401k Plan data: THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN plan

THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN
Plan identification number	001

THOMAS, JUDY AND TUCKER 401(K) 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

THOMAS, JUDY & TUCKER, P.A. has sponsored the creation of one or more 401k plans.

Company Name: THOMAS, JUDY & TUCKER, P.A.

Employer identification number (EIN): 561965804

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KRISTEN HOYLE 2023-10-12
001 2021-01-01 KRISTEN HOYLE 2022-10-13
001 2020-01-01 KRISTEN HOYLE 2021-10-14
001 2019-01-01 KRISTEN HOYLE 2020-10-07
001 2018-01-01 KRISTEN HOYLE 2019-10-10
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 KRISTEN HOYLE 2015-07-20
001 2013-01-01 KRISTEN HOYLE 2014-06-24
001 2012-01-01 DAVID JOHNSON 2013-10-10
001 2011-01-01 DAVID JOHNSON 2012-05-14
001 2010-01-01 DAVID JOHNSON 2011-09-13 DAVID JOHNSON 2011-09-13
001 2009-01-01 DAVID JOHNSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	KRISTEN HOYLE	2023-10-12
001	2021-01-01	KRISTEN HOYLE	2022-10-13
001	2020-01-01	KRISTEN HOYLE	2021-10-14
001	2019-01-01	KRISTEN HOYLE	2020-10-07
001	2018-01-01	KRISTEN HOYLE	2019-10-10
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	KRISTEN HOYLE	2015-07-20
001	2013-01-01	KRISTEN HOYLE	2014-06-24
001	2012-01-01	DAVID JOHNSON	2013-10-10
001	2011-01-01	DAVID JOHNSON	2012-05-14
001	2010-01-01	DAVID JOHNSON	2011-09-13	DAVID JOHNSON	2011-09-13
001	2009-01-01	DAVID JOHNSON

Plan Statistics for THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 232
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 169
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 68
Total of all active and inactive participants 2022-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 237
Number of participants with account balances 2022-01-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 214
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 171
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 61
Total of all active and inactive participants 2021-01-01 232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 232
Number of participants with account balances 2021-01-01 232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 159
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 54
Total of all active and inactive participants 2020-01-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 214
Number of participants with account balances 2020-01-01 214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 142
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 40
Total of all active and inactive participants 2019-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 182
Number of participants with account balances 2019-01-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 126
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 40
Total of all active and inactive participants 2018-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 166
Number of participants with account balances 2018-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 107
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 31
Total of all active and inactive participants 2017-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 138
Number of participants with account balances 2017-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2009: THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 76
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 81
Number of participants with account balances 2009-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	232
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	169
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	68
Total of all active and inactive participants	2022-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	237
Number of participants with account balances	2022-01-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	214
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	171
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	61
Total of all active and inactive participants	2021-01-01	232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	232
Number of participants with account balances	2021-01-01	232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	159
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	54
Total of all active and inactive participants	2020-01-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	214
Number of participants with account balances	2020-01-01	214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	142
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	40
Total of all active and inactive participants	2019-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	182
Number of participants with account balances	2019-01-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	126
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	40
Total of all active and inactive participants	2018-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	166
Number of participants with account balances	2018-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	107
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	31
Total of all active and inactive participants	2017-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	138
Number of participants with account balances	2017-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2009: THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	76
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	81
Number of participants with account balances	2009-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-853,368
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$670,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$535,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,182,901
Value of total assets at end of year	2022-12-31	$17,408,415
Value of total assets at beginning of year	2022-12-31	$18,932,405
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$135,360
Total interest from all sources	2022-12-31	$4,165
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	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,241,985
Participant contributions at end of year	2022-12-31	$61,092
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$58,301
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$138,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$94,983
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	$-1,523,990
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$17,408,415
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$18,932,405
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
Assets. partnership/joint venture interests at end of year	2022-12-31	$1,133,505
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$585,323
Investment advisory and management fees	2022-12-31	$135,360
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,075,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,345,651
Value of interest in common/collective trusts at end of year	2022-12-31	$11,289,573
Value of interest in common/collective trusts at beginning of year	2022-12-31	$10,777,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$195,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$488,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$488,247
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$4,165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,480,332
Net investment gain or loss from common/collective trusts	2022-12-31	$-1,655,085
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	$882,615
Employer contributions (assets) at end of year	2022-12-31	$522,635
Employer contributions (assets) at beginning of year	2022-12-31	$449,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$535,262
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$130,214
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$147,753
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WINDHAM BRANNON, LLC
Accountancy firm EIN	2022-12-31	581763439
2021 : THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$17,000
Total income from all sources (including contributions)	2021-12-31	$4,818,619
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,074,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$943,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,199,727
Value of total assets at end of year	2021-12-31	$18,932,405
Value of total assets at beginning of year	2021-12-31	$15,205,381
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$130,811
Total interest from all sources	2021-12-31	$10,398
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
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,056,655
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$375,585
Assets. Loans (other than to participants) at end of year	2021-12-31	$138,040
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$209,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$17,000
Other income not declared elsewhere	2021-12-31	$496,061
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	$3,744,024
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$18,932,405
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$15,188,381
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
Assets. partnership/joint venture interests at end of year	2021-12-31	$585,323
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$401,647
Investment advisory and management fees	2021-12-31	$130,811
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,345,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,694,198
Income. Interest from loans (other than to participants)	2021-12-31	$8,383
Value of interest in common/collective trusts at end of year	2021-12-31	$10,777,902
Value of interest in common/collective trusts at beginning of year	2021-12-31	$8,312,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$488,247
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$62,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$62,384
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$2,015
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$550,335
Net investment gain or loss from common/collective trusts	2021-12-31	$1,562,098
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	$767,487
Employer contributions (assets) at end of year	2021-12-31	$449,489
Employer contributions (assets) at beginning of year	2021-12-31	$390,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$943,784
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$147,753
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$134,172
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	WINDHAM BRANNON, LLC
Accountancy firm EIN	2021-12-31	581763439
2020 : THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$17,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,701,967
Total loss/gain on sale of assets	2020-12-31	$-66,364
Total of all expenses incurred	2020-12-31	$415,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$318,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,509,733
Value of total assets at end of year	2020-12-31	$15,205,381
Value of total assets at beginning of year	2020-12-31	$11,902,286
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$97,671
Total interest from all sources	2020-12-31	$27,114
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	$835,208
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Assets. Loans (other than to participants) at end of year	2020-12-31	$209,657
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$194,306
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$17,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$-16,275
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	$3,286,095
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$15,188,381
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$11,902,286
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
Assets. partnership/joint venture interests at end of year	2020-12-31	$401,647
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$567,179
Investment advisory and management fees	2020-12-31	$10,638
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,694,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,510,248
Income. Interest from loans (other than to participants)	2020-12-31	$23,351
Value of interest in common/collective trusts at end of year	2020-12-31	$8,312,471
Value of interest in common/collective trusts at beginning of year	2020-12-31	$6,236,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$62,384
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$65,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$65,202
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$3,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,018,808
Net investment gain or loss from common/collective trusts	2020-12-31	$1,228,951
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	$674,525
Employer contributions (assets) at end of year	2020-12-31	$390,852
Employer contributions (assets) at beginning of year	2020-12-31	$328,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$318,201
Contract administrator fees	2020-12-31	$87,033
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$134,172
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$0
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
Aggregate proceeds on sale of assets	2020-12-31	$-66,364
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WINDHAM BRANNON, LLC
Accountancy firm EIN	2020-12-31	581763439
2019 : THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,391,460
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$888,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$815,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,336,281
Value of total assets at end of year	2019-12-31	$11,902,286
Value of total assets at beginning of year	2019-12-31	$9,399,391
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$72,729
Total interest from all sources	2019-12-31	$254,976
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$717,718
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$44,979
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$60,074
Assets. Loans (other than to participants) at end of year	2019-12-31	$194,306
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$175,000
Other income not declared elsewhere	2019-12-31	$-26,585
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	$2,502,895
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,902,286
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,399,391
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
Assets. partnership/joint venture interests at end of year	2019-12-31	$567,179
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$468,081
Investment advisory and management fees	2019-12-31	$2,893
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,510,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,269,337
Value of interest in common/collective trusts at end of year	2019-12-31	$6,236,488
Value of interest in common/collective trusts at beginning of year	2019-12-31	$4,339,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$65,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$28,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$28,257
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$254,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$718,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$947,473
Net investment gain or loss from common/collective trusts	2019-12-31	$879,315
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	$558,489
Employer contributions (assets) at end of year	2019-12-31	$328,863
Employer contributions (assets) at beginning of year	2019-12-31	$276,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$815,836
Contract administrator fees	2019-12-31	$69,836
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$79,666
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	WINDHAM BRANNON, LLC
Accountancy firm EIN	2019-12-31	581763439
2018 : THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$565,981
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$841,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$769,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,154,833
Value of total assets at end of year	2018-12-31	$9,399,391
Value of total assets at beginning of year	2018-12-31	$9,674,422
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$71,180
Total interest from all sources	2018-12-31	$52
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$661,054
Participant contributions at end of year	2018-12-31	$44,979
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$26,385
Assets. Loans (other than to participants) at end of year	2018-12-31	$175,000
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$80,000
Other income not declared elsewhere	2018-12-31	$-34,488
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	$-275,031
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,399,391
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,674,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Assets. partnership/joint venture interests at end of year	2018-12-31	$468,081
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$537,182
Investment advisory and management fees	2018-12-31	$3,221
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,269,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,208,282
Value of interest in common/collective trusts at end of year	2018-12-31	$4,339,315
Value of interest in common/collective trusts at beginning of year	2018-12-31	$4,365,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$28,257
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$96,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$96,316
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$52
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$718,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,000,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-314,107
Net investment gain or loss from common/collective trusts	2018-12-31	$-240,309
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	$467,394
Employer contributions (assets) at end of year	2018-12-31	$276,502
Employer contributions (assets) at beginning of year	2018-12-31	$294,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$769,832
Contract administrator fees	2018-12-31	$67,959
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$79,666
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$92,966
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	WINDHAM BRANNON, P.C.
Accountancy firm EIN	2018-12-31	581763439
2017 : THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,562,777
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$577,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$519,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,128,618
Value of total assets at end of year	2017-12-31	$9,674,422
Value of total assets at beginning of year	2017-12-31	$7,689,543
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$58,134
Total interest from all sources	2017-12-31	$337
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	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$593,733
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$47,069
Assets. Loans (other than to participants) at end of year	2017-12-31	$80,000
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$80,000
Other income not declared elsewhere	2017-12-31	$249,418
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	$1,984,879
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$9,674,422
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,689,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at end of year	2017-12-31	$537,182
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$252,544
Investment advisory and management fees	2017-12-31	$47,338
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,208,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,681,327
Value of interest in common/collective trusts at end of year	2017-12-31	$4,365,081
Value of interest in common/collective trusts at beginning of year	2017-12-31	$3,326,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$96,316
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$42,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$42,185
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,000,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,062,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$530,442
Net investment gain or loss from common/collective trusts	2017-12-31	$653,962
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	$487,816
Employer contributions (assets) at end of year	2017-12-31	$294,287
Employer contributions (assets) at beginning of year	2017-12-31	$243,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$519,764
Contract administrator fees	2017-12-31	$10,796
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$92,966
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$0
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	WINDHAM BRANNON, P.C.
Accountancy firm EIN	2017-12-31	581763439

Form 5500 Responses for THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN

2022: THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	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 – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2009: THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

334948-01

Policy instance

Insurance contract or identification number	334948-01
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	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

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

Policy contract number

334948-01

Policy instance

Insurance contract or identification number	334948-01
Number of Individuals Covered	23
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	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

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

Policy contract number

334948-01

Policy instance

Insurance contract or identification number	334948-01
Number of Individuals Covered	17
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	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

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Company Name:	THOMAS, JUDY & TUCKER, P.A.
Employer identification number (EIN):	561965804
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants