401k Plan data: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN plan

W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 401k Plan overview

Plan Name	W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN
Plan identification number	001

W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

W. LEE FLOWERS AND COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: W. LEE FLOWERS AND COMPANY, INC.

Employer identification number (EIN): 570556155

NAIC Classification: 424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MICHAEL WEATHERSBEE
001 2016-01-01 MICHAEL WEATHERSBEE
001 2015-01-01 MICHAEL WEATHERSBEE
001 2014-01-01 MICHAEL WEATHERSBEE
001 2013-01-01 BILL GARNER
001 2012-01-01 BILL GARNER
001 2011-01-01 BILL GARNER BILL GARNER 2012-07-12
001 2010-01-01 BILL GARNER BILL GARNER 2011-07-13
001 2009-01-01 BILL GARNER BILL GARNER 2010-08-24
001 2009-01-01 BILL GARNER BILL GARNER 2010-08-11

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MICHAEL WEATHERSBEE
001	2016-01-01	MICHAEL WEATHERSBEE
001	2015-01-01	MICHAEL WEATHERSBEE
001	2014-01-01	MICHAEL WEATHERSBEE
001	2013-01-01	BILL GARNER
001	2012-01-01	BILL GARNER
001	2011-01-01	BILL GARNER	BILL GARNER	2012-07-12
001	2010-01-01	BILL GARNER	BILL GARNER	2011-07-13
001	2009-01-01	BILL GARNER	BILL GARNER	2010-08-24
001	2009-01-01	BILL GARNER	BILL GARNER	2010-08-11

Plan Statistics for W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN

401k plan membership statisitcs for W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN

Measure Date Value
2021: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,703
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 19
2020: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,478
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,483
Number of retired or separated participants receiving benefits 2020-01-01 18
Number of other retired or separated participants entitled to future benefits 2020-01-01 128
Total of all active and inactive participants 2020-01-01 1,629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 1,630
Number of participants with account balances 2020-01-01 938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 13
2019: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,474
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,168
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 134
Total of all active and inactive participants 2019-01-01 1,302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 1,303
Number of participants with account balances 2019-01-01 927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 75
2018: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,370
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,153
Number of retired or separated participants receiving benefits 2018-01-01 54
Number of other retired or separated participants entitled to future benefits 2018-01-01 131
Total of all active and inactive participants 2018-01-01 1,338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 1,339
Number of participants with account balances 2018-01-01 1,092
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 179
2017: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,336
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,104
Number of retired or separated participants receiving benefits 2017-01-01 17
Number of other retired or separated participants entitled to future benefits 2017-01-01 151
Total of all active and inactive participants 2017-01-01 1,272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 1,273
Number of participants with account balances 2017-01-01 1,269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 153
2016: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,280
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,080
Number of retired or separated participants receiving benefits 2016-01-01 19
Number of other retired or separated participants entitled to future benefits 2016-01-01 153
Total of all active and inactive participants 2016-01-01 1,252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 1,254
Number of participants with account balances 2016-01-01 1,250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 127
2015: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,166
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,037
Number of retired or separated participants receiving benefits 2015-01-01 14
Number of other retired or separated participants entitled to future benefits 2015-01-01 112
Total of all active and inactive participants 2015-01-01 1,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 1,164
Number of participants with account balances 2015-01-01 1,163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 161
2014: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,189
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,004
Number of retired or separated participants receiving benefits 2014-01-01 7
Number of other retired or separated participants entitled to future benefits 2014-01-01 92
Total of all active and inactive participants 2014-01-01 1,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 1,104
Number of participants with account balances 2014-01-01 1,103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 153
2013: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,151
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,019
Number of retired or separated participants receiving benefits 2013-01-01 10
Number of other retired or separated participants entitled to future benefits 2013-01-01 95
Total of all active and inactive participants 2013-01-01 1,124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 1,126
Number of participants with account balances 2013-01-01 1,124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 115
2012: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,033
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 944
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 103
Total of all active and inactive participants 2012-01-01 1,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 1,048
Number of participants with account balances 2012-01-01 1,047
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 104
2011: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 990
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 904
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 84
Total of all active and inactive participants 2011-01-01 988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 988
Number of participants with account balances 2011-01-01 986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 84
2010: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1,005
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 865
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 85
Total of all active and inactive participants 2010-01-01 950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 3
Total participants 2010-01-01 953
Number of participants with account balances 2010-01-01 951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 103
2009: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 905
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 867
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 65
Total of all active and inactive participants 2009-01-01 932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 933
Number of participants with account balances 2009-01-01 913
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 57

Measure	Date	Value
2021: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,703
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	19
2020: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,478
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,483
Number of retired or separated participants receiving benefits	2020-01-01	18
Number of other retired or separated participants entitled to future benefits	2020-01-01	128
Total of all active and inactive participants	2020-01-01	1,629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	1,630
Number of participants with account balances	2020-01-01	938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	13
2019: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,474
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,168
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	134
Total of all active and inactive participants	2019-01-01	1,302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	1,303
Number of participants with account balances	2019-01-01	927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	75
2018: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,370
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,153
Number of retired or separated participants receiving benefits	2018-01-01	54
Number of other retired or separated participants entitled to future benefits	2018-01-01	131
Total of all active and inactive participants	2018-01-01	1,338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	1,339
Number of participants with account balances	2018-01-01	1,092
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	179
2017: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,336
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,104
Number of retired or separated participants receiving benefits	2017-01-01	17
Number of other retired or separated participants entitled to future benefits	2017-01-01	151
Total of all active and inactive participants	2017-01-01	1,272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	1,273
Number of participants with account balances	2017-01-01	1,269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	153
2016: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,280
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,080
Number of retired or separated participants receiving benefits	2016-01-01	19
Number of other retired or separated participants entitled to future benefits	2016-01-01	153
Total of all active and inactive participants	2016-01-01	1,252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	1,254
Number of participants with account balances	2016-01-01	1,250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	127
2015: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,166
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,037
Number of retired or separated participants receiving benefits	2015-01-01	14
Number of other retired or separated participants entitled to future benefits	2015-01-01	112
Total of all active and inactive participants	2015-01-01	1,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	1,164
Number of participants with account balances	2015-01-01	1,163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	161
2014: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,189
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,004
Number of retired or separated participants receiving benefits	2014-01-01	7
Number of other retired or separated participants entitled to future benefits	2014-01-01	92
Total of all active and inactive participants	2014-01-01	1,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	1,104
Number of participants with account balances	2014-01-01	1,103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	153
2013: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,151
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,019
Number of retired or separated participants receiving benefits	2013-01-01	10
Number of other retired or separated participants entitled to future benefits	2013-01-01	95
Total of all active and inactive participants	2013-01-01	1,124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	1,126
Number of participants with account balances	2013-01-01	1,124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	115
2012: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,033
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	944
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	103
Total of all active and inactive participants	2012-01-01	1,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	1,048
Number of participants with account balances	2012-01-01	1,047
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	104
2011: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	990
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	904
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	84
Total of all active and inactive participants	2011-01-01	988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	988
Number of participants with account balances	2011-01-01	986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	84
2010: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,005
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	865
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	85
Total of all active and inactive participants	2010-01-01	950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	3
Total participants	2010-01-01	953
Number of participants with account balances	2010-01-01	951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	103
2009: W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	905
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	867
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	65
Total of all active and inactive participants	2009-01-01	932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	933
Number of participants with account balances	2009-01-01	913
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	57

Financial Data on W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN

Measure	Date	Value
2021 : W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-10-01	$0
Total transfer of assets from this plan	2021-10-01	$31,124,778
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-10-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-10-01	$0
Total income from all sources (including contributions)	2021-10-01	$3,777,432
Total loss/gain on sale of assets	2021-10-01	$0
Total of all expenses incurred	2021-10-01	$4,021,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-10-01	$4,009,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-10-01	$1,267,122
Value of total assets at end of year	2021-10-01	$0
Value of total assets at beginning of year	2021-10-01	$31,368,726
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-10-01	$12,141
Total interest from all sources	2021-10-01	$179,095
Total dividends received (eg from common stock, registered investment company shares)	2021-10-01	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-10-01	No
Was this plan covered by a fidelity bond	2021-10-01	Yes
Value of fidelity bond cover	2021-10-01	$10,000,000
If this is an individual account plan, was there a blackout period	2021-10-01	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-10-01	$0
Were there any nonexempt tranactions with any party-in-interest	2021-10-01	No
Contributions received from participants	2021-10-01	$739,230
Participant contributions at end of year	2021-10-01	$0
Participant contributions at beginning of year	2021-10-01	$19,368
Assets. Other investments not covered elsewhere at end of year	2021-10-01	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-10-01	$6
Income. Received or receivable in cash from other sources (including rollovers)	2021-10-01	$821
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-10-01	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-10-01	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-10-01	No
Value of net income/loss	2021-10-01	$-243,948
Value of net assets at end of year (total assets less liabilities)	2021-10-01	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-10-01	$31,368,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-10-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-10-01	No
Were any leases to which the plan was party in default or uncollectible	2021-10-01	No
Value of interest in pooled separate accounts at end of year	2021-10-01	$0
Value of interest in pooled separate accounts at beginning of year	2021-10-01	$19,236,943
Interest earned on other investments	2021-10-01	$179,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-10-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-10-01	$12,098,124
Net investment gain/loss from pooled separate accounts	2021-10-01	$2,331,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-10-01	No
Was there a failure to transmit to the plan any participant contributions	2021-10-01	No
Has the plan failed to provide any benefit when due under the plan	2021-10-01	No
Contributions received in cash from employer	2021-10-01	$527,071
Employer contributions (assets) at end of year	2021-10-01	$0
Employer contributions (assets) at beginning of year	2021-10-01	$14,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-10-01	$4,009,239
Contract administrator fees	2021-10-01	$12,141
Did the plan have assets held for investment	2021-10-01	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-10-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-10-01	Yes
Opinion of an independent qualified public accountant for this plan	2021-10-01	Disclaimer
Accountancy firm name	2021-10-01	RSM US LLP
Accountancy firm EIN	2021-10-01	420714325
2020 : W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$92,068
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	$5,939,454
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$4,657,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,632,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,019,174
Value of total assets at end of year	2020-12-31	$31,368,726
Value of total assets at beginning of year	2020-12-31	$29,994,272
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$24,501
Total interest from all sources	2020-12-31	$297,336
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	$10,000,000
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	$1,182,852
Participant contributions at end of year	2020-12-31	$19,368
Participant contributions at beginning of year	2020-12-31	$10,588
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$6
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$1,282,386
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$31,368,726
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$29,994,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$19,236,943
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$17,296,263
Interest earned on other investments	2020-12-31	$297,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$12,098,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$12,679,682
Net investment gain/loss from pooled separate accounts	2020-12-31	$3,622,944
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	$836,322
Employer contributions (assets) at end of year	2020-12-31	$14,285
Employer contributions (assets) at beginning of year	2020-12-31	$7,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,632,567
Contract administrator fees	2020-12-31	$24,501
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	RSM US LLP
Accountancy firm EIN	2020-12-31	420714325
2019 : W. LEE FLOWERS AND COMPANY, INC. 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	$6,791,256
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,181,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,109,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,850,932
Value of total assets at end of year	2019-12-31	$29,994,272
Value of total assets at beginning of year	2019-12-31	$25,384,377
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$71,465
Total interest from all sources	2019-12-31	$337,015
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	$1,096,191
Participant contributions at end of year	2019-12-31	$10,588
Participant contributions at beginning of year	2019-12-31	$8,550
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$7,418
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$1,217,000
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	$4,609,895
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$29,994,272
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$25,384,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$17,296,263
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$12,607,959
Interest earned on other investments	2019-12-31	$337,015
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$12,679,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$12,761,393
Net investment gain/loss from pooled separate accounts	2019-12-31	$3,386,309
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	$747,323
Employer contributions (assets) at end of year	2019-12-31	$7,739
Employer contributions (assets) at beginning of year	2019-12-31	$6,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,109,896
Contract administrator fees	2019-12-31	$71,465
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	ABERNETHY & CO., P.C.
Accountancy firm EIN	2019-12-31	570674209
2018 : W. LEE FLOWERS AND COMPANY, INC. 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	$1,175,352
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,866,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,805,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,836,702
Value of total assets at end of year	2018-12-31	$25,384,377
Value of total assets at beginning of year	2018-12-31	$26,075,503
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$60,495
Total interest from all sources	2018-12-31	$308,966
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	$1,088,692
Participant contributions at end of year	2018-12-31	$8,550
Participant contributions at beginning of year	2018-12-31	$8,163
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$4,309
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$276
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	$-691,126
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$25,384,377
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$26,075,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$12,607,959
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$13,528,263
Interest earned on other investments	2018-12-31	$308,966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$12,761,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$12,535,859
Net investment gain/loss from pooled separate accounts	2018-12-31	$-970,316
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	$743,701
Employer contributions (assets) at end of year	2018-12-31	$6,475
Employer contributions (assets) at beginning of year	2018-12-31	$2,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,805,983
Contract administrator fees	2018-12-31	$60,495
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	ABERNETHY & CO., P.C.
Accountancy firm EIN	2018-12-31	570674209
2017 : W. LEE FLOWERS AND COMPANY, INC. 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	$4,384,504
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,910,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,898,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,906,380
Value of total assets at end of year	2017-12-31	$26,075,503
Value of total assets at beginning of year	2017-12-31	$23,601,197
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$11,738
Total interest from all sources	2017-12-31	$288,454
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	$840,125
Participant contributions at end of year	2017-12-31	$8,163
Participant contributions at beginning of year	2017-12-31	$15,393
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$276
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,474,306
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$26,075,503
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$23,601,197
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 pooled separate accounts at end of year	2017-12-31	$13,528,263
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$11,194,400
Interest earned on other investments	2017-12-31	$288,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$12,535,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$12,386,090
Net investment gain/loss from pooled separate accounts	2017-12-31	$2,189,670
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	$1,066,255
Employer contributions (assets) at end of year	2017-12-31	$2,942
Employer contributions (assets) at beginning of year	2017-12-31	$5,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,898,460
Contract administrator fees	2017-12-31	$11,738
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ABERNETHY & CO., P.C.
Accountancy firm EIN	2017-12-31	570674209
2016 : W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$182,702
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$3,167,796
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,034,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,026,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,968,378
Value of total assets at end of year	2016-12-31	$23,601,197
Value of total assets at beginning of year	2016-12-31	$23,284,971
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$8,194
Total interest from all sources	2016-12-31	$320,734
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$887,105
Participant contributions at end of year	2016-12-31	$15,393
Participant contributions at beginning of year	2016-12-31	$14,894
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$4,154
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	$133,524
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$23,601,197
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$23,284,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$11,194,400
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$9,976,004
Interest earned on other investments	2016-12-31	$320,734
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$12,386,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$13,288,895
Net investment gain/loss from pooled separate accounts	2016-12-31	$878,684
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	$1,077,119
Employer contributions (assets) at end of year	2016-12-31	$5,314
Employer contributions (assets) at beginning of year	2016-12-31	$5,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,026,078
Contract administrator fees	2016-12-31	$8,194
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	ABERNETHY & CO., P.C.
Accountancy firm EIN	2016-12-31	570674209
2015 : W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,298,735
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,195,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,184,363
Value of total corrective distributions	2015-12-31	$255
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,942,256
Value of total assets at end of year	2015-12-31	$23,284,971
Value of total assets at beginning of year	2015-12-31	$22,182,188
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$11,334
Total interest from all sources	2015-12-31	$447,551
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$875,743
Participant contributions at end of year	2015-12-31	$14,894
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$10,168
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	$1,102,783
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$23,284,971
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$22,182,188
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 pooled separate accounts at end of year	2015-12-31	$9,976,004
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$9,873,460
Interest earned on other investments	2015-12-31	$447,551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$13,288,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$12,308,728
Net investment gain/loss from pooled separate accounts	2015-12-31	$-91,072
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	$1,056,345
Employer contributions (assets) at end of year	2015-12-31	$5,178
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,184,363
Contract administrator fees	2015-12-31	$11,334
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	ABERNETHY & CO., P.C.
Accountancy firm EIN	2015-12-31	570674209
2014 : W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,786,362
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,471,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,461,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,801,153
Value of total assets at end of year	2014-12-31	$22,182,188
Value of total assets at beginning of year	2014-12-31	$20,867,208
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$9,428
Total interest from all sources	2014-12-31	$311,975
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$799,047
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$12,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,314,980
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$22,182,188
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$20,867,208
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 pooled separate accounts at end of year	2014-12-31	$9,873,460
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$8,803,500
Interest earned on other investments	2014-12-31	$311,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$12,308,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$12,063,708
Net investment gain/loss from pooled separate accounts	2014-12-31	$673,234
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	$990,033
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,461,954
Contract administrator fees	2014-12-31	$9,428
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	ABERNETHY & CO., P.C.
Accountancy firm EIN	2014-12-31	570674209
2013 : W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$339,094
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$3,793,599
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,148,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,140,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,739,553
Value of total assets at end of year	2013-12-31	$20,867,208
Value of total assets at beginning of year	2013-12-31	$17,882,782
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$7,644
Total interest from all sources	2013-12-31	$338,820
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$776,132
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$6,629
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$6,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,645,332
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$20,867,208
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$17,882,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$8,803,500
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$7,136,071
Interest earned on other investments	2013-12-31	$338,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$12,063,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$10,737,539
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,715,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$956,742
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$2,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,140,623
Contract administrator fees	2013-12-31	$7,644
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ABERNETHY & CO., P.C.
Accountancy firm EIN	2013-12-31	570674209
2012 : W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,895,407
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,075,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,068,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,715,665
Value of total assets at end of year	2012-12-31	$17,882,782
Value of total assets at beginning of year	2012-12-31	$16,062,709
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$6,730
Total interest from all sources	2012-12-31	$341,638
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$757,942
Participant contributions at end of year	2012-12-31	$6,629
Participant contributions at beginning of year	2012-12-31	$12,724
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$41,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,820,073
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$17,882,782
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$16,062,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$7,136,071
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$5,904,244
Interest earned on other investments	2012-12-31	$341,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$10,737,539
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$10,141,194
Net investment gain/loss from pooled separate accounts	2012-12-31	$838,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$916,563
Employer contributions (assets) at end of year	2012-12-31	$2,543
Employer contributions (assets) at beginning of year	2012-12-31	$4,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,068,604
Contract administrator fees	2012-12-31	$6,730
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	ABERNETHY & CO., P.C.
Accountancy firm EIN	2012-12-31	570674209
2011 : W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$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	$1,855,626
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,162,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,157,799
Value of total corrective distributions	2011-12-31	$265
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,681,805
Value of total assets at end of year	2011-12-31	$16,062,709
Value of total assets at beginning of year	2011-12-31	$15,369,587
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,440
Total interest from all sources	2011-12-31	$344,310
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$744,042
Participant contributions at end of year	2011-12-31	$12,724
Participant contributions at beginning of year	2011-12-31	$11,632
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$61,559
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	$693,122
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$16,062,709
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$15,369,587
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 pooled separate accounts at end of year	2011-12-31	$5,904,244
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$6,367,645
Interest earned on other investments	2011-12-31	$344,310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$10,141,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$8,986,008
Net investment gain/loss from pooled separate accounts	2011-12-31	$-170,489
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	$876,204
Employer contributions (assets) at end of year	2011-12-31	$4,547
Employer contributions (assets) at beginning of year	2011-12-31	$4,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,157,799
Contract administrator fees	2011-12-31	$4,440
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	ABERNETHY & CO., P.C.
Accountancy firm EIN	2011-12-31	570674209
2010 : W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,653,337
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$905,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$903,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,541,097
Value of total assets at end of year	2010-12-31	$15,369,587
Value of total assets at beginning of year	2010-12-31	$13,622,198
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,544
Total interest from all sources	2010-12-31	$353,596
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$712,946
Participant contributions at end of year	2010-12-31	$11,632
Participant contributions at beginning of year	2010-12-31	$18,758
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$11,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,747,389
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$15,369,587
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$13,622,198
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 pooled separate accounts at end of year	2010-12-31	$6,367,645
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$5,452,081
Interest earned on other investments	2010-12-31	$353,596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$8,986,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$8,144,278
Net investment gain/loss from pooled separate accounts	2010-12-31	$758,644
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	$816,984
Employer contributions (assets) at end of year	2010-12-31	$4,302
Employer contributions (assets) at beginning of year	2010-12-31	$7,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$903,404
Contract administrator fees	2010-12-31	$2,544
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	ABERNETHY & CO., P.C.
Accountancy firm EIN	2010-12-31	570674209
2009 : W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for W. LEE FLOWERS AND COMPANY, INC. 401(K) PROFIT-SHARING PLAN

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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-44-K365

Policy instance

Insurance contract or identification number	GAP-44-K365
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-10-01
Total amount of commissions paid to insurance broker	USD $23,727
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
Commission paid to Insurance Broker	USD $23,727
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-EL-BS01

Policy instance

Insurance contract or identification number	GAP-EL-BS01
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-10-01
Total amount of commissions paid to insurance broker	USD $14,241
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?	Yes
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 $14,241
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-41-LW5G

Policy instance

Insurance contract or identification number	GAP-41-LW5G
Number of Individuals Covered	1630
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $137
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?	Yes
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 $137
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-44-K365

Policy instance

Insurance contract or identification number	GAP-44-K365
Number of Individuals Covered	1630
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $27,375
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
Commission paid to Insurance Broker	USD $27,375
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-EL-BS01

Policy instance

Insurance contract or identification number	GAP-EL-BS01
Number of Individuals Covered	1630
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $19,688
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?	Yes
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 $19,688
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-EL-BS01

Policy instance

Insurance contract or identification number	GAP-EL-BS01
Number of Individuals Covered	927
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $20,233
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?	Yes
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 $20,233
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-44-K365

Policy instance

Insurance contract or identification number	GAP-44-K365
Number of Individuals Covered	927
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $23,280
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
Commission paid to Insurance Broker	USD $23,280
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-41-LW5G

Policy instance

Insurance contract or identification number	GAP-41-LW5G
Number of Individuals Covered	927
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $3
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?	Yes
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 $3
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-EL-BS01

Policy instance

Insurance contract or identification number	GAP-EL-BS01
Number of Individuals Covered	1339
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $20,434
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?	Yes
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 $20,434
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-44-K365

Policy instance

Insurance contract or identification number	GAP-44-K365
Number of Individuals Covered	1339
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $21,647
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
Commission paid to Insurance Broker	USD $21,647
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-44-K365

Policy instance

Insurance contract or identification number	GAP-44-K365
Number of Individuals Covered	1273
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $19,437
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
Commission paid to Insurance Broker	USD $19,437
Insurance broker organization code?	3
Insurance broker name	MILESTONE INVESTMENTS, INC.

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-EL-BS01

Policy instance

Insurance contract or identification number	GAP-EL-BS01
Number of Individuals Covered	1273
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $26,928
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?	Yes
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 $26,928
Insurance broker organization code?	3
Insurance broker name	MILESTONE INVESTMENTS, INC.

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Company Name:	W. LEE FLOWERS AND COMPANY, INC.
Employer identification number (EIN):	570556155
NAIC Classification:	424400