401k Plan data: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN plan

BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN
Plan identification number	001

BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

BURD & FLETCHER COMPANY has sponsored the creation of one or more 401k plans.

Company Name: BURD & FLETCHER COMPANY

Employer identification number (EIN): 440186540

NAIC Classification: 323100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 LORI COHEE 2023-10-16
001 2021-01-01 TODD M. PITMAN 2022-10-11
001 2020-01-01 TODD M. PITMAN 2021-10-08
001 2019-01-01
001 2018-01-01
001 2017-01-01 DON HULFELD
001 2016-01-01 DON HULFELD
001 2015-01-01 DON HULFELD
001 2014-01-01 DON HULFELD
001 2013-01-01 DON HULFELD
001 2012-01-01 DON HULFELD
001 2011-01-01 DON HULFELD DON HULFELD 2012-08-17
001 2010-01-01 DON HULFELD DON HULFELD 2011-09-15
001 2009-01-01 DON HULFELD DON HULFELD 2010-10-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	LORI COHEE	2023-10-16
001	2021-01-01	TODD M. PITMAN	2022-10-11
001	2020-01-01	TODD M. PITMAN	2021-10-08
001	2019-01-01
001	2018-01-01
001	2017-01-01	DON HULFELD
001	2016-01-01	DON HULFELD
001	2015-01-01	DON HULFELD
001	2014-01-01	DON HULFELD
001	2013-01-01	DON HULFELD
001	2012-01-01	DON HULFELD
001	2011-01-01	DON HULFELD		DON HULFELD	2012-08-17
001	2010-01-01	DON HULFELD		DON HULFELD	2011-09-15
001	2009-01-01	DON HULFELD		DON HULFELD	2010-10-08

Plan Statistics for BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 437
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 411
Number of retired or separated participants receiving benefits 2022-01-01 9
Number of other retired or separated participants entitled to future benefits 2022-01-01 38
Total of all active and inactive participants 2022-01-01 458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 458
Number of participants with account balances 2022-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 452
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 389
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 44
Total of all active and inactive participants 2021-01-01 433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 433
Number of participants with account balances 2021-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 392
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 444
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 23
Total of all active and inactive participants 2020-01-01 467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 467
Number of participants with account balances 2020-01-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 390
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 170
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 16
Total of all active and inactive participants 2019-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 186
Number of participants with account balances 2019-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 364
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 376
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 2018-01-01 390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 390
Number of participants with account balances 2018-01-01 187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 373
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 347
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 17
Total of all active and inactive participants 2017-01-01 364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 364
Number of participants with account balances 2017-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 387
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 363
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 10
Total of all active and inactive participants 2016-01-01 373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 373
Number of participants with account balances 2016-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 382
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 372
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 15
Total of all active and inactive participants 2015-01-01 387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 387
Number of participants with account balances 2015-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 7
2014: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 353
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 367
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 13
Total of all active and inactive participants 2014-01-01 381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 382
Number of participants with account balances 2014-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 373
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 342
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 353
Number of participants with account balances 2013-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 368
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 359
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 13
Total of all active and inactive participants 2012-01-01 373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 373
Number of participants with account balances 2012-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 377
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 356
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 11
Total of all active and inactive participants 2011-01-01 368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 368
Number of participants with account balances 2011-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2010: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 406
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 366
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 8
Total of all active and inactive participants 2010-01-01 375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 2
Total participants 2010-01-01 377
Number of participants with account balances 2010-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 415
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 393
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 406
Number of participants with account balances 2009-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	437
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	411
Number of retired or separated participants receiving benefits	2022-01-01	9
Number of other retired or separated participants entitled to future benefits	2022-01-01	38
Total of all active and inactive participants	2022-01-01	458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	458
Number of participants with account balances	2022-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	452
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	389
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	44
Total of all active and inactive participants	2021-01-01	433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	433
Number of participants with account balances	2021-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	392
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	444
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	23
Total of all active and inactive participants	2020-01-01	467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	467
Number of participants with account balances	2020-01-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	390
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	170
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	16
Total of all active and inactive participants	2019-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	186
Number of participants with account balances	2019-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	364
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	376
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	390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	390
Number of participants with account balances	2018-01-01	187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	373
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	347
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	17
Total of all active and inactive participants	2017-01-01	364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	364
Number of participants with account balances	2017-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	387
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	363
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	10
Total of all active and inactive participants	2016-01-01	373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	373
Number of participants with account balances	2016-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	382
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	372
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	15
Total of all active and inactive participants	2015-01-01	387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	387
Number of participants with account balances	2015-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	7
2014: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	353
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	367
Number of retired or separated participants receiving benefits	2014-01-01	1
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	381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	382
Number of participants with account balances	2014-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	373
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	342
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	353
Number of participants with account balances	2013-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	368
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	359
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	13
Total of all active and inactive participants	2012-01-01	373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	373
Number of participants with account balances	2012-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	377
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	356
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	11
Total of all active and inactive participants	2011-01-01	368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	368
Number of participants with account balances	2011-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2010: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	406
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	366
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	8
Total of all active and inactive participants	2010-01-01	375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	2
Total participants	2010-01-01	377
Number of participants with account balances	2010-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	415
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	393
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	406
Number of participants with account balances	2009-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : BURD & FLETCHER COMPANY 401(K) PROFIT SHARING 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	$-2,149,410
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$668,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$594,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,327,093
Value of total assets at end of year	2022-12-31	$19,894,435
Value of total assets at beginning of year	2022-12-31	$22,712,458
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$74,308
Total interest from all sources	2022-12-31	$13,869
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$638,398
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	$638,398
Administrative expenses professional fees incurred	2022-12-31	$13,874
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$955,889
Participant contributions at end of year	2022-12-31	$285,098
Participant contributions at beginning of year	2022-12-31	$305,248
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$165,980
Other income not declared elsewhere	2022-12-31	$30,698
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,818,023
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$19,894,435
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$22,712,458
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	$17,193,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$20,389,659
Interest on participant loans	2022-12-31	$13,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,386,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,987,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,159,468
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	$205,224
Employer contributions (assets) at end of year	2022-12-31	$30,000
Employer contributions (assets) at beginning of year	2022-12-31	$30,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$594,305
Contract administrator fees	2022-12-31	$60,434
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	PICKETT,CHANEY & MCMULLEN LLP
Accountancy firm EIN	2022-12-31	481246310
2021 : BURD & FLETCHER COMPANY 401(K) PROFIT SHARING 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	$4,504,786
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,193,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,095,394
Expenses. Certain deemed distributions of participant loans	2021-12-31	$2,391
Value of total corrective distributions	2021-12-31	$18,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,108,272
Value of total assets at end of year	2021-12-31	$22,712,458
Value of total assets at beginning of year	2021-12-31	$20,401,593
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$77,728
Total interest from all sources	2021-12-31	$12,644
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,338,995
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	$1,338,995
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$911,751
Participant contributions at end of year	2021-12-31	$305,248
Participant contributions at beginning of year	2021-12-31	$236,395
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$168
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,262
Other income not declared elsewhere	2021-12-31	$32,863
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,310,865
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$22,712,458
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$20,401,593
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
Investment advisory and management fees	2021-12-31	$62,204
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$20,389,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$18,315,559
Interest on participant loans	2021-12-31	$12,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,987,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,819,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,012,012
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	$195,259
Employer contributions (assets) at end of year	2021-12-31	$30,000
Employer contributions (assets) at beginning of year	2021-12-31	$30,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,095,394
Contract administrator fees	2021-12-31	$15,524
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	PICKETT,CHANEY & MCMULLEN LLP
Accountancy firm EIN	2021-12-31	481246310
2020 : BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	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
Total income from all sources (including contributions)	2020-12-31	$3,890,588
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,971,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,944,951
Expenses. Certain deemed distributions of participant loans	2020-12-31	$20
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,529,951
Value of total assets at end of year	2020-12-31	$20,401,593
Value of total assets at beginning of year	2020-12-31	$18,482,103
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$26,127
Total interest from all sources	2020-12-31	$9,679
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$937,429
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	$937,429
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$902,612
Participant contributions at end of year	2020-12-31	$236,395
Participant contributions at beginning of year	2020-12-31	$230,858
Participant contributions at end of year	2020-12-31	$168
Participant contributions at beginning of year	2020-12-31	$20,608
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$432,576
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	$2,754
Other income not declared elsewhere	2020-12-31	$8,374
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$38
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,919,490
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$20,401,593
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$18,482,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$14,902
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$18,315,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,079,650
Interest on participant loans	2020-12-31	$9,679
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,114,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,819,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,405,155
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	Yes
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	$194,763
Employer contributions (assets) at end of year	2020-12-31	$30,000
Employer contributions (assets) at beginning of year	2020-12-31	$33,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,944,951
Contract administrator fees	2020-12-31	$11,225
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PICKETT,CHANEY & MCMULLEN LLP
Accountancy firm EIN	2020-12-31	481246310
2019 : BURD & FLETCHER COMPANY 401(K) PROFIT SHARING 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	$4,359,805
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$583,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$575,985
Value of total corrective distributions	2019-12-31	$6,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,004,954
Value of total assets at end of year	2019-12-31	$18,482,103
Value of total assets at beginning of year	2019-12-31	$14,706,088
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,200
Total interest from all sources	2019-12-31	$9,392
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$196,022
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	$196,022
Administrative expenses professional fees incurred	2019-12-31	$1,200
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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	$820,136
Participant contributions at end of year	2019-12-31	$230,858
Participant contributions at beginning of year	2019-12-31	$218,690
Participant contributions at end of year	2019-12-31	$20,608
Participant contributions at beginning of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$2,754
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$2,063
Other income not declared elsewhere	2019-12-31	$176
Total non interest bearing cash at end of year	2019-12-31	$38
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,776,015
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$18,482,103
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,706,088
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	$17,079,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,047,069
Interest on participant loans	2019-12-31	$9,392
Value of interest in common/collective trusts at end of year	2019-12-31	$1,114,735
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,408,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,121,145
Net investment gain or loss from common/collective trusts	2019-12-31	$28,116
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	$184,818
Employer contributions (assets) at end of year	2019-12-31	$33,460
Employer contributions (assets) at beginning of year	2019-12-31	$30,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$575,985
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2019-12-31	431947695
2018 : BURD & FLETCHER COMPANY 401(K) PROFIT SHARING 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	$90,107
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$842,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$837,366
Value of total corrective distributions	2018-12-31	$4,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$971,203
Value of total assets at end of year	2018-12-31	$14,706,088
Value of total assets at beginning of year	2018-12-31	$15,458,491
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$525
Total interest from all sources	2018-12-31	$9,301
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$185,186
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	$185,186
Administrative expenses professional fees incurred	2018-12-31	$525
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$787,101
Participant contributions at end of year	2018-12-31	$218,690
Participant contributions at beginning of year	2018-12-31	$254,714
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$19,752
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$2,063
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$1,302
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$76
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	$-752,403
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$14,706,088
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$15,458,491
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	$13,047,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$14,119,869
Interest on participant loans	2018-12-31	$9,301
Value of interest in common/collective trusts at end of year	2018-12-31	$1,408,266
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,028,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,094,140
Net investment gain or loss from common/collective trusts	2018-12-31	$18,481
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	$184,102
Employer contributions (assets) at end of year	2018-12-31	$30,000
Employer contributions (assets) at beginning of year	2018-12-31	$33,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$837,366
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	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2018-12-31	431947695
2017 : BURD & FLETCHER COMPANY 401(K) PROFIT SHARING 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	$26,175
Total income from all sources (including contributions)	2017-12-31	$3,285,413
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$465,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$464,043
Value of total corrective distributions	2017-12-31	$1,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$839,198
Value of total assets at end of year	2017-12-31	$15,458,491
Value of total assets at beginning of year	2017-12-31	$12,665,216
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$750
Total interest from all sources	2017-12-31	$9,809
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$157,681
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	$157,681
Administrative expenses professional fees incurred	2017-12-31	$750
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$673,462
Participant contributions at end of year	2017-12-31	$254,714
Participant contributions at beginning of year	2017-12-31	$306,742
Participant contributions at end of year	2017-12-31	$19,752
Participant contributions at beginning of year	2017-12-31	$20,183
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$255
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$1,302
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$3,055
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$26,175
Other income not declared elsewhere	2017-12-31	$112
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	$2,819,450
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$15,458,491
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$12,639,041
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	$14,119,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$11,055,411
Interest on participant loans	2017-12-31	$9,809
Value of interest in common/collective trusts at end of year	2017-12-31	$1,028,942
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,246,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,259,385
Net investment gain or loss from common/collective trusts	2017-12-31	$19,228
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	Yes
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	$165,481
Employer contributions (assets) at end of year	2017-12-31	$33,912
Employer contributions (assets) at beginning of year	2017-12-31	$33,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$464,043
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	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2017-12-31	431947695
2016 : BURD & FLETCHER COMPANY 401(K) PROFIT SHARING 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	$26,175
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$22,427
Total income from all sources (including contributions)	2016-12-31	$1,390,177
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$367,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$363,942
Value of total corrective distributions	2016-12-31	$2,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$741,517
Value of total assets at end of year	2016-12-31	$12,665,216
Value of total assets at beginning of year	2016-12-31	$11,638,370
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$825
Total interest from all sources	2016-12-31	$9,183
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$141,069
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	$141,069
Administrative expenses professional fees incurred	2016-12-31	$825
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
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	$587,775
Participant contributions at end of year	2016-12-31	$306,742
Participant contributions at beginning of year	2016-12-31	$219,354
Participant contributions at end of year	2016-12-31	$20,183
Participant contributions at beginning of year	2016-12-31	$16,709
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$3,055
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$2,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$26,175
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$22,427
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	$1,023,098
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$12,639,041
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$11,615,943
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	$11,055,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$10,421,219
Interest on participant loans	2016-12-31	$9,183
Value of interest in common/collective trusts at end of year	2016-12-31	$1,246,260
Value of interest in common/collective trusts at beginning of year	2016-12-31	$945,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$482,677
Net investment gain or loss from common/collective trusts	2016-12-31	$15,731
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	Yes
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	$153,742
Employer contributions (assets) at end of year	2016-12-31	$33,565
Employer contributions (assets) at beginning of year	2016-12-31	$33,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$363,942
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	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2016-12-31	431947695
2015 : BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$22,427
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	$525,613
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$869,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$837,745
Value of total corrective distributions	2015-12-31	$31,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$685,086
Value of total assets at end of year	2015-12-31	$11,638,370
Value of total assets at beginning of year	2015-12-31	$11,960,080
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$450
Total interest from all sources	2015-12-31	$6,853
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$131,058
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	$131,058
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
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	Yes
Amount of non-exempt transactions with any party-in-interest	2015-12-31	$491
Contributions received from participants	2015-12-31	$543,560
Participant contributions at end of year	2015-12-31	$219,354
Participant contributions at beginning of year	2015-12-31	$233,659
Participant contributions at end of year	2015-12-31	$16,709
Participant contributions at beginning of year	2015-12-31	$9,803
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$2,460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$2,070
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$22,427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$613
Administrative expenses (other) incurred	2015-12-31	$450
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$107
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	$-344,137
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$11,615,943
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$11,960,080
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	$10,421,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$10,456,320
Interest on participant loans	2015-12-31	$6,853
Value of interest in common/collective trusts at end of year	2015-12-31	$945,248
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,225,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-312,683
Net investment gain or loss from common/collective trusts	2015-12-31	$14,686
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	Yes
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	$141,526
Employer contributions (assets) at end of year	2015-12-31	$33,380
Employer contributions (assets) at beginning of year	2015-12-31	$32,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$837,745
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2015-12-31	431947695
2014 : BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$50,986
Total income from all sources (including contributions)	2014-12-31	$1,319,096
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,028,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,016,046
Value of total corrective distributions	2014-12-31	$11,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$677,467
Value of total assets at end of year	2014-12-31	$11,960,080
Value of total assets at beginning of year	2014-12-31	$11,720,016
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$900
Total interest from all sources	2014-12-31	$7,243
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$111,540
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	$111,540
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
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	Yes
Amount of non-exempt transactions with any party-in-interest	2014-12-31	$491
Contributions received from participants	2014-12-31	$516,057
Participant contributions at end of year	2014-12-31	$233,659
Participant contributions at beginning of year	2014-12-31	$210,673
Participant contributions at end of year	2014-12-31	$9,803
Participant contributions at beginning of year	2014-12-31	$16,110
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$24,042
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$2,070
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$2,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$50,986
Other income not declared elsewhere	2014-12-31	$85
Administrative expenses (other) incurred	2014-12-31	$900
Total non interest bearing cash at end of year	2014-12-31	$107
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$291,050
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$11,960,080
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,669,030
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	$10,456,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,753,352
Income. Interest from loans (other than to participants)	2014-12-31	$7,243
Value of interest in common/collective trusts at end of year	2014-12-31	$1,225,522
Value of interest in common/collective trusts at beginning of year	2014-12-31	$2,703,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$501,182
Net investment gain or loss from common/collective trusts	2014-12-31	$21,579
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	Yes
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	$137,368
Employer contributions (assets) at end of year	2014-12-31	$32,599
Employer contributions (assets) at beginning of year	2014-12-31	$33,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,016,046
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2014-12-31	431947695
2013 : BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$50,986
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$2,504
Total income from all sources (including contributions)	2013-12-31	$2,574,793
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$201,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$192,248
Value of total corrective distributions	2013-12-31	$9,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$583,598
Value of total assets at end of year	2013-12-31	$11,720,016
Value of total assets at beginning of year	2013-12-31	$9,298,560
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$525
Total interest from all sources	2013-12-31	$6,418
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$79,637
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	$79,637
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
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	$452,824
Participant contributions at end of year	2013-12-31	$210,673
Participant contributions at beginning of year	2013-12-31	$213,669
Participant contributions at end of year	2013-12-31	$16,110
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$2,958
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$3,607
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$50,986
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$2,504
Administrative expenses (other) incurred	2013-12-31	$525
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	$2,372,974
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$11,669,030
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$9,296,056
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	$8,753,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$6,745,304
Interest on participant loans	2013-12-31	$6,418
Value of interest in common/collective trusts at end of year	2013-12-31	$2,703,604
Value of interest in common/collective trusts at beginning of year	2013-12-31	$2,305,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,693,387
Net investment gain or loss from common/collective trusts	2013-12-31	$211,753
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	Yes
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	$130,774
Employer contributions (assets) at end of year	2013-12-31	$33,319
Employer contributions (assets) at beginning of year	2013-12-31	$30,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$192,248
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2013-12-31	431947695
2012 : BURD & FLETCHER COMPANY 401(K) PROFIT SHARING 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	$2,504
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$24,226
Total income from all sources (including contributions)	2012-12-31	$1,562,703
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$664,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$663,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$573,275
Value of total assets at end of year	2012-12-31	$9,298,560
Value of total assets at beginning of year	2012-12-31	$8,422,428
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$975
Total interest from all sources	2012-12-31	$6,740
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$80,219
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	$80,219
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
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	$447,341
Participant contributions at end of year	2012-12-31	$213,669
Participant contributions at beginning of year	2012-12-31	$203,473
Participant contributions at beginning of year	2012-12-31	$17,404
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$3,607
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$3,051
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$2,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$24,226
Administrative expenses (other) incurred	2012-12-31	$975
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	$897,854
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$9,296,056
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$8,398,202
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	$6,745,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,600,384
Interest on participant loans	2012-12-31	$6,740
Value of interest in common/collective trusts at end of year	2012-12-31	$2,305,980
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,564,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$772,799
Net investment gain or loss from common/collective trusts	2012-12-31	$129,670
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	$125,934
Employer contributions (assets) at end of year	2012-12-31	$30,000
Employer contributions (assets) at beginning of year	2012-12-31	$33,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$663,874
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2012-12-31	431947695
2011 : BURD & FLETCHER COMPANY 401(K) PROFIT SHARING 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	$24,226
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	$477,062
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$810,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$809,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$564,326
Value of total assets at end of year	2011-12-31	$8,422,428
Value of total assets at beginning of year	2011-12-31	$8,731,406
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$825
Total interest from all sources	2011-12-31	$7,098
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$73,756
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	$73,756
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
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	$443,364
Participant contributions at end of year	2011-12-31	$203,473
Participant contributions at beginning of year	2011-12-31	$163,078
Participant contributions at end of year	2011-12-31	$17,404
Participant contributions at beginning of year	2011-12-31	$17,690
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$3,051
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$3,395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$24,226
Administrative expenses (other) incurred	2011-12-31	$825
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	$-333,204
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$8,398,202
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$8,731,406
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	$6,600,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$6,703,599
Interest on participant loans	2011-12-31	$7,098
Value of interest in common/collective trusts at end of year	2011-12-31	$1,564,436
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,810,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-182,528
Net investment gain or loss from common/collective trusts	2011-12-31	$14,410
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	$120,962
Employer contributions (assets) at end of year	2011-12-31	$33,680
Employer contributions (assets) at beginning of year	2011-12-31	$33,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$809,441
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	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2011-12-31	431947695
2010 : BURD & FLETCHER COMPANY 401(K) PROFIT SHARING 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	$1,516,074
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$362,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$361,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$576,018
Value of total assets at end of year	2010-12-31	$8,731,406
Value of total assets at beginning of year	2010-12-31	$7,577,714
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$750
Total interest from all sources	2010-12-31	$8,560
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$71,088
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	$71,088
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
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	$456,634
Participant contributions at end of year	2010-12-31	$163,078
Participant contributions at beginning of year	2010-12-31	$129,877
Participant contributions at end of year	2010-12-31	$17,690
Participant contributions at beginning of year	2010-12-31	$14,908
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$3,395
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$3,662
Other income not declared elsewhere	2010-12-31	$29
Administrative expenses (other) incurred	2010-12-31	$750
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	$1,153,692
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$8,731,406
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$7,577,714
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	$6,703,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,421,181
Interest on participant loans	2010-12-31	$8,560
Value of interest in common/collective trusts at end of year	2010-12-31	$1,810,206
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,975,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$712,846
Net investment gain or loss from common/collective trusts	2010-12-31	$147,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$119,384
Employer contributions (assets) at end of year	2010-12-31	$33,438
Employer contributions (assets) at beginning of year	2010-12-31	$32,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$361,632
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	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2010-12-31	431947695
2009 : BURD & FLETCHER COMPANY 401(K) PROFIT SHARING 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 BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507761-01

Policy instance

Insurance contract or identification number	507761-01
Number of Individuals Covered	23
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP ANNUITY

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507761-01

Policy instance

Insurance contract or identification number	507761-01
Number of Individuals Covered	22
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
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
Other information about contract	GROUP ANNUITY

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507761-01

Policy instance

Insurance contract or identification number	507761-01
Number of Individuals Covered	24
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
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
Other information about contract	GROUP ANNUITY

Potentially related plans

BURD & NAYLOR 401(K) PROFIT SHARING PLAN [EIN = 330702865]

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Company Name:	BURD & FLETCHER COMPANY
Employer identification number (EIN):	440186540
NAIC Classification:	323100