401k Plan data: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN plan

CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN
Plan identification number	001

CAPEHART & SCATCHARD, P.A. 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

CAPEHART SCATCHARD PA has sponsored the creation of one or more 401k plans.

Company Name: CAPEHART SCATCHARD PA

Employer identification number (EIN): 221908951

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 HOWARD P VOGEL HOWARD VOGEL 2018-07-30
001 2016-01-01 HOWARD VOGEL HOWARD VOGEL 2017-08-08
001 2015-01-01 HOWARD VOGEL HOWARD VOGEL 2016-07-29
001 2014-01-01 HOWARD VOGEL HOWARD VOGEL 2015-08-04
001 2013-01-01 STEPHEN T. FANNON VICTOR J. VALPONI 2014-09-22
001 2012-01-01 STEVEN T. FANNON VICTOR J. VALPONI 2013-10-08
001 2011-01-01 STEVEN T. FANNON VICTOR J. VALPONI 2012-09-28
001 2009-01-01 BRIAN P. KOWALSKI VICTOR J. VALPONI 2010-10-04

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	HOWARD P VOGEL	HOWARD VOGEL	2018-07-30
001	2016-01-01	HOWARD VOGEL	HOWARD VOGEL	2017-08-08
001	2015-01-01	HOWARD VOGEL	HOWARD VOGEL	2016-07-29
001	2014-01-01	HOWARD VOGEL	HOWARD VOGEL	2015-08-04
001	2013-01-01	STEPHEN T. FANNON	VICTOR J. VALPONI	2014-09-22
001	2012-01-01	STEVEN T. FANNON	VICTOR J. VALPONI	2013-10-08
001	2011-01-01	STEVEN T. FANNON	VICTOR J. VALPONI	2012-09-28
001	2009-01-01	BRIAN P. KOWALSKI	VICTOR J. VALPONI	2010-10-04

Plan Statistics for CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN

Measure Date Value
2022: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 233
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 150
Number of retired or separated participants receiving benefits 2022-01-01 8
Number of other retired or separated participants entitled to future benefits 2022-01-01 93
Total of all active and inactive participants 2022-01-01 251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 252
Number of participants with account balances 2022-01-01 250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 15
2021: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 144
Number of retired or separated participants receiving benefits 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 79
Total of all active and inactive participants 2021-01-01 232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 233
Number of participants with account balances 2021-01-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 11
2020: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 149
Number of retired or separated participants receiving benefits 2020-01-01 9
Number of other retired or separated participants entitled to future benefits 2020-01-01 71
Total of all active and inactive participants 2020-01-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 230
Number of participants with account balances 2020-01-01 228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 7
2019: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 147
Number of retired or separated participants receiving benefits 2019-01-01 7
Number of other retired or separated participants entitled to future benefits 2019-01-01 67
Total of all active and inactive participants 2019-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 222
Number of participants with account balances 2019-01-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 8
2018: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 223
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 164
Number of retired or separated participants receiving benefits 2018-01-01 6
Number of other retired or separated participants entitled to future benefits 2018-01-01 56
Total of all active and inactive participants 2018-01-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 227
Number of participants with account balances 2018-01-01 224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 9
2017: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 163
Number of retired or separated participants receiving benefits 2017-01-01 5
Number of other retired or separated participants entitled to future benefits 2017-01-01 55
Total of all active and inactive participants 2017-01-01 223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 223
Number of participants with account balances 2017-01-01 221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11
2016: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 150
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 45
Total of all active and inactive participants 2016-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 200
Number of participants with account balances 2016-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8
2015: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 133
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 42
Total of all active and inactive participants 2015-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 179
Number of participants with account balances 2015-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 139
Number of retired or separated participants receiving benefits 2014-01-01 3
Number of other retired or separated participants entitled to future benefits 2014-01-01 24
Total of all active and inactive participants 2014-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 166
Number of participants with account balances 2014-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 126
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 24
Total of all active and inactive participants 2013-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 153
Number of participants with account balances 2013-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 124
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 23
Total of all active and inactive participants 2012-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 148
Number of participants with account balances 2012-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 123
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 25
Total of all active and inactive participants 2011-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 149
Number of participants with account balances 2011-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2009: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 120
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 26
Total of all active and inactive participants 2009-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 148
Number of participants with account balances 2009-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	233
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	150
Number of retired or separated participants receiving benefits	2022-01-01	8
Number of other retired or separated participants entitled to future benefits	2022-01-01	93
Total of all active and inactive participants	2022-01-01	251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	252
Number of participants with account balances	2022-01-01	250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	15
2021: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	144
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	79
Total of all active and inactive participants	2021-01-01	232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	233
Number of participants with account balances	2021-01-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	11
2020: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	149
Number of retired or separated participants receiving benefits	2020-01-01	9
Number of other retired or separated participants entitled to future benefits	2020-01-01	71
Total of all active and inactive participants	2020-01-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	230
Number of participants with account balances	2020-01-01	228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	7
2019: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	147
Number of retired or separated participants receiving benefits	2019-01-01	7
Number of other retired or separated participants entitled to future benefits	2019-01-01	67
Total of all active and inactive participants	2019-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	222
Number of participants with account balances	2019-01-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	8
2018: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	223
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	164
Number of retired or separated participants receiving benefits	2018-01-01	6
Number of other retired or separated participants entitled to future benefits	2018-01-01	56
Total of all active and inactive participants	2018-01-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	227
Number of participants with account balances	2018-01-01	224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	9
2017: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	163
Number of retired or separated participants receiving benefits	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	55
Total of all active and inactive participants	2017-01-01	223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	223
Number of participants with account balances	2017-01-01	221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11
2016: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	150
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	45
Total of all active and inactive participants	2016-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	200
Number of participants with account balances	2016-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8
2015: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	133
Number of retired or separated participants receiving benefits	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	42
Total of all active and inactive participants	2015-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	179
Number of participants with account balances	2015-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	139
Number of retired or separated participants receiving benefits	2014-01-01	3
Number of other retired or separated participants entitled to future benefits	2014-01-01	24
Total of all active and inactive participants	2014-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	166
Number of participants with account balances	2014-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	126
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	24
Total of all active and inactive participants	2013-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	153
Number of participants with account balances	2013-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	124
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	23
Total of all active and inactive participants	2012-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	148
Number of participants with account balances	2012-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	123
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	25
Total of all active and inactive participants	2011-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	149
Number of participants with account balances	2011-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2009: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	120
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	26
Total of all active and inactive participants	2009-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	148
Number of participants with account balances	2009-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-6,983,212
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$859,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$859,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,023,503
Value of total assets at end of year	2022-12-31	$52,602,665
Value of total assets at beginning of year	2022-12-31	$60,445,605
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$240
Total interest from all sources	2022-12-31	$9,170
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,817,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,817,743
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,301,363
Participant contributions at end of year	2022-12-31	$230,672
Participant contributions at beginning of year	2022-12-31	$171,976
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$973,268
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$1,272,988
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$51,623
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$26
Other income not declared elsewhere	2022-12-31	$-299,286
Administrative expenses (other) incurred	2022-12-31	$240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-7,842,940
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$52,602,665
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$60,445,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$50,728,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$58,146,673
Interest on participant loans	2022-12-31	$9,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-10,534,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$670,517
Employer contributions (assets) at end of year	2022-12-31	$670,517
Employer contributions (assets) at beginning of year	2022-12-31	$853,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$859,462
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BOWMAN & COMPANY LLP
Accountancy firm EIN	2022-12-31	210658561
2021 : CAPEHART & SCATCHARD, P.A. 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	$0
Total income from all sources (including contributions)	2021-12-31	$9,857,369
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,092,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,092,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,111,965
Value of total assets at end of year	2021-12-31	$60,445,605
Value of total assets at beginning of year	2021-12-31	$52,680,480
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$240
Total interest from all sources	2021-12-31	$7,788
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,977,575
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	$3,977,575
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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
Contributions received from participants	2021-12-31	$1,257,997
Participant contributions at end of year	2021-12-31	$171,976
Participant contributions at beginning of year	2021-12-31	$134,483
Participant contributions at beginning of year	2021-12-31	$5,850
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$1,272,988
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$1,101,117
Other income not declared elsewhere	2021-12-31	$149,851
Administrative expenses (other) incurred	2021-12-31	$240
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	$7,765,125
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$60,445,605
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$52,680,480
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	$58,146,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$50,587,418
Interest on participant loans	2021-12-31	$7,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,610,190
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
Contributions received in cash from employer	2021-12-31	$853,968
Employer contributions (assets) at end of year	2021-12-31	$853,968
Employer contributions (assets) at beginning of year	2021-12-31	$851,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,092,004
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	BOWMAN & COMPANY LLP
Accountancy firm EIN	2021-12-31	210658561
2020 : CAPEHART & SCATCHARD, P.A. 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	$0
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	$8,591,653
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,932,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,931,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,153,642
Value of total assets at end of year	2020-12-31	$52,680,480
Value of total assets at beginning of year	2020-12-31	$46,021,043
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$340
Total interest from all sources	2020-12-31	$9,279
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,772,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,772,402
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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	$1,299,955
Participant contributions at end of year	2020-12-31	$134,483
Participant contributions at beginning of year	2020-12-31	$195,257
Participant contributions at end of year	2020-12-31	$5,850
Participant contributions at beginning of year	2020-12-31	$250
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$1,101,117
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$736,673
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,075
Other income not declared elsewhere	2020-12-31	$189,405
Administrative expenses (other) incurred	2020-12-31	$340
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	$6,659,437
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$52,680,480
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$46,021,043
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	$50,587,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$44,322,724
Interest on participant loans	2020-12-31	$9,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,466,925
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	$851,612
Employer contributions (assets) at end of year	2020-12-31	$851,612
Employer contributions (assets) at beginning of year	2020-12-31	$766,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,931,876
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	BOWMAN & COMPANY LLP
Accountancy firm EIN	2020-12-31	210658561
2019 : CAPEHART & SCATCHARD, P.A. 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	$9,957,742
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,897,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,896,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,387,153
Value of total assets at end of year	2019-12-31	$45,254,654
Value of total assets at beginning of year	2019-12-31	$39,194,058
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$300
Total interest from all sources	2019-12-31	$10,331
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,548,294
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	$1,548,294
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,282,664
Participant contributions at end of year	2019-12-31	$195,257
Participant contributions at beginning of year	2019-12-31	$214,432
Participant contributions at end of year	2019-12-31	$250
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$736,673
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$585,490
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$104,489
Other income not declared elsewhere	2019-12-31	$151,183
Administrative expenses (other) incurred	2019-12-31	$300
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	$6,060,596
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$45,254,654
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$39,194,058
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	$44,322,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$37,492,035
Interest on participant loans	2019-12-31	$10,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$6,860,781
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	$0
Employer contributions (assets) at end of year	2019-12-31	$766,139
Employer contributions (assets) at beginning of year	2019-12-31	$902,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,896,846
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	2019-12-31	Yes
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	BOWMAN & COMPANY LLP
Accountancy firm EIN	2019-12-31	210658561
2018 : CAPEHART & SCATCHARD, P.A. 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	$342,680
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,601,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,600,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,440,025
Value of total assets at end of year	2018-12-31	$39,194,058
Value of total assets at beginning of year	2018-12-31	$41,452,435
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$320
Total interest from all sources	2018-12-31	$10,320
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,857,306
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	$1,857,306
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
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	$1,271,736
Participant contributions at end of year	2018-12-31	$214,432
Participant contributions at beginning of year	2018-12-31	$238,770
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$585,490
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$525,158
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$276,301
Other income not declared elsewhere	2018-12-31	$-51,312
Administrative expenses (other) incurred	2018-12-31	$320
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	$-2,258,377
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$39,194,058
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$41,452,435
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	$37,492,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$39,780,249
Interest on participant loans	2018-12-31	$10,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,913,659
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	$891,988
Employer contributions (assets) at end of year	2018-12-31	$902,101
Employer contributions (assets) at beginning of year	2018-12-31	$908,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,600,737
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	BOWMAN & COMPANY LLP
Accountancy firm EIN	2018-12-31	210658561
2017 : CAPEHART & SCATCHARD, P.A. 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	$7,989,501
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,971,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,971,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,174,157
Value of total assets at end of year	2017-12-31	$41,452,435
Value of total assets at beginning of year	2017-12-31	$35,434,847
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$300
Total interest from all sources	2017-12-31	$9,012
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,282,015
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	$1,282,015
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
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	$1,259,880
Participant contributions at end of year	2017-12-31	$238,770
Participant contributions at beginning of year	2017-12-31	$186,954
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$525,158
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$453,903
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$6,019
Other income not declared elsewhere	2017-12-31	$71,255
Administrative expenses (other) incurred	2017-12-31	$300
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	$6,017,588
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$41,452,435
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$35,434,847
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	$39,780,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$33,890,557
Interest on participant loans	2017-12-31	$9,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$4,453,062
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	$908,258
Employer contributions (assets) at end of year	2017-12-31	$908,258
Employer contributions (assets) at beginning of year	2017-12-31	$903,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,971,613
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	BOWMAN & COMPANY LLP
Accountancy firm EIN	2017-12-31	210658561
2016 : CAPEHART & SCATCHARD, P.A. 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	$4,840,197
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$954,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$953,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,203,138
Value of total assets at end of year	2016-12-31	$35,434,847
Value of total assets at beginning of year	2016-12-31	$31,548,876
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$320
Total interest from all sources	2016-12-31	$7,642
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$936,130
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	$936,130
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
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	$1,220,046
Participant contributions at end of year	2016-12-31	$186,954
Participant contributions at beginning of year	2016-12-31	$192,910
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$24,710
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$453,903
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$390,970
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$79,659
Other income not declared elsewhere	2016-12-31	$29,717
Administrative expenses (other) incurred	2016-12-31	$320
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	$3,885,971
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$35,434,847
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$31,548,876
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	$33,890,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$30,078,557
Interest on participant loans	2016-12-31	$7,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,663,570
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	$903,433
Employer contributions (assets) at end of year	2016-12-31	$903,433
Employer contributions (assets) at beginning of year	2016-12-31	$861,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$953,906
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	BOWMAN & COMPANY LLP
Accountancy firm EIN	2016-12-31	210658561
2015 : CAPEHART & SCATCHARD, P.A. 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	$1,883,948
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$4,128,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$4,128,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,017,439
Value of total assets at end of year	2015-12-31	$31,548,876
Value of total assets at beginning of year	2015-12-31	$33,793,642
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$340
Total interest from all sources	2015-12-31	$8,437
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$969,077
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	$969,077
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
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	$1,143,299
Participant contributions at end of year	2015-12-31	$192,910
Participant contributions at beginning of year	2015-12-31	$241,318
Participant contributions at end of year	2015-12-31	$24,710
Participant contributions at beginning of year	2015-12-31	$226,437
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$390,970
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$329,347
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$25,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$-3,377
Administrative expenses (other) incurred	2015-12-31	$340
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	$-2,244,766
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$31,548,876
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$33,793,642
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	$30,078,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$32,218,860
Interest on participant loans	2015-12-31	$8,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,107,628
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	$848,825
Employer contributions (assets) at end of year	2015-12-31	$861,729
Employer contributions (assets) at beginning of year	2015-12-31	$777,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$4,128,374
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	BOWMAN & COMPANY LLP
Accountancy firm EIN	2015-12-31	210658561
2014 : CAPEHART & SCATCHARD, P.A. 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	$7,040
Total income from all sources (including contributions)	2014-12-31	$4,662,032
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,225,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,225,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,169,329
Value of total assets at end of year	2014-12-31	$33,793,642
Value of total assets at beginning of year	2014-12-31	$30,364,361
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$320
Total interest from all sources	2014-12-31	$10,517
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$972,335
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	$972,335
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$3,702
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
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	$1,021,167
Participant contributions at end of year	2014-12-31	$241,318
Participant contributions at beginning of year	2014-12-31	$284,789
Participant contributions at end of year	2014-12-31	$226,437
Participant contributions at beginning of year	2014-12-31	$201,591
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$329,347
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$370,482
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$7,040
Other income not declared elsewhere	2014-12-31	$23,695
Administrative expenses (other) incurred	2014-12-31	$320
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	$3,436,321
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$33,793,642
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$30,357,321
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	$32,218,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$29,025,837
Interest on participant loans	2014-12-31	$10,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,486,156
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	$777,680
Employer contributions (assets) at end of year	2014-12-31	$777,680
Employer contributions (assets) at beginning of year	2014-12-31	$711,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,225,391
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$137,374
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	BOWMAN & COMPANY LLP
Accountancy firm EIN	2014-12-31	210658561
2013 : CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$9,735
Total unrealized appreciation/depreciation of assets	2013-12-31	$9,735
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$7,040
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	$6,473,256
Total loss/gain on sale of assets	2013-12-31	$6,267
Total of all expenses incurred	2013-12-31	$1,465,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,455,952
Expenses. Certain deemed distributions of participant loans	2013-12-31	$9,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,696,619
Value of total assets at end of year	2013-12-31	$30,364,361
Value of total assets at beginning of year	2013-12-31	$25,349,615
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$320
Total interest from all sources	2013-12-31	$12,007
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$764,968
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	$762,237
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$3,702
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
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	$968,248
Participant contributions at end of year	2013-12-31	$284,789
Participant contributions at beginning of year	2013-12-31	$241,762
Participant contributions at end of year	2013-12-31	$201,591
Participant contributions at beginning of year	2013-12-31	$127,644
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$17,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$7,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$320
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	$5,007,706
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$30,357,321
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$25,349,615
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	$29,025,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$24,286,954
Interest on participant loans	2013-12-31	$12,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,983,660
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	$711,068
Employer contributions (assets) at end of year	2013-12-31	$711,068
Employer contributions (assets) at beginning of year	2013-12-31	$625,518
Income. Dividends from common stock	2013-12-31	$2,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,455,952
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$137,374
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$67,737
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
Aggregate proceeds on sale of assets	2013-12-31	$50,370
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$44,103
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	BOWMAN & COMPANY LLP
Accountancy firm EIN	2013-12-31	210658561
2012 : CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$-507
Total unrealized appreciation/depreciation of assets	2012-12-31	$-507
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	$4,000,312
Total loss/gain on sale of assets	2012-12-31	$4,023
Total of all expenses incurred	2012-12-31	$1,817,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,816,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,534,283
Value of total assets at end of year	2012-12-31	$25,349,615
Value of total assets at beginning of year	2012-12-31	$23,166,638
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$446
Total interest from all sources	2012-12-31	$11,646
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$563,966
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	$562,545
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
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	$908,216
Participant contributions at end of year	2012-12-31	$241,762
Participant contributions at beginning of year	2012-12-31	$295,134
Participant contributions at end of year	2012-12-31	$127,644
Participant contributions at beginning of year	2012-12-31	$141,762
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$549
Administrative expenses (other) incurred	2012-12-31	$446
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	$2,182,977
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$25,349,615
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$23,166,638
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	$24,286,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$22,116,247
Interest on participant loans	2012-12-31	$11,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,886,901
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	$625,518
Employer contributions (assets) at end of year	2012-12-31	$625,518
Employer contributions (assets) at beginning of year	2012-12-31	$598,025
Income. Dividends from common stock	2012-12-31	$1,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,816,889
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$67,737
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$15,470
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
Aggregate proceeds on sale of assets	2012-12-31	$21,188
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$17,165
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	BOWMAN & COMPANY LLP
Accountancy firm EIN	2012-12-31	210658561
2011 : CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-362
Total unrealized appreciation/depreciation of assets	2011-12-31	$-362
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	$1,421,040
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,057,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,056,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,524,186
Value of total assets at end of year	2011-12-31	$23,166,638
Value of total assets at beginning of year	2011-12-31	$23,802,811
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$933
Total interest from all sources	2011-12-31	$12,792
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$518,892
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	$518,892
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
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	$920,565
Participant contributions at end of year	2011-12-31	$295,134
Participant contributions at beginning of year	2011-12-31	$217,010
Participant contributions at end of year	2011-12-31	$141,762
Participant contributions at beginning of year	2011-12-31	$116,704
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$5,596
Administrative expenses (other) incurred	2011-12-31	$933
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	$-636,173
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$23,166,638
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$23,802,811
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	$22,116,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$22,864,227
Interest on participant loans	2011-12-31	$12,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-634,468
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	$598,025
Employer contributions (assets) at end of year	2011-12-31	$598,025
Employer contributions (assets) at beginning of year	2011-12-31	$604,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,056,280
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$15,470
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$0
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	BOWMAN & COMPANY LLP
Accountancy firm EIN	2011-12-31	210658561
2010 : CAPEHART & SCATCHARD, P.A. 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	$3,932,155
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$112,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$110,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,512,935
Value of total assets at end of year	2010-12-31	$23,802,811
Value of total assets at beginning of year	2010-12-31	$19,982,878
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,534
Total interest from all sources	2010-12-31	$11,506
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$419,215
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	$419,215
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
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	$899,921
Participant contributions at end of year	2010-12-31	$217,010
Participant contributions at beginning of year	2010-12-31	$168,825
Participant contributions at end of year	2010-12-31	$116,704
Participant contributions at beginning of year	2010-12-31	$120,746
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$8,144
Administrative expenses (other) incurred	2010-12-31	$1,534
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	$3,819,933
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$23,802,811
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$19,982,878
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	$22,864,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$19,111,980
Interest on participant loans	2010-12-31	$11,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,988,499
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	$604,870
Employer contributions (assets) at end of year	2010-12-31	$604,870
Employer contributions (assets) at beginning of year	2010-12-31	$581,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$110,688
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	BOWMAN & COMPANY LLP
Accountancy firm EIN	2010-12-31	210658561

Form 5500 Responses for CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN

2022: CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CAPEHART & SCATCHARD, P.A. 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: CAPEHART & SCATCHARD, P.A. 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: CAPEHART & SCATCHARD, P.A. 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: CAPEHART & SCATCHARD, P.A. 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: CAPEHART & SCATCHARD, P.A. 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: CAPEHART & SCATCHARD, P.A. 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: CAPEHART & SCATCHARD, P.A. 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: CAPEHART & SCATCHARD, P.A. 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: CAPEHART & SCATCHARD, P.A. 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: CAPEHART & SCATCHARD, P.A. 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: CAPEHART & SCATCHARD, P.A. 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
2009: CAPEHART & SCATCHARD, P.A. 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:	CAPEHART SCATCHARD PA
Employer identification number (EIN):	221908951
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers