401k Plan data: HOLLIS WRIGHT 401K PROFIT SHARING PLAN plan

HOLLIS WRIGHT 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	HOLLIS WRIGHT 401K PROFIT SHARING PLAN
Plan identification number	001

HOLLIS WRIGHT 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HOLLIS, WRIGHT, CLAY AND VAIL, PC has sponsored the creation of one or more 401k plans.

Company Name: HOLLIS, WRIGHT, CLAY AND VAIL, PC

Employer identification number (EIN): 020538095

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOLLIS WRIGHT 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JOSH WRIGHT
001 2016-01-01 JOSH WRIGHT
001 2015-01-01 JOSH WRIGHT
001 2015-01-01
001 2014-01-01 JOSH WRIGHT
001 2013-01-01 JOSH WRIGHT
001 2012-01-01 JOSH WRIGHT 2013-02-27
001 2011-01-01 ANDY HOLLIS 2012-04-17 ANDY HOLLIS 2012-04-17
001 2010-01-01 ANDY HOLLIS 2011-05-05 ANDY HOLLIS 2011-05-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JOSH WRIGHT
001	2016-01-01	JOSH WRIGHT
001	2015-01-01	JOSH WRIGHT
001	2015-01-01
001	2014-01-01	JOSH WRIGHT
001	2013-01-01	JOSH WRIGHT
001	2012-01-01	JOSH WRIGHT	2013-02-27
001	2011-01-01	ANDY HOLLIS	2012-04-17	ANDY HOLLIS	2012-04-17
001	2010-01-01	ANDY HOLLIS	2011-05-05	ANDY HOLLIS	2011-05-05

Plan Statistics for HOLLIS WRIGHT 401K PROFIT SHARING PLAN

401k plan membership statisitcs for HOLLIS WRIGHT 401K PROFIT SHARING PLAN

Measure Date Value
2022: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 15
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 5
Total of all active and inactive participants 2022-01-01 21
Total participants 2022-01-01 21
Number of participants with account balances 2022-01-01 21
2021: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 15
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 5
Total of all active and inactive participants 2021-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 21
Number of participants with account balances 2021-01-01 21
2020: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 16
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 6
Total of all active and inactive participants 2020-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 22
Number of participants with account balances 2020-01-01 22
2019: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 17
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 20
Total participants 2019-01-01 20
Number of participants with account balances 2019-01-01 19
2018: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 18
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 21
Total participants 2018-01-01 21
Number of participants with account balances 2018-01-01 20
2017: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 17
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 21
Total participants 2017-01-01 21
Number of participants with account balances 2017-01-01 21
2016: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 18
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 22
Total participants 2016-01-01 22
Number of participants with account balances 2016-01-01 19
2015: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 18
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 23
Total participants 2015-01-01 23
Number of participants with account balances 2015-01-01 18
2014: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 17
Total participants 2014-01-01 17
Number of participants with account balances 2014-01-01 17
2013: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 16
Total participants 2013-01-01 16
Number of participants with account balances 2013-01-01 16

Measure	Date	Value
2022: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	15
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	5
Total of all active and inactive participants	2022-01-01	21
Total participants	2022-01-01	21
Number of participants with account balances	2022-01-01	21
2021: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	15
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	5
Total of all active and inactive participants	2021-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	21
Number of participants with account balances	2021-01-01	21
2020: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	16
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	6
Total of all active and inactive participants	2020-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	22
Number of participants with account balances	2020-01-01	22
2019: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	17
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	20
Total participants	2019-01-01	20
Number of participants with account balances	2019-01-01	19
2018: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	18
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	21
Total participants	2018-01-01	21
Number of participants with account balances	2018-01-01	20
2017: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	17
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	21
Total participants	2017-01-01	21
Number of participants with account balances	2017-01-01	21
2016: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	18
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	22
Total participants	2016-01-01	22
Number of participants with account balances	2016-01-01	19
2015: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	18
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	23
Total participants	2015-01-01	23
Number of participants with account balances	2015-01-01	18
2014: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	17
Total participants	2014-01-01	17
Number of participants with account balances	2014-01-01	17
2013: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	16
Total participants	2013-01-01	16
Number of participants with account balances	2013-01-01	16

Financial Data on HOLLIS WRIGHT 401K PROFIT SHARING PLAN

Measure	Date	Value
2022 : HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-11,351
Expenses. Total of all expenses incurred	2022-12-31	$903
Benefits paid (including direct rollovers)	2022-12-31	$305
Total plan assets at end of year	2022-12-31	$1,798,351
Total plan assets at beginning of year	2022-12-31	$1,810,605
Value of fidelity bond covering the plan	2022-12-31	$182,000
Total contributions received or receivable from participants	2022-12-31	$69,958
Other income received	2022-12-31	$-232,315
Net income (gross income less expenses)	2022-12-31	$-12,254
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,798,351
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,810,605
Assets. Value of participant loans	2022-12-31	$18,677
Total contributions received or receivable from employer(s)	2022-12-31	$151,006
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$598
2021 : HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$342,694
Expenses. Total of all expenses incurred	2021-12-31	$7,711
Benefits paid (including direct rollovers)	2021-12-31	$7,031
Total plan assets at end of year	2021-12-31	$1,810,605
Total plan assets at beginning of year	2021-12-31	$1,475,622
Value of fidelity bond covering the plan	2021-12-31	$148,000
Total contributions received or receivable from participants	2021-12-31	$36,555
Other income received	2021-12-31	$181,517
Net income (gross income less expenses)	2021-12-31	$334,983
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,810,605
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,475,622
Assets. Value of participant loans	2021-12-31	$21,422
Total contributions received or receivable from employer(s)	2021-12-31	$124,622
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$680
2020 : HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$284,575
Expenses. Total of all expenses incurred	2020-12-31	$89,270
Benefits paid (including direct rollovers)	2020-12-31	$88,704
Total plan assets at end of year	2020-12-31	$1,475,622
Total plan assets at beginning of year	2020-12-31	$1,280,317
Value of fidelity bond covering the plan	2020-12-31	$129,000
Total contributions received or receivable from participants	2020-12-31	$36,522
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$183,661
Net income (gross income less expenses)	2020-12-31	$195,305
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,475,622
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,280,317
Assets. Value of participant loans	2020-12-31	$16,683
Total contributions received or receivable from employer(s)	2020-12-31	$64,392
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$566
2019 : HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$294,465
Expenses. Total of all expenses incurred	2019-12-31	$25,265
Benefits paid (including direct rollovers)	2019-12-31	$24,758
Total plan assets at end of year	2019-12-31	$1,280,317
Total plan assets at beginning of year	2019-12-31	$1,011,117
Value of fidelity bond covering the plan	2019-12-31	$101,000
Total contributions received or receivable from participants	2019-12-31	$39,064
Contributions received from other sources (not participants or employers)	2019-12-31	$3,457
Other income received	2019-12-31	$175,312
Net income (gross income less expenses)	2019-12-31	$269,200
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,280,317
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,011,117
Assets. Value of participant loans	2019-12-31	$18,191
Total contributions received or receivable from employer(s)	2019-12-31	$76,632
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$507
2018 : HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$192,734
Expenses. Total of all expenses incurred	2018-12-31	$34,225
Benefits paid (including direct rollovers)	2018-12-31	$33,790
Total plan assets at end of year	2018-12-31	$1,011,117
Total plan assets at beginning of year	2018-12-31	$852,608
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$29,812
Contributions received from other sources (not participants or employers)	2018-12-31	$105,096
Other income received	2018-12-31	$-50,024
Net income (gross income less expenses)	2018-12-31	$158,509
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,011,117
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$852,608
Total contributions received or receivable from employer(s)	2018-12-31	$107,850
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$435
2017 : HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$236,645
Expenses. Total of all expenses incurred	2017-12-31	$17,871
Benefits paid (including direct rollovers)	2017-12-31	$17,662
Total plan assets at end of year	2017-12-31	$852,608
Total plan assets at beginning of year	2017-12-31	$633,834
Value of fidelity bond covering the plan	2017-12-31	$70,000
Total contributions received or receivable from participants	2017-12-31	$25,803
Other income received	2017-12-31	$78,668
Net income (gross income less expenses)	2017-12-31	$218,774
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$852,608
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$633,834
Assets. Value of participant loans	2017-12-31	$17,949
Total contributions received or receivable from employer(s)	2017-12-31	$132,174
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$209
2016 : HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$134,549
Expenses. Total of all expenses incurred	2016-12-31	$7,182
Benefits paid (including direct rollovers)	2016-12-31	$7,095
Total plan assets at end of year	2016-12-31	$633,834
Total plan assets at beginning of year	2016-12-31	$506,467
Value of fidelity bond covering the plan	2016-12-31	$51,000
Total contributions received or receivable from participants	2016-12-31	$29,721
Other income received	2016-12-31	$24,781
Net income (gross income less expenses)	2016-12-31	$127,367
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$633,834
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$506,467
Assets. Value of participant loans	2016-12-31	$14,956
Total contributions received or receivable from employer(s)	2016-12-31	$80,047
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$87
2015 : HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$131,299
Expenses. Total of all expenses incurred	2015-12-31	$8,251
Benefits paid (including direct rollovers)	2015-12-31	$8,235
Total plan assets at end of year	2015-12-31	$531,437
Total plan assets at beginning of year	2015-12-31	$408,389
Value of fidelity bond covering the plan	2015-12-31	$41,000
Total contributions received or receivable from participants	2015-12-31	$11,340
Other income received	2015-12-31	$2,758
Net income (gross income less expenses)	2015-12-31	$123,048
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$531,437
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$408,389
Assets. Value of participant loans	2015-12-31	$2,198
Total contributions received or receivable from employer(s)	2015-12-31	$117,201
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$16
2014 : HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$96,676
Expenses. Total of all expenses incurred	2014-12-31	$58,499
Benefits paid (including direct rollovers)	2014-12-31	$58,499
Total plan assets at end of year	2014-12-31	$408,389
Total plan assets at beginning of year	2014-12-31	$370,212
Value of fidelity bond covering the plan	2014-12-31	$43,000
Total contributions received or receivable from participants	2014-12-31	$5,259
Other income received	2014-12-31	$16,455
Net income (gross income less expenses)	2014-12-31	$38,177
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$408,389
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$370,212
Total contributions received or receivable from employer(s)	2014-12-31	$74,962
2013 : HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$158,113
Expenses. Total of all expenses incurred	2013-12-31	$179,578
Benefits paid (including direct rollovers)	2013-12-31	$178,487
Total plan assets at end of year	2013-12-31	$429,712
Total plan assets at beginning of year	2013-12-31	$451,177
Value of fidelity bond covering the plan	2013-12-31	$43,000
Total contributions received or receivable from participants	2013-12-31	$5,074
Other income received	2013-12-31	$36,530
Net income (gross income less expenses)	2013-12-31	$-21,465
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$429,712
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$451,177
Total contributions received or receivable from employer(s)	2013-12-31	$116,509
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,091

Form 5500 Responses for HOLLIS WRIGHT 401K PROFIT SHARING PLAN

2022: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HOLLIS WRIGHT 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1264288-01

Policy instance

Insurance contract or identification number	1264288-01
Number of Individuals Covered	21
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1264288-01

Policy instance

Insurance contract or identification number	1264288-01
Number of Individuals Covered	21
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1264288-01

Policy instance

Insurance contract or identification number	1264288-01
Number of Individuals Covered	22
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $1,874
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,874
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1264288-01

Policy instance

Insurance contract or identification number	1264288-01
Number of Individuals Covered	19
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $5,007
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,007
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1264288-01

Policy instance

Insurance contract or identification number	1264288-01
Number of Individuals Covered	20
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $3,688
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,688
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1264288-01

Policy instance

Insurance contract or identification number	1264288-01
Number of Individuals Covered	20
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $2,947
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,947
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1264288-01

Policy instance

Insurance contract or identification number	1264288-01
Number of Individuals Covered	17
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $1,771
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,771
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

02-0538095

Policy instance

Insurance contract or identification number	02-0538095
Number of Individuals Covered	16
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $581
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $581
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1264288-01

Policy instance

Insurance contract or identification number	1264288-01
Number of Individuals Covered	18
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,103
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	4103
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH

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Company Name:	HOLLIS, WRIGHT, CLAY AND VAIL, PC
Employer identification number (EIN):	020538095
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers