401k Plan data: ASHBY LLP RETIREMENT PLAN plan

ASHBY LLP RETIREMENT PLAN 401k Plan overview

Plan Name	ASHBY LLP RETIREMENT PLAN
Plan identification number	001

ASHBY LLP RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

ASHBY LLP has sponsored the creation of one or more 401k plans.

Company Name: ASHBY LLP

Employer identification number (EIN): 270644566

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASHBY LLP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 LESLIE ASHBY 2023-07-24 LESLIE ASHBY 2023-07-24
001 2021-01-01 LESLIE ASHBY 2022-07-20 LESLIE ASHBY 2022-07-20
001 2020-01-01 LESLIE ASHBY 2021-07-28 LESLIE ASHBY 2021-07-28
001 2019-01-01 LESLIE ASHBY 2020-07-28
001 2018-01-01 LESLIE ASHBY 2019-07-17 LESLIE ASHBY 2019-07-17
001 2017-01-01 LESLIE ASHBY 2018-10-11
001 2016-01-01 LESLIE ASHBY 2017-10-16 LESLIE ASHBY 2017-10-16
001 2015-01-01 LESLIE ASHBY LESLIE ASHBY 2016-10-13
001 2014-01-01 LESLIE ASHBY
001 2013-01-01 LESLIE ASHBY LESLIE ASHBY 2014-10-07
001 2012-01-01 LESLIE ASHBY LESLIE ASHBY 2013-10-11
001 2011-01-01 LESLIE ASHBY LESLIE ASHBY 2012-07-30
001 2009-01-01 LESLIE ASHBY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	LESLIE ASHBY	2023-07-24	LESLIE ASHBY	2023-07-24
001	2021-01-01	LESLIE ASHBY	2022-07-20	LESLIE ASHBY	2022-07-20
001	2020-01-01	LESLIE ASHBY	2021-07-28	LESLIE ASHBY	2021-07-28
001	2019-01-01	LESLIE ASHBY	2020-07-28
001	2018-01-01	LESLIE ASHBY	2019-07-17	LESLIE ASHBY	2019-07-17
001	2017-01-01	LESLIE ASHBY	2018-10-11
001	2016-01-01	LESLIE ASHBY	2017-10-16	LESLIE ASHBY	2017-10-16
001	2015-01-01	LESLIE ASHBY		LESLIE ASHBY	2016-10-13
001	2014-01-01	LESLIE ASHBY
001	2013-01-01	LESLIE ASHBY		LESLIE ASHBY	2014-10-07
001	2012-01-01	LESLIE ASHBY		LESLIE ASHBY	2013-10-11
001	2011-01-01	LESLIE ASHBY		LESLIE ASHBY	2012-07-30
001	2009-01-01	LESLIE ASHBY

Plan Statistics for ASHBY LLP RETIREMENT PLAN

401k plan membership statisitcs for ASHBY LLP RETIREMENT PLAN

Measure Date Value
2015: ASHBY LLP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ASHBY LLP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ASHBY LLP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ASHBY LLP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ASHBY LLP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ASHBY LLP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: ASHBY LLP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ASHBY LLP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ASHBY LLP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ASHBY LLP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ASHBY LLP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ASHBY LLP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ASHBY LLP RETIREMENT PLAN

Measure	Date	Value
2015 : ASHBY LLP RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-5,356
Expenses. Total of all expenses incurred	2015-12-31	$5,962
Benefits paid (including direct rollovers)	2015-12-31	$3,230
Total plan assets at end of year	2015-12-31	$338,190
Total plan assets at beginning of year	2015-12-31	$349,508
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$663
Expenses. Other expenses not covered elsewhere	2015-12-31	$-2,738
Other income received	2015-12-31	$-3,287
Net income (gross income less expenses)	2015-12-31	$-11,318
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$338,190
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$349,508
Assets. Value of participant loans	2015-12-31	$50,000
Total contributions received or receivable from employer(s)	2015-12-31	$-2,732
Value of corrective distributions	2015-12-31	$5,470
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ASHBY LLP RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$37,331
Expenses. Total of all expenses incurred	2014-12-31	$97,661
Benefits paid (including direct rollovers)	2014-12-31	$97,564
Total plan assets at end of year	2014-12-31	$349,508
Total plan assets at beginning of year	2014-12-31	$409,838
Total contributions received or receivable from participants	2014-12-31	$4,211
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$22,123
Net income (gross income less expenses)	2014-12-31	$-60,330
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$349,508
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$409,838
Assets. Value of participant loans	2014-12-31	$807
Total contributions received or receivable from employer(s)	2014-12-31	$10,997
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$97
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : ASHBY LLP RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$102,443
Expenses. Total of all expenses incurred	2013-12-31	$144
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$409,838
Total plan assets at beginning of year	2013-12-31	$307,539
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$10,355
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$76,535
Net income (gross income less expenses)	2013-12-31	$102,299
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$409,838
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$307,539
Assets. Value of participant loans	2013-12-31	$1,968
Total contributions received or receivable from employer(s)	2013-12-31	$15,553
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$144
2012 : ASHBY LLP RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$94,424
Expenses. Total of all expenses incurred	2012-12-31	$1,294
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$320,715
Total plan assets at beginning of year	2012-12-31	$227,585
Value of fidelity bond covering the plan	2012-12-31	$25,000
Total contributions received or receivable from participants	2012-12-31	$5,934
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,117
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$53,343
Net income (gross income less expenses)	2012-12-31	$93,130
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$320,715
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$227,585
Assets. Value of participant loans	2012-12-31	$3,115
Total contributions received or receivable from employer(s)	2012-12-31	$35,147
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$177
2011 : ASHBY LLP RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$14,237
Expenses. Total of all expenses incurred	2011-12-31	$1,825
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$227,585
Total plan assets at beginning of year	2011-12-31	$215,173
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$15,139
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-11,868
Net income (gross income less expenses)	2011-12-31	$12,412
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$227,585
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$215,173
Assets. Value of participant loans	2011-12-31	$3,986
Total contributions received or receivable from employer(s)	2011-12-31	$10,966
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,825
2010 : ASHBY LLP RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$40,423
Expenses. Total of all expenses incurred	2010-12-31	$6,104
Benefits paid (including direct rollovers)	2010-12-31	$4,779
Total plan assets at end of year	2010-12-31	$215,173
Total plan assets at beginning of year	2010-12-31	$180,854
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$7,496
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$28,292
Net income (gross income less expenses)	2010-12-31	$34,319
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$215,173
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$180,854
Assets. Value of participant loans	2010-12-31	$4,964
Total contributions received or receivable from employer(s)	2010-12-31	$4,635
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,325

Form 5500 Responses for ASHBY LLP RETIREMENT PLAN

2015: ASHBY LLP RETIREMENT 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: ASHBY LLP RETIREMENT 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: ASHBY LLP RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	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: ASHBY LLP RETIREMENT 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: ASHBY LLP RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: ASHBY LLP RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

941229

Policy instance

Insurance contract or identification number	941229
Number of Individuals Covered	5
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $537
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

941229

Policy instance

Insurance contract or identification number	941229
Number of Individuals Covered	5
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $454
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $454
Insurance broker organization code?	4
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

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Company Name:	ASHBY LLP
Employer identification number (EIN):	270644566
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers