401k Plan data: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST plan

CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 401k Plan overview

Plan Name	CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST
Plan identification number	001

CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

CLARKSTON-POTOMAC GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: CLARKSTON-POTOMAC GROUP, INC.

Employer identification number (EIN): 541606655

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 MICHAEL P. LEARY
001 2024-01-01 MICHAEL P. LEARY
001 2023-01-01
001 2023-01-01 MICHAEL P. LEARY
001 2022-01-01
001 2022-01-01 MICHAEL P. LEARY
001 2021-01-01
001 2021-01-01 MICHAEL P. LEARY
001 2020-01-01
001 2019-01-01
001 2018-01-01 CAROL GILLESPIE
001 2017-01-01 CAROL GILLESPIE
001 2016-01-01 CAROL GILLESPIE
001 2015-01-01 CAROL GILLESPIE
001 2014-01-01 CAROL GILLESPIE
001 2013-01-01 CAROL GILLESPIE
001 2012-01-01 CAROL GILLESPIE
001 2011-01-01 CAROL GILLESPIE
001 2010-01-01 CAROL GILLESPIE
001 2009-01-01 CAROL GILLESPIE

Plan Statistics for CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST

401k plan membership statisitcs for CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST

Measure Date Value
2023: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 603
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 378
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 219
Total of all active and inactive participants 2023-01-01 597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 597
Number of participants with account balances 2023-01-01 594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 56
2022: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 514
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 405
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 198
Total of all active and inactive participants 2022-01-01 603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 603
Number of participants with account balances 2022-01-01 603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 49
2021: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 439
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 330
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 184
Total of all active and inactive participants 2021-01-01 514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 514
Number of participants with account balances 2021-01-01 510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 53
2020: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 442
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 280
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 158
Total of all active and inactive participants 2020-01-01 438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 439
Number of participants with account balances 2020-01-01 438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 31
2019: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 405
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 280
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 161
Total of all active and inactive participants 2019-01-01 441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 442
Number of participants with account balances 2019-01-01 439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 39
2018: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 411
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 244
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 160
Total of all active and inactive participants 2018-01-01 404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 405
Number of participants with account balances 2018-01-01 399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 32
2017: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 425
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 257
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 153
Total of all active and inactive participants 2017-01-01 410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 411
Number of participants with account balances 2017-01-01 405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 53
2016: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 345
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 285
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 139
Total of all active and inactive participants 2016-01-01 424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 425
Number of participants with account balances 2016-01-01 423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 42
2015: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 587
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 209
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 135
Total of all active and inactive participants 2015-01-01 344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 345
Number of participants with account balances 2015-01-01 342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 33
2014: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 504
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 420
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 166
Total of all active and inactive participants 2014-01-01 586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 587
Number of participants with account balances 2014-01-01 550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 51
2013: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 469
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 345
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 158
Total of all active and inactive participants 2013-01-01 503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 504
Number of participants with account balances 2013-01-01 498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 41
2012: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 423
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 305
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 164
Total of all active and inactive participants 2012-01-01 469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 469
Number of participants with account balances 2012-01-01 449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 39
2011: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 404
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 255
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 168
Total of all active and inactive participants 2011-01-01 423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 423
Number of participants with account balances 2011-01-01 415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 48
2010: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 387
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 250
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 154
Total of all active and inactive participants 2010-01-01 404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 404
Number of participants with account balances 2010-01-01 386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 28
2009: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 435
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 200
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 187
Total of all active and inactive participants 2009-01-01 387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 387
Number of participants with account balances 2009-01-01 384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 27

Measure	Date	Value
2023: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	603
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	378
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	219
Total of all active and inactive participants	2023-01-01	597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	597
Number of participants with account balances	2023-01-01	594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	56
2022: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	514
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	405
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	198
Total of all active and inactive participants	2022-01-01	603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	603
Number of participants with account balances	2022-01-01	603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	49
2021: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	439
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	330
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	184
Total of all active and inactive participants	2021-01-01	514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	514
Number of participants with account balances	2021-01-01	510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	53
2020: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	442
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	280
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	158
Total of all active and inactive participants	2020-01-01	438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	439
Number of participants with account balances	2020-01-01	438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	31
2019: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	405
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	280
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	161
Total of all active and inactive participants	2019-01-01	441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	442
Number of participants with account balances	2019-01-01	439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	39
2018: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	411
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	244
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	160
Total of all active and inactive participants	2018-01-01	404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	405
Number of participants with account balances	2018-01-01	399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	32
2017: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	425
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	257
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	153
Total of all active and inactive participants	2017-01-01	410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	411
Number of participants with account balances	2017-01-01	405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	53
2016: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	345
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	285
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	139
Total of all active and inactive participants	2016-01-01	424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	425
Number of participants with account balances	2016-01-01	423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	42
2015: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	587
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	209
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	135
Total of all active and inactive participants	2015-01-01	344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	345
Number of participants with account balances	2015-01-01	342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	33
2014: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	504
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	420
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	166
Total of all active and inactive participants	2014-01-01	586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	587
Number of participants with account balances	2014-01-01	550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	51
2013: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	469
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	345
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	158
Total of all active and inactive participants	2013-01-01	503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	504
Number of participants with account balances	2013-01-01	498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	41
2012: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	423
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	305
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	164
Total of all active and inactive participants	2012-01-01	469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	469
Number of participants with account balances	2012-01-01	449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	39
2011: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	404
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	255
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	168
Total of all active and inactive participants	2011-01-01	423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	423
Number of participants with account balances	2011-01-01	415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	48
2010: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	387
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	250
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	154
Total of all active and inactive participants	2010-01-01	404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	404
Number of participants with account balances	2010-01-01	386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	28
2009: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	435
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	200
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	187
Total of all active and inactive participants	2009-01-01	387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	387
Number of participants with account balances	2009-01-01	384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	27

Financial Data on CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST

Measure	Date	Value
2023 : CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2023 401k financial data
Total income from all sources (including contributions)	2023-12-31	$23,822,869
Total of all expenses incurred	2023-12-31	$5,348,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$5,195,505
Value of total corrective distributions	2023-12-31	$898
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$8,055,150
Value of total assets at end of year	2023-12-31	$91,583,508
Value of total assets at beginning of year	2023-12-31	$73,109,468
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$152,426
Total interest from all sources	2023-12-31	$20,079
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$2,634,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$2,634,206
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$4,947,226
Participant contributions at end of year	2023-12-31	$439,371
Participant contributions at beginning of year	2023-12-31	$301,675
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$11,322,600
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$10,629,353
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$312,357
Other income not declared elsewhere	2023-12-31	$2,222,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$18,474,040
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$91,583,508
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$73,109,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$64,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$77,105,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$59,350,432
Interest on participant loans	2023-12-31	$20,079
Value of interest in common/collective trusts at end of year	2023-12-31	$1,781,349
Value of interest in common/collective trusts at beginning of year	2023-12-31	$1,484,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$10,848,132
Net investment gain or loss from common/collective trusts	2023-12-31	$43,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$2,795,567
Employer contributions (assets) at end of year	2023-12-31	$935,168
Employer contributions (assets) at beginning of year	2023-12-31	$1,343,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$5,195,505
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	HUGHES PITTMAN & GUPTON, LLP
Accountancy firm EIN	2023-12-31	561415202
Total income from all sources (including contributions)	2023-01-01	$23,822,869
Total of all expenses incurred	2023-01-01	$5,348,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$5,195,505
Value of total corrective distributions	2023-01-01	$898
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$8,055,150
Value of total assets at end of year	2023-01-01	$91,583,508
Value of total assets at beginning of year	2023-01-01	$73,109,468
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$152,426
Total interest from all sources	2023-01-01	$20,079
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$2,634,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$2,634,206
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$3,000,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$4,947,226
Participant contributions at end of year	2023-01-01	$439,371
Participant contributions at beginning of year	2023-01-01	$301,675
Assets. Other investments not covered elsewhere at end of year	2023-01-01	$11,322,600
Assets. Other investments not covered elsewhere at beginning of year	2023-01-01	$10,629,353
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$312,357
Other income not declared elsewhere	2023-01-01	$2,222,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$18,474,040
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$91,583,508
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$73,109,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$64,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$77,105,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$59,350,432
Interest on participant loans	2023-01-01	$20,079
Value of interest in common/collective trusts at end of year	2023-01-01	$1,781,349
Value of interest in common/collective trusts at beginning of year	2023-01-01	$1,484,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$10,848,132
Net investment gain or loss from common/collective trusts	2023-01-01	$43,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$2,795,567
Employer contributions (assets) at end of year	2023-01-01	$935,168
Employer contributions (assets) at beginning of year	2023-01-01	$1,343,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$5,195,505
Did the plan have assets held for investment	2023-01-01	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	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	HUGHES PITTMAN & GUPTON, LLP
Accountancy firm EIN	2023-01-01	561415202
2022 : CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-8,296,746
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,614,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,471,205
Value of total corrective distributions	2022-12-31	$2,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$8,022,172
Value of total assets at end of year	2022-12-31	$73,109,468
Value of total assets at beginning of year	2022-12-31	$85,020,486
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$141,038
Total interest from all sources	2022-12-31	$13,609
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,305,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,305,893
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$4,278,542
Participant contributions at end of year	2022-12-31	$301,675
Participant contributions at beginning of year	2022-12-31	$276,648
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$10,629,353
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$14,284,783
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$659,544
Other income not declared elsewhere	2022-12-31	$-3,296,553
Administrative expenses (other) incurred	2022-12-31	$79,038
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$4,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-11,911,018
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$73,109,468
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$85,020,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$62,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$59,350,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$67,964,177
Interest on participant loans	2022-12-31	$13,609
Value of interest in common/collective trusts at end of year	2022-12-31	$1,484,169
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,453,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-15,365,713
Net investment gain or loss from common/collective trusts	2022-12-31	$23,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$3,084,086
Employer contributions (assets) at end of year	2022-12-31	$1,343,839
Employer contributions (assets) at beginning of year	2022-12-31	$1,036,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,471,205
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	HUGHES PITTMAN & GUPTON, LLP
Accountancy firm EIN	2022-12-31	561415202
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-8,296,746
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$3,614,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$3,471,205
Value of total corrective distributions	2022-01-01	$2,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$8,022,172
Value of total assets at end of year	2022-01-01	$73,109,468
Value of total assets at beginning of year	2022-01-01	$85,020,486
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$141,038
Total interest from all sources	2022-01-01	$13,609
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$2,305,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$2,305,893
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$1,000,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$4,278,542
Participant contributions at end of year	2022-01-01	$301,675
Participant contributions at beginning of year	2022-01-01	$276,648
Assets. Other investments not covered elsewhere at end of year	2022-01-01	$10,629,353
Assets. Other investments not covered elsewhere at beginning of year	2022-01-01	$14,284,783
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$659,544
Other income not declared elsewhere	2022-01-01	$-3,296,553
Administrative expenses (other) incurred	2022-01-01	$79,038
Total non interest bearing cash at end of year	2022-01-01	$0
Total non interest bearing cash at beginning of year	2022-01-01	$4,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-11,911,018
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$73,109,468
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$85,020,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Investment advisory and management fees	2022-01-01	$62,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$59,350,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$67,964,177
Interest on participant loans	2022-01-01	$13,609
Value of interest in common/collective trusts at end of year	2022-01-01	$1,484,169
Value of interest in common/collective trusts at beginning of year	2022-01-01	$1,453,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-15,365,713
Net investment gain or loss from common/collective trusts	2022-01-01	$23,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$3,084,086
Employer contributions (assets) at end of year	2022-01-01	$1,343,839
Employer contributions (assets) at beginning of year	2022-01-01	$1,036,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$3,471,205
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	HUGHES PITTMAN & GUPTON, LLP
Accountancy firm EIN	2022-01-01	561415202
2021 : CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$19,767,299
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,980,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,848,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$8,236,743
Value of total assets at end of year	2021-12-31	$85,020,486
Value of total assets at beginning of year	2021-12-31	$69,233,339
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$132,093
Total interest from all sources	2021-12-31	$15,868
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$4,747,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$4,747,317
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$3,556,651
Participant contributions at end of year	2021-12-31	$276,648
Participant contributions at beginning of year	2021-12-31	$312,878
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$14,284,783
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$10,698,967
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,335,347
Other income not declared elsewhere	2021-12-31	$2,111,817
Administrative expenses (other) incurred	2021-12-31	$70,093
Total non interest bearing cash at end of year	2021-12-31	$4,737
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$15,787,147
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$85,020,486
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$69,233,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$62,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$67,964,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$56,272,436
Interest on participant loans	2021-12-31	$15,868
Value of interest in common/collective trusts at end of year	2021-12-31	$1,453,653
Value of interest in common/collective trusts at beginning of year	2021-12-31	$1,216,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,637,731
Net investment gain or loss from common/collective trusts	2021-12-31	$17,823
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	$3,344,745
Employer contributions (assets) at end of year	2021-12-31	$1,036,488
Employer contributions (assets) at beginning of year	2021-12-31	$733,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,848,059
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HUGHES PITTMAN & GUPTON, LLP
Accountancy firm EIN	2021-12-31	561415202
2020 : CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$16,280,908
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$4,258,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,130,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$5,056,698
Value of total assets at end of year	2020-12-31	$69,233,339
Value of total assets at beginning of year	2020-12-31	$57,211,234
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$128,233
Total interest from all sources	2020-12-31	$13,992
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,472,946
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	$2,472,946
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$3,164,278
Participant contributions at end of year	2020-12-31	$312,878
Participant contributions at beginning of year	2020-12-31	$275,493
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$10,698,967
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$8,445,681
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$210,469
Other income not declared elsewhere	2020-12-31	$1,714,515
Administrative expenses (other) incurred	2020-12-31	$68,233
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	$12,022,105
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$69,233,339
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$57,211,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$60,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$56,272,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$47,493,675
Interest on participant loans	2020-12-31	$13,992
Value of interest in common/collective trusts at end of year	2020-12-31	$1,216,039
Value of interest in common/collective trusts at beginning of year	2020-12-31	$867,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$7,003,306
Net investment gain or loss from common/collective trusts	2020-12-31	$19,451
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	$1,681,951
Employer contributions (assets) at end of year	2020-12-31	$733,019
Employer contributions (assets) at beginning of year	2020-12-31	$128,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,130,570
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HUGHES PITTMAN & GUPTON, LLP
Accountancy firm EIN	2020-12-31	561415202
2019 : CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$16,201,230
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,415,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,286,440
Value of total corrective distributions	2019-12-31	$858
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,794,061
Value of total assets at end of year	2019-12-31	$57,211,234
Value of total assets at beginning of year	2019-12-31	$44,425,331
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$128,029
Total interest from all sources	2019-12-31	$14,367
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,901,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,901,775
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$3,055,925
Participant contributions at end of year	2019-12-31	$275,493
Participant contributions at beginning of year	2019-12-31	$277,180
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$8,445,681
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$6,776,050
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$402,748
Other income not declared elsewhere	2019-12-31	$1,711,493
Administrative expenses (other) incurred	2019-12-31	$67,030
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	$12,785,903
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$57,211,234
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$44,425,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$60,999
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$47,493,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$35,905,305
Interest on participant loans	2019-12-31	$14,367
Value of interest in common/collective trusts at end of year	2019-12-31	$867,715
Value of interest in common/collective trusts at beginning of year	2019-12-31	$945,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$7,754,912
Net investment gain or loss from common/collective trusts	2019-12-31	$24,622
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
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	$1,335,388
Employer contributions (assets) at end of year	2019-12-31	$128,670
Employer contributions (assets) at beginning of year	2019-12-31	$521,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,286,440
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HUGHES PITTMAN & GUPTON, LLP
Accountancy firm EIN	2019-12-31	561415202
2018 : CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$565,634
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,626,977
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,334,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,206,185
Value of total corrective distributions	2018-12-31	$1,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,978,362
Value of total assets at end of year	2018-12-31	$44,425,331
Value of total assets at beginning of year	2018-12-31	$45,698,408
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$126,717
Total interest from all sources	2018-12-31	$17,714
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,357,670
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	$2,357,670
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,858,020
Participant contributions at end of year	2018-12-31	$277,180
Participant contributions at beginning of year	2018-12-31	$403,218
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$104,410
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$6,776,050
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$6,966,125
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$774,475
Other income not declared elsewhere	2018-12-31	$-604,213
Administrative expenses (other) incurred	2018-12-31	$68,201
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	$-707,443
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$44,425,331
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$45,698,408
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
Assets. partnership/joint venture interests at end of year	2018-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$89,600
Investment advisory and management fees	2018-12-31	$58,516
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$35,905,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$36,899,030
Interest on participant loans	2018-12-31	$17,714
Value of interest in common/collective trusts at end of year	2018-12-31	$945,636
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,010,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-5,144,366
Net investment gain or loss from common/collective trusts	2018-12-31	$21,810
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	$1,345,867
Employer contributions (assets) at end of year	2018-12-31	$521,160
Employer contributions (assets) at beginning of year	2018-12-31	$225,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,206,185
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	HUGHES PITTMAN & GUPTON, LLP
Accountancy firm EIN	2018-12-31	561415202
2017 : CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$11,581,869
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$6,413,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$6,270,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,832,645
Value of total assets at end of year	2017-12-31	$45,698,408
Value of total assets at beginning of year	2017-12-31	$40,529,711
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$142,434
Total interest from all sources	2017-12-31	$15,351
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,932,373
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	$1,932,373
Administrative expenses professional fees incurred	2017-12-31	$17,100
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$3,049,052
Participant contributions at end of year	2017-12-31	$403,218
Participant contributions at beginning of year	2017-12-31	$504,868
Participant contributions at end of year	2017-12-31	$104,410
Participant contributions at beginning of year	2017-12-31	$116,147
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$6,966,125
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$6,707,740
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$76,140
Other income not declared elsewhere	2017-12-31	$1,270,120
Administrative expenses (other) incurred	2017-12-31	$66,384
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$5,168,697
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$45,698,408
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$40,529,711
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
Assets. partnership/joint venture interests at end of year	2017-12-31	$89,600
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$0
Investment advisory and management fees	2017-12-31	$58,950
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$36,899,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$31,728,729
Interest on participant loans	2017-12-31	$15,351
Value of interest in common/collective trusts at end of year	2017-12-31	$1,010,597
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,207,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$4,511,803
Net investment gain or loss from common/collective trusts	2017-12-31	$19,577
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	$707,453
Employer contributions (assets) at end of year	2017-12-31	$225,428
Employer contributions (assets) at beginning of year	2017-12-31	$264,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$6,270,738
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	HUGHES PITTMAN & GUPTON, LLP
Accountancy firm EIN	2017-12-31	561415202
2016 : CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$8,134,374
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,711,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,585,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$4,756,920
Value of total assets at end of year	2016-12-31	$40,529,711
Value of total assets at beginning of year	2016-12-31	$34,107,046
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$125,851
Total interest from all sources	2016-12-31	$16,957
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,072,265
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	$1,072,265
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$3,202,930
Participant contributions at end of year	2016-12-31	$504,868
Participant contributions at beginning of year	2016-12-31	$408,537
Participant contributions at end of year	2016-12-31	$116,147
Participant contributions at beginning of year	2016-12-31	$128,574
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$6,707,740
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$5,963,563
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$740,838
Other income not declared elsewhere	2016-12-31	$461,203
Administrative expenses (other) incurred	2016-12-31	$70,526
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$3,912
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	$6,422,665
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$40,529,711
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$34,107,046
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
Investment advisory and management fees	2016-12-31	$55,325
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$31,728,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$26,095,249
Interest on participant loans	2016-12-31	$16,957
Value of interest in common/collective trusts at end of year	2016-12-31	$1,207,808
Value of interest in common/collective trusts at beginning of year	2016-12-31	$921,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,806,153
Net investment gain or loss from common/collective trusts	2016-12-31	$20,876
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	$813,152
Employer contributions (assets) at end of year	2016-12-31	$264,419
Employer contributions (assets) at beginning of year	2016-12-31	$586,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,585,858
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	HUGHES PITTMAN & GUPTON, LLP
Accountancy firm EIN	2016-12-31	561415202
2015 : CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$3,770,603
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$5,915,807
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,616,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,466,814
Value of total corrective distributions	2015-12-31	$9,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$5,809,319
Value of total assets at end of year	2015-12-31	$34,107,046
Value of total assets at beginning of year	2015-12-31	$34,577,893
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$139,620
Total interest from all sources	2015-12-31	$16,105
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$2,297,660
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	$2,297,660
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,921,186
Participant contributions at end of year	2015-12-31	$408,537
Participant contributions at beginning of year	2015-12-31	$342,283
Participant contributions at end of year	2015-12-31	$128,574
Participant contributions at beginning of year	2015-12-31	$96,153
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$5,963,563
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$5,925,502
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$805,935
Other income not declared elsewhere	2015-12-31	$-108,905
Administrative expenses (other) incurred	2015-12-31	$87,620
Total non interest bearing cash at end of year	2015-12-31	$3,912
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$3,299,756
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$34,107,046
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$34,577,893
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
Assets. partnership/joint venture interests at end of year	2015-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$17,238
Investment advisory and management fees	2015-12-31	$52,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$26,095,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$27,010,812
Interest on participant loans	2015-12-31	$16,105
Value of interest in common/collective trusts at end of year	2015-12-31	$921,185
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,045,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,093,741
Net investment gain or loss from common/collective trusts	2015-12-31	$-4,631
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	$2,082,198
Employer contributions (assets) at end of year	2015-12-31	$586,026
Employer contributions (assets) at beginning of year	2015-12-31	$140,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,466,814
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	HUGHES PITTMAN & GUPTON, LLP
Accountancy firm EIN	2015-12-31	561415202
2014 : CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$4,980,092
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$3,279,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,140,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,950,613
Value of total assets at end of year	2014-12-31	$34,577,893
Value of total assets at beginning of year	2014-12-31	$32,877,040
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$138,542
Total interest from all sources	2014-12-31	$10,147
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$2,126,383
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	$2,126,383
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,662,092
Participant contributions at end of year	2014-12-31	$342,283
Participant contributions at beginning of year	2014-12-31	$278,121
Participant contributions at end of year	2014-12-31	$96,153
Participant contributions at beginning of year	2014-12-31	$92,078
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$5,925,502
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$6,225,847
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$149,070
Other income not declared elsewhere	2014-12-31	$438,885
Administrative expenses (other) incurred	2014-12-31	$86,542
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	$1,700,853
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$34,577,893
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$32,877,040
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
Assets. partnership/joint venture interests at end of year	2014-12-31	$17,238
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$14,009
Investment advisory and management fees	2014-12-31	$52,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$27,010,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$25,107,344
Interest on participant loans	2014-12-31	$10,147
Value of interest in common/collective trusts at end of year	2014-12-31	$1,045,905
Value of interest in common/collective trusts at beginning of year	2014-12-31	$972,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-567,303
Net investment gain or loss from common/collective trusts	2014-12-31	$21,367
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	$139,451
Employer contributions (assets) at end of year	2014-12-31	$140,000
Employer contributions (assets) at beginning of year	2014-12-31	$187,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,140,697
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	HUGHES PITTMAN & GUPTON, LLP
Accountancy firm EIN	2014-12-31	561415202
2013 : CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$9,635,648
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$3,254,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,131,056
Value of total corrective distributions	2013-12-31	$3,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,254,727
Value of total assets at end of year	2013-12-31	$32,877,040
Value of total assets at beginning of year	2013-12-31	$26,496,179
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$120,507
Total interest from all sources	2013-12-31	$9,822
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$877,197
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	$877,197
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,431,277
Participant contributions at end of year	2013-12-31	$278,121
Participant contributions at beginning of year	2013-12-31	$239,753
Participant contributions at end of year	2013-12-31	$92,078
Participant contributions at beginning of year	2013-12-31	$77,718
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$6,225,847
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$4,806,604
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$62,989
Other income not declared elsewhere	2013-12-31	$1,030,133
Administrative expenses (other) incurred	2013-12-31	$71,757
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	$6,380,861
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$32,877,040
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$26,496,179
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
Assets. partnership/joint venture interests at end of year	2013-12-31	$14,009
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$76,971
Investment advisory and management fees	2013-12-31	$48,750
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$25,107,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$20,107,049
Interest on participant loans	2013-12-31	$9,822
Value of interest in common/collective trusts at end of year	2013-12-31	$972,325
Value of interest in common/collective trusts at beginning of year	2013-12-31	$946,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$4,475,837
Net investment gain or loss from common/collective trusts	2013-12-31	$-12,068
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	$760,461
Employer contributions (assets) at end of year	2013-12-31	$187,316
Employer contributions (assets) at beginning of year	2013-12-31	$241,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,131,056
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	HUGHES PITTMAN & GUPTON, LLP
Accountancy firm EIN	2013-12-31	561415202
2012 : CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$6,064,363
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,486,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,391,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,802,687
Value of total assets at end of year	2012-12-31	$26,496,179
Value of total assets at beginning of year	2012-12-31	$22,918,755
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$95,769
Total interest from all sources	2012-12-31	$8,450
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$595,672
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	$595,672
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,091,249
Participant contributions at end of year	2012-12-31	$239,753
Participant contributions at beginning of year	2012-12-31	$177,600
Participant contributions at end of year	2012-12-31	$77,718
Participant contributions at beginning of year	2012-12-31	$66,272
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$4,806,604
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$4,000,280
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,269
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$8,421
Other income not declared elsewhere	2012-12-31	$578,039
Administrative expenses (other) incurred	2012-12-31	$46,519
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	$3,577,424
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$26,496,179
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$22,918,755
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
Assets. partnership/joint venture interests at end of year	2012-12-31	$76,971
Assets. partnership/joint venture interests at beginning of year	2012-12-31	$46,201
Investment advisory and management fees	2012-12-31	$49,250
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$20,107,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$17,152,838
Interest on participant loans	2012-12-31	$8,450
Value of interest in common/collective trusts at end of year	2012-12-31	$946,762
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,294,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,061,264
Net investment gain or loss from common/collective trusts	2012-12-31	$18,251
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	$710,169
Employer contributions (assets) at end of year	2012-12-31	$241,322
Employer contributions (assets) at beginning of year	2012-12-31	$172,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,391,170
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HUGHES PITTMAN & GUPTON, LLP
Accountancy firm EIN	2012-12-31	561415202
2011 : CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$2,856,938
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,397,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,276,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$3,395,017
Value of total assets at end of year	2011-12-31	$22,918,755
Value of total assets at beginning of year	2011-12-31	$21,459,580
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$120,998
Total interest from all sources	2011-12-31	$7,190
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$248,811
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	$248,811
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$2,040,816
Participant contributions at end of year	2011-12-31	$177,600
Participant contributions at beginning of year	2011-12-31	$133,353
Participant contributions at end of year	2011-12-31	$66,272
Participant contributions at beginning of year	2011-12-31	$72,137
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$4,000,280
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$3,728,168
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$528,559
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$8,421
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$7,019
Other income not declared elsewhere	2011-12-31	$-77,939
Administrative expenses (other) incurred	2011-12-31	$66,321
Total non interest bearing cash at end of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$4,060
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	$1,459,175
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$22,918,755
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$21,459,580
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
Assets. partnership/joint venture interests at end of year	2011-12-31	$46,201
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$52,311
Investment advisory and management fees	2011-12-31	$54,677
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$17,152,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$15,998,561
Interest on participant loans	2011-12-31	$7,190
Value of interest in common/collective trusts at end of year	2011-12-31	$1,294,326
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,224,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-746,923
Net investment gain or loss from common/collective trusts	2011-12-31	$30,782
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	$825,642
Employer contributions (assets) at end of year	2011-12-31	$172,817
Employer contributions (assets) at beginning of year	2011-12-31	$239,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,276,765
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HUGHES PITTMAN & GUPTON, LLP
Accountancy firm EIN	2011-12-31	561415202
2010 : CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$52,764
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	$5,152,135
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,313,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,211,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,758,604
Value of total assets at end of year	2010-12-31	$21,459,580
Value of total assets at beginning of year	2010-12-31	$18,568,583
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$102,845
Total interest from all sources	2010-12-31	$7,098
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$244,544
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	$244,544
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,779,951
Participant contributions at end of year	2010-12-31	$133,353
Participant contributions at beginning of year	2010-12-31	$202,845
Participant contributions at end of year	2010-12-31	$72,137
Participant contributions at beginning of year	2010-12-31	$56,256
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$3,728,168
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$3,509,960
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$66,270
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$7,019
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$6,454
Other income not declared elsewhere	2010-12-31	$376,897
Administrative expenses (other) incurred	2010-12-31	$50,839
Total non interest bearing cash at end of year	2010-12-31	$4,060
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	$2,838,233
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$21,459,580
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$18,568,583
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
Assets. partnership/joint venture interests at end of year	2010-12-31	$52,311
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$33,889
Investment advisory and management fees	2010-12-31	$52,006
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$15,998,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$13,795,851
Interest on participant loans	2010-12-31	$7,098
Value of interest in common/collective trusts at end of year	2010-12-31	$1,224,497
Value of interest in common/collective trusts at beginning of year	2010-12-31	$963,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,713,040
Net investment gain or loss from common/collective trusts	2010-12-31	$51,952
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	$912,383
Employer contributions (assets) at end of year	2010-12-31	$239,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,211,057
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	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	HUGHES PITTMAN & GUPTON, LLP
Accountancy firm EIN	2010-12-31	561415202
2009 : CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST

2023: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 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: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 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
2010: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST 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:	CLARKSTON-POTOMAC GROUP, INC.
Employer identification number (EIN):	541606655
NAIC Classification:	541600

Plan id#	Filing Submission Date	Name of Administrator
001	2024-01-01	MICHAEL P. LEARY
001	2024-01-01	MICHAEL P. LEARY
001	2023-01-01
001	2023-01-01	MICHAEL P. LEARY
001	2022-01-01
001	2022-01-01	MICHAEL P. LEARY
001	2021-01-01
001	2021-01-01	MICHAEL P. LEARY
001	2020-01-01
001	2019-01-01
001	2018-01-01	CAROL GILLESPIE
001	2017-01-01	CAROL GILLESPIE
001	2016-01-01	CAROL GILLESPIE
001	2015-01-01	CAROL GILLESPIE
001	2014-01-01	CAROL GILLESPIE
001	2013-01-01	CAROL GILLESPIE
001	2012-01-01	CAROL GILLESPIE
001	2011-01-01	CAROL GILLESPIE
001	2010-01-01	CAROL GILLESPIE
001	2009-01-01	CAROL GILLESPIE