401k Plan data: LASHLY & BAER P.C. 401(K) PLAN plan

LASHLY & BAER P.C. 401(K) PLAN 401k Plan overview

Plan Name	LASHLY & BAER P.C. 401(K) PLAN
Plan identification number	001

LASHLY & BAER P.C. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

LASHLY AND BAER, P.C. has sponsored the creation of one or more 401k plans.

Company Name: LASHLY AND BAER, P.C.

Employer identification number (EIN): 431063672

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LASHLY & BAER P.C. 401(K) 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 MARK FELDHAUS
001 2016-01-01 KENNETH BROSTRON
001 2015-01-01 KENNETH BROSTRON
001 2014-01-01 KENNETH BROSTRON
001 2013-01-01 LISA TAYLOR
001 2012-01-01 KENNETH BROSTRON KENNETH BROSTRON 2013-06-17
001 2011-01-01 KENNETH BROSTRON
001 2010-01-01 KENNETH BROSTRON
001 2009-01-01 KENNETH BROSTRON

Plan Statistics for LASHLY & BAER P.C. 401(K) PLAN

401k plan membership statisitcs for LASHLY & BAER P.C. 401(K) PLAN

Measure Date Value
2022: LASHLY & BAER P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 70
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 19
Total of all active and inactive participants 2022-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 89
Number of participants with account balances 2022-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: LASHLY & BAER P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 76
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 17
Total of all active and inactive participants 2021-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 93
Number of participants with account balances 2021-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: LASHLY & BAER P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 74
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 16
Total of all active and inactive participants 2020-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 90
Number of participants with account balances 2020-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: LASHLY & BAER P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 82
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 15
Total of all active and inactive participants 2019-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 97
Number of participants with account balances 2019-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: LASHLY & BAER P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 77
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 14
Total of all active and inactive participants 2018-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 91
Number of participants with account balances 2018-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: LASHLY & BAER P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 77
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 18
Total of all active and inactive participants 2017-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 95
Number of participants with account balances 2017-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: LASHLY & BAER P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 72
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 17
Total of all active and inactive participants 2016-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 89
Number of participants with account balances 2016-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: LASHLY & BAER P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 67
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 16
Total of all active and inactive participants 2015-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 83
Number of participants with account balances 2015-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: LASHLY & BAER P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 71
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 13
Total of all active and inactive participants 2014-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 84
Number of participants with account balances 2014-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LASHLY & BAER P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 69
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 15
Total of all active and inactive participants 2013-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 84
Number of participants with account balances 2013-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: LASHLY & BAER P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 72
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 21
Total of all active and inactive participants 2012-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 93
Number of participants with account balances 2012-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: LASHLY & BAER P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 85
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 20
Total of all active and inactive participants 2011-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 105
Number of participants with account balances 2011-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2010: LASHLY & BAER P.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 89
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 22
Total of all active and inactive participants 2010-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 111
Number of participants with account balances 2010-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: LASHLY & BAER P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 94
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 22
Total of all active and inactive participants 2009-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 116
Number of participants with account balances 2009-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2022: LASHLY & BAER P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	70
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	19
Total of all active and inactive participants	2022-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	89
Number of participants with account balances	2022-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: LASHLY & BAER P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	76
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	17
Total of all active and inactive participants	2021-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	93
Number of participants with account balances	2021-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: LASHLY & BAER P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	74
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	16
Total of all active and inactive participants	2020-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	90
Number of participants with account balances	2020-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: LASHLY & BAER P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	82
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	15
Total of all active and inactive participants	2019-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	97
Number of participants with account balances	2019-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: LASHLY & BAER P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	77
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	14
Total of all active and inactive participants	2018-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	91
Number of participants with account balances	2018-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: LASHLY & BAER P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	77
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	18
Total of all active and inactive participants	2017-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	95
Number of participants with account balances	2017-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: LASHLY & BAER P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	72
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	17
Total of all active and inactive participants	2016-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	89
Number of participants with account balances	2016-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: LASHLY & BAER P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	67
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	16
Total of all active and inactive participants	2015-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	83
Number of participants with account balances	2015-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: LASHLY & BAER P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	71
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	13
Total of all active and inactive participants	2014-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	84
Number of participants with account balances	2014-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LASHLY & BAER P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	69
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	15
Total of all active and inactive participants	2013-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	84
Number of participants with account balances	2013-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: LASHLY & BAER P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	72
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	21
Total of all active and inactive participants	2012-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	93
Number of participants with account balances	2012-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: LASHLY & BAER P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	85
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	20
Total of all active and inactive participants	2011-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	105
Number of participants with account balances	2011-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2010: LASHLY & BAER P.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	89
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	22
Total of all active and inactive participants	2010-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	111
Number of participants with account balances	2010-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: LASHLY & BAER P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	94
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	22
Total of all active and inactive participants	2009-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	116
Number of participants with account balances	2009-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on LASHLY & BAER P.C. 401(K) PLAN

Measure	Date	Value
2022 : LASHLY & BAER P.C. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-7,333,522
Expenses. Total of all expenses incurred	2022-12-31	$3,621,216
Benefits paid (including direct rollovers)	2022-12-31	$3,678,491
Total plan assets at end of year	2022-12-31	$34,914,548
Total plan assets at beginning of year	2022-12-31	$45,869,286
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$871,700
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$22,017
Other income received	2022-12-31	$-8,750,164
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-10,954,738
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$34,914,548
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$45,869,286
Assets. Value of participant loans	2022-12-31	$95,473
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$522,925
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$-57,275
2021 : LASHLY & BAER P.C. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$8,479,409
Expenses. Total of all expenses incurred	2021-12-31	$2,446,736
Benefits paid (including direct rollovers)	2021-12-31	$2,441,498
Total plan assets at end of year	2021-12-31	$45,869,286
Total plan assets at beginning of year	2021-12-31	$39,836,613
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$868,138
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$34,532
Other income received	2021-12-31	$6,953,287
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$6,032,673
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$45,869,286
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$39,836,613
Assets. Value of participant loans	2021-12-31	$90,231
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$623,452
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$5,238
2020 : LASHLY & BAER P.C. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$8,429,466
Expenses. Total of all expenses incurred	2020-12-31	$2,669,423
Benefits paid (including direct rollovers)	2020-12-31	$2,668,154
Total plan assets at end of year	2020-12-31	$39,836,613
Total plan assets at beginning of year	2020-12-31	$34,076,570
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$955,560
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$18,297
Other income received	2020-12-31	$6,539,392
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$5,760,043
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$39,836,613
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$34,076,570
Assets. Value of participant loans	2020-12-31	$202,488
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$916,217
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,269
2019 : LASHLY & BAER P.C. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$9,582,505
Expenses. Total of all expenses incurred	2019-12-31	$2,191,872
Benefits paid (including direct rollovers)	2019-12-31	$2,190,584
Total plan assets at end of year	2019-12-31	$34,076,570
Total plan assets at beginning of year	2019-12-31	$26,685,937
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$935,772
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$1,073,638
Other income received	2019-12-31	$6,723,877
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$7,390,633
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$34,076,570
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$26,685,937
Assets. Value of participant loans	2019-12-31	$159,202
Total contributions received or receivable from employer(s)	2019-12-31	$849,218
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,288
2018 : LASHLY & BAER P.C. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$320,656
Expenses. Total of all expenses incurred	2018-12-31	$1,940,252
Benefits paid (including direct rollovers)	2018-12-31	$1,938,921
Total plan assets at end of year	2018-12-31	$26,685,937
Total plan assets at beginning of year	2018-12-31	$28,305,533
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$895,963
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-1,385,772
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-1,619,596
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$26,685,937
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$28,305,533
Assets. Value of participant loans	2018-12-31	$168,891
Total contributions received or receivable from employer(s)	2018-12-31	$810,465
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,331
2017 : LASHLY & BAER P.C. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$6,249,740
Expenses. Total of all expenses incurred	2017-12-31	$1,028,972
Benefits paid (including direct rollovers)	2017-12-31	$1,027,597
Total plan assets at end of year	2017-12-31	$28,305,533
Total plan assets at beginning of year	2017-12-31	$23,084,765
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$873,397
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$4,677,956
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$5,220,768
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$28,305,533
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$23,084,765
Assets. Value of participant loans	2017-12-31	$253,359
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$698,387
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,375
2016 : LASHLY & BAER P.C. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$3,041,681
Expenses. Total of all expenses incurred	2016-12-31	$2,707,833
Benefits paid (including direct rollovers)	2016-12-31	$2,706,227
Total plan assets at end of year	2016-12-31	$23,084,765
Total plan assets at beginning of year	2016-12-31	$22,750,917
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$816,212
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$93,104
Other income received	2016-12-31	$1,502,427
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$333,848
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$23,084,765
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$22,750,917
Assets. Value of participant loans	2016-12-31	$337,285
Total contributions received or receivable from employer(s)	2016-12-31	$629,938
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,606
2015 : LASHLY & BAER P.C. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$2,126,711
Expenses. Total of all expenses incurred	2015-12-31	$971,914
Benefits paid (including direct rollovers)	2015-12-31	$969,908
Total plan assets at end of year	2015-12-31	$22,750,917
Total plan assets at beginning of year	2015-12-31	$21,596,120
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$758,716
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$544,023
Other income received	2015-12-31	$303,672
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$1,154,797
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$22,750,917
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$21,596,120
Assets. Value of participant loans	2015-12-31	$396,095
Total contributions received or receivable from employer(s)	2015-12-31	$520,300
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,006
2014 : LASHLY & BAER P.C. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$2,549,751
Expenses. Total of all expenses incurred	2014-12-31	$1,809,813
Benefits paid (including direct rollovers)	2014-12-31	$1,808,026
Total plan assets at end of year	2014-12-31	$21,596,120
Total plan assets at beginning of year	2014-12-31	$20,856,182
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$699,840
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$10,651
Other income received	2014-12-31	$1,503,857
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$739,938
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$21,596,120
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$20,856,182
Assets. Value of participant loans	2014-12-31	$315,858
Total contributions received or receivable from employer(s)	2014-12-31	$335,403
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,787
2013 : LASHLY & BAER P.C. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$126,422
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$4,921,739
Expenses. Total of all expenses incurred	2013-12-31	$3,874,005
Benefits paid (including direct rollovers)	2013-12-31	$3,872,416
Total plan assets at end of year	2013-12-31	$20,856,182
Total plan assets at beginning of year	2013-12-31	$19,682,026
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$716,369
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$3,875,273
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,047,734
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$20,856,182
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$19,682,026
Assets. Value of participant loans	2013-12-31	$254,581
Total contributions received or receivable from employer(s)	2013-12-31	$330,097
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,589
2012 : LASHLY & BAER P.C. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$4,138,166
Expenses. Total of all expenses incurred	2012-12-31	$1,239,924
Benefits paid (including direct rollovers)	2012-12-31	$1,238,182
Total plan assets at end of year	2012-12-31	$19,682,026
Total plan assets at beginning of year	2012-12-31	$16,783,784
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$760,189
Contributions received from other sources (not participants or employers)	2012-12-31	$512,616
Other income received	2012-12-31	$2,279,358
Net income (gross income less expenses)	2012-12-31	$2,898,242
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$19,682,026
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$16,783,784
Assets. Value of participant loans	2012-12-31	$303,324
Total contributions received or receivable from employer(s)	2012-12-31	$586,003
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,742
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : LASHLY & BAER P.C. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$1,259,964
Expenses. Total of all expenses incurred	2011-12-31	$2,836,153
Benefits paid (including direct rollovers)	2011-12-31	$2,833,412
Total plan assets at end of year	2011-12-31	$16,783,784
Total plan assets at beginning of year	2011-12-31	$18,359,973
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$812,253
Other income received	2011-12-31	$-36,107
Net income (gross income less expenses)	2011-12-31	$-1,576,189
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$16,783,784
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$18,359,973
Assets. Value of participant loans	2011-12-31	$232,567
Total contributions received or receivable from employer(s)	2011-12-31	$483,818
Value of certain deemed distributions of participant loans	2011-12-31	$597
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,144
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : LASHLY & BAER P.C. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$3,697,899
Expenses. Total of all expenses incurred	2010-12-31	$477,700
Benefits paid (including direct rollovers)	2010-12-31	$475,254
Total plan assets at end of year	2010-12-31	$18,359,973
Total plan assets at beginning of year	2010-12-31	$15,139,774
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$814,808
Contributions received from other sources (not participants or employers)	2010-12-31	$24,441
Other income received	2010-12-31	$2,057,051
Net income (gross income less expenses)	2010-12-31	$3,220,199
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$18,359,973
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$15,139,774
Assets. Value of participant loans	2010-12-31	$248,689
Total contributions received or receivable from employer(s)	2010-12-31	$801,599
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,446
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : LASHLY & BAER P.C. 401(K) 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 LASHLY & BAER P.C. 401(K) PLAN

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

Insurance Providers Used on plan

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )

Policy contract number

D4A

Policy instance

Insurance contract or identification number	D4A
Number of Individuals Covered	0
Insurance policy start date	2013-12-01
Insurance policy end date	2014-11-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker name

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

23319

Policy instance

Insurance contract or identification number	23319
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker name

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

23319

Policy instance

Insurance contract or identification number	23319
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )

Policy contract number

D4A

Policy instance

Insurance contract or identification number	D4A
Number of Individuals Covered	1
Insurance policy start date	2012-12-01
Insurance policy end date	2013-11-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

23319

Policy instance

Insurance contract or identification number	23319
Number of Individuals Covered	2
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $4,588
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )

Policy contract number

D4A

Policy instance

Insurance contract or identification number	D4A
Number of Individuals Covered	1
Insurance policy start date	2011-12-01
Insurance policy end date	2012-11-30
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $754
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

23319

Policy instance

Insurance contract or identification number	23319
Number of Individuals Covered	2
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $4,588
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )

Policy contract number

D4A

Policy instance

Insurance contract or identification number	D4A
Number of Individuals Covered	1
Insurance policy start date	2010-12-01
Insurance policy end date	2011-11-30
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $754
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

23319

Policy instance

Insurance contract or identification number	23319
Number of Individuals Covered	2
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )

Policy contract number

D4A

Policy instance

Insurance contract or identification number	D4A
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	LASHLY AND BAER, P.C.
Employer identification number (EIN):	431063672
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers