401k Plan data: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN plan

SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN
Plan identification number	001

SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SCHWEGMAN, LUNDBERG & WOESSNER, P.A. has sponsored the creation of one or more 401k plans.

Company Name: SCHWEGMAN, LUNDBERG & WOESSNER, P.A.

Employer identification number (EIN): 411765559

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 VICKY J HAWES
001 2016-01-01 VICKY HAWES
001 2015-01-01 VICKY HAWES
001 2014-01-01 VICKY HAWES GARTH VIVIER 2015-09-25
001 2013-01-01 GARTH VIVIER VICKY HAWES 2014-10-03
001 2012-01-01 THOMAS BRENNAN VICKY HAWES 2013-10-11
001 2011-01-01 THOMAS BRENNAN VICKY HAWES 2012-10-16
001 2010-01-01 THOMAS BRENNAN VICKY HAWES 2011-10-11
001 2009-01-01 THOMAS FRANCIS BRENNAN VICKY HAWES 2010-10-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	VICKY J HAWES
001	2016-01-01	VICKY HAWES
001	2015-01-01	VICKY HAWES
001	2014-01-01	VICKY HAWES	GARTH VIVIER	2015-09-25
001	2013-01-01	GARTH VIVIER	VICKY HAWES	2014-10-03
001	2012-01-01	THOMAS BRENNAN	VICKY HAWES	2013-10-11
001	2011-01-01	THOMAS BRENNAN	VICKY HAWES	2012-10-16
001	2010-01-01	THOMAS BRENNAN	VICKY HAWES	2011-10-11
001	2009-01-01	THOMAS FRANCIS BRENNAN	VICKY HAWES	2010-10-12

Plan Statistics for SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN

Measure Date Value
2022: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 330
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 219
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 103
Total of all active and inactive participants 2022-01-01 322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 323
Number of participants with account balances 2022-01-01 320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 333
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 212
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 108
Total of all active and inactive participants 2021-01-01 320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 320
Number of participants with account balances 2021-01-01 317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 344
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 218
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 111
Total of all active and inactive participants 2020-01-01 329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 330
Number of participants with account balances 2020-01-01 326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 340
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 224
Number of other retired or separated participants entitled to future benefits 2019-01-01 122
Total of all active and inactive participants 2019-01-01 346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 347
Number of participants with account balances 2019-01-01 342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 343
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 222
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 115
Total of all active and inactive participants 2018-01-01 337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 3
Total participants 2018-01-01 340
Number of participants with account balances 2018-01-01 339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 12
2017: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 305
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 238
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 100
Total of all active and inactive participants 2017-01-01 338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 340
Number of participants with account balances 2017-01-01 338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 9
2016: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 304
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 246
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 85
Total of all active and inactive participants 2016-01-01 331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 3
Total participants 2016-01-01 334
Number of participants with account balances 2016-01-01 328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 291
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 209
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 81
Total of all active and inactive participants 2015-01-01 290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 292
Number of participants with account balances 2015-01-01 288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6
2014: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 272
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 198
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 81
Total of all active and inactive participants 2014-01-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 280
Number of participants with account balances 2014-01-01 275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 5
2013: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 272
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 186
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 79
Total of all active and inactive participants 2013-01-01 265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 266
Number of participants with account balances 2013-01-01 261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 185
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 76
Total of all active and inactive participants 2012-01-01 261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 262
Number of participants with account balances 2012-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 249
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 184
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 81
Total of all active and inactive participants 2011-01-01 265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 266
Number of participants with account balances 2011-01-01 260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2010: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 245
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 166
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 74
Total of all active and inactive participants 2010-01-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 240
Number of participants with account balances 2010-01-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 8
2009: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 255
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 163
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 77
Total of all active and inactive participants 2009-01-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 240
Number of participants with account balances 2009-01-01 236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 10

Measure	Date	Value
2022: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	330
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	219
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	103
Total of all active and inactive participants	2022-01-01	322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	323
Number of participants with account balances	2022-01-01	320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	333
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	212
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	108
Total of all active and inactive participants	2021-01-01	320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	320
Number of participants with account balances	2021-01-01	317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	344
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	218
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	111
Total of all active and inactive participants	2020-01-01	329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	330
Number of participants with account balances	2020-01-01	326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	340
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	224
Number of other retired or separated participants entitled to future benefits	2019-01-01	122
Total of all active and inactive participants	2019-01-01	346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	347
Number of participants with account balances	2019-01-01	342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	343
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	222
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	115
Total of all active and inactive participants	2018-01-01	337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	3
Total participants	2018-01-01	340
Number of participants with account balances	2018-01-01	339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	12
2017: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	305
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	238
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	100
Total of all active and inactive participants	2017-01-01	338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	340
Number of participants with account balances	2017-01-01	338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	9
2016: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	304
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	246
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	85
Total of all active and inactive participants	2016-01-01	331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	3
Total participants	2016-01-01	334
Number of participants with account balances	2016-01-01	328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	291
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	209
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	81
Total of all active and inactive participants	2015-01-01	290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	292
Number of participants with account balances	2015-01-01	288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6
2014: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	272
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	198
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	81
Total of all active and inactive participants	2014-01-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	280
Number of participants with account balances	2014-01-01	275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	5
2013: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	272
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	186
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	79
Total of all active and inactive participants	2013-01-01	265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	266
Number of participants with account balances	2013-01-01	261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	185
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	76
Total of all active and inactive participants	2012-01-01	261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	262
Number of participants with account balances	2012-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	249
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	184
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	81
Total of all active and inactive participants	2011-01-01	265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	266
Number of participants with account balances	2011-01-01	260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2010: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	245
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	166
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	74
Total of all active and inactive participants	2010-01-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	240
Number of participants with account balances	2010-01-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	8
2009: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	255
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	163
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	77
Total of all active and inactive participants	2009-01-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	240
Number of participants with account balances	2009-01-01	236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	10

Financial Data on SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-13,474,392
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,403,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,295,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,830,517
Value of total assets at end of year	2022-12-31	$90,442,540
Value of total assets at beginning of year	2022-12-31	$108,320,409
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$108,388
Total interest from all sources	2022-12-31	$34,616
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,054,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,054,610
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,858,847
Participant contributions at end of year	2022-12-31	$608,050
Participant contributions at beginning of year	2022-12-31	$545,914
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$3,429,543
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$4,245,633
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$74,342
Other income not declared elsewhere	2022-12-31	$-689,621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-17,877,869
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$90,442,540
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$108,320,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$73,776,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$93,978,549
Interest on participant loans	2022-12-31	$34,616
Value of interest in common/collective trusts at end of year	2022-12-31	$12,628,367
Value of interest in common/collective trusts at beginning of year	2022-12-31	$9,550,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-17,853,930
Net investment gain or loss from common/collective trusts	2022-12-31	$-850,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,897,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,295,089
Contract administrator fees	2022-12-31	$108,388
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	EISNERAMPER LLP
Accountancy firm EIN	2022-12-31	871363769
2021 : SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$18,109,545
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,763,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,728,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,917,259
Value of total assets at end of year	2021-12-31	$108,320,409
Value of total assets at beginning of year	2021-12-31	$92,974,178
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$35,012
Total interest from all sources	2021-12-31	$33,928
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,096,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,096,828
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,737,063
Participant contributions at end of year	2021-12-31	$545,914
Participant contributions at beginning of year	2021-12-31	$540,256
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$4,245,633
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$2,738,278
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$35,030
Other income not declared elsewhere	2021-12-31	$700,034
Administrative expenses (other) incurred	2021-12-31	$32,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$15,346,231
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$108,320,409
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$92,974,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$93,978,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$77,219,830
Interest on participant loans	2021-12-31	$33,928
Value of interest in common/collective trusts at end of year	2021-12-31	$9,550,313
Value of interest in common/collective trusts at beginning of year	2021-12-31	$11,182,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$12,024,292
Net investment gain or loss from common/collective trusts	2021-12-31	$337,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,145,166
Employer contributions (assets) at beginning of year	2021-12-31	$1,293,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,728,302
Contract administrator fees	2021-12-31	$2,478
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LURIE LLP
Accountancy firm EIN	2021-12-31	410721734
2020 : SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$16,828,610
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$4,576,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,519,362
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,987,343
Value of total assets at end of year	2020-12-31	$92,974,178
Value of total assets at beginning of year	2020-12-31	$80,721,636
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$56,706
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$37,155
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$901,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$901,377
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$2,562,643
Participant contributions at end of year	2020-12-31	$540,256
Participant contributions at beginning of year	2020-12-31	$564,040
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$2,738,278
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$6,073
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$1,877
Administrative expenses (other) incurred	2020-12-31	$56,706
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$-27
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
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$12,252,542
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$92,974,178
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$80,721,636
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
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	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$77,219,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$71,497,109
Interest on participant loans	2020-12-31	$37,152
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$1
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$11,182,586
Value of interest in common/collective trusts at beginning of year	2020-12-31	$7,075,224
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$2
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$10,704,120
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$196,738
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,424,700
Employer contributions (assets) at end of year	2020-12-31	$1,293,228
Employer contributions (assets) at beginning of year	2020-12-31	$1,579,217
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,519,362
Contract administrator fees	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
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
Aggregate proceeds on sale of assets	2020-12-31	$637,302
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$637,302
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LURIE, LLP
Accountancy firm EIN	2020-12-31	410721734
2019 : SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$19,377,549
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,579,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,490,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$5,056,238
Value of total assets at end of year	2019-12-31	$80,721,636
Value of total assets at beginning of year	2019-12-31	$64,923,960
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$89,590
Total interest from all sources	2019-12-31	$33,658
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,122,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,115,859
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,477,849
Participant contributions at end of year	2019-12-31	$564,040
Participant contributions at beginning of year	2019-12-31	$515,142
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$6,073
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$17,607
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$262,214
Other income not declared elsewhere	2019-12-31	$33,209
Administrative expenses (other) incurred	2019-12-31	$89,590
Total non interest bearing cash at end of year	2019-12-31	$-27
Total non interest bearing cash at beginning of year	2019-12-31	$-28
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	$15,797,676
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$80,721,636
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$64,923,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$71,497,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$54,500,479
Interest on participant loans	2019-12-31	$33,629
Interest earned on other investments	2019-12-31	$3
Value of interest in common/collective trusts at end of year	2019-12-31	$7,075,224
Value of interest in common/collective trusts at beginning of year	2019-12-31	$8,824,074
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$26
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$12,966,779
Net investment gain or loss from common/collective trusts	2019-12-31	$165,440
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	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,316,175
Employer contributions (assets) at end of year	2019-12-31	$1,579,217
Employer contributions (assets) at beginning of year	2019-12-31	$1,066,686
Income. Dividends from common stock	2019-12-31	$6,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,490,283
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$122,020
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$122,020
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LURIE, LLP
Accountancy firm EIN	2019-12-31	410721734
2018 : SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$2,912,929
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,055,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,938,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$6,140,821
Value of total assets at end of year	2018-12-31	$64,923,960
Value of total assets at beginning of year	2018-12-31	$64,066,664
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$117,552
Total interest from all sources	2018-12-31	$31,511
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$995,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$995,281
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
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	$2,314,575
Participant contributions at end of year	2018-12-31	$515,142
Participant contributions at beginning of year	2018-12-31	$523,859
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$17,607
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$25,167
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,536,668
Other income not declared elsewhere	2018-12-31	$-295
Administrative expenses (other) incurred	2018-12-31	$117,552
Total non interest bearing cash at end of year	2018-12-31	$-28
Total non interest bearing cash at beginning of year	2018-12-31	$-135
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	$857,296
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$64,923,960
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$64,066,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$54,500,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$55,504,134
Interest on participant loans	2018-12-31	$31,460
Interest earned on other investments	2018-12-31	$19
Value of interest in common/collective trusts at end of year	2018-12-31	$8,824,074
Value of interest in common/collective trusts at beginning of year	2018-12-31	$6,580,684
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$32
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,392,546
Net investment gain or loss from common/collective trusts	2018-12-31	$138,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,289,578
Employer contributions (assets) at end of year	2018-12-31	$1,066,686
Employer contributions (assets) at beginning of year	2018-12-31	$1,432,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,938,081
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	LURIE, LLP
Accountancy firm EIN	2018-12-31	410721734
2017 : SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$13,577,711
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,186,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,069,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,808,475
Value of total assets at end of year	2017-12-31	$64,066,664
Value of total assets at beginning of year	2017-12-31	$52,675,461
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$116,764
Total interest from all sources	2017-12-31	$28,699
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$717,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$714,759
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,368,942
Participant contributions at end of year	2017-12-31	$523,859
Participant contributions at beginning of year	2017-12-31	$515,987
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$25,167
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$154,800
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$85,142
Other income not declared elsewhere	2017-12-31	$183
Administrative expenses (other) incurred	2017-12-31	$116,764
Total non interest bearing cash at end of year	2017-12-31	$-135
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	$11,391,203
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$64,066,664
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$52,675,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$55,504,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$44,622,959
Income. Interest from loans (other than to participants)	2017-12-31	$28,680
Value of interest in common/collective trusts at end of year	2017-12-31	$6,580,684
Value of interest in common/collective trusts at beginning of year	2017-12-31	$6,351,348
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$7,915,189
Net investment gain or loss from common/collective trusts	2017-12-31	$107,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,354,391
Employer contributions (assets) at end of year	2017-12-31	$1,432,955
Employer contributions (assets) at beginning of year	2017-12-31	$1,030,367
Income. Dividends from common stock	2017-12-31	$2,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,069,744
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	LURIE, LLP
Accountancy firm EIN	2017-12-31	410721734
2016 : SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$8,828,839
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,059,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,979,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$4,863,127
Value of total assets at end of year	2016-12-31	$52,675,461
Value of total assets at beginning of year	2016-12-31	$46,906,618
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$80,170
Total interest from all sources	2016-12-31	$25,735
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$615,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$615,651
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,130,229
Participant contributions at end of year	2016-12-31	$515,987
Participant contributions at beginning of year	2016-12-31	$446,624
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$154,800
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$170,050
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$589,331
Other income not declared elsewhere	2016-12-31	$622
Administrative expenses (other) incurred	2016-12-31	$80,170
Total non interest bearing cash at beginning of year	2016-12-31	$34
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	$5,768,843
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$52,675,461
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$46,906,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$44,622,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$39,257,404
Interest on participant loans	2016-12-31	$25,722
Value of interest in common/collective trusts at end of year	2016-12-31	$6,351,348
Value of interest in common/collective trusts at beginning of year	2016-12-31	$5,857,516
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$3,230,073
Net investment gain or loss from common/collective trusts	2016-12-31	$93,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$2,143,567
Employer contributions (assets) at end of year	2016-12-31	$1,030,367
Employer contributions (assets) at beginning of year	2016-12-31	$1,174,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,979,826
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	LURIE, LLP
Accountancy firm EIN	2016-12-31	410721734
2015 : SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT 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	$4,678,263
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,936,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,845,562
Expenses. Certain deemed distributions of participant loans	2015-12-31	$346
Value of total corrective distributions	2015-12-31	$2,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,501,500
Value of total assets at end of year	2015-12-31	$46,906,618
Value of total assets at beginning of year	2015-12-31	$44,165,353
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$88,511
Total interest from all sources	2015-12-31	$21,959
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$568,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$568,714
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,944,617
Participant contributions at end of year	2015-12-31	$446,624
Participant contributions at beginning of year	2015-12-31	$368,665
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$170,050
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$2,458,691
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$610,634
Other income not declared elsewhere	2015-12-31	$1,511
Administrative expenses (other) incurred	2015-12-31	$88,511
Total non interest bearing cash at end of year	2015-12-31	$34
Total non interest bearing cash at beginning of year	2015-12-31	$2,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$2,741,265
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$46,906,618
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$44,165,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$39,257,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$34,651,642
Interest on participant loans	2015-12-31	$21,935
Value of interest in common/collective trusts at end of year	2015-12-31	$5,857,516
Value of interest in common/collective trusts at beginning of year	2015-12-31	$5,670,298
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-499,739
Net investment gain or loss from common/collective trusts	2015-12-31	$84,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,946,249
Employer contributions (assets) at end of year	2015-12-31	$1,174,990
Employer contributions (assets) at beginning of year	2015-12-31	$1,013,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,845,562
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
Aggregate proceeds on sale of assets	2015-12-31	$1,274,605
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$1,274,605
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	LURIE, LLP
Accountancy firm EIN	2015-12-31	410721734
2014 : SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT 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	$6,632,822
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,865,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,715,350
Expenses. Certain deemed distributions of participant loans	2014-12-31	$43,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,803,969
Value of total assets at end of year	2014-12-31	$44,165,353
Value of total assets at beginning of year	2014-12-31	$39,398,020
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$106,829
Total interest from all sources	2014-12-31	$20,590
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$589,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$589,357
Administrative expenses professional fees incurred	2014-12-31	$106,829
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,725,014
Participant contributions at end of year	2014-12-31	$368,665
Participant contributions at beginning of year	2014-12-31	$335,237
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$2,458,691
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$2,180,366
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$316,427
Total non interest bearing cash at end of year	2014-12-31	$2,540
Total non interest bearing cash at beginning of year	2014-12-31	$21,238
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	$4,767,333
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$44,165,353
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$39,398,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$34,651,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$30,669,733
Interest on participant loans	2014-12-31	$20,590
Value of interest in common/collective trusts at end of year	2014-12-31	$5,670,298
Value of interest in common/collective trusts at beginning of year	2014-12-31	$5,245,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,218,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,762,528
Employer contributions (assets) at end of year	2014-12-31	$1,013,517
Employer contributions (assets) at beginning of year	2014-12-31	$945,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,715,350
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
Aggregate proceeds on sale of assets	2014-12-31	$832,746
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$832,746
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	LURIE, BESIKOF, LAPIDUS & COMPANY
Accountancy firm EIN	2014-12-31	410721734
2013 : SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT 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	$9,923,475
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,174,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,087,538
Value of total corrective distributions	2013-12-31	$1,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,617,681
Value of total assets at end of year	2013-12-31	$39,398,020
Value of total assets at beginning of year	2013-12-31	$30,649,176
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$85,970
Total interest from all sources	2013-12-31	$17,342
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$365,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$365,206
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,682,877
Participant contributions at end of year	2013-12-31	$335,237
Participant contributions at beginning of year	2013-12-31	$342,659
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$2,180,366
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$1,734,644
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$184,630
Administrative expenses (other) incurred	2013-12-31	$85,970
Total non interest bearing cash at end of year	2013-12-31	$21,238
Total non interest bearing cash at beginning of year	2013-12-31	$4,665
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	$8,748,844
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$39,398,020
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$30,649,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$30,669,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$22,225,725
Interest on participant loans	2013-12-31	$17,342
Value of interest in common/collective trusts at end of year	2013-12-31	$5,245,697
Value of interest in common/collective trusts at beginning of year	2013-12-31	$5,396,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$5,923,246
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	$1,750,174
Employer contributions (assets) at end of year	2013-12-31	$945,749
Employer contributions (assets) at beginning of year	2013-12-31	$945,347
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,087,538
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$820,428
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$820,428
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	LURIE, BESIKOF, LAPIDUS & COMPANY
Accountancy firm EIN	2013-12-31	410721734
2012 : SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$6,340,112
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,609,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,526,815
Expenses. Certain deemed distributions of participant loans	2012-12-31	$27,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,122,518
Value of total assets at end of year	2012-12-31	$30,649,176
Value of total assets at beginning of year	2012-12-31	$25,918,100
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$54,424
Total interest from all sources	2012-12-31	$18,255
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$834,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$834,620
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,526,436
Participant contributions at end of year	2012-12-31	$342,659
Participant contributions at beginning of year	2012-12-31	$313,698
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$1,734,644
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$1,872,682
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$46,903
Administrative expenses (other) incurred	2012-12-31	$54,424
Total non interest bearing cash at end of year	2012-12-31	$4,665
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	$4,731,076
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$30,649,176
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$25,918,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$22,225,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$18,329,807
Interest on participant loans	2012-12-31	$18,248
Value of interest in common/collective trusts at end of year	2012-12-31	$5,396,136
Value of interest in common/collective trusts at beginning of year	2012-12-31	$4,581,616
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,212,084
Net investment gain or loss from common/collective trusts	2012-12-31	$152,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,549,179
Employer contributions (assets) at end of year	2012-12-31	$945,347
Employer contributions (assets) at beginning of year	2012-12-31	$820,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,526,815
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$2,232,153
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$2,232,153
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	LURIE, BESIKOF, LAPIDUS & COMPANY
Accountancy firm EIN	2012-12-31	410721734
2011 : SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,120,005
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,206,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,176,070
Expenses. Certain deemed distributions of participant loans	2011-12-31	$65,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,914,277
Value of total assets at end of year	2011-12-31	$25,097,486
Value of total assets at beginning of year	2011-12-31	$25,184,016
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$30,465
Total interest from all sources	2011-12-31	$12,911
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$289,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$289,542
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,322,529
Participant contributions at end of year	2011-12-31	$313,698
Participant contributions at beginning of year	2011-12-31	$214,384
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$1,872,365
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$1,801,357
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$142,739
Other income not declared elsewhere	2011-12-31	$-82,123
Administrative expenses (other) incurred	2011-12-31	$30,465
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	$-86,530
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$25,097,486
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$25,184,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$18,329,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$17,715,858
Interest on participant loans	2011-12-31	$12,911
Value of interest in common/collective trusts at end of year	2011-12-31	$4,581,616
Value of interest in common/collective trusts at beginning of year	2011-12-31	$4,762,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,009,905
Net investment gain or loss from common/collective trusts	2011-12-31	$-4,697
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	$449,009
Employer contributions (assets) at end of year	2011-12-31	$820,297
Employer contributions (assets) at beginning of year	2011-12-31	$690,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,176,070
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	LURIE, BESIKOF, LAPIDUS & COMPANY
Accountancy firm EIN	2011-12-31	410721734
2010 : SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$6,533,367
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,054,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,046,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,961,548
Value of total assets at end of year	2010-12-31	$25,184,016
Value of total assets at beginning of year	2010-12-31	$20,705,191
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$7,860
Total interest from all sources	2010-12-31	$12,164
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$309,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$309,464
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,246,886
Participant contributions at end of year	2010-12-31	$214,384
Participant contributions at beginning of year	2010-12-31	$123,638
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$1,801,357
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$1,233,497
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,403,419
Other income not declared elsewhere	2010-12-31	$342,658
Administrative expenses (other) incurred	2010-12-31	$7,860
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	$4,478,825
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$25,184,016
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$20,705,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$17,715,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$14,345,367
Interest on participant loans	2010-12-31	$12,164
Value of interest in common/collective trusts at end of year	2010-12-31	$4,762,178
Value of interest in common/collective trusts at beginning of year	2010-12-31	$4,254,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,771,460
Net investment gain or loss from common/collective trusts	2010-12-31	$136,073
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	$1,311,243
Employer contributions (assets) at end of year	2010-12-31	$690,239
Employer contributions (assets) at beginning of year	2010-12-31	$748,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,046,682
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	LURIE, BESIKOF, LAPIDUS & COMPANY
Accountancy firm EIN	2010-12-31	410721734
2009 : SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN

2022: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SCHWEGMAN, LUNDBERG & WOESSNER, P.A.
Employer identification number (EIN):	411765559
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers