401k Plan data: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN plan

SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan Name	SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN
Plan identification number	002

SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

SHOOK, HARDY & BACON L.L.P. has sponsored the creation of one or more 401k plans.

Company Name: SHOOK, HARDY & BACON L.L.P.

Employer identification number (EIN): 440585497

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2021-01-01 MATTHEW J. BOHNEN
002 2020-01-01
002 2019-01-01
002 2017-01-01 MATTHEW J. BOHNEN
002 2016-01-01 MATTHEW J. BOHNEN
002 2015-01-01 MATTHEW J. BOHNEN
002 2014-01-01 WILLIAM JOHNSMEYER
002 2013-01-01 WILLIAM JOHNSMEYER
002 2012-01-01 WILLIAM JOHNSMEYER
002 2011-01-01 WILLIAM JOHNSMEYER
002 2009-01-01 WILLIAM JOHNSMEYER

Plan Statistics for SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN

Measure Date Value
2021: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,376
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,355
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 905
Number of retired or separated participants receiving benefits 2020-01-01 7
Number of other retired or separated participants entitled to future benefits 2020-01-01 453
Total of all active and inactive participants 2020-01-01 1,365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 11
Total participants 2020-01-01 1,376
Number of participants with account balances 2020-01-01 1,376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,363
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 970
Number of retired or separated participants receiving benefits 2019-01-01 17
Number of other retired or separated participants entitled to future benefits 2019-01-01 361
Total of all active and inactive participants 2019-01-01 1,348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 7
Total participants 2019-01-01 1,355
Number of participants with account balances 2019-01-01 1,355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,368
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,001
Number of retired or separated participants receiving benefits 2017-01-01 9
Number of other retired or separated participants entitled to future benefits 2017-01-01 346
Total of all active and inactive participants 2017-01-01 1,356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 8
Total participants 2017-01-01 1,364
Number of participants with account balances 2017-01-01 1,364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,340
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 988
Number of retired or separated participants receiving benefits 2016-01-01 6
Number of other retired or separated participants entitled to future benefits 2016-01-01 366
Total of all active and inactive participants 2016-01-01 1,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 8
Total participants 2016-01-01 1,368
Number of participants with account balances 2016-01-01 1,368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,398
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,011
Number of retired or separated participants receiving benefits 2015-01-01 5
Number of other retired or separated participants entitled to future benefits 2015-01-01 316
Total of all active and inactive participants 2015-01-01 1,332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 8
Total participants 2015-01-01 1,340
Number of participants with account balances 2015-01-01 1,340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,429
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,044
Number of retired or separated participants receiving benefits 2014-01-01 5
Number of other retired or separated participants entitled to future benefits 2014-01-01 342
Total of all active and inactive participants 2014-01-01 1,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 7
Total participants 2014-01-01 1,398
Number of participants with account balances 2014-01-01 1,398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,486
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,086
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 334
Total of all active and inactive participants 2013-01-01 1,421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 8
Total participants 2013-01-01 1,429
Number of participants with account balances 2013-01-01 1,429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,625
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,100
Number of retired or separated participants receiving benefits 2012-01-01 55
Number of other retired or separated participants entitled to future benefits 2012-01-01 289
Total of all active and inactive participants 2012-01-01 1,444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 6
Total participants 2012-01-01 1,450
Number of participants with account balances 2012-01-01 1,451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,579
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,148
Number of retired or separated participants receiving benefits 2011-01-01 137
Number of other retired or separated participants entitled to future benefits 2011-01-01 318
Total of all active and inactive participants 2011-01-01 1,603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 5
Total participants 2011-01-01 1,608
Number of participants with account balances 2011-01-01 1,608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,542
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,178
Number of retired or separated participants receiving benefits 2009-01-01 55
Number of other retired or separated participants entitled to future benefits 2009-01-01 276
Total of all active and inactive participants 2009-01-01 1,509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 1,510
Number of participants with account balances 2009-01-01 1,510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,376
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,355
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	905
Number of retired or separated participants receiving benefits	2020-01-01	7
Number of other retired or separated participants entitled to future benefits	2020-01-01	453
Total of all active and inactive participants	2020-01-01	1,365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	11
Total participants	2020-01-01	1,376
Number of participants with account balances	2020-01-01	1,376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,363
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	970
Number of retired or separated participants receiving benefits	2019-01-01	17
Number of other retired or separated participants entitled to future benefits	2019-01-01	361
Total of all active and inactive participants	2019-01-01	1,348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	7
Total participants	2019-01-01	1,355
Number of participants with account balances	2019-01-01	1,355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,368
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,001
Number of retired or separated participants receiving benefits	2017-01-01	9
Number of other retired or separated participants entitled to future benefits	2017-01-01	346
Total of all active and inactive participants	2017-01-01	1,356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	8
Total participants	2017-01-01	1,364
Number of participants with account balances	2017-01-01	1,364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,340
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	988
Number of retired or separated participants receiving benefits	2016-01-01	6
Number of other retired or separated participants entitled to future benefits	2016-01-01	366
Total of all active and inactive participants	2016-01-01	1,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	8
Total participants	2016-01-01	1,368
Number of participants with account balances	2016-01-01	1,368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,398
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,011
Number of retired or separated participants receiving benefits	2015-01-01	5
Number of other retired or separated participants entitled to future benefits	2015-01-01	316
Total of all active and inactive participants	2015-01-01	1,332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	8
Total participants	2015-01-01	1,340
Number of participants with account balances	2015-01-01	1,340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,429
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,044
Number of retired or separated participants receiving benefits	2014-01-01	5
Number of other retired or separated participants entitled to future benefits	2014-01-01	342
Total of all active and inactive participants	2014-01-01	1,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	7
Total participants	2014-01-01	1,398
Number of participants with account balances	2014-01-01	1,398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,486
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,086
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	334
Total of all active and inactive participants	2013-01-01	1,421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	8
Total participants	2013-01-01	1,429
Number of participants with account balances	2013-01-01	1,429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,625
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,100
Number of retired or separated participants receiving benefits	2012-01-01	55
Number of other retired or separated participants entitled to future benefits	2012-01-01	289
Total of all active and inactive participants	2012-01-01	1,444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	6
Total participants	2012-01-01	1,450
Number of participants with account balances	2012-01-01	1,451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,579
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,148
Number of retired or separated participants receiving benefits	2011-01-01	137
Number of other retired or separated participants entitled to future benefits	2011-01-01	318
Total of all active and inactive participants	2011-01-01	1,603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	5
Total participants	2011-01-01	1,608
Number of participants with account balances	2011-01-01	1,608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,542
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,178
Number of retired or separated participants receiving benefits	2009-01-01	55
Number of other retired or separated participants entitled to future benefits	2009-01-01	276
Total of all active and inactive participants	2009-01-01	1,509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	1,510
Number of participants with account balances	2009-01-01	1,510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN

Measure	Date	Value
2021 : SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2021 401k financial data
Total transfer of assets from this plan	2021-12-31	$366,885,628
Total income from all sources (including contributions)	2021-12-31	$58,070,994
Total of all expenses incurred	2021-12-31	$26,395,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$26,298,064
Expenses. Certain deemed distributions of participant loans	2021-12-31	$11,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$16,121,872
Value of total assets at end of year	2021-12-31	$0
Value of total assets at beginning of year	2021-12-31	$335,210,278
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$86,246
Total interest from all sources	2021-12-31	$223,108
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$5,366,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$5,366,525
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
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$13,177,959
Amount contributed by the employer to the plan for this plan year	2021-12-31	$13,177,959
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$4,251,212
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$37,332,649
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,943,913
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$55,760
Other income not declared elsewhere	2021-12-31	$3,653,731
Administrative expenses (other) incurred	2021-12-31	$86,246
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	$31,675,350
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$335,210,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$293,570,657
Interest on participant loans	2021-12-31	$223,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$32,705,758
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	$13,177,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$26,298,064
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	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	Yes
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FORVIS LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$52,772,595
Total of all expenses incurred	2020-12-31	$22,255,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$22,103,246
Expenses. Certain deemed distributions of participant loans	2020-12-31	$60,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$14,278,708
Value of total assets at end of year	2020-12-31	$335,210,278
Value of total assets at beginning of year	2020-12-31	$304,692,829
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$91,360
Total interest from all sources	2020-12-31	$248,186
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$4,387,991
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	$4,387,991
Administrative expenses professional fees incurred	2020-12-31	$2,467
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
Funding deficiency by the employer to the plan for this plan year	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$13,271,077
Amount contributed by the employer to the plan for this plan year	2020-12-31	$13,271,077
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Participant contributions at end of year	2020-12-31	$4,251,212
Participant contributions at beginning of year	2020-12-31	$3,579,645
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$37,332,649
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$33,686,270
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,007,631
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$55,760
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$1,520
Other income not declared elsewhere	2020-12-31	$5,260,304
Administrative expenses (other) incurred	2020-12-31	$88,893
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	$30,517,449
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$335,210,278
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$304,692,829
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$293,570,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$267,422,931
Interest on participant loans	2020-12-31	$248,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$2,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$2,463
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$28,597,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$13,271,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$22,103,246
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
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	Unqualified
Accountancy firm name	2020-12-31	BKD CPAS & ADVISORS
Accountancy firm EIN	2020-12-31	440160260
2019 : SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$66,247,460
Total income from all sources (including contributions)	2019-12-31	$66,247,460
Total of all expenses incurred	2019-12-31	$15,096,465
Total of all expenses incurred	2019-12-31	$15,096,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$14,981,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$14,981,102
Expenses. Certain deemed distributions of participant loans	2019-12-31	$25,531
Expenses. Certain deemed distributions of participant loans	2019-12-31	$25,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$14,065,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$14,065,626
Value of total assets at end of year	2019-12-31	$304,692,829
Value of total assets at end of year	2019-12-31	$304,692,829
Value of total assets at beginning of year	2019-12-31	$253,541,834
Value of total assets at beginning of year	2019-12-31	$253,541,834
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$89,832
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$89,832
Total interest from all sources	2019-12-31	$234,864
Total interest from all sources	2019-12-31	$234,864
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$5,160,584
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$5,160,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$5,160,584
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$5,160,584
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$13,008,054
Amount contributed by the employer to the plan for this plan year	2019-12-31	$13,008,054
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Participant contributions at end of year	2019-12-31	$3,579,645
Participant contributions at end of year	2019-12-31	$3,579,645
Participant contributions at beginning of year	2019-12-31	$3,969,665
Participant contributions at beginning of year	2019-12-31	$3,969,665
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$33,686,270
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$33,686,270
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$31,060,946
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$31,060,946
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,057,572
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,057,572
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$1,520
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$1,520
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$2,490
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$2,490
Other income not declared elsewhere	2019-12-31	$4,552,849
Other income not declared elsewhere	2019-12-31	$4,552,849
Administrative expenses (other) incurred	2019-12-31	$89,832
Administrative expenses (other) incurred	2019-12-31	$89,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$51,150,995
Value of net income/loss	2019-12-31	$51,150,995
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$304,692,829
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$304,692,829
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$253,541,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$267,422,931
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$267,422,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$218,506,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$218,506,285
Interest on participant loans	2019-12-31	$234,850
Interest on participant loans	2019-12-31	$234,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$2,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$2,463
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$2,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$2,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$2,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$2,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$42,233,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$42,233,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$13,008,054
Contributions received in cash from employer	2019-12-31	$13,008,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$14,981,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$14,981,102
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BKD CPAS & ADVISORS
Accountancy firm name	2019-12-31	BKD CPAS & ADVISORS
Accountancy firm EIN	2019-12-31	440160260
Accountancy firm EIN	2019-12-31	440160260
2018 : SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$-699,497
Total of all expenses incurred	2018-12-31	$15,942,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$15,848,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$13,683,629
Value of total assets at end of year	2018-12-31	$253,541,834
Value of total assets at beginning of year	2018-12-31	$270,184,119
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$94,274
Total interest from all sources	2018-12-31	$225,485
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$4,323,888
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	$4,323,888
Administrative expenses professional fees incurred	2018-12-31	$6,500
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
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$12,977,690
Amount contributed by the employer to the plan for this plan year	2018-12-31	$12,977,690
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Participant contributions at end of year	2018-12-31	$3,969,665
Participant contributions at beginning of year	2018-12-31	$4,098,003
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$31,060,946
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$31,714,612
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$705,672
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$2,490
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$1,298
Other income not declared elsewhere	2018-12-31	$-1,691,511
Administrative expenses (other) incurred	2018-12-31	$87,774
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	$-16,642,285
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$253,541,834
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$270,184,119
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	$218,506,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$234,361,546
Interest on participant loans	2018-12-31	$225,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$2,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$8,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$8,660
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-17,240,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$12,977,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$15,848,514
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
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	BKD CPAS & ADVISORS
Accountancy firm EIN	2018-12-31	440160260
2017 : SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$52,447,043
Total of all expenses incurred	2017-12-31	$12,090,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$12,001,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$13,477,777
Value of total assets at end of year	2017-12-31	$270,184,119
Value of total assets at beginning of year	2017-12-31	$229,827,250
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$89,097
Total interest from all sources	2017-12-31	$225,997
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$3,726,905
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	$3,726,905
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
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$-12,859,070
Minimum employer required contribution for this plan year	2017-12-31	$0
Amount contributed by the employer to the plan for this plan year	2017-12-31	$12,859,070
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Participant contributions at end of year	2017-12-31	$4,098,003
Participant contributions at beginning of year	2017-12-31	$3,827,178
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$31,714,612
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$30,480,456
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$618,707
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$1,298
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$898
Other income not declared elsewhere	2017-12-31	$4,281,900
Administrative expenses (other) incurred	2017-12-31	$89,097
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	$40,356,869
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$270,184,119
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$229,827,250
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	$234,361,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$195,511,171
Interest on participant loans	2017-12-31	$225,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$8,660
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$7,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$7,547
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$30,734,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$12,859,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$12,001,077
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
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	BKD
Accountancy firm EIN	2017-12-31	440160260
2016 : SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$27,688,785
Total of all expenses incurred	2016-12-31	$9,825,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$9,691,594
Expenses. Certain deemed distributions of participant loans	2016-12-31	$24,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$13,807,786
Value of total assets at end of year	2016-12-31	$229,827,250
Value of total assets at beginning of year	2016-12-31	$211,963,829
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$109,082
Total interest from all sources	2016-12-31	$192,943
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$3,322,964
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	$3,322,964
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
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$13,137,335
Amount contributed by the employer to the plan for this plan year	2016-12-31	$13,137,335
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Participant contributions at end of year	2016-12-31	$3,827,178
Participant contributions at beginning of year	2016-12-31	$3,613,233
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$30,480,456
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$27,553,325
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$670,451
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$898
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$1,094
Other income not declared elsewhere	2016-12-31	$1,688,059
Administrative expenses (other) incurred	2016-12-31	$109,082
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	$17,863,421
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$229,827,250
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$211,963,829
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	$195,511,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$180,794,374
Interest on participant loans	2016-12-31	$192,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$7,547
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$8,677,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$13,137,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$9,691,594
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
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	BKD
Accountancy firm EIN	2016-12-31	440160260
2015 : SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$22,896,605
Total of all expenses incurred	2015-12-31	$16,070,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$15,980,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$23,376,070
Value of total assets at end of year	2015-12-31	$211,963,829
Value of total assets at beginning of year	2015-12-31	$205,137,533
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$89,976
Total interest from all sources	2015-12-31	$176,397
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$3,437,044
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	$3,437,044
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
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$11,846,146
Amount contributed by the employer to the plan for this plan year	2015-12-31	$11,846,146
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Participant contributions at end of year	2015-12-31	$3,613,233
Participant contributions at beginning of year	2015-12-31	$3,354,461
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$27,553,325
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$28,161,512
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$11,529,924
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$1,094
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$718
Other income not declared elsewhere	2015-12-31	$-435,595
Administrative expenses (other) incurred	2015-12-31	$89,976
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	$6,826,296
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$211,963,829
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$205,137,533
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	$180,794,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$173,620,842
Interest on participant loans	2015-12-31	$176,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-3,657,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$11,846,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$15,980,333
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
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	BKD
Accountancy firm EIN	2015-12-31	440160260
2014 : SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total transfer of assets to this plan	2014-12-31	$83,548
Total income from all sources (including contributions)	2014-12-31	$23,858,014
Total of all expenses incurred	2014-12-31	$13,448,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$13,374,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$13,084,321
Value of total assets at end of year	2014-12-31	$205,137,533
Value of total assets at beginning of year	2014-12-31	$194,644,622
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$74,002
Total interest from all sources	2014-12-31	$166,682
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$3,465,519
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	$3,465,519
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
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$13,209,778
Amount contributed by the employer to the plan for this plan year	2014-12-31	$13,209,778
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Participant contributions at end of year	2014-12-31	$3,354,461
Participant contributions at beginning of year	2014-12-31	$3,402,979
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$28,161,512
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$27,580,757
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$988,414
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$718
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$2,079
Other income not declared elsewhere	2014-12-31	$1,095,794
Administrative expenses (other) incurred	2014-12-31	$74,002
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	$10,409,363
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$205,137,533
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$194,644,622
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	$173,620,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$163,656,612
Interest on participant loans	2014-12-31	$166,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$2,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$2,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$6,045,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$12,095,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$13,374,649
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
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	BKD
Accountancy firm EIN	2014-12-31	440160260
2013 : SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$43,559,816
Total of all expenses incurred	2013-12-31	$19,048,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$18,863,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$12,414,332
Value of total assets at end of year	2013-12-31	$194,644,622
Value of total assets at beginning of year	2013-12-31	$170,133,689
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$185,347
Total interest from all sources	2013-12-31	$180,459
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$2,187,358
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	$2,187,358
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$12,069,447
Amount contributed by the employer to the plan for this plan year	2013-12-31	$12,069,447
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Participant contributions at end of year	2013-12-31	$3,402,979
Participant contributions at beginning of year	2013-12-31	$3,357,317
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$27,580,757
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$344,885
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$2,079
Other income not declared elsewhere	2013-12-31	$7,145,094
Administrative expenses (other) incurred	2013-12-31	$185,347
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	$24,510,933
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$194,644,622
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$170,133,689
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	$163,656,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$153,327,544
Interest on participant loans	2013-12-31	$176,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$2,195
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$13,448,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$13,448,828
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$3,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$21,632,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$12,069,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$18,863,536
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$0
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	BKD
Accountancy firm EIN	2013-12-31	440160260
2012 : SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$32,368,327
Total loss/gain on sale of assets	2012-12-31	$-5,834
Total of all expenses incurred	2012-12-31	$12,760,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$12,583,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$12,679,237
Value of total assets at end of year	2012-12-31	$170,133,689
Value of total assets at beginning of year	2012-12-31	$150,525,522
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$176,895
Total interest from all sources	2012-12-31	$188,421
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$3,908,539
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	$3,907,754
Administrative expenses professional fees incurred	2012-12-31	$1,171
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$12,201,907
Amount contributed by the employer to the plan for this plan year	2012-12-31	$12,201,907
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Participant contributions at end of year	2012-12-31	$3,357,317
Participant contributions at beginning of year	2012-12-31	$3,226,071
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$477,330
Administrative expenses (other) incurred	2012-12-31	$32,975
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	$19,608,167
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$170,133,689
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$150,525,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$142,749
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$153,327,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$132,771,238
Interest on participant loans	2012-12-31	$173,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$13,448,828
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$14,452,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$14,452,338
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$14,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$15,597,964
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	$12,201,907
Income. Dividends from common stock	2012-12-31	$785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$12,583,265
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$75,875
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$70,041
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$75,875
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	BKD
Accountancy firm EIN	2012-12-31	440160260
2011 : SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-17,835
Total unrealized appreciation/depreciation of assets	2011-12-31	$-17,835
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$10,222,708
Total loss/gain on sale of assets	2011-12-31	$35,764
Total of all expenses incurred	2011-12-31	$8,621,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$8,460,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$13,002,324
Value of total assets at end of year	2011-12-31	$150,525,522
Value of total assets at beginning of year	2011-12-31	$148,924,698
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$161,255
Total interest from all sources	2011-12-31	$164,448
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$3,169,311
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	$3,165,838
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$12,786,011
Amount contributed by the employer to the plan for this plan year	2011-12-31	$12,786,011
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Participant contributions at end of year	2011-12-31	$3,226,071
Participant contributions at beginning of year	2011-12-31	$2,349,419
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$216,313
Other income not declared elsewhere	2011-12-31	$175
Administrative expenses (other) incurred	2011-12-31	$33,371
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	$1,600,824
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$150,525,522
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$148,924,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$127,884
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$132,771,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$132,119,853
Interest on participant loans	2011-12-31	$154,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$14,452,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$13,820,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$13,820,279
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$9,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-6,131,479
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	$12,786,011
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$85
Income. Dividends from common stock	2011-12-31	$3,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$8,460,629
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$75,875
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$635,062
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
Aggregate proceeds on sale of assets	2011-12-31	$577,116
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$541,352
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	BKD, LLP
Accountancy firm EIN	2011-12-31	440160260
2010 : SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$101,089
Total unrealized appreciation/depreciation of assets	2010-12-31	$101,089
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	$27,343,563
Total loss/gain on sale of assets	2010-12-31	$4,473
Total of all expenses incurred	2010-12-31	$5,226,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$5,075,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$13,323,399
Value of total assets at end of year	2010-12-31	$148,924,698
Value of total assets at beginning of year	2010-12-31	$126,807,463
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$150,837
Total interest from all sources	2010-12-31	$83,081
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$2,646,161
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	$2,636,539
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$12,539,568
Amount contributed by the employer to the plan for this plan year	2010-12-31	$12,539,568
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Participant contributions at end of year	2010-12-31	$2,349,419
Participant contributions at beginning of year	2010-12-31	$531,001
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$783,745
Administrative expenses (other) incurred	2010-12-31	$38,034
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	$22,117,235
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$148,924,698
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$126,807,463
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
Investment advisory and management fees	2010-12-31	$112,803
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$132,119,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$110,239,026
Interest on participant loans	2010-12-31	$73,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$13,820,279
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$15,352,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$15,352,576
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$9,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$11,185,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$12,539,654
Employer contributions (assets) at end of year	2010-12-31	$85
Employer contributions (assets) at beginning of year	2010-12-31	$76,053
Income. Dividends from common stock	2010-12-31	$9,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$5,075,491
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$635,062
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$608,807
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
Aggregate proceeds on sale of assets	2010-12-31	$79,307
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$74,834
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	BKD, LLP
Accountancy firm EIN	2010-12-31	440160260
2009 : SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$12,021,088
Amount contributed by the employer to the plan for this plan year	2009-12-31	$12,021,088

Form 5500 Responses for SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN

2021: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SHOOK, HARDY & BACON MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SHOOK, HARDY & BACON L.L.P.
Employer identification number (EIN):	440585497
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator
002	2021-01-01
002	2021-01-01	MATTHEW J. BOHNEN
002	2020-01-01
002	2019-01-01
002	2017-01-01	MATTHEW J. BOHNEN
002	2016-01-01	MATTHEW J. BOHNEN
002	2015-01-01	MATTHEW J. BOHNEN
002	2014-01-01	WILLIAM JOHNSMEYER
002	2013-01-01	WILLIAM JOHNSMEYER
002	2012-01-01	WILLIAM JOHNSMEYER
002	2011-01-01	WILLIAM JOHNSMEYER
002	2009-01-01	WILLIAM JOHNSMEYER