-11-01	1
Total of all active and inactive participants	2011-11-01	6
Total participants	2011-11-01	6
Number of participants with account balances	2011-11-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0
2010: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-11-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-11-01	6
Total of all active and inactive participants	2010-11-01	6
Total participants	2010-11-01	6
Number of participants with account balances	2010-11-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-11-01	0
2009: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-11-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	6
Total of all active and inactive participants	2009-11-01	6
Total participants	2009-11-01	6
Number of participants with account balances	2009-11-01	6

Financial Data on MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2023 : MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total income from all sources	2023-10-31	$30,682
Expenses. Total of all expenses incurred	2023-10-31	$138,822
Benefits paid (including direct rollovers)	2023-10-31	$95,421
Total plan assets at end of year	2023-10-31	$1,362,054
Total plan assets at beginning of year	2023-10-31	$1,470,194
Value of fidelity bond covering the plan	2023-10-31	$25,000
Total contributions received or receivable from participants	2023-10-31	$33,841
Other income received	2023-10-31	$-19,200
Net income (gross income less expenses)	2023-10-31	$-108,140
Net plan assets at end of year (total assets less liabilities)	2023-10-31	$1,362,054
Net plan assets at beginning of year (total assets less liabilities)	2023-10-31	$1,470,194
Total contributions received or receivable from employer(s)	2023-10-31	$16,041
Value of certain deemed distributions of participant loans	2023-10-31	$29,235
Expenses. Administrative service providers (salaries,fees and commissions)	2023-10-31	$14,166
2022 : MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-10-31	$-34,700
Expenses. Total of all expenses incurred	2022-10-31	$141,690
Benefits paid (including direct rollovers)	2022-10-31	$125,945
Total plan assets at end of year	2022-10-31	$1,470,194
Total plan assets at beginning of year	2022-10-31	$1,646,584
Value of fidelity bond covering the plan	2022-10-31	$25,000
Total contributions received or receivable from participants	2022-10-31	$30,891
Other income received	2022-10-31	$-80,081
Net income (gross income less expenses)	2022-10-31	$-176,390
Net plan assets at end of year (total assets less liabilities)	2022-10-31	$1,470,194
Net plan assets at beginning of year (total assets less liabilities)	2022-10-31	$1,646,584
Assets. Value of participant loans	2022-10-31	$29,235
Total contributions received or receivable from employer(s)	2022-10-31	$14,490
Expenses. Administrative service providers (salaries,fees and commissions)	2022-10-31	$15,745
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-10-31	$0
2021 : MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-10-31	$548,172
Expenses. Total of all expenses incurred	2021-10-31	$10,870
Total plan assets at end of year	2021-10-31	$1,646,584
Total plan assets at beginning of year	2021-10-31	$1,109,282
Value of fidelity bond covering the plan	2021-10-31	$25,000
Total contributions received or receivable from participants	2021-10-31	$32,091
Other income received	2021-10-31	$498,590
Net income (gross income less expenses)	2021-10-31	$537,302
Net plan assets at end of year (total assets less liabilities)	2021-10-31	$1,646,584
Net plan assets at beginning of year (total assets less liabilities)	2021-10-31	$1,109,282
Assets. Value of participant loans	2021-10-31	$29,235
Total contributions received or receivable from employer(s)	2021-10-31	$17,491
Expenses. Administrative service providers (salaries,fees and commissions)	2021-10-31	$10,870
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-10-31	$0
2020 : MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-10-31	$68,360
Expenses. Total of all expenses incurred	2020-10-31	$10,159
Total plan assets at end of year	2020-10-31	$1,109,282
Total plan assets at beginning of year	2020-10-31	$1,051,081
Value of fidelity bond covering the plan	2020-10-31	$25,000
Total contributions received or receivable from participants	2020-10-31	$31,391
Other income received	2020-10-31	$19,978
Net income (gross income less expenses)	2020-10-31	$58,201
Net plan assets at end of year (total assets less liabilities)	2020-10-31	$1,109,282
Net plan assets at beginning of year (total assets less liabilities)	2020-10-31	$1,051,081
Assets. Value of participant loans	2020-10-31	$9,815
Total contributions received or receivable from employer(s)	2020-10-31	$16,991
Expenses. Administrative service providers (salaries,fees and commissions)	2020-10-31	$10,159
2019 : MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-10-31	$67,680
Expenses. Total of all expenses incurred	2019-10-31	$9,145
Total plan assets at end of year	2019-10-31	$1,051,081
Total plan assets at beginning of year	2019-10-31	$992,546
Value of fidelity bond covering the plan	2019-10-31	$30,000
Total contributions received or receivable from participants	2019-10-31	$30,816
Other income received	2019-10-31	$19,548
Net income (gross income less expenses)	2019-10-31	$58,535
Net plan assets at end of year (total assets less liabilities)	2019-10-31	$1,051,081
Net plan assets at beginning of year (total assets less liabilities)	2019-10-31	$992,546
Assets. Value of participant loans	2019-10-31	$10,517
Total contributions received or receivable from employer(s)	2019-10-31	$17,316
Expenses. Administrative service providers (salaries,fees and commissions)	2019-10-31	$9,145
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-10-31	$0
2018 : MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-10-31	$110,468
Expenses. Total of all expenses incurred	2018-10-31	$13,905
Benefits paid (including direct rollovers)	2018-10-31	$5,910
Total plan assets at end of year	2018-10-31	$992,546
Total plan assets at beginning of year	2018-10-31	$895,983
Value of fidelity bond covering the plan	2018-10-31	$30,000
Total contributions received or receivable from participants	2018-10-31	$30,332
Other income received	2018-10-31	$20,099
Net income (gross income less expenses)	2018-10-31	$96,563
Net plan assets at end of year (total assets less liabilities)	2018-10-31	$992,546
Net plan assets at beginning of year (total assets less liabilities)	2018-10-31	$895,983
Assets. Value of participant loans	2018-10-31	$11,163
Total contributions received or receivable from employer(s)	2018-10-31	$60,037
Expenses. Administrative service providers (salaries,fees and commissions)	2018-10-31	$7,995
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-10-31	$0
2017 : MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-10-31	$159,292
Expenses. Total of all expenses incurred	2017-10-31	$7,234
Total plan assets at end of year	2017-10-31	$895,983
Total plan assets at beginning of year	2017-10-31	$743,925
Value of fidelity bond covering the plan	2017-10-31	$30,000
Total contributions received or receivable from participants	2017-10-31	$33,060
Other income received	2017-10-31	$53,276
Net income (gross income less expenses)	2017-10-31	$152,058
Net plan assets at end of year (total assets less liabilities)	2017-10-31	$895,983
Net plan assets at beginning of year (total assets less liabilities)	2017-10-31	$743,925
Assets. Value of participant loans	2017-10-31	$11,792
Total contributions received or receivable from employer(s)	2017-10-31	$72,956
Expenses. Administrative service providers (salaries,fees and commissions)	2017-10-31	$7,234
2016 : MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-10-31	$35,755
Expenses. Total of all expenses incurred	2016-10-31	$6,963
Total plan assets at end of year	2016-10-31	$743,925
Total plan assets at beginning of year	2016-10-31	$715,133
Value of fidelity bond covering the plan	2016-10-31	$30,000
Total contributions received or receivable from participants	2016-10-31	$31,384
Other income received	2016-10-31	$-7,698
Net income (gross income less expenses)	2016-10-31	$28,792
Net plan assets at end of year (total assets less liabilities)	2016-10-31	$743,925
Net plan assets at beginning of year (total assets less liabilities)	2016-10-31	$715,133
Assets. Value of participant loans	2016-10-31	$13,805
Total contributions received or receivable from employer(s)	2016-10-31	$12,069
Expenses. Administrative service providers (salaries,fees and commissions)	2016-10-31	$6,963
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-10-31	$0
2015 : MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-10-31	$14,869
Expenses. Total of all expenses incurred	2015-10-31	$6,853
Total plan assets at end of year	2015-10-31	$715,133
Total plan assets at beginning of year	2015-10-31	$707,117
Value of fidelity bond covering the plan	2015-10-31	$30,000
Total contributions received or receivable from participants	2015-10-31	$29,621
Other income received	2015-10-31	$-28,712
Net income (gross income less expenses)	2015-10-31	$8,016
Net plan assets at end of year (total assets less liabilities)	2015-10-31	$715,133
Net plan assets at beginning of year (total assets less liabilities)	2015-10-31	$707,117
Assets. Value of participant loans	2015-10-31	$5,121
Total contributions received or receivable from employer(s)	2015-10-31	$13,960
Expenses. Administrative service providers (salaries,fees and commissions)	2015-10-31	$6,853
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-10-31	$0
2014 : MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-10-31	$48,642
Expenses. Total of all expenses incurred	2014-10-31	$6,041
Total plan assets at end of year	2014-10-31	$707,117
Total plan assets at beginning of year	2014-10-31	$664,516
Value of fidelity bond covering the plan	2014-10-31	$30,000
Total contributions received or receivable from participants	2014-10-31	$27,571
Other income received	2014-10-31	$13,770
Net income (gross income less expenses)	2014-10-31	$42,601
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$707,117
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$664,516
Assets. Value of participant loans	2014-10-31	$8,818
Total contributions received or receivable from employer(s)	2014-10-31	$7,301
Expenses. Administrative service providers (salaries,fees and commissions)	2014-10-31	$6,041
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-10-31	$0
2013 : MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-10-31	$127,768
Expenses. Total of all expenses incurred	2013-10-31	$13,961
Benefits paid (including direct rollovers)	2013-10-31	$9,083
Total plan assets at end of year	2013-10-31	$664,516
Total plan assets at beginning of year	2013-10-31	$55,070
Value of fidelity bond covering the plan	2013-10-31	$500,000
Total contributions received or receivable from participants	2013-10-31	$27,871
Other income received	2013-10-31	$56,530
Net income (gross income less expenses)	2013-10-31	$113,807
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$664,516
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$55,070
Assets. Value of participant loans	2013-10-31	$11,790
Total contributions received or receivable from employer(s)	2013-10-31	$43,367
Expenses. Administrative service providers (salaries,fees and commissions)	2013-10-31	$4,878
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-10-31	$0
2012 : MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-10-31	$117,187
Expenses. Total of all expenses incurred	2012-10-31	$4,178
Total plan assets at end of year	2012-10-31	$550,708
Total plan assets at beginning of year	2012-10-31	$437,699
Value of fidelity bond covering the plan	2012-10-31	$500,000
Total contributions received or receivable from participants	2012-10-31	$28,511
Other income received	2012-10-31	$45,992
Net income (gross income less expenses)	2012-10-31	$113,009
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$550,708
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$437,699
Assets. Value of participant loans	2012-10-31	$14,633
Total contributions received or receivable from employer(s)	2012-10-31	$42,684
Expenses. Administrative service providers (salaries,fees and commissions)	2012-10-31	$4,178
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-10-31	$0
2011 : MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-10-31	$59,429
Expenses. Total of all expenses incurred	2011-10-31	$3,795
Total plan assets at end of year	2011-10-31	$437,699
Total plan assets at beginning of year	2011-10-31	$382,065
Value of fidelity bond covering the plan	2011-10-31	$30,000
Total contributions received or receivable from participants	2011-10-31	$28,381
Other income received	2011-10-31	$15,058
Net income (gross income less expenses)	2011-10-31	$55,634
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$437,699
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$382,065
Assets. Value of participant loans	2011-10-31	$6,500
Total contributions received or receivable from employer(s)	2011-10-31	$15,990
Expenses. Administrative service providers (salaries,fees and commissions)	2011-10-31	$3,795
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-10-31	$0
2010 : MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-10-31	$0

Form 5500 Responses for MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST

2022: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-11-01	Type of plan entity	Single employer plan
2022-11-01	Submission has been amended	No
2022-11-01	This submission is the final filing	No
2022-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-11-01	Plan is a collectively bargained plan	No
2022-11-01	Plan funding arrangement – Trust	Yes
2022-11-01	Plan benefit arrangement - Trust	Yes
2021: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-11-01	Type of plan entity	Single employer plan
2021-11-01	Submission has been amended	No
2021-11-01	This submission is the final filing	No
2021-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-11-01	Plan is a collectively bargained plan	No
2021-11-01	Plan funding arrangement – Trust	Yes
2021-11-01	Plan benefit arrangement - Trust	Yes
2020: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-11-01	Type of plan entity	Single employer plan
2020-11-01	Submission has been amended	No
2020-11-01	This submission is the final filing	No
2020-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-11-01	Plan is a collectively bargained plan	No
2020-11-01	Plan funding arrangement – Trust	Yes
2020-11-01	Plan benefit arrangement - Trust	Yes
2019: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-11-01	Type of plan entity	Single employer plan
2019-11-01	Submission has been amended	No
2019-11-01	This submission is the final filing	No
2019-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-11-01	Plan is a collectively bargained plan	No
2019-11-01	Plan funding arrangement – Trust	Yes
2019-11-01	Plan benefit arrangement - Trust	Yes
2017: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-11-01	Type of plan entity	Single employer plan
2017-11-01	Submission has been amended	No
2017-11-01	This submission is the final filing	No
2017-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-11-01	Plan is a collectively bargained plan	No
2017-11-01	Plan funding arrangement – Trust	Yes
2017-11-01	Plan benefit arrangement - Trust	Yes
2016: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-11-01	Type of plan entity	Single employer plan
2016-11-01	Submission has been amended	No
2016-11-01	This submission is the final filing	No
2016-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-11-01	Plan is a collectively bargained plan	No
2016-11-01	Plan funding arrangement – Trust	Yes
2016-11-01	Plan benefit arrangement - Trust	Yes
2015: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-11-01	Type of plan entity	Single employer plan
2015-11-01	Submission has been amended	No
2015-11-01	This submission is the final filing	No
2015-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-11-01	Plan is a collectively bargained plan	No
2015-11-01	Plan funding arrangement – Trust	Yes
2015-11-01	Plan benefit arrangement - Trust	Yes
2014: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Submission has been amended	No
2014-11-01	This submission is the final filing	No
2014-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-11-01	Plan is a collectively bargained plan	No
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Submission has been amended	No
2013-11-01	This submission is the final filing	No
2013-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-11-01	Plan is a collectively bargained plan	No
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Submission has been amended	No
2012-11-01	This submission is the final filing	No
2012-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-11-01	Plan is a collectively bargained plan	No
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2010: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-11-01	Type of plan entity	Single employer plan
2010-11-01	Submission has been amended	No
2010-11-01	This submission is the final filing	No
2010-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-11-01	Plan is a collectively bargained plan	No
2010-11-01	Plan funding arrangement – Trust	Yes
2010-11-01	Plan benefit arrangement - Trust	Yes
2009: MITCHELL S. LOGSDON, INC., 401K PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MITCHELL S. LOGSDON, INC.,
Employer identification number (EIN):	770051461
NAIC Classification:	423100