401k Plan data: MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN plan

MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN 401k Plan overview

Plan Name	MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN
Plan identification number	001

MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MORRIS SCHNEIDER WITTSTADT, LLC has sponsored the creation of one or more 401k plans.

Company Name: MORRIS SCHNEIDER WITTSTADT, LLC

Employer identification number (EIN): 202301589

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about MORRIS SCHNEIDER WITTSTADT, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 180869

More information about MORRIS SCHNEIDER WITTSTADT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 GERARD WITTSTADT
001 2015-01-01 GERARD WITTSTADT
001 2015-01-01 GERARD WITTSTADT
001 2015-01-01 GERARD WITTSTADT
001 2014-01-01 GERARD WITTSTADT
001 2014-01-01 GERARD WITTSTADT
001 2013-01-01 JOSEPH DAVENPORT
001 2012-01-01 JOSEPH DAVENPORT JOSEPH DAVENPORT 2013-10-14
001 2011-01-01 JOSEPH DAVENPORT
001 2010-01-01 ASHA MAURYA ASHA MAURYA 2011-10-07
001 2009-01-01 ANTHONY L. PALMER

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	GERARD WITTSTADT
001	2015-01-01	GERARD WITTSTADT
001	2015-01-01	GERARD WITTSTADT
001	2015-01-01	GERARD WITTSTADT
001	2014-01-01	GERARD WITTSTADT
001	2014-01-01	GERARD WITTSTADT
001	2013-01-01	JOSEPH DAVENPORT
001	2012-01-01	JOSEPH DAVENPORT	JOSEPH DAVENPORT	2013-10-14
001	2011-01-01	JOSEPH DAVENPORT
001	2010-01-01	ASHA MAURYA	ASHA MAURYA	2011-10-07
001	2009-01-01	ANTHONY L. PALMER

Plan Statistics for MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN

401k plan membership statisitcs for MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN

Measure Date Value
2016: MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 237
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 766
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
Number of retired or separated participants receiving benefits 2015-01-01 228
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 237
Number of participants with account balances 2015-01-01 230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 55
2014: MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 861
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 626
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 140
Total of all active and inactive participants 2014-01-01 766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 766
Number of participants with account balances 2014-01-01 366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 38
2013: MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 764
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 691
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 75
Total of all active and inactive participants 2013-01-01 766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 766
Number of participants with account balances 2013-01-01 306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 7
2012: MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 597
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 594
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 73
Total of all active and inactive participants 2012-01-01 667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 667
Number of participants with account balances 2012-01-01 275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 487
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 443
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 68
Total of all active and inactive participants 2011-01-01 511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 511
Number of participants with account balances 2011-01-01 252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 473
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 387
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 91
Total of all active and inactive participants 2010-01-01 478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 478
Number of participants with account balances 2010-01-01 290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 439
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 388
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 99
Total of all active and inactive participants 2009-01-01 487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 487
Number of participants with account balances 2009-01-01 315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2016: MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	237
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	766
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
Number of retired or separated participants receiving benefits	2015-01-01	228
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	237
Number of participants with account balances	2015-01-01	230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	55
2014: MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	861
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	626
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	140
Total of all active and inactive participants	2014-01-01	766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	766
Number of participants with account balances	2014-01-01	366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	38
2013: MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	764
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	691
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	75
Total of all active and inactive participants	2013-01-01	766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	766
Number of participants with account balances	2013-01-01	306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	7
2012: MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	597
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	594
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	73
Total of all active and inactive participants	2012-01-01	667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	667
Number of participants with account balances	2012-01-01	275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	487
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	443
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	68
Total of all active and inactive participants	2011-01-01	511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	511
Number of participants with account balances	2011-01-01	252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	473
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	387
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	91
Total of all active and inactive participants	2010-01-01	478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	478
Number of participants with account balances	2010-01-01	290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	439
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	388
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	99
Total of all active and inactive participants	2009-01-01	487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	487
Number of participants with account balances	2009-01-01	315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN

Measure	Date	Value
2016 : MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING 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	$15,525
Total income from all sources (including contributions)	2016-12-31	$3,522
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,391,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,315,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$0
Value of total assets at end of year	2016-12-31	$0
Value of total assets at beginning of year	2016-12-31	$1,403,381
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$75,478
Total interest from all sources	2016-12-31	$36
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$39,799
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-1,387,856
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,387,856
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
Investment advisory and management fees	2016-12-31	$75,478
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,363,582
Interest on participant loans	2016-12-31	$36
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Net investment gain/loss from pooled separate accounts	2016-12-31	$3,486
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
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,315,900
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	2016-12-31	No
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$15,525
Did the plan have assets held for investment	2016-12-31	No
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	Yes
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	BENNETT THRASHER, LLC
Accountancy firm EIN	2016-12-31	581673613
2015 : MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING 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	$7,609
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	$-55,934
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$12,380,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$12,282,841
Value of total corrective distributions	2015-12-31	$98,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$317,690
Value of total assets at end of year	2015-12-31	$1,472,348
Value of total assets at beginning of year	2015-12-31	$13,901,646
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$98,132
Total interest from all sources	2015-12-31	$10,967
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$280,560
Participant contributions at end of year	2015-12-31	$68,807
Participant contributions at beginning of year	2015-12-31	$277,785
Participant contributions at end of year	2015-12-31	$31,384
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$3,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$7,609
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-12,436,907
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,464,739
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$13,901,646
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
Investment advisory and management fees	2015-12-31	$98,132
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$13,264,532
Interest on participant loans	2015-12-31	$7,212
Interest earned on other investments	2015-12-31	$3,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,372,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$359,329
Net investment gain/loss from pooled separate accounts	2015-12-31	$-384,591
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	$33,452
Employer contributions (assets) at end of year	2015-12-31	$12
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$12,282,841
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	2015-12-31	No
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$15,525
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
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	BENNETT THRASHER LLP
Accountancy firm EIN	2015-12-31	581673613
2014 : MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING 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	$1,943,486
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,624,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,524,605
Expenses. Certain deemed distributions of participant loans	2014-12-31	$1,571
Value of total corrective distributions	2014-12-31	$71,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,055,871
Value of total assets at end of year	2014-12-31	$13,901,646
Value of total assets at beginning of year	2014-12-31	$13,582,674
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$26,538
Total interest from all sources	2014-12-31	$12,053
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$7,500
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$922,136
Participant contributions at end of year	2014-12-31	$277,785
Participant contributions at beginning of year	2014-12-31	$346,873
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$2,629
Other income not declared elsewhere	2014-12-31	$5,780
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	$318,972
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$13,901,646
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$13,582,674
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
Investment advisory and management fees	2014-12-31	$19,038
Value of interest in pooled separate accounts at end of year	2014-12-31	$13,264,532
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$12,911,732
Interest on participant loans	2014-12-31	$12,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$359,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$324,069
Net investment gain/loss from pooled separate accounts	2014-12-31	$869,782
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	Yes
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	$131,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,524,605
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	2014-12-31	No
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	BENNETT THRASHER LLP
Accountancy firm EIN	2014-12-31	581673613
2013 : MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$3,200,274
Total of all expenses incurred	2013-12-31	$1,316,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,285,865
Expenses. Certain deemed distributions of participant loans	2013-12-31	$1,600
Value of total corrective distributions	2013-12-31	$5,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$888,967
Value of total assets at end of year	2013-12-31	$13,582,674
Value of total assets at beginning of year	2013-12-31	$11,698,788
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$23,922
Total interest from all sources	2013-12-31	$12,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$6,383
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$867,858
Participant contributions at end of year	2013-12-31	$346,873
Participant contributions at beginning of year	2013-12-31	$267,435
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$21,109
Other income not declared elsewhere	2013-12-31	$6,047
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	$1,883,886
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$13,582,674
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$11,698,788
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
Investment advisory and management fees	2013-12-31	$17,539
Value of interest in pooled separate accounts at end of year	2013-12-31	$12,911,732
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$11,060,905
Interest on participant loans	2013-12-31	$12,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$324,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$370,448
Net investment gain/loss from pooled separate accounts	2013-12-31	$2,293,159
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	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,285,865
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	WARREN AVERETT, LLC
Accountancy firm EIN	2013-12-31	454084437
2012 : MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING 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	$2,039,371
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$514,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$489,714
Value of total corrective distributions	2012-12-31	$4,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$714,318
Value of total assets at end of year	2012-12-31	$11,698,788
Value of total assets at beginning of year	2012-12-31	$10,173,880
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$20,035
Total interest from all sources	2012-12-31	$12,726
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$5,050
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$704,427
Participant contributions at end of year	2012-12-31	$267,435
Participant contributions at beginning of year	2012-12-31	$306,030
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$9,891
Other income not declared elsewhere	2012-12-31	$9,012
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	$1,524,908
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$11,698,788
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$10,173,880
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
Investment advisory and management fees	2012-12-31	$14,985
Value of interest in pooled separate accounts at end of year	2012-12-31	$11,060,905
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$9,388,000
Interest on participant loans	2012-12-31	$12,726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$370,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$479,850
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,303,315
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	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$489,714
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	WARREN AVERETT, LLC
Accountancy firm EIN	2012-12-31	454084437
2011 : MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING 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	$478,793
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,041,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$967,750
Value of total corrective distributions	2011-12-31	$41,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$664,991
Value of total assets at end of year	2011-12-31	$10,173,880
Value of total assets at beginning of year	2011-12-31	$10,736,591
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$31,762
Total interest from all sources	2011-12-31	$17,667
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$7,050
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$612,333
Participant contributions at end of year	2011-12-31	$306,030
Participant contributions at beginning of year	2011-12-31	$345,884
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$52,658
Other income not declared elsewhere	2011-12-31	$11,613
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	$-562,711
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$10,173,880
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$10,736,591
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
Investment advisory and management fees	2011-12-31	$24,712
Value of interest in pooled separate accounts at end of year	2011-12-31	$9,388,000
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$9,939,136
Interest on participant loans	2011-12-31	$17,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$479,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$451,571
Net investment gain/loss from pooled separate accounts	2011-12-31	$-215,478
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$967,750
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	GIFFORD HILLEGASS & INGWERSEN, LLP
Accountancy firm EIN	2011-12-31	920184475
2010 : MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING 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	$1,569,796
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$861,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$837,542
Expenses. Certain deemed distributions of participant loans	2010-12-31	$925
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$574,195
Value of total assets at end of year	2010-12-31	$10,736,591
Value of total assets at beginning of year	2010-12-31	$10,028,201
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$22,939
Total interest from all sources	2010-12-31	$15,290
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$12,611
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	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$531,058
Participant contributions at end of year	2010-12-31	$345,884
Participant contributions at beginning of year	2010-12-31	$292,546
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$177
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$41,613
Other income not declared elsewhere	2010-12-31	$8,511
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	$708,390
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$10,736,591
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,028,201
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
Investment advisory and management fees	2010-12-31	$10,328
Value of interest in pooled separate accounts at end of year	2010-12-31	$9,939,136
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$9,710,209
Interest on participant loans	2010-12-31	$15,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$41
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$451,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$23,760
Net investment gain/loss from pooled separate accounts	2010-12-31	$971,800
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	$1,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$837,542
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	Yes
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	HABIF AROGETI & WYNNE LLP
Accountancy firm EIN	2010-12-31	571157523
2009 : MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2009-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN

2016: MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING 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	Yes
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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
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
2012: MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MORRIS SCHNEIDER WITTSTADT 401(K)/PROFIT SHARING 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 86238-1

Policy instance

Insurance contract or identification number	RM 86238-1
Number of Individuals Covered	0
Insurance policy start date	2016-01-01
Insurance policy end date	2016-12-21
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600696-000

Policy instance

Insurance contract or identification number	600696-000
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-03-31
Total amount of commissions paid to insurance broker	USD $6,067
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 86238-1

Policy instance

Insurance contract or identification number	RM 86238-1
Number of Individuals Covered	230
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $116,019
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600696-000

Policy instance

Insurance contract or identification number	600696-000
Number of Individuals Covered	366
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $39,080
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
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $32,894
Insurance broker organization code?	3
Insurance broker name	MML INSURANCE AGENCY INC.

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600696-000

Policy instance

Insurance contract or identification number	600696-000
Number of Individuals Covered	306
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $35,545
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 $35,545
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC.

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600696-000

Policy instance

Insurance contract or identification number	600696-000
Number of Individuals Covered	275
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $30,254
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $30,254
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC.

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600696-000

Policy instance

Insurance contract or identification number	600696-000
Number of Individuals Covered	252
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $21,969
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

15309

Policy instance

Insurance contract or identification number	15309
Number of Individuals Covered	0
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $10,219
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $9,921
Insurance broker organization code?	7
Insurance broker name	PALMER PENSION SERVICES, INC.

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600696-000

Policy instance

Insurance contract or identification number	600696-000
Number of Individuals Covered	290
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $52,332
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $52,332
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC.

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Company Name:	MORRIS SCHNEIDER WITTSTADT, LLC
Employer identification number (EIN):	202301589
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	180869