401k Plan data: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN plan

W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

W. B. MCCLOUD & CO. INC. has sponsored the creation of one or more 401k plans.

Company Name: W. B. MCCLOUD & CO. INC.

Employer identification number (EIN): 362931474

NAIC Classification: 561710
NAIC Description: Exterminating and Pest Control Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-04-01 JENNIFER RIGLER 2021-02-11 JENNIFER RIGLER 2021-02-11
001 2019-04-01
001 2018-04-01
001 2017-04-01 RICHARD BURKE RICHARD BURKE 2018-12-19
001 2016-04-01 RICHARD BURKE RICHARD BURKE 2017-12-15
001 2015-04-01 RICHARD BURKE RICHARD BURKE 2017-01-13
001 2014-04-01 RICHARD BURKE
001 2013-04-01 RICHARD BURKE RICHARD BURKE 2015-01-15
001 2012-04-01 RICHARD BURKE RICHARD BURKE 2013-10-28
001 2011-04-01 ALAN MONGIN ALAN MONGIN 2012-10-08
001 2009-04-01 ALAN MONGIN ALAN MONGIN 2010-10-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-04-01	JENNIFER RIGLER	2021-02-11	JENNIFER RIGLER	2021-02-11
001	2019-04-01
001	2018-04-01
001	2017-04-01	RICHARD BURKE		RICHARD BURKE	2018-12-19
001	2016-04-01	RICHARD BURKE		RICHARD BURKE	2017-12-15
001	2015-04-01	RICHARD BURKE		RICHARD BURKE	2017-01-13
001	2014-04-01	RICHARD BURKE
001	2013-04-01	RICHARD BURKE		RICHARD BURKE	2015-01-15
001	2012-04-01	RICHARD BURKE		RICHARD BURKE	2013-10-28
001	2011-04-01	ALAN MONGIN		ALAN MONGIN	2012-10-08
001	2009-04-01	ALAN MONGIN		ALAN MONGIN	2010-10-06

Plan Statistics for W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2019: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-04-01 228
Total number of active participants reported on line 7a of the Form 5500 2019-04-01 85
Number of retired or separated participants receiving benefits 2019-04-01 0
Number of other retired or separated participants entitled to future benefits 2019-04-01 2
Total of all active and inactive participants 2019-04-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-04-01 0
Total participants 2019-04-01 87
Number of participants with account balances 2019-04-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-04-01 0
2018: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-04-01 224
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 191
Number of retired or separated participants receiving benefits 2018-04-01 0
Number of other retired or separated participants entitled to future benefits 2018-04-01 27
Total of all active and inactive participants 2018-04-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-04-01 0
Total participants 2018-04-01 218
Number of participants with account balances 2018-04-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-04-01 0
2017: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 199
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 186
Number of retired or separated participants receiving benefits 2017-04-01 0
Number of other retired or separated participants entitled to future benefits 2017-04-01 27
Total of all active and inactive participants 2017-04-01 213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 1
Total participants 2017-04-01 214
Number of participants with account balances 2017-04-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 0
2016: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-04-01 191
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 174
Number of retired or separated participants receiving benefits 2016-04-01 0
Number of other retired or separated participants entitled to future benefits 2016-04-01 19
Total of all active and inactive participants 2016-04-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 1
Total participants 2016-04-01 194
Number of participants with account balances 2016-04-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 0
2015: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-04-01 183
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 160
Number of retired or separated participants receiving benefits 2015-04-01 0
Number of other retired or separated participants entitled to future benefits 2015-04-01 17
Total of all active and inactive participants 2015-04-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-04-01 0
Total participants 2015-04-01 177
Number of participants with account balances 2015-04-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-04-01 0
2014: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-01 179
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 153
Number of retired or separated participants receiving benefits 2014-04-01 0
Number of other retired or separated participants entitled to future benefits 2014-04-01 16
Total of all active and inactive participants 2014-04-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-04-01 0
Total participants 2014-04-01 169
Number of participants with account balances 2014-04-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-01 0
2013: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-04-01 169
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 154
Number of retired or separated participants receiving benefits 2013-04-01 0
Number of other retired or separated participants entitled to future benefits 2013-04-01 16
Total of all active and inactive participants 2013-04-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 0
Total participants 2013-04-01 170
Number of participants with account balances 2013-04-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 0
2012: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 163
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 157
Number of retired or separated participants receiving benefits 2012-04-01 0
Number of other retired or separated participants entitled to future benefits 2012-04-01 10
Total of all active and inactive participants 2012-04-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 0
Total participants 2012-04-01 167
Number of participants with account balances 2012-04-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 7
2011: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-01 173
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 149
Number of retired or separated participants receiving benefits 2011-04-01 0
Number of other retired or separated participants entitled to future benefits 2011-04-01 11
Total of all active and inactive participants 2011-04-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 0
Total participants 2011-04-01 160
Number of participants with account balances 2011-04-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 13
2009: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-04-01 162
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 141
Number of retired or separated participants receiving benefits 2009-04-01 0
Number of other retired or separated participants entitled to future benefits 2009-04-01 25
Total of all active and inactive participants 2009-04-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 0
Total participants 2009-04-01 166
Number of participants with account balances 2009-04-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 26

Measure	Date	Value
2019: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-04-01	228
Total number of active participants reported on line 7a of the Form 5500	2019-04-01	85
Number of retired or separated participants receiving benefits	2019-04-01	0
Number of other retired or separated participants entitled to future benefits	2019-04-01	2
Total of all active and inactive participants	2019-04-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-04-01	0
Total participants	2019-04-01	87
Number of participants with account balances	2019-04-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-04-01	0
2018: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-04-01	224
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	191
Number of retired or separated participants receiving benefits	2018-04-01	0
Number of other retired or separated participants entitled to future benefits	2018-04-01	27
Total of all active and inactive participants	2018-04-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-04-01	0
Total participants	2018-04-01	218
Number of participants with account balances	2018-04-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-04-01	0
2017: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	199
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	186
Number of retired or separated participants receiving benefits	2017-04-01	0
Number of other retired or separated participants entitled to future benefits	2017-04-01	27
Total of all active and inactive participants	2017-04-01	213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	1
Total participants	2017-04-01	214
Number of participants with account balances	2017-04-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	0
2016: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-04-01	191
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	174
Number of retired or separated participants receiving benefits	2016-04-01	0
Number of other retired or separated participants entitled to future benefits	2016-04-01	19
Total of all active and inactive participants	2016-04-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	1
Total participants	2016-04-01	194
Number of participants with account balances	2016-04-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	0
2015: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-04-01	183
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	160
Number of retired or separated participants receiving benefits	2015-04-01	0
Number of other retired or separated participants entitled to future benefits	2015-04-01	17
Total of all active and inactive participants	2015-04-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-04-01	0
Total participants	2015-04-01	177
Number of participants with account balances	2015-04-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-04-01	0
2014: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-01	179
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	153
Number of retired or separated participants receiving benefits	2014-04-01	0
Number of other retired or separated participants entitled to future benefits	2014-04-01	16
Total of all active and inactive participants	2014-04-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-01	0
Total participants	2014-04-01	169
Number of participants with account balances	2014-04-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	0
2013: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-04-01	169
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	154
Number of retired or separated participants receiving benefits	2013-04-01	0
Number of other retired or separated participants entitled to future benefits	2013-04-01	16
Total of all active and inactive participants	2013-04-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	0
Total participants	2013-04-01	170
Number of participants with account balances	2013-04-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	0
2012: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	163
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	157
Number of retired or separated participants receiving benefits	2012-04-01	0
Number of other retired or separated participants entitled to future benefits	2012-04-01	10
Total of all active and inactive participants	2012-04-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	0
Total participants	2012-04-01	167
Number of participants with account balances	2012-04-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	7
2011: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-01	173
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	149
Number of retired or separated participants receiving benefits	2011-04-01	0
Number of other retired or separated participants entitled to future benefits	2011-04-01	11
Total of all active and inactive participants	2011-04-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	0
Total participants	2011-04-01	160
Number of participants with account balances	2011-04-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	13
2009: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-04-01	162
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	141
Number of retired or separated participants receiving benefits	2009-04-01	0
Number of other retired or separated participants entitled to future benefits	2009-04-01	25
Total of all active and inactive participants	2009-04-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	0
Total participants	2009-04-01	166
Number of participants with account balances	2009-04-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	26

Financial Data on W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2020 : W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-03-31	$0
Total unrealized appreciation/depreciation of assets	2020-03-31	$0
Total transfer of assets to this plan	2020-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-03-31	$0
Total income from all sources (including contributions)	2020-03-31	$1,234,863
Total loss/gain on sale of assets	2020-03-31	$0
Total of all expenses incurred	2020-03-31	$8,357,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-03-31	$8,312,438
Expenses. Certain deemed distributions of participant loans	2020-03-31	$0
Value of total corrective distributions	2020-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-03-31	$420,564
Value of total assets at end of year	2020-03-31	$20,322
Value of total assets at beginning of year	2020-03-31	$7,143,341
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-03-31	$45,444
Total income from rents	2020-03-31	$0
Total interest from all sources	2020-03-31	$11,979
Total dividends received (eg from common stock, registered investment company shares)	2020-03-31	$99,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-03-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-03-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2020-03-31	$99,781
Administrative expenses professional fees incurred	2020-03-31	$0
Was this plan covered by a fidelity bond	2020-03-31	Yes
Value of fidelity bond cover	2020-03-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-03-31	No
Amount of non-exempt transactions with any party-in-interest	2020-03-31	$0
Contributions received from participants	2020-03-31	$254,216
Participant contributions at end of year	2020-03-31	$0
Participant contributions at beginning of year	2020-03-31	$108,997
Participant contributions at end of year	2020-03-31	$0
Participant contributions at beginning of year	2020-03-31	$16,198
Income. Received or receivable in cash from other sources (including rollovers)	2020-03-31	$22,579
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-03-31	$0
Other income not declared elsewhere	2020-03-31	$4,170
Administrative expenses (other) incurred	2020-03-31	$0
Liabilities. Value of operating payables at beginning of year	2020-03-31	$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	2020-03-31	No
Value of net income/loss	2020-03-31	$-7,123,019
Value of net assets at end of year (total assets less liabilities)	2020-03-31	$20,322
Value of net assets at beginning of year (total assets less liabilities)	2020-03-31	$7,143,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-03-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-03-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-03-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-03-31	$0
Investment advisory and management fees	2020-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-03-31	$20,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-03-31	$5,969,304
Interest on participant loans	2020-03-31	$5,007
Income. Interest from loans (other than to participants)	2020-03-31	$0
Interest earned on other investments	2020-03-31	$6,972
Income. Interest from US Government securities	2020-03-31	$0
Income. Interest from corporate debt instruments	2020-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-03-31	$1,038,957
Expenses. Payments to insurance carriers foe the provision of benefits	2020-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-03-31	$698,369
Net investment gain/loss from pooled separate accounts	2020-03-31	$0
Net investment gain or loss from common/collective trusts	2020-03-31	$0
Net gain/loss from 103.12 investment entities	2020-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-03-31	No
Was there a failure to transmit to the plan any participant contributions	2020-03-31	No
Has the plan failed to provide any benefit when due under the plan	2020-03-31	No
Contributions received in cash from employer	2020-03-31	$143,769
Employer contributions (assets) at end of year	2020-03-31	$0
Employer contributions (assets) at beginning of year	2020-03-31	$9,885
Income. Dividends from preferred stock	2020-03-31	$0
Income. Dividends from common stock	2020-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-03-31	$8,312,438
Contract administrator fees	2020-03-31	$45,444
Liabilities. Value of benefit claims payable at beginning of year	2020-03-31	$0
Did the plan have assets held for investment	2020-03-31	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	2020-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-03-31	No
Aggregate proceeds on sale of assets	2020-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-03-31	Disclaimer
Accountancy firm name	2020-03-31	DUFEK & COMPANY, LLC
Accountancy firm EIN	2020-03-31	271515696
2019 : W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-03-31	$0
Total unrealized appreciation/depreciation of assets	2019-03-31	$0
Total transfer of assets to this plan	2019-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-03-31	$0
Total income from all sources (including contributions)	2019-03-31	$1,059,823
Total loss/gain on sale of assets	2019-03-31	$0
Total of all expenses incurred	2019-03-31	$1,242,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-03-31	$1,194,981
Expenses. Certain deemed distributions of participant loans	2019-03-31	$0
Value of total corrective distributions	2019-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-03-31	$821,286
Value of total assets at end of year	2019-03-31	$7,143,341
Value of total assets at beginning of year	2019-03-31	$7,326,292
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-03-31	$47,793
Total income from rents	2019-03-31	$0
Total interest from all sources	2019-03-31	$17,017
Total dividends received (eg from common stock, registered investment company shares)	2019-03-31	$103,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-03-31	$103,168
Administrative expenses professional fees incurred	2019-03-31	$0
Was this plan covered by a fidelity bond	2019-03-31	Yes
Value of fidelity bond cover	2019-03-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-03-31	No
Contributions received from participants	2019-03-31	$507,378
Participant contributions at end of year	2019-03-31	$108,997
Participant contributions at beginning of year	2019-03-31	$147,350
Participant contributions at end of year	2019-03-31	$16,198
Participant contributions at beginning of year	2019-03-31	$19,325
Income. Received or receivable in cash from other sources (including rollovers)	2019-03-31	$12,265
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-03-31	$0
Other income not declared elsewhere	2019-03-31	$5,667
Administrative expenses (other) incurred	2019-03-31	$0
Liabilities. Value of operating payables at beginning of year	2019-03-31	$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	2019-03-31	No
Value of net income/loss	2019-03-31	$-182,951
Value of net assets at end of year (total assets less liabilities)	2019-03-31	$7,143,341
Value of net assets at beginning of year (total assets less liabilities)	2019-03-31	$7,326,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-03-31	No
Were any leases to which the plan was party in default or uncollectible	2019-03-31	No
Investment advisory and management fees	2019-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-03-31	$5,969,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-03-31	$6,336,444
Interest on participant loans	2019-03-31	$7,195
Income. Interest from loans (other than to participants)	2019-03-31	$0
Interest earned on other investments	2019-03-31	$9,822
Income. Interest from US Government securities	2019-03-31	$0
Income. Interest from corporate debt instruments	2019-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-03-31	$1,038,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-03-31	$811,905
Expenses. Payments to insurance carriers foe the provision of benefits	2019-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-03-31	$112,685
Net investment gain/loss from pooled separate accounts	2019-03-31	$0
Net investment gain or loss from common/collective trusts	2019-03-31	$0
Net gain/loss from 103.12 investment entities	2019-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-03-31	No
Was there a failure to transmit to the plan any participant contributions	2019-03-31	No
Has the plan failed to provide any benefit when due under the plan	2019-03-31	No
Contributions received in cash from employer	2019-03-31	$301,643
Employer contributions (assets) at end of year	2019-03-31	$9,885
Employer contributions (assets) at beginning of year	2019-03-31	$11,268
Income. Dividends from preferred stock	2019-03-31	$0
Income. Dividends from common stock	2019-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-03-31	$1,194,981
Contract administrator fees	2019-03-31	$47,793
Liabilities. Value of benefit claims payable at beginning of year	2019-03-31	$0
Did the plan have assets held for investment	2019-03-31	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	2019-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-03-31	No
Aggregate proceeds on sale of assets	2019-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-03-31	Disclaimer
Accountancy firm name	2019-03-31	DUFEK & COMPANY, LLC
Accountancy firm EIN	2019-03-31	271515696
2018 : W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-03-31	$0
Total unrealized appreciation/depreciation of assets	2018-03-31	$0
Total transfer of assets to this plan	2018-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-03-31	$0
Total income from all sources (including contributions)	2018-03-31	$1,582,160
Total loss/gain on sale of assets	2018-03-31	$0
Total of all expenses incurred	2018-03-31	$763,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-03-31	$740,902
Expenses. Certain deemed distributions of participant loans	2018-03-31	$0
Value of total corrective distributions	2018-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-03-31	$827,019
Value of total assets at end of year	2018-03-31	$7,326,292
Value of total assets at beginning of year	2018-03-31	$6,507,778
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-03-31	$22,744
Total income from rents	2018-03-31	$0
Total interest from all sources	2018-03-31	$19,102
Total dividends received (eg from common stock, registered investment company shares)	2018-03-31	$93,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-03-31	$93,882
Administrative expenses professional fees incurred	2018-03-31	$0
Was this plan covered by a fidelity bond	2018-03-31	Yes
Value of fidelity bond cover	2018-03-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-03-31	No
Amount of non-exempt transactions with any party-in-interest	2018-03-31	$0
Contributions received from participants	2018-03-31	$514,053
Participant contributions at end of year	2018-03-31	$147,350
Participant contributions at beginning of year	2018-03-31	$98,043
Participant contributions at end of year	2018-03-31	$19,325
Participant contributions at beginning of year	2018-03-31	$16,762
Income. Received or receivable in cash from other sources (including rollovers)	2018-03-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-03-31	$19
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-03-31	$0
Other income not declared elsewhere	2018-03-31	$2,761
Administrative expenses (other) incurred	2018-03-31	$0
Liabilities. Value of operating payables at beginning of year	2018-03-31	$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	2018-03-31	No
Value of net income/loss	2018-03-31	$818,514
Value of net assets at end of year (total assets less liabilities)	2018-03-31	$7,326,292
Value of net assets at beginning of year (total assets less liabilities)	2018-03-31	$6,507,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-03-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-03-31	$0
Were any leases to which the plan was party in default or uncollectible	2018-03-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-03-31	$0
Investment advisory and management fees	2018-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-03-31	$6,336,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-03-31	$5,452,599
Interest on participant loans	2018-03-31	$8,343
Income. Interest from loans (other than to participants)	2018-03-31	$0
Interest earned on other investments	2018-03-31	$10,759
Income. Interest from US Government securities	2018-03-31	$0
Income. Interest from corporate debt instruments	2018-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-03-31	$811,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-03-31	$930,265
Expenses. Payments to insurance carriers foe the provision of benefits	2018-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-03-31	$639,396
Net investment gain/loss from pooled separate accounts	2018-03-31	$0
Net investment gain or loss from common/collective trusts	2018-03-31	$0
Net gain/loss from 103.12 investment entities	2018-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-03-31	No
Was there a failure to transmit to the plan any participant contributions	2018-03-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-03-31	No
Contributions received in cash from employer	2018-03-31	$312,966
Employer contributions (assets) at end of year	2018-03-31	$11,268
Employer contributions (assets) at beginning of year	2018-03-31	$10,109
Income. Dividends from preferred stock	2018-03-31	$0
Income. Dividends from common stock	2018-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-03-31	$740,883
Contract administrator fees	2018-03-31	$22,744
Liabilities. Value of benefit claims payable at beginning of year	2018-03-31	$0
Did the plan have assets held for investment	2018-03-31	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	2018-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-03-31	No
Aggregate proceeds on sale of assets	2018-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-03-31	Disclaimer
Accountancy firm name	2018-03-31	DUFEK & COMPANY, LLC
Accountancy firm EIN	2018-03-31	271515696
2017 : W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-03-31	$0
Total unrealized appreciation/depreciation of assets	2017-03-31	$0
Total transfer of assets to this plan	2017-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-03-31	$0
Total income from all sources (including contributions)	2017-03-31	$1,765,633
Total loss/gain on sale of assets	2017-03-31	$0
Total of all expenses incurred	2017-03-31	$535,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-03-31	$526,168
Expenses. Certain deemed distributions of participant loans	2017-03-31	$0
Value of total corrective distributions	2017-03-31	$4,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-03-31	$1,160,589
Value of total assets at end of year	2017-03-31	$6,507,778
Value of total assets at beginning of year	2017-03-31	$5,277,898
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-03-31	$4,588
Total income from rents	2017-03-31	$0
Total interest from all sources	2017-03-31	$22,112
Total dividends received (eg from common stock, registered investment company shares)	2017-03-31	$59,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-03-31	$59,592
Administrative expenses professional fees incurred	2017-03-31	$0
Was this plan covered by a fidelity bond	2017-03-31	Yes
Value of fidelity bond cover	2017-03-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-03-31	No
Amount of non-exempt transactions with any party-in-interest	2017-03-31	$0
Contributions received from participants	2017-03-31	$491,007
Participant contributions at end of year	2017-03-31	$98,043
Participant contributions at beginning of year	2017-03-31	$126,285
Participant contributions at end of year	2017-03-31	$16,762
Participant contributions at beginning of year	2017-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-03-31	$375,181
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-03-31	$0
Other income not declared elsewhere	2017-03-31	$0
Administrative expenses (other) incurred	2017-03-31	$0
Liabilities. Value of operating payables at beginning of year	2017-03-31	$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	2017-03-31	No
Value of net income/loss	2017-03-31	$1,229,880
Value of net assets at end of year (total assets less liabilities)	2017-03-31	$6,507,778
Value of net assets at beginning of year (total assets less liabilities)	2017-03-31	$5,277,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-03-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-03-31	$0
Were any leases to which the plan was party in default or uncollectible	2017-03-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-03-31	$0
Investment advisory and management fees	2017-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-03-31	$5,452,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-03-31	$4,262,368
Interest on participant loans	2017-03-31	$8,060
Income. Interest from loans (other than to participants)	2017-03-31	$0
Interest earned on other investments	2017-03-31	$14,052
Income. Interest from US Government securities	2017-03-31	$0
Income. Interest from corporate debt instruments	2017-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-03-31	$930,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-03-31	$889,245
Expenses. Payments to insurance carriers foe the provision of benefits	2017-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-03-31	$523,340
Net investment gain/loss from pooled separate accounts	2017-03-31	$0
Net investment gain or loss from common/collective trusts	2017-03-31	$0
Net gain/loss from 103.12 investment entities	2017-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-03-31	No
Was there a failure to transmit to the plan any participant contributions	2017-03-31	No
Has the plan failed to provide any benefit when due under the plan	2017-03-31	No
Contributions received in cash from employer	2017-03-31	$294,401
Employer contributions (assets) at end of year	2017-03-31	$10,109
Employer contributions (assets) at beginning of year	2017-03-31	$0
Income. Dividends from preferred stock	2017-03-31	$0
Income. Dividends from common stock	2017-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-03-31	$526,168
Contract administrator fees	2017-03-31	$4,588
Liabilities. Value of benefit claims payable at beginning of year	2017-03-31	$0
Did the plan have assets held for investment	2017-03-31	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	2017-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-03-31	No
Aggregate proceeds on sale of assets	2017-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-03-31	Disclaimer
Accountancy firm name	2017-03-31	DUFEK & COMPANY, LLC
Accountancy firm EIN	2017-03-31	271515696
2016 : W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-03-31	$0
Total unrealized appreciation/depreciation of assets	2016-03-31	$0
Total transfer of assets to this plan	2016-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-03-31	$0
Total income from all sources (including contributions)	2016-03-31	$377,765
Total loss/gain on sale of assets	2016-03-31	$0
Total of all expenses incurred	2016-03-31	$692,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-03-31	$679,420
Expenses. Certain deemed distributions of participant loans	2016-03-31	$0
Value of total corrective distributions	2016-03-31	$9,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-03-31	$517,445
Value of total assets at end of year	2016-03-31	$5,277,898
Value of total assets at beginning of year	2016-03-31	$5,592,817
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-03-31	$3,415
Total income from rents	2016-03-31	$0
Total interest from all sources	2016-03-31	$21,796
Total dividends received (eg from common stock, registered investment company shares)	2016-03-31	$41,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-03-31	$41,399
Administrative expenses professional fees incurred	2016-03-31	$0
Was this plan covered by a fidelity bond	2016-03-31	Yes
Value of fidelity bond cover	2016-03-31	$700,000
If this is an individual account plan, was there a blackout period	2016-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-03-31	No
Amount of non-exempt transactions with any party-in-interest	2016-03-31	$0
Contributions received from participants	2016-03-31	$395,943
Participant contributions at end of year	2016-03-31	$126,285
Participant contributions at beginning of year	2016-03-31	$124,426
Participant contributions at end of year	2016-03-31	$0
Participant contributions at beginning of year	2016-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-03-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-03-31	$0
Other income not declared elsewhere	2016-03-31	$0
Administrative expenses (other) incurred	2016-03-31	$0
Liabilities. Value of operating payables at beginning of year	2016-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-03-31	No
Value of net income/loss	2016-03-31	$-314,919
Value of net assets at end of year (total assets less liabilities)	2016-03-31	$5,277,898
Value of net assets at beginning of year (total assets less liabilities)	2016-03-31	$5,592,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-03-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-03-31	$0
Were any leases to which the plan was party in default or uncollectible	2016-03-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-03-31	$0
Investment advisory and management fees	2016-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-03-31	$4,262,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-03-31	$4,774,301
Interest on participant loans	2016-03-31	$7,208
Income. Interest from loans (other than to participants)	2016-03-31	$0
Interest earned on other investments	2016-03-31	$14,588
Income. Interest from US Government securities	2016-03-31	$0
Income. Interest from corporate debt instruments	2016-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-03-31	$889,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-03-31	$694,090
Expenses. Payments to insurance carriers foe the provision of benefits	2016-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-03-31	$-202,875
Net investment gain/loss from pooled separate accounts	2016-03-31	$0
Net investment gain or loss from common/collective trusts	2016-03-31	$0
Net gain/loss from 103.12 investment entities	2016-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-03-31	No
Was there a failure to transmit to the plan any participant contributions	2016-03-31	No
Has the plan failed to provide any benefit when due under the plan	2016-03-31	No
Contributions received in cash from employer	2016-03-31	$121,502
Employer contributions (assets) at end of year	2016-03-31	$0
Employer contributions (assets) at beginning of year	2016-03-31	$0
Income. Dividends from preferred stock	2016-03-31	$0
Income. Dividends from common stock	2016-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-03-31	$679,420
Contract administrator fees	2016-03-31	$3,415
Liabilities. Value of benefit claims payable at beginning of year	2016-03-31	$0
Did the plan have assets held for investment	2016-03-31	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	2016-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-03-31	No
Aggregate proceeds on sale of assets	2016-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-03-31	Disclaimer
Accountancy firm name	2016-03-31	DUFEK & COMPANY, LLC
Accountancy firm EIN	2016-03-31	271515696
2015 : W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-03-31	$0
Total income from all sources (including contributions)	2015-03-31	$1,035,795
Total loss/gain on sale of assets	2015-03-31	$0
Total of all expenses incurred	2015-03-31	$1,972,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-03-31	$1,967,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-03-31	$614,272
Value of total assets at end of year	2015-03-31	$5,592,817
Value of total assets at beginning of year	2015-03-31	$6,529,229
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-03-31	$4,347
Total interest from all sources	2015-03-31	$26,426
Total dividends received (eg from common stock, registered investment company shares)	2015-03-31	$59,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-03-31	$59,247
Was this plan covered by a fidelity bond	2015-03-31	Yes
Value of fidelity bond cover	2015-03-31	$700,000
If this is an individual account plan, was there a blackout period	2015-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-03-31	No
Contributions received from participants	2015-03-31	$372,062
Participant contributions at end of year	2015-03-31	$124,426
Participant contributions at beginning of year	2015-03-31	$152,945
Income. Received or receivable in cash from other sources (including rollovers)	2015-03-31	$132,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-03-31	No
Value of net income/loss	2015-03-31	$-936,412
Value of net assets at end of year (total assets less liabilities)	2015-03-31	$5,592,817
Value of net assets at beginning of year (total assets less liabilities)	2015-03-31	$6,529,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-03-31	No
Were any leases to which the plan was party in default or uncollectible	2015-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-03-31	$4,774,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-03-31	$5,407,304
Interest on participant loans	2015-03-31	$9,892
Interest earned on other investments	2015-03-31	$16,534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-03-31	$694,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-03-31	$968,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-03-31	$335,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-03-31	No
Was there a failure to transmit to the plan any participant contributions	2015-03-31	No
Has the plan failed to provide any benefit when due under the plan	2015-03-31	No
Contributions received in cash from employer	2015-03-31	$109,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-03-31	$1,967,860
Contract administrator fees	2015-03-31	$4,347
Did the plan have assets held for investment	2015-03-31	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	2015-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-03-31	Disclaimer
Accountancy firm name	2015-03-31	DUFEK & COMPANY, LLC
Accountancy firm EIN	2015-03-31	271515696
2014 : W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-03-31	$0
Total unrealized appreciation/depreciation of assets	2014-03-31	$0
Total transfer of assets to this plan	2014-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-03-31	$0
Total income from all sources (including contributions)	2014-03-31	$1,229,873
Total loss/gain on sale of assets	2014-03-31	$0
Total of all expenses incurred	2014-03-31	$582,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-03-31	$578,173
Expenses. Certain deemed distributions of participant loans	2014-03-31	$0
Value of total corrective distributions	2014-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-03-31	$501,739
Value of total assets at end of year	2014-03-31	$6,529,229
Value of total assets at beginning of year	2014-03-31	$5,881,440
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-03-31	$3,911
Total income from rents	2014-03-31	$0
Total interest from all sources	2014-03-31	$31,123
Total dividends received (eg from common stock, registered investment company shares)	2014-03-31	$48,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-03-31	$48,841
Administrative expenses professional fees incurred	2014-03-31	$0
Was this plan covered by a fidelity bond	2014-03-31	Yes
Value of fidelity bond cover	2014-03-31	$700,000
If this is an individual account plan, was there a blackout period	2014-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-03-31	No
Amount of non-exempt transactions with any party-in-interest	2014-03-31	$0
Contributions received from participants	2014-03-31	$378,928
Participant contributions at end of year	2014-03-31	$152,945
Participant contributions at beginning of year	2014-03-31	$146,175
Participant contributions at end of year	2014-03-31	$0
Participant contributions at beginning of year	2014-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-03-31	$7,408
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-03-31	$0
Other income not declared elsewhere	2014-03-31	$0
Administrative expenses (other) incurred	2014-03-31	$0
Liabilities. Value of operating payables at beginning of year	2014-03-31	$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	2014-03-31	No
Value of net income/loss	2014-03-31	$647,789
Value of net assets at end of year (total assets less liabilities)	2014-03-31	$6,529,229
Value of net assets at beginning of year (total assets less liabilities)	2014-03-31	$5,881,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-03-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2014-03-31	$0
Were any leases to which the plan was party in default or uncollectible	2014-03-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2014-03-31	$0
Investment advisory and management fees	2014-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-03-31	$5,407,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-03-31	$4,762,142
Interest on participant loans	2014-03-31	$9,669
Income. Interest from loans (other than to participants)	2014-03-31	$0
Interest earned on other investments	2014-03-31	$21,454
Income. Interest from US Government securities	2014-03-31	$0
Income. Interest from corporate debt instruments	2014-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-03-31	$968,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-03-31	$973,123
Expenses. Payments to insurance carriers foe the provision of benefits	2014-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-03-31	$648,170
Net investment gain/loss from pooled separate accounts	2014-03-31	$0
Net investment gain or loss from common/collective trusts	2014-03-31	$0
Net gain/loss from 103.12 investment entities	2014-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-03-31	No
Was there a failure to transmit to the plan any participant contributions	2014-03-31	No
Has the plan failed to provide any benefit when due under the plan	2014-03-31	No
Contributions received in cash from employer	2014-03-31	$115,403
Employer contributions (assets) at end of year	2014-03-31	$0
Employer contributions (assets) at beginning of year	2014-03-31	$0
Income. Dividends from preferred stock	2014-03-31	$0
Income. Dividends from common stock	2014-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-03-31	$578,173
Contract administrator fees	2014-03-31	$3,911
Liabilities. Value of benefit claims payable at beginning of year	2014-03-31	$0
Did the plan have assets held for investment	2014-03-31	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	2014-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-03-31	No
Aggregate proceeds on sale of assets	2014-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-03-31	Unqualified
Accountancy firm name	2014-03-31	SWARTZ FINANCIAL MANAGEMENT, INC.
Accountancy firm EIN	2014-03-31	363693677
2013 : W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-03-31	$0
Total unrealized appreciation/depreciation of assets	2013-03-31	$0
Total transfer of assets to this plan	2013-03-31	$0
Total transfer of assets from this plan	2013-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-03-31	$0
Total income from all sources (including contributions)	2013-03-31	$951,059
Total loss/gain on sale of assets	2013-03-31	$0
Total of all expenses incurred	2013-03-31	$212,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-03-31	$209,881
Expenses. Certain deemed distributions of participant loans	2013-03-31	$0
Value of total corrective distributions	2013-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-03-31	$514,402
Value of total assets at end of year	2013-03-31	$5,881,440
Value of total assets at beginning of year	2013-03-31	$5,142,588
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-03-31	$2,326
Total income from rents	2013-03-31	$0
Total interest from all sources	2013-03-31	$31,962
Total dividends received (eg from common stock, registered investment company shares)	2013-03-31	$52,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-03-31	$52,864
Administrative expenses professional fees incurred	2013-03-31	$0
Was this plan covered by a fidelity bond	2013-03-31	Yes
Value of fidelity bond cover	2013-03-31	$500,000
If this is an individual account plan, was there a blackout period	2013-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-03-31	No
Amount of non-exempt transactions with any party-in-interest	2013-03-31	$0
Contributions received from participants	2013-03-31	$379,677
Participant contributions at end of year	2013-03-31	$146,175
Participant contributions at beginning of year	2013-03-31	$137,484
Participant contributions at end of year	2013-03-31	$0
Participant contributions at beginning of year	2013-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-03-31	$23,822
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-03-31	$0
Other income not declared elsewhere	2013-03-31	$0
Administrative expenses (other) incurred	2013-03-31	$0
Liabilities. Value of operating payables at beginning of year	2013-03-31	$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	2013-03-31	No
Value of net income/loss	2013-03-31	$738,852
Value of net assets at end of year (total assets less liabilities)	2013-03-31	$5,881,440
Value of net assets at beginning of year (total assets less liabilities)	2013-03-31	$5,142,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-03-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2013-03-31	$0
Were any leases to which the plan was party in default or uncollectible	2013-03-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2013-03-31	$0
Investment advisory and management fees	2013-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-03-31	$4,762,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-03-31	$4,089,587
Interest on participant loans	2013-03-31	$9,704
Income. Interest from loans (other than to participants)	2013-03-31	$0
Interest earned on other investments	2013-03-31	$22,258
Income. Interest from US Government securities	2013-03-31	$0
Income. Interest from corporate debt instruments	2013-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-03-31	$973,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-03-31	$915,517
Expenses. Payments to insurance carriers foe the provision of benefits	2013-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-03-31	$351,831
Net investment gain/loss from pooled separate accounts	2013-03-31	$0
Net investment gain or loss from common/collective trusts	2013-03-31	$0
Net gain/loss from 103.12 investment entities	2013-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-03-31	No
Was there a failure to transmit to the plan any participant contributions	2013-03-31	No
Has the plan failed to provide any benefit when due under the plan	2013-03-31	No
Contributions received in cash from employer	2013-03-31	$110,903
Employer contributions (assets) at end of year	2013-03-31	$0
Employer contributions (assets) at beginning of year	2013-03-31	$0
Income. Dividends from preferred stock	2013-03-31	$0
Income. Dividends from common stock	2013-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-03-31	$209,881
Contract administrator fees	2013-03-31	$2,326
Liabilities. Value of benefit claims payable at beginning of year	2013-03-31	$0
Did the plan have assets held for investment	2013-03-31	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	2013-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-03-31	No
Aggregate proceeds on sale of assets	2013-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-03-31	Unqualified
Accountancy firm name	2013-03-31	MICHAEL G MURRAY, CPA
Accountancy firm EIN	2013-03-31	363643743
2012 : W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-03-31	$0
Total unrealized appreciation/depreciation of assets	2012-03-31	$0
Total transfer of assets to this plan	2012-03-31	$0
Total transfer of assets from this plan	2012-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-03-31	$0
Total income from all sources (including contributions)	2012-03-31	$743,447
Total loss/gain on sale of assets	2012-03-31	$0
Total of all expenses incurred	2012-03-31	$680,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-03-31	$677,031
Expenses. Certain deemed distributions of participant loans	2012-03-31	$0
Value of total corrective distributions	2012-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-03-31	$590,914
Value of total assets at end of year	2012-03-31	$5,142,588
Value of total assets at beginning of year	2012-03-31	$5,079,410
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-03-31	$3,238
Total income from rents	2012-03-31	$0
Total interest from all sources	2012-03-31	$33,638
Total dividends received (eg from common stock, registered investment company shares)	2012-03-31	$43,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-03-31	$43,613
Administrative expenses professional fees incurred	2012-03-31	$0
Was this plan covered by a fidelity bond	2012-03-31	Yes
Value of fidelity bond cover	2012-03-31	$500,000
If this is an individual account plan, was there a blackout period	2012-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-03-31	No
Amount of non-exempt transactions with any party-in-interest	2012-03-31	$0
Contributions received from participants	2012-03-31	$358,806
Participant contributions at end of year	2012-03-31	$137,484
Participant contributions at beginning of year	2012-03-31	$132,211
Participant contributions at end of year	2012-03-31	$0
Participant contributions at beginning of year	2012-03-31	$12,427
Income. Received or receivable in cash from other sources (including rollovers)	2012-03-31	$138,612
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-03-31	$0
Other income not declared elsewhere	2012-03-31	$0
Administrative expenses (other) incurred	2012-03-31	$0
Liabilities. Value of operating payables at beginning of year	2012-03-31	$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	2012-03-31	No
Value of net income/loss	2012-03-31	$63,178
Value of net assets at end of year (total assets less liabilities)	2012-03-31	$5,142,588
Value of net assets at beginning of year (total assets less liabilities)	2012-03-31	$5,079,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-03-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2012-03-31	$0
Were any leases to which the plan was party in default or uncollectible	2012-03-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2012-03-31	$0
Investment advisory and management fees	2012-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-03-31	$4,089,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-03-31	$3,858,430
Interest on participant loans	2012-03-31	$8,524
Income. Interest from loans (other than to participants)	2012-03-31	$0
Interest earned on other investments	2012-03-31	$25,114
Income. Interest from US Government securities	2012-03-31	$0
Income. Interest from corporate debt instruments	2012-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-03-31	$915,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-03-31	$1,072,848
Expenses. Payments to insurance carriers foe the provision of benefits	2012-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-03-31	$75,282
Net investment gain/loss from pooled separate accounts	2012-03-31	$0
Net investment gain or loss from common/collective trusts	2012-03-31	$0
Net gain/loss from 103.12 investment entities	2012-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-03-31	No
Was there a failure to transmit to the plan any participant contributions	2012-03-31	No
Has the plan failed to provide any benefit when due under the plan	2012-03-31	No
Contributions received in cash from employer	2012-03-31	$93,496
Employer contributions (assets) at end of year	2012-03-31	$0
Employer contributions (assets) at beginning of year	2012-03-31	$3,494
Income. Dividends from preferred stock	2012-03-31	$0
Income. Dividends from common stock	2012-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-03-31	$677,031
Contract administrator fees	2012-03-31	$3,238
Liabilities. Value of benefit claims payable at beginning of year	2012-03-31	$0
Did the plan have assets held for investment	2012-03-31	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	2012-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-03-31	No
Aggregate proceeds on sale of assets	2012-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2012-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-03-31	Disclaimer
Accountancy firm name	2012-03-31	MICHAEL G. MURRAY, CPA
Accountancy firm EIN	2012-03-31	363643743
2011 : W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-03-31	$0
Total unrealized appreciation/depreciation of assets	2011-03-31	$0
Total transfer of assets to this plan	2011-03-31	$0
Total transfer of assets from this plan	2011-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-03-31	$0
Total income from all sources (including contributions)	2011-03-31	$1,013,847
Total loss/gain on sale of assets	2011-03-31	$0
Total of all expenses incurred	2011-03-31	$250,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-03-31	$244,775
Expenses. Certain deemed distributions of participant loans	2011-03-31	$0
Value of total corrective distributions	2011-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-03-31	$437,005
Value of total assets at end of year	2011-03-31	$5,079,410
Value of total assets at beginning of year	2011-03-31	$4,315,874
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-03-31	$5,536
Total income from rents	2011-03-31	$0
Total interest from all sources	2011-03-31	$39,269
Total dividends received (eg from common stock, registered investment company shares)	2011-03-31	$44,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-03-31	$44,293
Administrative expenses professional fees incurred	2011-03-31	$0
Was this plan covered by a fidelity bond	2011-03-31	Yes
Value of fidelity bond cover	2011-03-31	$500,000
If this is an individual account plan, was there a blackout period	2011-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-03-31	No
Amount of non-exempt transactions with any party-in-interest	2011-03-31	$0
Contributions received from participants	2011-03-31	$341,576
Participant contributions at end of year	2011-03-31	$132,211
Participant contributions at beginning of year	2011-03-31	$83,402
Participant contributions at end of year	2011-03-31	$12,427
Participant contributions at beginning of year	2011-03-31	$11,903
Income. Received or receivable in cash from other sources (including rollovers)	2011-03-31	$2,151
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-03-31	$0
Other income not declared elsewhere	2011-03-31	$4,057
Administrative expenses (other) incurred	2011-03-31	$0
Liabilities. Value of operating payables at beginning of year	2011-03-31	$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	2011-03-31	No
Value of net income/loss	2011-03-31	$763,536
Value of net assets at end of year (total assets less liabilities)	2011-03-31	$5,079,410
Value of net assets at beginning of year (total assets less liabilities)	2011-03-31	$4,315,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-03-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2011-03-31	$0
Were any leases to which the plan was party in default or uncollectible	2011-03-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2011-03-31	$0
Investment advisory and management fees	2011-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-03-31	$3,858,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-03-31	$3,155,967
Interest on participant loans	2011-03-31	$6,884
Income. Interest from loans (other than to participants)	2011-03-31	$0
Interest earned on other investments	2011-03-31	$32,385
Income. Interest from US Government securities	2011-03-31	$0
Income. Interest from corporate debt instruments	2011-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-03-31	$1,072,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-03-31	$1,061,290
Expenses. Payments to insurance carriers foe the provision of benefits	2011-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-03-31	$489,223
Net investment gain/loss from pooled separate accounts	2011-03-31	$0
Net investment gain or loss from common/collective trusts	2011-03-31	$0
Net gain/loss from 103.12 investment entities	2011-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-03-31	No
Was there a failure to transmit to the plan any participant contributions	2011-03-31	No
Has the plan failed to provide any benefit when due under the plan	2011-03-31	No
Contributions received in cash from employer	2011-03-31	$93,278
Employer contributions (assets) at end of year	2011-03-31	$3,494
Employer contributions (assets) at beginning of year	2011-03-31	$3,312
Income. Dividends from preferred stock	2011-03-31	$0
Income. Dividends from common stock	2011-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-03-31	$244,775
Contract administrator fees	2011-03-31	$5,536
Liabilities. Value of benefit claims payable at beginning of year	2011-03-31	$0
Did the plan have assets held for investment	2011-03-31	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	2011-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-03-31	No
Aggregate proceeds on sale of assets	2011-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2011-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-03-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-03-31	Disclaimer
Accountancy firm name	2011-03-31	MICHAEL G MURRAY
Accountancy firm EIN	2011-03-31	363643743
2010 : W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-03-31	$0

Form 5500 Responses for W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN

2019: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-04-01	Type of plan entity	Single employer plan
2019-04-01	This submission is the final filing	No
2019-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-04-01	Plan is a collectively bargained plan	No
2019-04-01	Plan funding arrangement – Insurance	Yes
2019-04-01	Plan funding arrangement – Trust	Yes
2019-04-01	Plan benefit arrangement – Insurance	Yes
2019-04-01	Plan benefit arrangement - Trust	Yes
2018: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	Submission has been amended	No
2018-04-01	This submission is the final filing	No
2018-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-04-01	Plan is a collectively bargained plan	No
2018-04-01	Plan funding arrangement – Insurance	Yes
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement – Insurance	Yes
2018-04-01	Plan benefit arrangement - Trust	Yes
2017: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	This submission is the final filing	No
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-04-01	Plan is a collectively bargained plan	No
2017-04-01	Plan funding arrangement – Insurance	Yes
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement – Insurance	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2016: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	This submission is the final filing	No
2016-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-04-01	Plan is a collectively bargained plan	No
2016-04-01	Plan funding arrangement – Insurance	Yes
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement – Insurance	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes
2015: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	This submission is the final filing	No
2015-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-04-01	Plan is a collectively bargained plan	No
2015-04-01	Plan funding arrangement – Insurance	Yes
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement – Insurance	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes
2014: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Submission has been amended	No
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-04-01	Plan is a collectively bargained plan	No
2014-04-01	Plan funding arrangement – Insurance	Yes
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement – Insurance	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2013: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Submission has been amended	Yes
2013-04-01	This submission is the final filing	No
2013-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-04-01	Plan is a collectively bargained plan	No
2013-04-01	Plan funding arrangement – Insurance	Yes
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement – Insurance	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Submission has been amended	Yes
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-04-01	Plan is a collectively bargained plan	No
2012-04-01	Plan funding arrangement – Insurance	Yes
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement – Insurance	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Insurance	Yes
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement – Insurance	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2009: W.B. MCCLOUD & CO., INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	This submission is the final filing	No
2009-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-04-01	Plan is a collectively bargained plan	No
2009-04-01	Plan funding arrangement – Insurance	Yes
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement – Insurance	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441462

Policy instance

Insurance contract or identification number	441462
Number of Individuals Covered	87
Insurance policy start date	2019-04-01
Insurance policy end date	2020-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

4411462

Policy instance

Insurance contract or identification number	4411462
Number of Individuals Covered	218
Insurance policy start date	2018-04-01
Insurance policy end date	2019-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441462

Policy instance

Insurance contract or identification number	441462
Number of Individuals Covered	214
Insurance policy start date	2017-04-01
Insurance policy end date	2018-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441462

Policy instance

Insurance contract or identification number	441462
Number of Individuals Covered	177
Insurance policy start date	2015-04-01
Insurance policy end date	2016-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441462

Policy instance

Insurance contract or identification number	441462
Number of Individuals Covered	169
Insurance policy start date	2014-04-01
Insurance policy end date	2015-03-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441462

Policy instance

Insurance contract or identification number	441462
Number of Individuals Covered	170
Insurance policy start date	2013-04-01
Insurance policy end date	2014-03-31
Total amount of commissions paid to insurance broker	USD $10,537
Total amount of fees paid to insurance company	USD $1,585
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,537
Amount paid for insurance broker fees	1585
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	QUEST CAPITAL STRATEGIES INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441462

Policy instance

Insurance contract or identification number	441462
Number of Individuals Covered	167
Insurance policy start date	2012-04-01
Insurance policy end date	2013-03-31
Total amount of commissions paid to insurance broker	USD $7,713
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,713
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	QUEST CAPITAL STRATEGIES INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441462

Policy instance

Insurance contract or identification number	441462
Number of Individuals Covered	160
Insurance policy start date	2011-04-01
Insurance policy end date	2012-03-31
Total amount of commissions paid to insurance broker	USD $9,998
Total amount of fees paid to insurance company	USD $1,361
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441462

Policy instance

Insurance contract or identification number	441462
Number of Individuals Covered	178
Insurance policy start date	2010-04-01
Insurance policy end date	2011-03-31
Total amount of commissions paid to insurance broker	USD $8,387
Total amount of fees paid to insurance company	USD $2,742
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,387
Amount paid for insurance broker fees	2742
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	QUEST CAPITAL STRATEGIES INC

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Company Name:	W. B. MCCLOUD & CO. INC.
Employer identification number (EIN):	362931474
NAIC Classification:	561710
NAIC Description:	Exterminating and Pest Control Services