401k Plan data: Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN plan

Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 401k Plan overview

Plan Name	Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN
Plan identification number	333

Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

Z.V. PATE, INC. has sponsored the creation of one or more 401k plans.

Company Name: Z.V. PATE, INC.

Employer identification number (EIN): 560350280

NAIC Classification: 111900
NAIC Description: Other Crop Farming

Form 5500 Filing Information

Submission information for form 5500 for 401k plan Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
333 2022-01-01
333 2021-01-01
333 2020-01-01
333 2019-01-01
333 2018-01-01
333 2017-01-01
333 2016-01-01 BRADLEY WILLIAMS BRADLEY WILLIAMS 2017-10-16
333 2015-01-01 BRADLEY WILLIAMS BRADLEY WILLIAMS 2016-10-13
333 2014-01-01 BRADLEY WILLIAMS BRADLEY WILLIAMS 2015-10-13
333 2011-01-01 BRADLEY M. WILLIAMS BRADLEY M. WILLIAMS 2013-10-15
333 2010-01-01 BRADLEY WILLIAMS BRADLEY WILLIAMS 2013-10-15
333 2009-01-01 BRADLEY WILLIAMS
333 2009-01-01 BRADLEY WILLIAMS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
333	2022-01-01
333	2021-01-01
333	2020-01-01
333	2019-01-01
333	2018-01-01
333	2017-01-01
333	2016-01-01	BRADLEY WILLIAMS	BRADLEY WILLIAMS	2017-10-16
333	2015-01-01	BRADLEY WILLIAMS	BRADLEY WILLIAMS	2016-10-13
333	2014-01-01	BRADLEY WILLIAMS	BRADLEY WILLIAMS	2015-10-13
333	2011-01-01	BRADLEY M. WILLIAMS	BRADLEY M. WILLIAMS	2013-10-15
333	2010-01-01	BRADLEY WILLIAMS	BRADLEY WILLIAMS	2013-10-15
333	2009-01-01	BRADLEY WILLIAMS
333	2009-01-01	BRADLEY WILLIAMS

Plan Statistics for Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN

401k plan membership statisitcs for Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN

Measure Date Value
2022: Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 688
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 360
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 286
Total of all active and inactive participants 2022-01-01 646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 646
Number of participants with account balances 2022-01-01 578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 41
2021: Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 661
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 395
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 245
Total of all active and inactive participants 2021-01-01 640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 640
Number of participants with account balances 2021-01-01 540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 692
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 433
Number of other retired or separated participants entitled to future benefits 2020-01-01 212
Total of all active and inactive participants 2020-01-01 645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 645
Number of participants with account balances 2020-01-01 555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 658
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 455
Number of retired or separated participants receiving benefits 2019-01-01 14
Number of other retired or separated participants entitled to future benefits 2019-01-01 198
Total of all active and inactive participants 2019-01-01 667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 667
Number of participants with account balances 2019-01-01 557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 616
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 445
Number of retired or separated participants receiving benefits 2018-01-01 14
Number of other retired or separated participants entitled to future benefits 2018-01-01 184
Total of all active and inactive participants 2018-01-01 643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 643
Number of participants with account balances 2018-01-01 557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 666
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 455
Number of other retired or separated participants entitled to future benefits 2017-01-01 210
Total of all active and inactive participants 2017-01-01 665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 665
Number of participants with account balances 2017-01-01 591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6
2016: Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 635
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 461
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 179
Total of all active and inactive participants 2016-01-01 640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 640
Number of participants with account balances 2016-01-01 619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 61
2015: Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 680
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 513
Number of other retired or separated participants entitled to future benefits 2015-01-01 96
Total of all active and inactive participants 2015-01-01 609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 609
Number of participants with account balances 2015-01-01 555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 32
2014: Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 628
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 502
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 154
Total of all active and inactive participants 2014-01-01 656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 656
Number of participants with account balances 2014-01-01 615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 30
2011: Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 793
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 596
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 208
Total of all active and inactive participants 2011-01-01 804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 806
Number of participants with account balances 2011-01-01 741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 49
2010: Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 690
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 635
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 156
Total of all active and inactive participants 2010-01-01 791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 2
Total participants 2010-01-01 793
Number of participants with account balances 2010-01-01 730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 36
2009: Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 578
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 588
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 66
Total of all active and inactive participants 2009-01-01 654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 654
Number of participants with account balances 2009-01-01 569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 22

Measure	Date	Value
2022: Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	688
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	360
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	286
Total of all active and inactive participants	2022-01-01	646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	646
Number of participants with account balances	2022-01-01	578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	41
2021: Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	661
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	395
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	245
Total of all active and inactive participants	2021-01-01	640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	640
Number of participants with account balances	2021-01-01	540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	692
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	433
Number of other retired or separated participants entitled to future benefits	2020-01-01	212
Total of all active and inactive participants	2020-01-01	645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	645
Number of participants with account balances	2020-01-01	555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	658
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	455
Number of retired or separated participants receiving benefits	2019-01-01	14
Number of other retired or separated participants entitled to future benefits	2019-01-01	198
Total of all active and inactive participants	2019-01-01	667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	667
Number of participants with account balances	2019-01-01	557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	616
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	445
Number of retired or separated participants receiving benefits	2018-01-01	14
Number of other retired or separated participants entitled to future benefits	2018-01-01	184
Total of all active and inactive participants	2018-01-01	643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	643
Number of participants with account balances	2018-01-01	557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	666
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	455
Number of other retired or separated participants entitled to future benefits	2017-01-01	210
Total of all active and inactive participants	2017-01-01	665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	665
Number of participants with account balances	2017-01-01	591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6
2016: Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	635
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	461
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	179
Total of all active and inactive participants	2016-01-01	640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	640
Number of participants with account balances	2016-01-01	619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	61
2015: Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	680
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	513
Number of other retired or separated participants entitled to future benefits	2015-01-01	96
Total of all active and inactive participants	2015-01-01	609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	609
Number of participants with account balances	2015-01-01	555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	32
2014: Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	628
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	502
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	154
Total of all active and inactive participants	2014-01-01	656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	656
Number of participants with account balances	2014-01-01	615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	30
2011: Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	793
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	596
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	208
Total of all active and inactive participants	2011-01-01	804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	806
Number of participants with account balances	2011-01-01	741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	49
2010: Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	690
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	635
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	156
Total of all active and inactive participants	2010-01-01	791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	2
Total participants	2010-01-01	793
Number of participants with account balances	2010-01-01	730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	36
2009: Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	578
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	588
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	66
Total of all active and inactive participants	2009-01-01	654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	654
Number of participants with account balances	2009-01-01	569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	22

Financial Data on Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN

Measure	Date	Value
2022 : Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-3,334,769
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$6,115,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,937,128
Expenses. Certain deemed distributions of participant loans	2022-12-31	$34,066
Value of total corrective distributions	2022-12-31	$9,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,955,518
Value of total assets at end of year	2022-12-31	$31,190,115
Value of total assets at beginning of year	2022-12-31	$40,640,029
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$134,790
Total interest from all sources	2022-12-31	$40,218
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
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	$1,034,528
Participant contributions at end of year	2022-12-31	$826,620
Participant contributions at beginning of year	2022-12-31	$838,685
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$164,487
Administrative expenses (other) incurred	2022-12-31	$11,175
Total non interest bearing cash at beginning of year	2022-12-31	$62,205
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	$-9,449,914
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$31,190,115
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$40,640,029
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	$48,719
Value of interest in pooled separate accounts at end of year	2022-12-31	$30,363,495
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$39,739,139
Interest on participant loans	2022-12-31	$40,218
Net investment gain/loss from pooled separate accounts	2022-12-31	$-5,330,505
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	$756,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,937,128
Contract administrator fees	2022-12-31	$74,896
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	Disclaimer
Accountancy firm name	2022-12-31	S. PRESTON DOUGLAS & ASSOCIATES, LL
Accountancy firm EIN	2022-12-31	560731535
2021 : Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$6,827,952
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,064,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,905,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,704,013
Value of total assets at end of year	2021-12-31	$40,640,029
Value of total assets at beginning of year	2021-12-31	$37,876,798
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$159,632
Total interest from all sources	2021-12-31	$41,157
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$8,325
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$800,000
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	$970,231
Participant contributions at end of year	2021-12-31	$838,685
Participant contributions at beginning of year	2021-12-31	$890,311
Administrative expenses (other) incurred	2021-12-31	$2,686
Total non interest bearing cash at end of year	2021-12-31	$62,205
Total non interest bearing cash at beginning of year	2021-12-31	$39,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,763,231
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$40,640,029
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$37,876,798
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	$59,709
Value of interest in pooled separate accounts at end of year	2021-12-31	$39,739,139
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$36,947,468
Interest on participant loans	2021-12-31	$41,157
Net investment gain/loss from pooled separate accounts	2021-12-31	$5,082,782
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	$733,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,905,089
Contract administrator fees	2021-12-31	$88,912
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	S. PRESTON DOUGLAS & ASSOCIATES, LL
Accountancy firm EIN	2021-12-31	560731535
2020 : Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,835,587
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,281,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,131,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,642,644
Value of total assets at end of year	2020-12-31	$37,876,798
Value of total assets at beginning of year	2020-12-31	$34,323,078
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$150,690
Total interest from all sources	2020-12-31	$46,182
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$926,641
Participant contributions at end of year	2020-12-31	$890,311
Participant contributions at beginning of year	2020-12-31	$869,474
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$619
Total non interest bearing cash at end of year	2020-12-31	$39,019
Total non interest bearing cash at beginning of year	2020-12-31	$6,676
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	$3,553,720
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$37,876,798
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$34,323,078
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	$139,011
Value of interest in pooled separate accounts at end of year	2020-12-31	$36,947,468
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$33,446,928
Interest on participant loans	2020-12-31	$46,182
Net investment gain/loss from pooled separate accounts	2020-12-31	$4,146,761
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	$715,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,131,177
Contract administrator fees	2020-12-31	$11,679
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	S. PRESTON DOUGLAS & ASSOCIATES, LL
Accountancy firm EIN	2020-12-31	560731535
2019 : Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$7,366,719
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,221,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,062,018
Value of total corrective distributions	2019-12-31	$3,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,625,514
Value of total assets at end of year	2019-12-31	$34,323,078
Value of total assets at beginning of year	2019-12-31	$29,177,887
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$155,855
Total interest from all sources	2019-12-31	$47,898
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$841,243
Participant contributions at end of year	2019-12-31	$869,474
Participant contributions at beginning of year	2019-12-31	$965,292
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$111,842
Administrative expenses (other) incurred	2019-12-31	$19,304
Total non interest bearing cash at end of year	2019-12-31	$5,328
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	$5,145,191
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$34,323,078
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$29,177,887
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	$53,087
Value of interest in pooled separate accounts at end of year	2019-12-31	$33,446,928
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$28,204,923
Interest on participant loans	2019-12-31	$47,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,348
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$7,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$7,672
Net investment gain/loss from pooled separate accounts	2019-12-31	$5,693,307
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	$672,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,062,018
Contract administrator fees	2019-12-31	$83,464
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	S. PRESTON DOUGLAS & ASSOCIATES,LLP
Accountancy firm EIN	2019-12-31	560731535
2018 : Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$235,305
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,610,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,463,074
Value of total corrective distributions	2018-12-31	$181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,640,777
Value of total assets at end of year	2018-12-31	$29,177,887
Value of total assets at beginning of year	2018-12-31	$31,553,496
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$147,659
Total interest from all sources	2018-12-31	$49,478
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$836,996
Participant contributions at end of year	2018-12-31	$965,292
Participant contributions at beginning of year	2018-12-31	$944,985
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$166,531
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$11,843
Other income not declared elsewhere	2018-12-31	$10,605
Administrative expenses (other) incurred	2018-12-31	$14,483
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	$-2,375,609
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$29,177,887
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$31,553,496
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
Investment advisory and management fees	2018-12-31	$51,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$0
Value of interest in pooled separate accounts at end of year	2018-12-31	$28,204,923
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$30,590,637
Interest on participant loans	2018-12-31	$49,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$7,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$17,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$17,874
Net investment gain/loss from pooled separate accounts	2018-12-31	$-1,465,555
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	$637,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,451,231
Contract administrator fees	2018-12-31	$81,453
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	S. PRESTON DOUGLAS & ASSOCIATES,LLP
Accountancy firm EIN	2018-12-31	560731535
2017 : Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$5,733,507
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,374,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,263,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,412,012
Value of total assets at end of year	2017-12-31	$31,553,496
Value of total assets at beginning of year	2017-12-31	$27,194,984
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$111,102
Total interest from all sources	2017-12-31	$41,570
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$800,000
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	$811,278
Participant contributions at end of year	2017-12-31	$944,985
Participant contributions at beginning of year	2017-12-31	$1,026,149
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$6,764
Other income not declared elsewhere	2017-12-31	$23,632
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	$4,358,512
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$31,553,496
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$27,194,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Value of interest in pooled separate accounts at end of year	2017-12-31	$30,590,637
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$26,127,479
Interest on participant loans	2017-12-31	$41,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$17,874
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$41,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$41,356
Net investment gain/loss from pooled separate accounts	2017-12-31	$4,256,293
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	$600,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,257,129
Contract administrator fees	2017-12-31	$111,102
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	S. PRESTON DOUGLAS & ASSOCIATES LLP
Accountancy firm EIN	2017-12-31	560731535
2016 : Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$3,290,501
Total of all expenses incurred	2016-12-31	$1,604,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,539,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,421,967
Value of total assets at end of year	2016-12-31	$27,194,984
Value of total assets at beginning of year	2016-12-31	$25,508,846
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$65,196
Total interest from all sources	2016-12-31	$41,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$7,000
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
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$782,670
Participant contributions at end of year	2016-12-31	$1,026,149
Participant contributions at beginning of year	2016-12-31	$867,743
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$20,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,686,138
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$27,194,984
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$25,508,846
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	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$24,608,175
Value of interest in pooled separate accounts at end of year	2016-12-31	$26,127,479
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$41,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$41,356
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$32,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$32,928
Net investment gain/loss from pooled separate accounts	2016-12-31	$1,827,366
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	$618,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,539,167
Contract administrator fees	2016-12-31	$58,196
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	S. PRESTON DOUGLAS & ASSOCIATES LLP
Accountancy firm EIN	2016-12-31	560731535
2015 : Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,647,589
Total of all expenses incurred	2015-12-31	$1,641,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,568,248
Value of total corrective distributions	2015-12-31	$4,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,525,924
Value of total assets at end of year	2015-12-31	$25,508,846
Value of total assets at beginning of year	2015-12-31	$25,502,808
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$69,203
Total interest from all sources	2015-12-31	$38,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$815,271
Participant contributions at end of year	2015-12-31	$867,743
Participant contributions at beginning of year	2015-12-31	$969,155
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$57,599
Other income not declared elsewhere	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	$6,038
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$25,508,846
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$25,502,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$24,608,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$24,524,954
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$38,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$32,928
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$8,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$8,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$0
Net investment gain/loss from pooled separate accounts	2015-12-31	$82,932
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	$653,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,568,248
Contract administrator fees	2015-12-31	$69,203
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	S. PRESTON DOUGLAS & ASSOCIATES LLP
Accountancy firm EIN	2015-12-31	560731535
2014 : Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$2,598,430
Total of all expenses incurred	2014-12-31	$2,908,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,884,729
Value of total corrective distributions	2014-12-31	$1,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,415,448
Value of total assets at end of year	2014-12-31	$25,502,808
Value of total assets at beginning of year	2014-12-31	$25,812,407
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$22,299
Total interest from all sources	2014-12-31	$43,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$22,299
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$800,000
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	$806,684
Participant contributions at end of year	2014-12-31	$969,155
Participant contributions at beginning of year	2014-12-31	$1,088,300
Other income not declared elsewhere	2014-12-31	$17,562
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	$-309,599
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$25,502,808
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$25,812,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$24,524,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$24,675,890
Interest on participant loans	2014-12-31	$43,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$8,699
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$48,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$48,217
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,121,720
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	$608,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,884,729
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	S. PRESTON DOUGLAS & ASSOCIATES LLP
Accountancy firm EIN	2014-12-31	560731535
2011 : Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,535,066
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,935,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,837,513
Expenses. Certain deemed distributions of participant loans	2011-12-31	$2,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,408,308
Value of total assets at end of year	2011-12-31	$19,335,502
Value of total assets at beginning of year	2011-12-31	$19,735,930
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$95,925
Total interest from all sources	2011-12-31	$41,419
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$67,841
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	$67,841
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$676,877
Participant contributions at end of year	2011-12-31	$1,104,866
Participant contributions at beginning of year	2011-12-31	$832,833
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$48,417
Other income not declared elsewhere	2011-12-31	$59,717
Administrative expenses (other) incurred	2011-12-31	$95,925
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	$-400,428
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$19,335,502
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$19,735,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$10,943,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$14,143,826
Interest on participant loans	2011-12-31	$41,419
Value of interest in common/collective trusts at end of year	2011-12-31	$7,287,522
Value of interest in common/collective trusts at beginning of year	2011-12-31	$4,759,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-210,286
Net investment gain or loss from common/collective trusts	2011-12-31	$168,067
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	$683,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,837,513
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	S. PRESTON DOUGLAS & ASSOCIATES LLP
Accountancy firm EIN	2011-12-31	560731535
2010 : Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$3,813,551
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$865,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$770,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,611,125
Value of total assets at end of year	2010-12-31	$21,696,088
Value of total assets at beginning of year	2010-12-31	$18,747,943
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$95,094
Total interest from all sources	2010-12-31	$40,302
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$94,100
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	$94,100
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$842,942
Participant contributions at end of year	2010-12-31	$918,210
Participant contributions at beginning of year	2010-12-31	$822,544
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$26,209
Other income not declared elsewhere	2010-12-31	$31,537
Administrative expenses (other) incurred	2010-12-31	$95,094
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	$2,948,145
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$21,696,088
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$18,747,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$15,319,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$13,172,188
Interest on participant loans	2010-12-31	$40,302
Value of interest in common/collective trusts at end of year	2010-12-31	$5,458,448
Value of interest in common/collective trusts at beginning of year	2010-12-31	$4,753,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,832,395
Net investment gain or loss from common/collective trusts	2010-12-31	$204,092
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	$741,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$770,312
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	S. PRESTON DOUGLAS & ASSOC., LLP
Accountancy firm EIN	2010-12-31	560731535
2009 : Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN

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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

104556

Policy instance

Insurance contract or identification number	104556
Number of Individuals Covered	699
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $25,398
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	25398
Additional information about fees paid to insurance broker	TPA FEES AND TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

104556

Policy instance

Insurance contract or identification number	104556
Number of Individuals Covered	654
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $19,802
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	19802
Additional information about fees paid to insurance broker	TPA FEES AND TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

104556

Policy instance

Insurance contract or identification number	104556
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $27,582
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	27582
Additional information about fees paid to insurance broker	TPA FEES AND TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

104556

Policy instance

Insurance contract or identification number	104556
Number of Individuals Covered	655
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $9,640
Total amount of fees paid to insurance company	USD $15,859
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,640
Amount paid for insurance broker fees	15859
Additional information about fees paid to insurance broker	TPA FEES AND TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

104556

Policy instance

Insurance contract or identification number	104556
Number of Individuals Covered	659
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $12,195
Total amount of fees paid to insurance company	USD $16,966
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $12,195
Amount paid for insurance broker fees	16959
Additional information about fees paid to insurance broker	TPA FEES AND TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

104556

Policy instance

Insurance contract or identification number	104556
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $19,744
Total amount of fees paid to insurance company	USD $32,518
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

104556

Policy instance

Insurance contract or identification number	104556
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $51,292
Total amount of fees paid to insurance company	USD $30,340
Commission paid to Insurance Broker	USD $44,292
Insurance broker organization code?	3
Amount paid for insurance broker fees	30340
Additional information about fees paid to insurance broker	TPA ALLOWANCE
Insurance broker name	S. PRESTON DOUGLAS AND ASSC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

104556

Policy instance

Insurance contract or identification number	104556
Number of Individuals Covered	682
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $57,596
Total amount of fees paid to insurance company	USD $27,646
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $43,246
Insurance broker organization code?	3
Amount paid for insurance broker fees	27646
Additional information about fees paid to insurance broker	TPA ALLOWANCE
Insurance broker name	S. PRESTON DOUGLAS AND ASSC

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Company Name:	Z.V. PATE, INC.
Employer identification number (EIN):	560350280
NAIC Classification:	111900
NAIC Description:	Other Crop Farming