401k Plan data: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN plan

BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN
Plan identification number	003

BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

BLUM, SHAPIRO & CO., P.C. has sponsored the creation of one or more 401k plans.

Company Name: BLUM, SHAPIRO & CO., P.C.

Employer identification number (EIN): 061009205

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 SARA BELL 2022-11-15 SARA BELL 2022-11-15
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 TAMMY MAGUIRE JANET NAHORNEY 2018-10-11
003 2016-01-01 TAMMY MAGUIRE JANET NAHORNEY 2017-10-12
003 2015-01-01 JANET NAHORNEY JANET NAHORNEY 2016-10-12
003 2015-01-01 TAMMY MAGUIRE JANET NAHORNEY 2016-10-13
003 2014-01-01 JANET NAHORNEY JANET NAHORNEY 2015-10-14
003 2014-01-01 JANET NAHORNEY JANET NAHORNEY 2015-10-14
003 2013-01-01 JANET NAHORNEY
003 2012-01-01 JANET NAHORNEY
003 2011-01-01 FREDERICK KAPLAN
003 2010-01-01 FREDERICK KAPLAN
003 2009-01-01 FREDERICK KAPLAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	SARA BELL	2022-11-15	SARA BELL	2022-11-15
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	TAMMY MAGUIRE		JANET NAHORNEY	2018-10-11
003	2016-01-01	TAMMY MAGUIRE		JANET NAHORNEY	2017-10-12
003	2015-01-01	JANET NAHORNEY		JANET NAHORNEY	2016-10-12
003	2015-01-01	TAMMY MAGUIRE		JANET NAHORNEY	2016-10-13
003	2014-01-01	JANET NAHORNEY		JANET NAHORNEY	2015-10-14
003	2014-01-01	JANET NAHORNEY		JANET NAHORNEY	2015-10-14
003	2013-01-01	JANET NAHORNEY
003	2012-01-01	JANET NAHORNEY
003	2011-01-01	FREDERICK KAPLAN
003	2010-01-01	FREDERICK KAPLAN
003	2009-01-01	FREDERICK KAPLAN

Plan Statistics for BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2021: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 767
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 15
Total of all active and inactive participants 2021-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 15
Number of participants with account balances 2021-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 749
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 10
Number of other retired or separated participants entitled to future benefits 2020-01-01 755
Total of all active and inactive participants 2020-01-01 767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 767
Number of participants with account balances 2020-01-01 765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 684
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 532
Number of retired or separated participants receiving benefits 2019-01-01 13
Number of other retired or separated participants entitled to future benefits 2019-01-01 204
Total of all active and inactive participants 2019-01-01 749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 749
Number of participants with account balances 2019-01-01 712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 650
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 463
Number of retired or separated participants receiving benefits 2018-01-01 13
Number of other retired or separated participants entitled to future benefits 2018-01-01 208
Total of all active and inactive participants 2018-01-01 684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 684
Number of participants with account balances 2018-01-01 655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 575
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 448
Number of retired or separated participants receiving benefits 2017-01-01 9
Number of other retired or separated participants entitled to future benefits 2017-01-01 193
Total of all active and inactive participants 2017-01-01 650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 650
Number of participants with account balances 2017-01-01 612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 558
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 394
Number of retired or separated participants receiving benefits 2016-01-01 8
Number of other retired or separated participants entitled to future benefits 2016-01-01 173
Total of all active and inactive participants 2016-01-01 575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 575
Number of participants with account balances 2016-01-01 575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 511
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 419
Number of retired or separated participants receiving benefits 2015-01-01 7
Number of other retired or separated participants entitled to future benefits 2015-01-01 132
Total of all active and inactive participants 2015-01-01 558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 558
Number of participants with account balances 2015-01-01 557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 469
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 385
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 124
Total of all active and inactive participants 2014-01-01 511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 511
Number of participants with account balances 2014-01-01 511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 393
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 350
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 117
Total of all active and inactive participants 2013-01-01 469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 469
Number of participants with account balances 2013-01-01 469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 371
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 272
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 118
Total of all active and inactive participants 2012-01-01 393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 393
Number of participants with account balances 2012-01-01 392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 345
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 256
Number of retired or separated participants receiving benefits 2011-01-01 3
Number of other retired or separated participants entitled to future benefits 2011-01-01 112
Total of all active and inactive participants 2011-01-01 371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 371
Number of participants with account balances 2011-01-01 370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 327
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 245
Number of retired or separated participants receiving benefits 2010-01-01 3
Number of other retired or separated participants entitled to future benefits 2010-01-01 97
Total of all active and inactive participants 2010-01-01 345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 345
Number of participants with account balances 2010-01-01 345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 305
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 260
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 66
Total of all active and inactive participants 2009-01-01 327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 327
Number of participants with account balances 2009-01-01 327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	767
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	15
Total of all active and inactive participants	2021-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	15
Number of participants with account balances	2021-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	749
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	10
Number of other retired or separated participants entitled to future benefits	2020-01-01	755
Total of all active and inactive participants	2020-01-01	767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	767
Number of participants with account balances	2020-01-01	765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	684
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	532
Number of retired or separated participants receiving benefits	2019-01-01	13
Number of other retired or separated participants entitled to future benefits	2019-01-01	204
Total of all active and inactive participants	2019-01-01	749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	749
Number of participants with account balances	2019-01-01	712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	650
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	463
Number of retired or separated participants receiving benefits	2018-01-01	13
Number of other retired or separated participants entitled to future benefits	2018-01-01	208
Total of all active and inactive participants	2018-01-01	684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	684
Number of participants with account balances	2018-01-01	655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	575
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	448
Number of retired or separated participants receiving benefits	2017-01-01	9
Number of other retired or separated participants entitled to future benefits	2017-01-01	193
Total of all active and inactive participants	2017-01-01	650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	650
Number of participants with account balances	2017-01-01	612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	558
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	394
Number of retired or separated participants receiving benefits	2016-01-01	8
Number of other retired or separated participants entitled to future benefits	2016-01-01	173
Total of all active and inactive participants	2016-01-01	575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	575
Number of participants with account balances	2016-01-01	575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	511
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	419
Number of retired or separated participants receiving benefits	2015-01-01	7
Number of other retired or separated participants entitled to future benefits	2015-01-01	132
Total of all active and inactive participants	2015-01-01	558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	558
Number of participants with account balances	2015-01-01	557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	469
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	385
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	124
Total of all active and inactive participants	2014-01-01	511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	511
Number of participants with account balances	2014-01-01	511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	393
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	350
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	117
Total of all active and inactive participants	2013-01-01	469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	469
Number of participants with account balances	2013-01-01	469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	371
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	272
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	118
Total of all active and inactive participants	2012-01-01	393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	393
Number of participants with account balances	2012-01-01	392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	345
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	256
Number of retired or separated participants receiving benefits	2011-01-01	3
Number of other retired or separated participants entitled to future benefits	2011-01-01	112
Total of all active and inactive participants	2011-01-01	371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	371
Number of participants with account balances	2011-01-01	370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	327
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	245
Number of retired or separated participants receiving benefits	2010-01-01	3
Number of other retired or separated participants entitled to future benefits	2010-01-01	97
Total of all active and inactive participants	2010-01-01	345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	345
Number of participants with account balances	2010-01-01	345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	305
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	260
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	66
Total of all active and inactive participants	2009-01-01	327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	327
Number of participants with account balances	2009-01-01	327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN

Measure	Date	Value
2021 : BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$74,927
Total income from all sources (including contributions)	2021-12-31	$11,158,508
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$145,439,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$145,379,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$0
Value of total assets at end of year	2021-12-31	$749,998
Value of total assets at beginning of year	2021-12-31	$135,106,224
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$59,965
Total interest from all sources	2021-12-31	$9,098
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$844,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$844,428
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$728,168
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$232,755
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$309,741
Other income not declared elsewhere	2021-12-31	$1,099
Administrative expenses (other) incurred	2021-12-31	$59,965
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$74,927
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-134,281,299
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$749,998
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$135,031,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$731,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$116,134,446
Interest on participant loans	2021-12-31	$9,098
Value of interest in common/collective trusts at end of year	2021-12-31	$18,183
Value of interest in common/collective trusts at beginning of year	2021-12-31	$14,718,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$10,228,423
Net investment gain or loss from common/collective trusts	2021-12-31	$75,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$3,292,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$145,070,101
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	TYLER, SIMMS & ST. SAUVEUR, CPAS
Accountancy firm EIN	2021-12-31	020476959
2020 : BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$74,927
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$27,408,883
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$5,350,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,190,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$10,199,156
Value of total assets at end of year	2020-12-31	$135,106,224
Value of total assets at beginning of year	2020-12-31	$112,973,137
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$160,068
Total interest from all sources	2020-12-31	$39,685
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$3,601,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$3,601,694
Administrative expenses professional fees incurred	2020-12-31	$74,928
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$5,097,076
Participant contributions at end of year	2020-12-31	$728,168
Participant contributions at beginning of year	2020-12-31	$685,335
Participant contributions at end of year	2020-12-31	$232,755
Participant contributions at beginning of year	2020-12-31	$207,140
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,809,888
Administrative expenses (other) incurred	2020-12-31	$85,140
Liabilities. Value of operating payables at end of year	2020-12-31	$74,927
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$22,058,160
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$135,031,297
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$112,973,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$116,134,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$99,447,216
Interest on participant loans	2020-12-31	$39,685
Value of interest in common/collective trusts at end of year	2020-12-31	$14,718,663
Value of interest in common/collective trusts at beginning of year	2020-12-31	$9,632,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$13,276,570
Net investment gain or loss from common/collective trusts	2020-12-31	$291,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$3,292,192
Employer contributions (assets) at end of year	2020-12-31	$3,292,192
Employer contributions (assets) at beginning of year	2020-12-31	$3,001,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,190,655
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	TYLER, SIMMS & ST. SAUVEUR, CPAS
Accountancy firm EIN	2020-12-31	020476959
2019 : BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$32,945,747
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$4,325,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,249,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$13,711,372
Value of total assets at end of year	2019-12-31	$112,973,137
Value of total assets at beginning of year	2019-12-31	$84,353,264
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$76,765
Total interest from all sources	2019-12-31	$32,309
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$3,241,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$3,241,420
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$4,385,736
Participant contributions at end of year	2019-12-31	$685,335
Participant contributions at beginning of year	2019-12-31	$476,589
Participant contributions at end of year	2019-12-31	$207,140
Participant contributions at beginning of year	2019-12-31	$193,796
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$6,324,302
Administrative expenses (other) incurred	2019-12-31	$76,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$28,619,873
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$112,973,137
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$84,353,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$99,447,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$75,720,971
Interest on participant loans	2019-12-31	$32,309
Value of interest in common/collective trusts at end of year	2019-12-31	$9,632,112
Value of interest in common/collective trusts at beginning of year	2019-12-31	$5,185,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$15,812,374
Net investment gain or loss from common/collective trusts	2019-12-31	$148,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$3,001,334
Employer contributions (assets) at end of year	2019-12-31	$3,001,334
Employer contributions (assets) at beginning of year	2019-12-31	$2,776,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,249,109
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	TYLER, SIMS & ST. SAUVEUR, CPAS
Accountancy firm EIN	2019-12-31	020476956
2018 : BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$3,895,667
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$11,618,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$11,547,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$8,612,594
Value of total assets at end of year	2018-12-31	$84,353,264
Value of total assets at beginning of year	2018-12-31	$92,076,372
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$70,857
Total interest from all sources	2018-12-31	$23,675
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$3,218,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$3,218,223
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$4,177,865
Participant contributions at end of year	2018-12-31	$476,589
Participant contributions at beginning of year	2018-12-31	$380,306
Participant contributions at end of year	2018-12-31	$193,796
Participant contributions at beginning of year	2018-12-31	$187,109
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,657,495
Administrative expenses (other) incurred	2018-12-31	$70,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-7,723,108
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$84,353,264
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$92,076,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$75,720,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$82,737,580
Interest on participant loans	2018-12-31	$23,675
Value of interest in common/collective trusts at end of year	2018-12-31	$5,185,449
Value of interest in common/collective trusts at beginning of year	2018-12-31	$6,174,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-8,093,765
Net investment gain or loss from common/collective trusts	2018-12-31	$134,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,777,234
Employer contributions (assets) at end of year	2018-12-31	$2,776,459
Employer contributions (assets) at beginning of year	2018-12-31	$2,596,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$11,547,918
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	TYLER SIMS & ST. SAUVER
Accountancy firm EIN	2018-12-31	020476956
2017 : BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$20,499,685
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,469,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,411,749
Expenses. Certain deemed distributions of participant loans	2017-12-31	$7,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$7,164,822
Value of total assets at end of year	2017-12-31	$92,076,372
Value of total assets at beginning of year	2017-12-31	$74,046,594
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$50,272
Total interest from all sources	2017-12-31	$27,669
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,508,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$2,508,981
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$3,723,025
Participant contributions at end of year	2017-12-31	$380,306
Participant contributions at beginning of year	2017-12-31	$437,569
Participant contributions at end of year	2017-12-31	$187,109
Participant contributions at beginning of year	2017-12-31	$176,902
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$841,752
Administrative expenses (other) incurred	2017-12-31	$50,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$18,029,778
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$92,076,372
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$74,046,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$82,737,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$65,391,440
Interest on participant loans	2017-12-31	$27,669
Value of interest in common/collective trusts at end of year	2017-12-31	$6,174,414
Value of interest in common/collective trusts at beginning of year	2017-12-31	$5,437,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$10,691,552
Net investment gain or loss from common/collective trusts	2017-12-31	$106,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,600,045
Employer contributions (assets) at end of year	2017-12-31	$2,596,963
Employer contributions (assets) at beginning of year	2017-12-31	$2,603,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,411,749
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	TYLER SIMS & ST. SAUVER
Accountancy firm EIN	2017-12-31	020476956
2016 : BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$12,173,534
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$4,424,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$4,424,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$6,521,950
Value of total assets at end of year	2016-12-31	$74,046,594
Value of total assets at beginning of year	2016-12-31	$66,297,983
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$750
Total interest from all sources	2016-12-31	$31,693
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,851,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,851,920
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$3,369,044
Participant contributions at end of year	2016-12-31	$437,569
Participant contributions at beginning of year	2016-12-31	$427,784
Participant contributions at end of year	2016-12-31	$176,902
Participant contributions at beginning of year	2016-12-31	$193,975
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$544,694
Administrative expenses (other) incurred	2016-12-31	$750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$7,748,611
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$74,046,594
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$66,297,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$65,391,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$57,725,373
Interest on participant loans	2016-12-31	$31,693
Value of interest in common/collective trusts at end of year	2016-12-31	$5,437,216
Value of interest in common/collective trusts at beginning of year	2016-12-31	$5,333,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$3,664,073
Net investment gain or loss from common/collective trusts	2016-12-31	$103,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$2,608,212
Employer contributions (assets) at end of year	2016-12-31	$2,603,467
Employer contributions (assets) at beginning of year	2016-12-31	$2,617,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$4,424,173
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	TYLER SIMS & ST. SAUVER
Accountancy firm EIN	2016-12-31	020476956
2015 : BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$10,732,238
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,625,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,624,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$11,042,210
Value of total assets at end of year	2015-12-31	$66,297,983
Value of total assets at beginning of year	2015-12-31	$58,191,025
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$725
Total interest from all sources	2015-12-31	$32,343
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,990,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,990,099
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$3,348,930
Participant contributions at end of year	2015-12-31	$427,784
Participant contributions at beginning of year	2015-12-31	$324,181
Participant contributions at end of year	2015-12-31	$193,975
Participant contributions at beginning of year	2015-12-31	$171,467
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$5,075,793
Administrative expenses (other) incurred	2015-12-31	$725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$8,106,958
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$66,297,983
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$58,191,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$57,725,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$50,565,043
Interest on participant loans	2015-12-31	$32,343
Value of interest in common/collective trusts at end of year	2015-12-31	$5,333,364
Value of interest in common/collective trusts at beginning of year	2015-12-31	$4,792,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,427,497
Net investment gain or loss from common/collective trusts	2015-12-31	$95,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$2,617,487
Employer contributions (assets) at end of year	2015-12-31	$2,617,487
Employer contributions (assets) at beginning of year	2015-12-31	$2,337,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,624,555
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	TYLER SIMS & ST. SAUVER
Accountancy firm EIN	2015-12-31	020476956
2014 : BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$9,980,631
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,424,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,424,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$5,919,777
Value of total assets at end of year	2014-12-31	$58,191,025
Value of total assets at beginning of year	2014-12-31	$49,635,233
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$725
Total interest from all sources	2014-12-31	$27,941
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,552,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,552,166
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,853,353
Participant contributions at end of year	2014-12-31	$324,181
Participant contributions at beginning of year	2014-12-31	$370,084
Participant contributions at end of year	2014-12-31	$171,467
Participant contributions at beginning of year	2014-12-31	$132,376
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$727,197
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$8,555,792
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$58,191,025
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$49,635,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$50,565,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$43,360,101
Interest on participant loans	2014-12-31	$27,941
Value of interest in common/collective trusts at end of year	2014-12-31	$4,792,690
Value of interest in common/collective trusts at beginning of year	2014-12-31	$3,608,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,399,321
Net investment gain or loss from common/collective trusts	2014-12-31	$81,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$2,339,227
Employer contributions (assets) at end of year	2014-12-31	$2,337,644
Employer contributions (assets) at beginning of year	2014-12-31	$2,164,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,424,114
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	TYLER SIMS & ST. SAUVER
Accountancy firm EIN	2014-12-31	020476956
2013 : BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$15,850,858
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$3,119,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,118,048
Value of total corrective distributions	2013-12-31	$771
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$7,361,340
Value of total assets at end of year	2013-12-31	$49,635,233
Value of total assets at beginning of year	2013-12-31	$36,903,769
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$575
Total interest from all sources	2013-12-31	$23,098
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,037,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,037,422
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,593,227
Participant contributions at end of year	2013-12-31	$370,084
Participant contributions at beginning of year	2013-12-31	$299,684
Participant contributions at end of year	2013-12-31	$132,376
Participant contributions at beginning of year	2013-12-31	$94,365
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$2,603,724
Administrative expenses (other) incurred	2013-12-31	$575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$12,731,464
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$49,635,233
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$36,903,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$43,360,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$30,077,292
Interest on participant loans	2013-12-31	$23,098
Value of interest in common/collective trusts at end of year	2013-12-31	$3,608,283
Value of interest in common/collective trusts at beginning of year	2013-12-31	$4,736,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$7,355,399
Net investment gain or loss from common/collective trusts	2013-12-31	$73,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$2,164,389
Employer contributions (assets) at end of year	2013-12-31	$2,164,389
Employer contributions (assets) at beginning of year	2013-12-31	$1,696,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,118,048
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	TYLER SIMS & ST. SAUVER
Accountancy firm EIN	2013-12-31	020476956
2012 : BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$7,670,716
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,097,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,097,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,818,678
Value of total assets at end of year	2012-12-31	$36,903,769
Value of total assets at beginning of year	2012-12-31	$30,330,969
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$525
Total interest from all sources	2012-12-31	$24,971
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$676,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$676,240
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,964,149
Participant contributions at end of year	2012-12-31	$299,684
Participant contributions at beginning of year	2012-12-31	$334,567
Participant contributions at end of year	2012-12-31	$94,365
Participant contributions at beginning of year	2012-12-31	$89,118
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$158,499
Administrative expenses (other) incurred	2012-12-31	$525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$6,572,800
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$36,903,769
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$30,330,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$30,077,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$24,926,949
Interest on participant loans	2012-12-31	$24,971
Value of interest in common/collective trusts at end of year	2012-12-31	$4,736,398
Value of interest in common/collective trusts at beginning of year	2012-12-31	$3,400,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$3,063,195
Net investment gain or loss from common/collective trusts	2012-12-31	$87,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,696,030
Employer contributions (assets) at end of year	2012-12-31	$1,696,030
Employer contributions (assets) at beginning of year	2012-12-31	$1,579,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,097,391
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	TYLER SIMS & ST. SAUVER
Accountancy firm EIN	2012-12-31	020476956
2011 : BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$4,290,693
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,405,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,404,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$4,127,634
Value of total assets at end of year	2011-12-31	$30,330,969
Value of total assets at beginning of year	2011-12-31	$27,445,525
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$250
Total interest from all sources	2011-12-31	$18,697
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$540,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$540,546
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,895,274
Participant contributions at end of year	2011-12-31	$334,567
Participant contributions at beginning of year	2011-12-31	$119,130
Participant contributions at end of year	2011-12-31	$89,118
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$648,187
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$1,463
Other income not declared elsewhere	2011-12-31	$1,502
Administrative expenses (other) incurred	2011-12-31	$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$2,885,444
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$30,330,969
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$27,445,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$24,926,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$22,970,939
Interest on participant loans	2011-12-31	$18,697
Value of interest in common/collective trusts at end of year	2011-12-31	$3,400,502
Value of interest in common/collective trusts at beginning of year	2011-12-31	$2,847,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-486,629
Net investment gain or loss from common/collective trusts	2011-12-31	$88,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,584,173
Employer contributions (assets) at end of year	2011-12-31	$1,579,833
Employer contributions (assets) at beginning of year	2011-12-31	$1,507,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,403,536
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	TYLER SIMMS & ST. SAUVEUR, CPAS, PC
Accountancy firm EIN	2011-12-31	020476956
2010 : BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$6,405,126
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,197,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,196,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,363,538
Value of total assets at end of year	2010-12-31	$27,445,525
Value of total assets at beginning of year	2010-12-31	$22,237,455
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$378
Total interest from all sources	2010-12-31	$8,421
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$378,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$378,923
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,832,499
Participant contributions at end of year	2010-12-31	$119,130
Participant contributions at beginning of year	2010-12-31	$96,952
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$80,294
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$23,406
Administrative expenses (other) incurred	2010-12-31	$378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$5,208,070
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$27,445,525
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$22,237,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$22,970,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$17,802,623
Interest on participant loans	2010-12-31	$8,421
Value of interest in common/collective trusts at end of year	2010-12-31	$2,847,823
Value of interest in common/collective trusts at beginning of year	2010-12-31	$2,779,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,574,221
Net investment gain or loss from common/collective trusts	2010-12-31	$80,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,507,633
Employer contributions (assets) at end of year	2010-12-31	$1,507,633
Employer contributions (assets) at beginning of year	2010-12-31	$1,477,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,196,678
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	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	TYLER, SIMMS & ST. SAUVEUR, CPAS
Accountancy firm EIN	2010-12-31	020476956

Form 5500 Responses for BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN

2021: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BLUM, SHAPIRO AND COMPANY, P. C. 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BLUM, SHAPIRO & CO., P.C.
Employer identification number (EIN):	061009205
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants