401k Plan data: BOSE MCKINNEY & EVANS RETIREMENT PLAN plan

BOSE MCKINNEY & EVANS RETIREMENT PLAN 401k Plan overview

Plan Name	BOSE MCKINNEY & EVANS RETIREMENT PLAN
Plan identification number	001

BOSE MCKINNEY & EVANS RETIREMENT 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BOSE MCKINNEY & EVANS LLP has sponsored the creation of one or more 401k plans.

Company Name: BOSE MCKINNEY & EVANS LLP

Employer identification number (EIN): 350957980

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOSE MCKINNEY & EVANS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 CINDY MOREL
001 2023-01-01
001 2023-01-01 DON MEYER
001 2022-01-01
001 2022-01-01 DON MEYER
001 2021-01-01
001 2021-01-01 DONALD M. MEYER
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DONALD M. MEYER
001 2016-01-01 DON MEYER DON MEYER 2017-10-13
001 2015-01-01 DON MEYER DON MEYER 2016-10-13
001 2014-01-01 DONALD MEYER DONALD MEYER 2015-10-07
001 2013-01-01 DONALD MEYER DONALD MEYER 2015-10-07
001 2012-01-01 DONALD MEYER DONALD MEYER 2013-10-15
001 2011-01-01 DONALD MEYER DONALD MEYER 2012-10-10
001 2009-01-01 PEARSON SMITH PEARSON SMITH 2010-10-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	CINDY MOREL
001	2023-01-01
001	2023-01-01	DON MEYER
001	2022-01-01
001	2022-01-01	DON MEYER
001	2021-01-01
001	2021-01-01	DONALD M. MEYER
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	DONALD M. MEYER
001	2016-01-01	DON MEYER	DON MEYER	2017-10-13
001	2015-01-01	DON MEYER	DON MEYER	2016-10-13
001	2014-01-01	DONALD MEYER	DONALD MEYER	2015-10-07
001	2013-01-01	DONALD MEYER	DONALD MEYER	2015-10-07
001	2012-01-01	DONALD MEYER	DONALD MEYER	2013-10-15
001	2011-01-01	DONALD MEYER	DONALD MEYER	2012-10-10
001	2009-01-01	PEARSON SMITH	PEARSON SMITH	2010-10-12

Plan Statistics for BOSE MCKINNEY & EVANS RETIREMENT PLAN

401k plan membership statisitcs for BOSE MCKINNEY & EVANS RETIREMENT PLAN

Measure Date Value
2023: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 242
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 168
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 48
Total of all active and inactive participants 2023-01-01 216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 2
Total participants 2023-01-01 218
Number of participants with account balances 2023-01-01 216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 17
2022: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 235
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 179
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 60
Total of all active and inactive participants 2022-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 3
Total participants 2022-01-01 242
Number of participants with account balances 2022-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 10
2021: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 245
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 168
Number of retired or separated participants receiving benefits 2021-01-01 6
Number of other retired or separated participants entitled to future benefits 2021-01-01 61
Total of all active and inactive participants 2021-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 235
Number of participants with account balances 2021-01-01 230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 250
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 171
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 57
Total of all active and inactive participants 2020-01-01 232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 232
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 5
2019: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 241
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 174
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 56
Total of all active and inactive participants 2019-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 237
Number of participants with account balances 2019-01-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 176
Number of retired or separated participants receiving benefits 2018-01-01 13
Number of other retired or separated participants entitled to future benefits 2018-01-01 49
Total of all active and inactive participants 2018-01-01 238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 238
Number of participants with account balances 2018-01-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 237
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 161
Number of retired or separated participants receiving benefits 2017-01-01 6
Number of other retired or separated participants entitled to future benefits 2017-01-01 53
Total of all active and inactive participants 2017-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 221
Number of participants with account balances 2017-01-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 235
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 178
Number of retired or separated participants receiving benefits 2016-01-01 11
Number of other retired or separated participants entitled to future benefits 2016-01-01 45
Total of all active and inactive participants 2016-01-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 234
Number of participants with account balances 2016-01-01 224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 173
Number of retired or separated participants receiving benefits 2015-01-01 11
Number of other retired or separated participants entitled to future benefits 2015-01-01 49
Total of all active and inactive participants 2015-01-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 233
Number of participants with account balances 2015-01-01 228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 231
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 180
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 41
Total of all active and inactive participants 2014-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 221
Number of participants with account balances 2014-01-01 221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 244
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 224
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 47
Total of all active and inactive participants 2013-01-01 271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 25
2012: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 236
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 193
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 51
Total of all active and inactive participants 2012-01-01 244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 244
Number of participants with account balances 2012-01-01 238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 261
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 182
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 54
Total of all active and inactive participants 2011-01-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 236
Number of participants with account balances 2011-01-01 236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
2009: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 210
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 63
Total of all active and inactive participants 2009-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 273
Number of participants with account balances 2009-01-01 273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 25

Measure	Date	Value
2023: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	242
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	168
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	48
Total of all active and inactive participants	2023-01-01	216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	2
Total participants	2023-01-01	218
Number of participants with account balances	2023-01-01	216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	17
2022: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	235
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	179
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	60
Total of all active and inactive participants	2022-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	3
Total participants	2022-01-01	242
Number of participants with account balances	2022-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	10
2021: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	245
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	168
Number of retired or separated participants receiving benefits	2021-01-01	6
Number of other retired or separated participants entitled to future benefits	2021-01-01	61
Total of all active and inactive participants	2021-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	235
Number of participants with account balances	2021-01-01	230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	250
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	171
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	57
Total of all active and inactive participants	2020-01-01	232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	232
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	5
2019: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	241
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	174
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	56
Total of all active and inactive participants	2019-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	237
Number of participants with account balances	2019-01-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	176
Number of retired or separated participants receiving benefits	2018-01-01	13
Number of other retired or separated participants entitled to future benefits	2018-01-01	49
Total of all active and inactive participants	2018-01-01	238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	238
Number of participants with account balances	2018-01-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	237
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	161
Number of retired or separated participants receiving benefits	2017-01-01	6
Number of other retired or separated participants entitled to future benefits	2017-01-01	53
Total of all active and inactive participants	2017-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	221
Number of participants with account balances	2017-01-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	235
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	178
Number of retired or separated participants receiving benefits	2016-01-01	11
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	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	234
Number of participants with account balances	2016-01-01	224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	173
Number of retired or separated participants receiving benefits	2015-01-01	11
Number of other retired or separated participants entitled to future benefits	2015-01-01	49
Total of all active and inactive participants	2015-01-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	233
Number of participants with account balances	2015-01-01	228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	231
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	180
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	41
Total of all active and inactive participants	2014-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	221
Number of participants with account balances	2014-01-01	221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	244
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	224
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	47
Total of all active and inactive participants	2013-01-01	271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	25
2012: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	236
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	193
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	51
Total of all active and inactive participants	2012-01-01	244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	244
Number of participants with account balances	2012-01-01	238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	261
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	182
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	54
Total of all active and inactive participants	2011-01-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	236
Number of participants with account balances	2011-01-01	236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
2009: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	210
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	63
Total of all active and inactive participants	2009-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	273
Number of participants with account balances	2009-01-01	273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	25

Financial Data on BOSE MCKINNEY & EVANS RETIREMENT PLAN

Measure	Date	Value
2023 : BOSE MCKINNEY & EVANS RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$24,966,061
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$13,712,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$13,656,970
Value of total corrective distributions	2023-12-31	$750
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$5,766,039
Value of total assets at end of year	2023-12-31	$123,981,077
Value of total assets at beginning of year	2023-12-31	$112,727,933
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$55,197
Total interest from all sources	2023-12-31	$235,468
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$1,936,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$1,936,126
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$2,388,233
Participant contributions at end of year	2023-12-31	$377,052
Participant contributions at beginning of year	2023-12-31	$409,337
Participant contributions at end of year	2023-12-31	$611,085
Participant contributions at beginning of year	2023-12-31	$675,214
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$21,393,791
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$15,098,420
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$219,740
Other income not declared elsewhere	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$11,253,144
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$123,981,077
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$112,727,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$808
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$93,121,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$90,107,052
Interest on participant loans	2023-12-31	$22,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$5,254,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$3,583,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$3,583,762
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$213,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$17,028,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$3,158,066
Employer contributions (assets) at end of year	2023-12-31	$3,223,503
Employer contributions (assets) at beginning of year	2023-12-31	$2,854,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$13,656,970
Contract administrator fees	2023-12-31	$33,390
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	GREENWALT CPAS, INC.
Accountancy firm EIN	2023-12-31	351489621
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$24,966,061
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$13,712,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$13,656,970
Value of total corrective distributions	2023-01-01	$750
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$5,766,039
Value of total assets at end of year	2023-01-01	$123,981,077
Value of total assets at beginning of year	2023-01-01	$112,727,933
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$55,197
Total interest from all sources	2023-01-01	$235,468
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$1,936,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$1,936,126
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$1,000,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$2,388,233
Participant contributions at end of year	2023-01-01	$377,052
Participant contributions at beginning of year	2023-01-01	$409,337
Participant contributions at end of year	2023-01-01	$611,085
Participant contributions at beginning of year	2023-01-01	$675,214
Assets. Other investments not covered elsewhere at end of year	2023-01-01	$21,393,791
Assets. Other investments not covered elsewhere at beginning of year	2023-01-01	$15,098,420
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$219,740
Other income not declared elsewhere	2023-01-01	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$11,253,144
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$123,981,077
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$112,727,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$808
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$93,121,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$90,107,052
Interest on participant loans	2023-01-01	$22,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-01-01	$5,254,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-01-01	$213,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$17,028,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$3,158,066
Employer contributions (assets) at end of year	2023-01-01	$3,223,503
Employer contributions (assets) at beginning of year	2023-01-01	$2,854,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$13,656,970
Contract administrator fees	2023-01-01	$33,390
Did the plan have assets held for investment	2023-01-01	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	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	GREENWALT CPAS, INC.
Accountancy firm EIN	2023-01-01	351489621
2022 : BOSE MCKINNEY & EVANS RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$98,342
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	$-22,301,085
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$14,527,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$14,390,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$5,810,580
Value of total assets at end of year	2022-12-31	$112,727,933
Value of total assets at beginning of year	2022-12-31	$149,457,698
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$136,599
Total interest from all sources	2022-12-31	$22,228
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,600,352
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	$2,600,352
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,291,381
Participant contributions at end of year	2022-12-31	$409,337
Participant contributions at beginning of year	2022-12-31	$438,012
Participant contributions at end of year	2022-12-31	$675,214
Participant contributions at beginning of year	2022-12-31	$685,064
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$15,098,420
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$17,349,207
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$664,766
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	$-36,828,107
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$112,727,933
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$149,457,698
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
Investment advisory and management fees	2022-12-31	$36,039
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$90,107,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$122,133,621
Interest on participant loans	2022-12-31	$22,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$3,583,762
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$5,891,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$5,891,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-30,734,245
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	$2,854,433
Employer contributions (assets) at end of year	2022-12-31	$2,854,148
Employer contributions (assets) at beginning of year	2022-12-31	$2,960,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$14,390,423
Contract administrator fees	2022-12-31	$100,560
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	2022-12-31	Yes
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	GREENWALT CPAS, INC.
Accountancy firm EIN	2022-12-31	351489621
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total transfer of assets to this plan	2022-01-01	$98,342
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-22,301,085
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$14,527,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$14,390,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$5,810,580
Value of total assets at end of year	2022-01-01	$112,727,933
Value of total assets at beginning of year	2022-01-01	$149,457,698
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$136,599
Total interest from all sources	2022-01-01	$22,228
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$2,600,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$2,600,352
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$1,000,000
If this is an individual account plan, was there a blackout period	2022-01-01	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$2,291,381
Participant contributions at end of year	2022-01-01	$409,337
Participant contributions at beginning of year	2022-01-01	$438,012
Participant contributions at end of year	2022-01-01	$675,214
Participant contributions at beginning of year	2022-01-01	$685,064
Assets. Other investments not covered elsewhere at end of year	2022-01-01	$15,098,420
Assets. Other investments not covered elsewhere at beginning of year	2022-01-01	$17,349,207
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$664,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-36,828,107
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$112,727,933
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$149,457,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Investment advisory and management fees	2022-01-01	$36,039
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$90,107,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$122,133,621
Interest on participant loans	2022-01-01	$22,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-01-01	$3,583,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-30,734,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$2,854,433
Employer contributions (assets) at end of year	2022-01-01	$2,854,148
Employer contributions (assets) at beginning of year	2022-01-01	$2,960,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$14,390,423
Contract administrator fees	2022-01-01	$100,560
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	2022-01-01	Yes
Did the plan have assets held for investment	2022-01-01	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	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	GREENWALT CPAS, INC.
Accountancy firm EIN	2022-01-01	351489621
2021 : BOSE MCKINNEY & EVANS RETIREMENT 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	$26,668,533
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$13,775,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$13,707,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$5,149,764
Value of total assets at end of year	2021-12-31	$149,457,698
Value of total assets at beginning of year	2021-12-31	$136,564,326
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$67,644
Total interest from all sources	2021-12-31	$25,286
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$7,559,981
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	$7,559,981
Administrative expenses professional fees incurred	2021-12-31	$19,374
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,151,632
Participant contributions at end of year	2021-12-31	$438,012
Participant contributions at beginning of year	2021-12-31	$444,353
Participant contributions at end of year	2021-12-31	$685,064
Participant contributions at beginning of year	2021-12-31	$549,875
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$17,349,207
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$13,855,490
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$69,431
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	$12,893,372
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$149,457,698
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$136,564,326
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	$122,133,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$111,807,049
Interest on participant loans	2021-12-31	$25,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$5,891,740
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$7,217,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$7,217,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$13,933,502
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	$2,928,701
Employer contributions (assets) at end of year	2021-12-31	$2,960,054
Employer contributions (assets) at beginning of year	2021-12-31	$2,689,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$13,707,517
Contract administrator fees	2021-12-31	$48,270
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	GREENWALT CPAS, INC.
Accountancy firm EIN	2021-12-31	351489621
2020 : BOSE MCKINNEY & EVANS RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$3,146
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	$21,634,097
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$8,552,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$8,488,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,929,490
Value of total assets at end of year	2020-12-31	$136,564,326
Value of total assets at beginning of year	2020-12-31	$123,479,556
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$63,690
Total interest from all sources	2020-12-31	$30,297
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$3,003,961
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	$3,003,961
Administrative expenses professional fees incurred	2020-12-31	$16,303
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,999,425
Participant contributions at end of year	2020-12-31	$444,353
Participant contributions at beginning of year	2020-12-31	$545,168
Participant contributions at end of year	2020-12-31	$549,875
Participant contributions at beginning of year	2020-12-31	$722,517
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$13,855,490
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$11,735,869
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$240,155
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$764
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	$13,081,624
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$136,564,326
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$123,479,556
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	$111,807,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$99,668,854
Interest on participant loans	2020-12-31	$30,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$7,217,649
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$4,261,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$4,261,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$13,670,349
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	$2,689,910
Employer contributions (assets) at end of year	2020-12-31	$2,689,910
Employer contributions (assets) at beginning of year	2020-12-31	$2,434,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$8,488,783
Contract administrator fees	2020-12-31	$47,387
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$4,110,224
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	Unqualified
Accountancy firm name	2020-12-31	GREENWALT CPAS, INC.
Accountancy firm EIN	2020-12-31	351489621
2019 : BOSE MCKINNEY & EVANS RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$26,714
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	$24,537,949
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$10,172,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$10,102,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,411,993
Value of total assets at end of year	2019-12-31	$123,479,556
Value of total assets at beginning of year	2019-12-31	$109,087,470
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$70,236
Total interest from all sources	2019-12-31	$29,826
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,942,994
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	$2,942,994
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	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,012,626
Participant contributions at end of year	2019-12-31	$545,168
Participant contributions at beginning of year	2019-12-31	$524,559
Participant contributions at end of year	2019-12-31	$722,517
Participant contributions at beginning of year	2019-12-31	$431,549
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$11,735,869
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$16,075,798
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$8,999
Total non interest bearing cash at end of year	2019-12-31	$764
Total non interest bearing cash at beginning of year	2019-12-31	$170,738
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	$14,365,372
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$123,479,556
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$109,087,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$99,668,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$81,950,788
Interest on participant loans	2019-12-31	$29,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$4,261,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$3,809,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$3,809,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$17,153,136
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	$2,390,368
Employer contributions (assets) at end of year	2019-12-31	$2,434,999
Employer contributions (assets) at beginning of year	2019-12-31	$2,639,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$10,102,341
Contract administrator fees	2019-12-31	$70,236
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$4,110,224
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$3,484,842
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	GREENWALT CPAS, INC.
Accountancy firm EIN	2019-12-31	351489621
2018 : BOSE MCKINNEY & EVANS RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$67,644
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	$-1,863,050
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$6,683,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$6,613,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,655,767
Value of total assets at end of year	2018-12-31	$109,087,470
Value of total assets at beginning of year	2018-12-31	$117,566,175
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$69,469
Total interest from all sources	2018-12-31	$25,849
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,962,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,712,390
Participant contributions at end of year	2018-12-31	$524,559
Participant contributions at beginning of year	2018-12-31	$494,203
Participant contributions at end of year	2018-12-31	$431,549
Participant contributions at beginning of year	2018-12-31	$914,953
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$16,075,798
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$21,577,155
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$302,491
Total non interest bearing cash at end of year	2018-12-31	$170,738
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-8,546,349
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$109,087,470
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$117,566,175
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
Investment advisory and management fees	2018-12-31	$341
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$81,950,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$84,286,420
Interest on participant loans	2018-12-31	$25,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$3,809,389
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$2,956,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$2,956,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-9,507,237
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	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,640,886
Employer contributions (assets) at end of year	2018-12-31	$2,639,807
Employer contributions (assets) at beginning of year	2018-12-31	$2,132,755
Income. Dividends from common stock	2018-12-31	$2,962,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$6,613,830
Contract administrator fees	2018-12-31	$69,128
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$3,484,842
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$5,204,635
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	GREENWALT CPAS, INC.
Accountancy firm EIN	2018-12-31	351489621
2017 : BOSE MCKINNEY & EVANS RETIREMENT 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	$13,151
Total income from all sources (including contributions)	2017-12-31	$19,797,508
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$6,475,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$6,414,550
Value of total corrective distributions	2017-12-31	$47
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,041,053
Value of total assets at end of year	2017-12-31	$117,566,175
Value of total assets at beginning of year	2017-12-31	$104,257,508
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$61,093
Total interest from all sources	2017-12-31	$20,810
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,111,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$2,111,763
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,840,337
Participant contributions at end of year	2017-12-31	$494,203
Participant contributions at beginning of year	2017-12-31	$597,817
Participant contributions at end of year	2017-12-31	$914,953
Participant contributions at beginning of year	2017-12-31	$689,040
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$21,577,155
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$18,211,629
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$67,961
Liabilities. Value of operating payables at end of year	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$13,151
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	$13,321,818
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$117,566,175
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$104,244,357
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	$84,286,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$74,657,508
Interest on participant loans	2017-12-31	$20,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$2,956,054
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$2,902,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$2,902,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$13,623,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,132,755
Employer contributions (assets) at end of year	2017-12-31	$2,132,755
Employer contributions (assets) at beginning of year	2017-12-31	$2,037,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$6,414,550
Contract administrator fees	2017-12-31	$61,093
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$5,204,635
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$5,161,635
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	GREENWALT CPAS, INC.
Accountancy firm EIN	2017-12-31	351489621
2016 : BOSE MCKINNEY & EVANS RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$485,065
Total unrealized appreciation/depreciation of assets	2016-12-31	$485,065
Total transfer of assets to this plan	2016-12-31	$98,726
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$13,151
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$15,816
Total income from all sources (including contributions)	2016-12-31	$12,088,286
Total of all expenses incurred	2016-12-31	$5,156,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$5,053,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,708,766
Value of total assets at end of year	2016-12-31	$104,257,508
Value of total assets at beginning of year	2016-12-31	$97,229,930
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$103,436
Total interest from all sources	2016-12-31	$34,008
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$2,305,139
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	$2,191,310
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,633,664
Participant contributions at end of year	2016-12-31	$597,817
Participant contributions at beginning of year	2016-12-31	$573,586
Participant contributions at end of year	2016-12-31	$689,040
Participant contributions at beginning of year	2016-12-31	$674,157
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$18,211,629
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$16,598,804
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$37,716
Other income not declared elsewhere	2016-12-31	$723,091
Liabilities. Value of operating payables at end of year	2016-12-31	$13,151
Liabilities. Value of operating payables at beginning of year	2016-12-31	$15,816
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$35,580
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	$6,931,517
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$104,244,357
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$97,214,114
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	$74,657,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$68,934,689
Interest on participant loans	2016-12-31	$23,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$2,902,493
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$2,608,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$2,608,699
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$10,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$4,832,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$2,037,386
Employer contributions (assets) at end of year	2016-12-31	$2,037,386
Employer contributions (assets) at beginning of year	2016-12-31	$2,052,146
Income. Dividends from common stock	2016-12-31	$113,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$5,053,333
Contract administrator fees	2016-12-31	$103,436
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$5,161,635
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$5,752,269
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	BKD, LLP
Accountancy firm EIN	2016-12-31	440160260
2015 : BOSE MCKINNEY & EVANS RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-330,765
Total unrealized appreciation/depreciation of assets	2015-12-31	$-330,765
Total transfer of assets to this plan	2015-12-31	$65,859
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$15,816
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$18,445
Total income from all sources (including contributions)	2015-12-31	$2,793,871
Total of all expenses incurred	2015-12-31	$7,952,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$7,802,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,149,416
Value of total assets at end of year	2015-12-31	$97,229,930
Value of total assets at beginning of year	2015-12-31	$102,325,010
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$149,347
Total interest from all sources	2015-12-31	$24,990
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$3,434,700
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	$3,360,799
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,606,285
Participant contributions at end of year	2015-12-31	$573,586
Participant contributions at beginning of year	2015-12-31	$606,591
Participant contributions at end of year	2015-12-31	$674,157
Participant contributions at beginning of year	2015-12-31	$655,286
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$16,598,804
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$14,657,642
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$490,985
Other income not declared elsewhere	2015-12-31	$-435,021
Liabilities. Value of operating payables at end of year	2015-12-31	$15,816
Liabilities. Value of operating payables at beginning of year	2015-12-31	$18,445
Total non interest bearing cash at end of year	2015-12-31	$35,580
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	$-5,158,310
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$97,214,114
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$102,306,565
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	$68,934,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$74,590,896
Interest on participant loans	2015-12-31	$23,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$2,608,699
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$2,911,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$2,911,454
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-4,049,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$2,052,146
Employer contributions (assets) at end of year	2015-12-31	$2,052,146
Employer contributions (assets) at beginning of year	2015-12-31	$2,060,953
Income. Dividends from common stock	2015-12-31	$73,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$7,802,834
Contract administrator fees	2015-12-31	$149,347
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$5,752,269
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$6,842,188
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	BKD, LLP
Accountancy firm EIN	2015-12-31	440160260
2014 : BOSE MCKINNEY & EVANS RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan	2014-12-31	$9,376
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$18,445
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$19,266
Total income from all sources (including contributions)	2014-12-31	$10,942,518
Total of all expenses incurred	2014-12-31	$6,967,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$6,825,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,732,045
Value of total assets at end of year	2014-12-31	$102,325,010
Value of total assets at beginning of year	2014-12-31	$98,340,952
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$141,396
Total interest from all sources	2014-12-31	$22,548
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$3,150,973
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	$3,150,973
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,575,983
Participant contributions at end of year	2014-12-31	$606,591
Participant contributions at beginning of year	2014-12-31	$541,411
Participant contributions at end of year	2014-12-31	$655,286
Participant contributions at beginning of year	2014-12-31	$597,303
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$14,657,642
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$15,049,725
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$95,109
Liabilities. Value of operating payables at end of year	2014-12-31	$18,445
Liabilities. Value of operating payables at beginning of year	2014-12-31	$19,266
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	$3,975,503
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$102,306,565
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$98,321,686
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	$74,590,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$69,383,511
Interest on participant loans	2014-12-31	$22,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$2,911,454
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$3,255,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$3,255,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$490
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$4,036,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$2,060,953
Employer contributions (assets) at end of year	2014-12-31	$2,060,953
Employer contributions (assets) at beginning of year	2014-12-31	$2,062,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$6,825,619
Contract administrator fees	2014-12-31	$141,396
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$6,842,188
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$7,450,773
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	BKD, LLP
Accountancy firm EIN	2014-12-31	440160260
2013 : BOSE MCKINNEY & EVANS RETIREMENT PLAN 2013 401k financial data
Total transfer of assets to this plan	2013-12-31	$142,291
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$19,266
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$16,293
Total income from all sources (including contributions)	2013-12-31	$19,125,115
Total of all expenses incurred	2013-12-31	$8,292,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$8,149,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$4,839,265
Value of total assets at end of year	2013-12-31	$97,166,298
Value of total assets at beginning of year	2013-12-31	$86,188,747
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$143,008
Total interest from all sources	2013-12-31	$26,107
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$2,856,436
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	$2,856,436
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	$1,449,911
Participant contributions at end of year	2013-12-31	$541,411
Participant contributions at beginning of year	2013-12-31	$567,421
Participant contributions at end of year	2013-12-31	$597,303
Participant contributions at beginning of year	2013-12-31	$643,722
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$13,875,071
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$8,564,848
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,326,680
Other income not declared elsewhere	2013-12-31	$0
Liabilities. Value of operating payables at end of year	2013-12-31	$19,266
Liabilities. Value of operating payables at beginning of year	2013-12-31	$16,293
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	$10,832,287
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$97,147,032
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$86,172,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$69,383,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$63,964,627
Interest on participant loans	2013-12-31	$24,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$3,255,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$4,257,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$4,257,279
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$1,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$11,403,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$2,062,674
Employer contributions (assets) at end of year	2013-12-31	$2,062,674
Employer contributions (assets) at beginning of year	2013-12-31	$1,985,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$8,149,820
Contract administrator fees	2013-12-31	$143,008
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$7,450,773
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$6,205,287
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BKD, LLP
Accountancy firm EIN	2013-12-31	440160260
2012 : BOSE MCKINNEY & EVANS RETIREMENT PLAN 2012 401k financial data
Total transfer of assets to this plan	2012-12-31	$284,809
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$16,293
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$14,694
Total income from all sources (including contributions)	2012-12-31	$12,724,529
Total of all expenses incurred	2012-12-31	$6,653,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$6,518,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,416,327
Value of total assets at end of year	2012-12-31	$86,188,747
Value of total assets at beginning of year	2012-12-31	$79,831,181
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$135,189
Total interest from all sources	2012-12-31	$26,103
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,758,306
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	$1,758,306
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,406,568
Participant contributions at end of year	2012-12-31	$567,421
Participant contributions at beginning of year	2012-12-31	$615,009
Participant contributions at end of year	2012-12-31	$643,722
Participant contributions at beginning of year	2012-12-31	$617,851
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$8,564,848
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$8,197,751
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$24,196
Liabilities. Value of operating payables at end of year	2012-12-31	$16,293
Liabilities. Value of operating payables at beginning of year	2012-12-31	$14,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$6,071,158
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$86,172,454
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$79,816,487
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	$63,964,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$59,441,699
Interest on participant loans	2012-12-31	$24,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$4,257,279
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$3,343,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$3,343,045
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$1,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$7,523,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,985,563
Employer contributions (assets) at end of year	2012-12-31	$1,985,563
Employer contributions (assets) at beginning of year	2012-12-31	$1,855,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$6,518,182
Contract administrator fees	2012-12-31	$135,189
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$6,205,287
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$5,760,478
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	BKD, LLP
Accountancy firm EIN	2012-12-31	440160260
2011 : BOSE MCKINNEY & EVANS RETIREMENT PLAN 2011 401k financial data
Total transfer of assets to this plan	2011-12-31	$53
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$14,694
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$26,292
Total income from all sources (including contributions)	2011-12-31	$3,294,102
Total of all expenses incurred	2011-12-31	$5,135,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$5,026,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$3,515,591
Value of total assets at end of year	2011-12-31	$79,831,181
Value of total assets at beginning of year	2011-12-31	$81,684,289
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$109,567
Total interest from all sources	2011-12-31	$30,968
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,598,806
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	$1,598,806
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,281,622
Participant contributions at end of year	2011-12-31	$615,009
Participant contributions at beginning of year	2011-12-31	$615,129
Participant contributions at end of year	2011-12-31	$617,851
Participant contributions at beginning of year	2011-12-31	$757,011
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$8,197,751
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$8,692,485
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$353,324
Liabilities. Value of operating payables at end of year	2011-12-31	$14,694
Liabilities. Value of operating payables at beginning of year	2011-12-31	$26,292
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	$-1,841,563
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$79,816,487
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$81,657,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$95,567
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$59,441,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$55,959,231
Interest on participant loans	2011-12-31	$29,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$3,343,045
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$4,360,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$4,360,540
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$1,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,851,263
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	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,880,645
Employer contributions (assets) at end of year	2011-12-31	$1,855,348
Employer contributions (assets) at beginning of year	2011-12-31	$968,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$5,026,098
Contract administrator fees	2011-12-31	$14,000
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$5,760,478
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$10,330,948
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	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	BKD, LLP
Accountancy firm EIN	2011-12-31	440160260
2010 : BOSE MCKINNEY & EVANS RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$19,257
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$26,292
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$44,428
Total income from all sources (including contributions)	2010-12-31	$13,479,020
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$4,194,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$4,043,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,520,371
Value of total assets at end of year	2010-12-31	$81,684,289
Value of total assets at beginning of year	2010-12-31	$72,398,666
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$151,383
Total interest from all sources	2010-12-31	$36,967
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,715,366
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	$1,715,366
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,396,702
Participant contributions at end of year	2010-12-31	$615,129
Participant contributions at beginning of year	2010-12-31	$597,007
Participant contributions at end of year	2010-12-31	$757,011
Participant contributions at beginning of year	2010-12-31	$830,227
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$8,692,485
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$9,121,401
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$154,724
Liabilities. Value of operating payables at end of year	2010-12-31	$26,292
Liabilities. Value of operating payables at beginning of year	2010-12-31	$44,428
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$9,284,502
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$81,657,997
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$72,354,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$139,634
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$55,959,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$48,077,505
Interest on participant loans	2010-12-31	$33,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$4,360,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$3,460,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$3,460,645
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$3,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$9,206,316
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	Yes
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	$968,945
Employer contributions (assets) at end of year	2010-12-31	$968,945
Employer contributions (assets) at beginning of year	2010-12-31	$1,007,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$4,043,135
Contract administrator fees	2010-12-31	$11,749
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$10,330,948
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$9,303,911
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	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	BKD, LLP
Accountancy firm EIN	2010-12-31	440160260
2009 : BOSE MCKINNEY & EVANS RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BOSE MCKINNEY & EVANS RETIREMENT PLAN

2023: BOSE MCKINNEY & EVANS RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BOSE MCKINNEY & EVANS RETIREMENT 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: BOSE MCKINNEY & EVANS RETIREMENT 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: BOSE MCKINNEY & EVANS RETIREMENT 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: BOSE MCKINNEY & EVANS RETIREMENT 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: BOSE MCKINNEY & EVANS RETIREMENT 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: BOSE MCKINNEY & EVANS RETIREMENT 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: BOSE MCKINNEY & EVANS RETIREMENT 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: BOSE MCKINNEY & EVANS 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: BOSE MCKINNEY & EVANS 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: BOSE MCKINNEY & EVANS 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: BOSE MCKINNEY & EVANS 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: BOSE MCKINNEY & EVANS 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BOSE MCKINNEY & EVANS 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BOSE MCKINNEY & EVANS LLP
Employer identification number (EIN):	350957980
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers