401k Plan data: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN plan

ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

ANSELMO LINDBERG OLIVER LLC 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

ANSELMO LINDBERG OLIVER LLC has sponsored the creation of one or more 401k plans.

Company Name: ANSELMO LINDBERG OLIVER LLC

Employer identification number (EIN): 363088061

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about ANSELMO LINDBERG OLIVER LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date: 2014-09-29

Company Identification Number: 1970856

Legal Registered Office Address: 1771 W. Diehl Road

Naperville
United States of America (USA)
60563

More information about ANSELMO LINDBERG OLIVER LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 ROY A. DIAZ 2023-02-20
001 2020-01-01 ROY A. DIAZ 2021-10-14 ROY A. DIAZ 2021-10-14
001 2019-01-01
001 2018-01-01
001 2017-01-01 THOMAS ANSELMO THOMAS ANSELMO 2018-10-09
001 2016-01-01 THOMAS ANSELMO THOMAS ANSELMO 2017-10-10
001 2015-01-01 THOMAS ANSELMO
001 2014-01-01 THOMAS ANSELMO
001 2013-01-01 THOMAS ANSELMO
001 2012-01-01 THOMAS ANSELMO
001 2011-01-01 THOMAS ANSELMO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	ROY A. DIAZ	2023-02-20
001	2020-01-01	ROY A. DIAZ	2021-10-14	ROY A. DIAZ	2021-10-14
001	2019-01-01
001	2018-01-01
001	2017-01-01	THOMAS ANSELMO		THOMAS ANSELMO	2018-10-09
001	2016-01-01	THOMAS ANSELMO		THOMAS ANSELMO	2017-10-10
001	2015-01-01	THOMAS ANSELMO
001	2014-01-01	THOMAS ANSELMO
001	2013-01-01	THOMAS ANSELMO
001	2012-01-01	THOMAS ANSELMO
001	2011-01-01	THOMAS ANSELMO

Plan Statistics for ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 134
Total of all active and inactive participants 2020-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 134
Number of participants with account balances 2020-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 207
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 110
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 68
Total of all active and inactive participants 2019-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 178
Number of participants with account balances 2019-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 127
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 75
Total of all active and inactive participants 2018-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 202
Number of participants with account balances 2018-01-01 170
2017: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 114
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 93
Total of all active and inactive participants 2017-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 207
Number of participants with account balances 2017-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 128
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 82
Total of all active and inactive participants 2016-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 210
Number of participants with account balances 2016-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 264
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 137
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 87
Total of all active and inactive participants 2015-01-01 224
Total participants 2015-01-01 224
Number of participants with account balances 2015-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 276
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 205
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 59
Total of all active and inactive participants 2014-01-01 264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 264
Number of participants with account balances 2014-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 5
2013: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 242
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 216
Number of other retired or separated participants entitled to future benefits 2013-01-01 60
Total of all active and inactive participants 2013-01-01 276
Total participants 2013-01-01 276
Number of participants with account balances 2013-01-01 224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 8
2012: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 191
Number of other retired or separated participants entitled to future benefits 2012-01-01 50
Total of all active and inactive participants 2012-01-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 241
Number of participants with account balances 2012-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7
2011: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 170
Number of other retired or separated participants entitled to future benefits 2011-01-01 34
Total of all active and inactive participants 2011-01-01 204
Total participants 2011-01-01 204
Number of participants with account balances 2011-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 24

Measure	Date	Value
2021: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	134
Total of all active and inactive participants	2020-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	134
Number of participants with account balances	2020-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	207
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	110
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	68
Total of all active and inactive participants	2019-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	178
Number of participants with account balances	2019-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	127
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	75
Total of all active and inactive participants	2018-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	202
Number of participants with account balances	2018-01-01	170
2017: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	114
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	93
Total of all active and inactive participants	2017-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	207
Number of participants with account balances	2017-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	128
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	82
Total of all active and inactive participants	2016-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	210
Number of participants with account balances	2016-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	264
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	137
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	87
Total of all active and inactive participants	2015-01-01	224
Total participants	2015-01-01	224
Number of participants with account balances	2015-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	276
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	205
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	59
Total of all active and inactive participants	2014-01-01	264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	264
Number of participants with account balances	2014-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	5
2013: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	242
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	216
Number of other retired or separated participants entitled to future benefits	2013-01-01	60
Total of all active and inactive participants	2013-01-01	276
Total participants	2013-01-01	276
Number of participants with account balances	2013-01-01	224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	8
2012: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	191
Number of other retired or separated participants entitled to future benefits	2012-01-01	50
Total of all active and inactive participants	2012-01-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	241
Number of participants with account balances	2012-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7
2011: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	170
Number of other retired or separated participants entitled to future benefits	2011-01-01	34
Total of all active and inactive participants	2011-01-01	204
Total participants	2011-01-01	204
Number of participants with account balances	2011-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	24

Financial Data on ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2021 : ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-01-05	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-01-05	$4,386,386
Total of all expenses incurred	2021-01-05	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-01-05	$0
Value of total assets at end of year	2021-01-05	$0
Value of total assets at beginning of year	2021-01-05	$4,386,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-01-05	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-01-05	$0
Was this plan covered by a fidelity bond	2021-01-05	Yes
Value of fidelity bond cover	2021-01-05	$500,000
If this is an individual account plan, was there a blackout period	2021-01-05	No
Were there any nonexempt tranactions with any party-in-interest	2021-01-05	No
Total non interest bearing cash at end of year	2021-01-05	$0
Total non interest bearing cash at beginning of year	2021-01-05	$4,386,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-01-05	No
Value of net income/loss	2021-01-05	$0
Value of net assets at end of year (total assets less liabilities)	2021-01-05	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-01-05	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-01-05	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-01-05	No
Were any leases to which the plan was party in default or uncollectible	2021-01-05	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-01-05	No
Was there a failure to transmit to the plan any participant contributions	2021-01-05	No
Has the plan failed to provide any benefit when due under the plan	2021-01-05	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-01-05	$0
Liabilities. Value of benefit claims payable at end of year	2021-01-05	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-01-05	$4,386,386
Did the plan have assets held for investment	2021-01-05	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-01-05	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-01-05	Yes
Opinion of an independent qualified public accountant for this plan	2021-01-05	Unqualified
Accountancy firm name	2021-01-05	DIGIOVINE HNILO JORDAN & JOHNSON
Accountancy firm EIN	2021-01-05	363029663
2020 : ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$4,386,386
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$615
Total income from all sources (including contributions)	2020-12-31	$887,496
Total of all expenses incurred	2020-12-31	$7,204,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$7,168,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$185,319
Value of total assets at end of year	2020-12-31	$4,386,386
Value of total assets at beginning of year	2020-12-31	$6,317,531
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$35,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$26,304
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$177,986
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$25,459
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$22,717
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$7,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$615
Other income not declared elsewhere	2020-12-31	$-738
Total non interest bearing cash at end of year	2020-12-31	$4,386,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-6,316,916
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,316,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$7,011
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$6,268,618
Net investment gain/loss from pooled separate accounts	2020-12-31	$702,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$0
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$7,168,442
Contract administrator fees	2020-12-31	$2,655
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$4,386,386
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
2019 : ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$615
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$615
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$34
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$34
Total income from all sources (including contributions)	2019-12-31	$1,277,811
Total income from all sources (including contributions)	2019-12-31	$1,277,811
Total of all expenses incurred	2019-12-31	$278,593
Total of all expenses incurred	2019-12-31	$278,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$246,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$246,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$244,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$244,322
Value of total assets at end of year	2019-12-31	$6,317,531
Value of total assets at end of year	2019-12-31	$6,317,531
Value of total assets at beginning of year	2019-12-31	$5,317,732
Value of total assets at beginning of year	2019-12-31	$5,317,732
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$32,568
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$32,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$16,258
Administrative expenses professional fees incurred	2019-12-31	$16,258
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$244,322
Contributions received from participants	2019-12-31	$244,322
Participant contributions at end of year	2019-12-31	$25,459
Participant contributions at end of year	2019-12-31	$25,459
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$22,717
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$22,717
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$22,717
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$22,717
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$615
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$615
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$34
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$34
Administrative expenses (other) incurred	2019-12-31	$3,661
Administrative expenses (other) incurred	2019-12-31	$3,661
Total non interest bearing cash at beginning of year	2019-12-31	$3,809
Total non interest bearing cash at beginning of year	2019-12-31	$3,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$999,218
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,316,916
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,316,916
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,317,698
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,317,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$11,914
Investment advisory and management fees	2019-12-31	$11,914
Value of interest in pooled separate accounts at end of year	2019-12-31	$6,268,618
Value of interest in pooled separate accounts at end of year	2019-12-31	$6,268,618
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$5,291,206
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$5,291,206
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,033,489
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,033,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Employer contributions (assets) at end of year	2019-12-31	$737
Employer contributions (assets) at end of year	2019-12-31	$737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$246,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$246,025
Contract administrator fees	2019-12-31	$735
Contract administrator fees	2019-12-31	$735
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DIGIOVINE HNILO JORDAN & JOHNSON
Accountancy firm name	2019-12-31	DIGIOVINE HNILO JORDAN & JOHNSON
Accountancy firm EIN	2019-12-31	363029663
Accountancy firm EIN	2019-12-31	363029663
2018 : ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$34
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$2,293
Total of all expenses incurred	2018-12-31	$297,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$265,726
Value of total corrective distributions	2018-12-31	$13,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$326,457
Value of total assets at end of year	2018-12-31	$5,317,732
Value of total assets at beginning of year	2018-12-31	$5,613,214
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$18,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$10,550
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$213,437
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$22,717
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$21,289
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$113,020
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$34
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$1,428
Total non interest bearing cash at end of year	2018-12-31	$3,809
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-295,516
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,317,698
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,613,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$920
Value of interest in pooled separate accounts at end of year	2018-12-31	$5,291,206
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$5,591,925
Net investment gain/loss from pooled separate accounts	2018-12-31	$-325,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$265,726
Contract administrator fees	2018-12-31	$6,855
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	EVENHOUSE & CO., P.C.
Accountancy firm EIN	2018-12-31	362848023
2017 : ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$189
Total income from all sources (including contributions)	2017-12-31	$1,092,664
Total of all expenses incurred	2017-12-31	$137,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$118,800
Value of total corrective distributions	2017-12-31	$458
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$275,845
Value of total assets at end of year	2017-12-31	$5,613,214
Value of total assets at beginning of year	2017-12-31	$4,657,848
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$17,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$261,408
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$21,289
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$19,861
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$14,437
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$189
Other income not declared elsewhere	2017-12-31	$1,428
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$17,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$955,555
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,613,214
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,657,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$5,591,925
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$4,620,701
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from pooled separate accounts	2017-12-31	$815,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$118,800
Contract administrator fees	2017-12-31	$17,851
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	EVENHOUSE & CO., P.C.
Accountancy firm EIN	2017-12-31	362848023
2016 : ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$189
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$525,382
Total of all expenses incurred	2016-12-31	$2,954,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,928,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$215,153
Value of total assets at end of year	2016-12-31	$4,657,848
Value of total assets at beginning of year	2016-12-31	$7,086,992
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$26,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$26,084
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$198,149
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$37,400
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$19,861
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$18,563
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$17,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$1,298
Total non interest bearing cash at end of year	2016-12-31	$17,286
Total non interest bearing cash at beginning of year	2016-12-31	$117,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-2,429,333
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,657,659
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,086,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$4,620,701
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$6,913,826
Net investment gain/loss from pooled separate accounts	2016-12-31	$308,931
Net investment gain or loss from common/collective trusts	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,928,631
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	EVENHOUSE & CO., P.C.
Accountancy firm EIN	2016-12-31	362848023
2015 : ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$199,708
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$847,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$834,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$276,995
Value of total assets at end of year	2015-12-31	$7,086,992
Value of total assets at beginning of year	2015-12-31	$7,734,821
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$13,200
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$13,200
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$276,822
Participant contributions at end of year	2015-12-31	$37,400
Participant contributions at beginning of year	2015-12-31	$25,125
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$18,563
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$222,331
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$173
Other income not declared elsewhere	2015-12-31	$12,525
Total non interest bearing cash at end of year	2015-12-31	$117,203
Total non interest bearing cash at beginning of year	2015-12-31	$111,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-647,829
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,086,992
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,734,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$6,913,826
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$7,375,843
Net investment gain/loss from pooled separate accounts	2015-12-31	$-89,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$834,337
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	EVENHOUSE & CO., P.C.
Accountancy firm EIN	2015-12-31	362848023
2014 : ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$673,609
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$444,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$422,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$339,393
Value of total assets at end of year	2014-12-31	$7,734,821
Value of total assets at beginning of year	2014-12-31	$7,506,201
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$22,867
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$22,795
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$329,684
Participant contributions at end of year	2014-12-31	$25,125
Participant contributions at beginning of year	2014-12-31	$3,000
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$222,331
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$272,553
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$9,709
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$765
Other income not declared elsewhere	2014-12-31	$14,035
Total non interest bearing cash at end of year	2014-12-31	$111,522
Total non interest bearing cash at beginning of year	2014-12-31	$133,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$228,620
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,734,821
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,506,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$72
Value of interest in pooled separate accounts at end of year	2014-12-31	$7,375,843
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$6,826,998
Net investment gain/loss from pooled separate accounts	2014-12-31	$320,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Employer contributions (assets) at beginning of year	2014-12-31	$269,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$422,122
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	EVENHOUSE & CO., P.C.
Accountancy firm EIN	2014-12-31	362848023
2013 : ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,634,621
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$180,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$162,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$738,125
Value of total assets at end of year	2013-12-31	$7,506,201
Value of total assets at beginning of year	2013-12-31	$6,052,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$17,896
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$17,800
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$375,469
Participant contributions at end of year	2013-12-31	$3,000
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$272,553
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$256,820
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$90,997
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$765
Other income not declared elsewhere	2013-12-31	$9,722
Total non interest bearing cash at end of year	2013-12-31	$133,498
Total non interest bearing cash at beginning of year	2013-12-31	$141,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,454,201
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,506,201
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,052,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$96
Value of interest in pooled separate accounts at end of year	2013-12-31	$6,826,998
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$5,413,023
Net investment gain/loss from pooled separate accounts	2013-12-31	$886,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$271,659
Employer contributions (assets) at end of year	2013-12-31	$269,387
Employer contributions (assets) at beginning of year	2013-12-31	$240,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$162,524
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	EVENHOUSE & CO., P.C.
Accountancy firm EIN	2013-12-31	362848023
2012 : ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,249,932
Total of all expenses incurred	2012-12-31	$109,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$92,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$628,846
Value of total assets at end of year	2012-12-31	$6,052,000
Value of total assets at beginning of year	2012-12-31	$4,911,112
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$16,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$16,225
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$331,334
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$256,820
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$226,513
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$57,090
Other income not declared elsewhere	2012-12-31	$19,159
Total non interest bearing cash at end of year	2012-12-31	$141,735
Total non interest bearing cash at beginning of year	2012-12-31	$157,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,140,888
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,052,000
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,911,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$84
Value of interest in pooled separate accounts at end of year	2012-12-31	$5,413,023
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$4,335,814
Net investment gain/loss from pooled separate accounts	2012-12-31	$601,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$240,422
Employer contributions (assets) at end of year	2012-12-31	$240,422
Employer contributions (assets) at beginning of year	2012-12-31	$191,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$92,735
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	EVENHOUSE & CO., P.C.
Accountancy firm EIN	2012-12-31	362848023
2011 : ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$394,150
Total of all expenses incurred	2011-12-31	$176,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$170,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$467,492
Value of total assets at end of year	2011-12-31	$4,911,112
Value of total assets at beginning of year	2011-12-31	$4,693,743
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$6,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$6,475
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$276,117
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$226,513
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$192,944
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$341
Other income not declared elsewhere	2011-12-31	$33,569
Total non interest bearing cash at end of year	2011-12-31	$157,751
Total non interest bearing cash at beginning of year	2011-12-31	$131,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$217,369
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,911,112
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,693,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$10
Value of interest in pooled separate accounts at end of year	2011-12-31	$4,335,814
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$4,190,882
Net investment gain/loss from pooled separate accounts	2011-12-31	$-106,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$191,034
Employer contributions (assets) at end of year	2011-12-31	$191,034
Employer contributions (assets) at beginning of year	2011-12-31	$178,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$170,296
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	EVENHOUSE & CO., P.C.
Accountancy firm EIN	2011-12-31	362848023
2010 : ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$886,545
Total of all expenses incurred	2010-12-31	$66,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$59,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$398,511
Value of total assets at end of year	2010-12-31	$4,693,743
Value of total assets at beginning of year	2010-12-31	$3,873,250
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$6,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$6,550
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$350,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$159,197
Participant contributions at beginning of year	2010-12-31	$16,500
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$192,944
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$245,543
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$424
Other income not declared elsewhere	2010-12-31	$3,685
Total non interest bearing cash at end of year	2010-12-31	$131,799
Total non interest bearing cash at beginning of year	2010-12-31	$112,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$820,493
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,693,743
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,873,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$4,190,882
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$3,116,777
Net investment gain/loss from pooled separate accounts	2010-12-31	$484,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$238,890
Employer contributions (assets) at end of year	2010-12-31	$178,118
Employer contributions (assets) at beginning of year	2010-12-31	$381,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$59,502
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	EVENHOUSE & CO., P.C.
Accountancy firm EIN	2010-12-31	362848023

Form 5500 Responses for ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN

2021: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ANSELMO LINDBERG OLIVER LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

39668

Policy instance

Insurance contract or identification number	39668
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $6,373
Total amount of fees paid to insurance company	USD $5,149
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,373
Insurance broker organization code?	3
Amount paid for insurance broker fees	5149
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION

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

Policy contract number

39668

Policy instance

Insurance contract or identification number	39668
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,624
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	5624
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

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

Policy contract number

39668

Policy instance

Insurance contract or identification number	39668
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10,579
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	10579
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

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

Policy contract number

39668

Policy instance

Insurance contract or identification number	39668
Number of Individuals Covered	205
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10,692
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	10692
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker organization code?	5
Insurance broker name	BKD, LLP

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Company Name:	ANSELMO LINDBERG OLIVER LLC
Employer identification number (EIN):	363088061
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:	2014-09-29
Company Identification Number:	1970856
Legal Registered Office Address:	1771 W. Diehl Road Naperville United States of America (USA) 60563