401k Plan data: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST plan

SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 401k Plan overview

Plan Name	SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST
Plan identification number	003

SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSOCIATES, INC.

Employer identification number (EIN): 581353898

NAIC Classification: 541400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 CHARLES HULL CHARLES HULL 2018-10-01
003 2016-01-01 CHARLES HULL CHARLES HULL 2017-10-11
003 2015-01-01 HOWARD STEWART HOWARD STEWART 2016-10-03
003 2014-01-01 HOWARD STEWART HOWARD STEWART 2015-09-21
003 2013-01-01 HOWARD STEWART HOWARD STEWART 2014-09-24
003 2012-01-01 HOWARD H. STEWART HOWARD H. STEWART 2013-07-30
003 2011-01-01 HOWARD H. STEWART HOWARD H. STEWART 2012-10-11
003 2010-01-01 HOWARD STEWART HOWARD STEWART 2011-09-15
003 2009-01-01 HOWARD H. STEWART HOWARD H. STEWART 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	CHARLES HULL	CHARLES HULL	2018-10-01
003	2016-01-01	CHARLES HULL	CHARLES HULL	2017-10-11
003	2015-01-01	HOWARD STEWART	HOWARD STEWART	2016-10-03
003	2014-01-01	HOWARD STEWART	HOWARD STEWART	2015-09-21
003	2013-01-01	HOWARD STEWART	HOWARD STEWART	2014-09-24
003	2012-01-01	HOWARD H. STEWART	HOWARD H. STEWART	2013-07-30
003	2011-01-01	HOWARD H. STEWART	HOWARD H. STEWART	2012-10-11
003	2010-01-01	HOWARD STEWART	HOWARD STEWART	2011-09-15
003	2009-01-01	HOWARD H. STEWART	HOWARD H. STEWART	2010-10-14

Plan Statistics for SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST

401k plan membership statisitcs for SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST

Measure Date Value
2022: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 82
Number of retired or separated participants receiving benefits 2022-01-01 10
Number of other retired or separated participants entitled to future benefits 2022-01-01 31
Total of all active and inactive participants 2022-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 123
Number of participants with account balances 2022-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 80
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 36
Total of all active and inactive participants 2021-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 118
Number of participants with account balances 2021-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 91
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 39
Total of all active and inactive participants 2020-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 130
Number of participants with account balances 2020-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 99
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 37
Total of all active and inactive participants 2019-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 139
Number of participants with account balances 2019-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 81
Number of retired or separated participants receiving benefits 2018-01-01 35
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 116
Number of participants with account balances 2018-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 68
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 42
Total of all active and inactive participants 2017-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 111
Number of participants with account balances 2017-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 82
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 37
Total of all active and inactive participants 2016-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 120
Number of participants with account balances 2016-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 79
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 34
Total of all active and inactive participants 2015-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 114
Number of participants with account balances 2015-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 76
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 34
Total of all active and inactive participants 2014-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 111
Number of participants with account balances 2014-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 68
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 39
Total of all active and inactive participants 2013-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 107
Number of participants with account balances 2013-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 71
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 44
Total of all active and inactive participants 2012-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 115
Number of participants with account balances 2012-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 70
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 45
Total of all active and inactive participants 2011-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 115
Number of participants with account balances 2011-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 59
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 56
Total of all active and inactive participants 2010-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 116
Number of participants with account balances 2010-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 67
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 59
Total of all active and inactive participants 2009-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 126
Number of participants with account balances 2009-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	82
Number of retired or separated participants receiving benefits	2022-01-01	10
Number of other retired or separated participants entitled to future benefits	2022-01-01	31
Total of all active and inactive participants	2022-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	123
Number of participants with account balances	2022-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	80
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	36
Total of all active and inactive participants	2021-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	118
Number of participants with account balances	2021-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	91
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	39
Total of all active and inactive participants	2020-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	130
Number of participants with account balances	2020-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	99
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	37
Total of all active and inactive participants	2019-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	139
Number of participants with account balances	2019-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	81
Number of retired or separated participants receiving benefits	2018-01-01	35
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	116
Number of participants with account balances	2018-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	68
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	42
Total of all active and inactive participants	2017-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	111
Number of participants with account balances	2017-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	82
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	37
Total of all active and inactive participants	2016-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	120
Number of participants with account balances	2016-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	79
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	34
Total of all active and inactive participants	2015-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	114
Number of participants with account balances	2015-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	76
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	34
Total of all active and inactive participants	2014-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	111
Number of participants with account balances	2014-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	68
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	39
Total of all active and inactive participants	2013-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	107
Number of participants with account balances	2013-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	71
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	44
Total of all active and inactive participants	2012-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	115
Number of participants with account balances	2012-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	70
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	45
Total of all active and inactive participants	2011-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	115
Number of participants with account balances	2011-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	59
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	56
Total of all active and inactive participants	2010-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	116
Number of participants with account balances	2010-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	67
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	59
Total of all active and inactive participants	2009-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	126
Number of participants with account balances	2009-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST

Measure	Date	Value
2022 : SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2022 401k financial data
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-754,816
Total of all expenses incurred	2022-12-31	$1,154,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,118,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$733,349
Value of total assets at end of year	2022-12-31	$11,959,818
Value of total assets at beginning of year	2022-12-31	$13,868,711
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$35,942
Total interest from all sources	2022-12-31	$62,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$808
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$711,227
Participant contributions at end of year	2022-12-31	$71,073
Participant contributions at beginning of year	2022-12-31	$112,184
Participant contributions at end of year	2022-12-31	$23,867
Participant contributions at beginning of year	2022-12-31	$68,774
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$22,122
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$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	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,908,893
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,959,818
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$13,868,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$22,971
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$10,255,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,491,776
Interest on participant loans	2022-12-31	$4,185
Interest earned on other investments	2022-12-31	$28,832
Income. Interest from US Government securities	2022-12-31	$29,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$27
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,609,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,195,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,550,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,118,135
Contract administrator fees	2022-12-31	$12,163
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	K. GLENN ALDRIDGE, PC
Accountancy firm EIN	2022-12-31	800398826
2021 : SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$2,516,064
Total of all expenses incurred	2021-12-31	$551,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$501,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$860,545
Value of total assets at end of year	2021-12-31	$13,868,711
Value of total assets at beginning of year	2021-12-31	$11,903,752
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$49,136
Total interest from all sources	2021-12-31	$74,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$252
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$686,510
Participant contributions at end of year	2021-12-31	$112,184
Participant contributions at beginning of year	2021-12-31	$113,586
Participant contributions at end of year	2021-12-31	$68,774
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$174,035
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$42,957
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,964,959
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$13,868,711
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,903,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$47,434
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$11,491,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,486,867
Interest on participant loans	2021-12-31	$4,998
Interest earned on other investments	2021-12-31	$70,271
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$-1,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,195,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,260,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,581,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$501,969
Contract administrator fees	2021-12-31	$1,450
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BARNES MERRITT & BARNES LLC
Accountancy firm EIN	2021-12-31	462800044
2020 : SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2020 401k financial data
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,769,567
Total of all expenses incurred	2020-12-31	$1,904,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,858,778
Expenses. Certain deemed distributions of participant loans	2020-12-31	$2,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$761,948
Value of total assets at end of year	2020-12-31	$11,903,752
Value of total assets at beginning of year	2020-12-31	$12,038,524
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$43,403
Total interest from all sources	2020-12-31	$53,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$1,867
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
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	$711,023
Participant contributions at end of year	2020-12-31	$113,586
Participant contributions at beginning of year	2020-12-31	$52,283
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$50,925
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$42,957
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	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	$-134,772
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,903,752
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$12,038,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,486,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$10,034,884
Interest on participant loans	2020-12-31	$5,436
Interest earned on other investments	2020-12-31	$46,695
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,260,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,951,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$954,504
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,858,778
Contract administrator fees	2020-12-31	$41,536
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	BARNES MERRITT & BARNES LLC
Accountancy firm EIN	2020-12-31	462800044
2019 : SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,693,393
Total of all expenses incurred	2019-12-31	$603,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$559,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$816,900
Value of total assets at end of year	2019-12-31	$12,038,524
Value of total assets at beginning of year	2019-12-31	$9,948,534
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$43,879
Total interest from all sources	2019-12-31	$57,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$1,110
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
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	$618,525
Participant contributions at end of year	2019-12-31	$52,283
Participant contributions at beginning of year	2019-12-31	$88,627
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$11,812
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$198,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,089,990
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,038,524
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,948,534
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 registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,034,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,646,429
Interest on participant loans	2019-12-31	$3,717
Interest earned on other investments	2019-12-31	$48,177
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$5,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,951,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,201,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,819,388
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$559,524
Contract administrator fees	2019-12-31	$42,769
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	BARNES MERRITT & BARNES LLC
Accountancy firm EIN	2019-12-31	462800044
2018 : SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$180,899
Total of all expenses incurred	2018-12-31	$150,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$115,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$454,308
Value of total assets at end of year	2018-12-31	$9,948,534
Value of total assets at beginning of year	2018-12-31	$9,917,926
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$34,447
Total interest from all sources	2018-12-31	$56,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$1,565
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
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	$399,363
Participant contributions at end of year	2018-12-31	$88,627
Participant contributions at beginning of year	2018-12-31	$87,590
Participant contributions at end of year	2018-12-31	$11,812
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$54,945
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	$30,608
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,948,534
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,917,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,646,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,658,182
Interest on participant loans	2018-12-31	$4,043
Interest earned on other investments	2018-12-31	$48,843
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$3,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,201,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,172,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-329,857
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$115,844
Contract administrator fees	2018-12-31	$32,882
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	BARNES MERRITT & BARNES LLC
Accountancy firm EIN	2018-12-31	462800044
2017 : SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,666,458
Total of all expenses incurred	2017-12-31	$1,517,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,488,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$356,641
Value of total assets at end of year	2017-12-31	$9,917,926
Value of total assets at beginning of year	2017-12-31	$9,769,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$29,578
Total interest from all sources	2017-12-31	$54,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$1,270
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,000,000
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	$343,448
Participant contributions at end of year	2017-12-31	$87,590
Participant contributions at beginning of year	2017-12-31	$123,547
Participant contributions at beginning of year	2017-12-31	$37,220
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$13,193
Other income not declared elsewhere	2017-12-31	$38
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	$148,591
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$9,917,926
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,769,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,658,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$7,268,282
Interest on participant loans	2017-12-31	$4,876
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$49,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,172,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,340,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,255,583
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,488,289
Contract administrator fees	2017-12-31	$28,308
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	BARNES MERRITT & BARNES LLC
Accountancy firm EIN	2017-12-31	462800044
2016 : SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,204,299
Total of all expenses incurred	2016-12-31	$417,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$388,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$531,565
Value of total assets at end of year	2016-12-31	$9,769,335
Value of total assets at beginning of year	2016-12-31	$8,982,830
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$29,488
Total interest from all sources	2016-12-31	$17,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$27,460
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
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	$531,565
Participant contributions at end of year	2016-12-31	$123,547
Participant contributions at beginning of year	2016-12-31	$104,019
Participant contributions at end of year	2016-12-31	$37,220
Participant contributions at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$59,076
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	$786,505
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,769,335
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,982,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$7,268,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$6,890,582
Interest on participant loans	2016-12-31	$5,119
Interest earned on other investments	2016-12-31	$12,827
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$2,340,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,988,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$595,701
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	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$388,306
Contract administrator fees	2016-12-31	$2,028
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	BARNES MERRITT & BARNES LLC
Accountancy firm EIN	2016-12-31	462800044
2015 : SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$719,882
Total of all expenses incurred	2015-12-31	$131,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$101,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$603,269
Value of total assets at end of year	2015-12-31	$8,982,830
Value of total assets at beginning of year	2015-12-31	$8,394,509
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$29,679
Total interest from all sources	2015-12-31	$3,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$1,218
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
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	$412,426
Participant contributions at end of year	2015-12-31	$104,019
Participant contributions at beginning of year	2015-12-31	$89,287
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$500
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$190,843
Other income not declared elsewhere	2015-12-31	$51,826
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	$588,321
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$8,982,830
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,394,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$6,890,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$6,509,512
Interest on participant loans	2015-12-31	$3,903
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,988,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,795,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$60,883
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$101,882
Contract administrator fees	2015-12-31	$28,461
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	BARNES MERRITT & BARNES LLC
Accountancy firm EIN	2015-12-31	462800044
2014 : SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$951,737
Total of all expenses incurred	2014-12-31	$288,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$260,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$439,739
Value of total assets at end of year	2014-12-31	$8,394,509
Value of total assets at beginning of year	2014-12-31	$7,731,197
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$27,871
Total interest from all sources	2014-12-31	$3,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$1,360
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
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	$337,201
Participant contributions at end of year	2014-12-31	$89,287
Participant contributions at beginning of year	2014-12-31	$88,655
Participant contributions at end of year	2014-12-31	$500
Participant contributions at beginning of year	2014-12-31	$9,933
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$102,538
Other income not declared elsewhere	2014-12-31	$53,092
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	$663,312
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,394,509
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,731,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$6,509,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$6,013,612
Interest on participant loans	2014-12-31	$3,130
Interest earned on other investments	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,795,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,618,997
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$455,776
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$260,554
Contract administrator fees	2014-12-31	$26,511
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	BARNES MERRITT & BARNES LLC
Accountancy firm EIN	2014-12-31	462800044
2013 : SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$1,592,687
Total of all expenses incurred	2013-12-31	$422,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$397,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$313,852
Value of total assets at end of year	2013-12-31	$7,731,197
Value of total assets at beginning of year	2013-12-31	$6,561,232
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$25,389
Total interest from all sources	2013-12-31	$23,528
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
Administrative expenses professional fees incurred	2013-12-31	$1,625
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
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	$278,257
Participant contributions at end of year	2013-12-31	$88,655
Participant contributions at beginning of year	2013-12-31	$102,542
Participant contributions at end of year	2013-12-31	$9,933
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$35,595
Other income not declared elsewhere	2013-12-31	$53,902
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	$1,169,965
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,731,197
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,561,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$6,013,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,861,803
Interest on participant loans	2013-12-31	$18,708
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$4,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,618,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,596,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,201,405
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$397,333
Contract administrator fees	2013-12-31	$23,764
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	BARNES, BROYLES & ASSOCIATES
Accountancy firm EIN	2013-12-31	581414170
2012 : SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$946,026
Total of all expenses incurred	2012-12-31	$70,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$50,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$268,866
Value of total assets at end of year	2012-12-31	$6,561,232
Value of total assets at beginning of year	2012-12-31	$5,685,728
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$19,579
Total interest from all sources	2012-12-31	$4,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$763
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
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	$263,646
Participant contributions at end of year	2012-12-31	$102,542
Participant contributions at beginning of year	2012-12-31	$92,846
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$7,633
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$5,220
Other income not declared elsewhere	2012-12-31	$54,529
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	$875,504
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,561,232
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,685,728
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 registered invesment companies (eg mutual funds) at end of year	2012-12-31	$4,861,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,054,141
Interest on participant loans	2012-12-31	$4,253
Interest earned on other investments	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,596,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,531,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$618,378
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$50,943
Contract administrator fees	2012-12-31	$18,816
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
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	BARNES, BROYLES & ASSOCIATES
Accountancy firm EIN	2012-12-31	581414170
2011 : SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2011 401k financial data
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	$180,093
Total of all expenses incurred	2011-12-31	$374,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$356,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$233,795
Value of total assets at end of year	2011-12-31	$5,685,728
Value of total assets at beginning of year	2011-12-31	$5,879,829
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$17,659
Total interest from all sources	2011-12-31	$4,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$1,708
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
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
Participant contributions at end of year	2011-12-31	$92,846
Participant contributions at beginning of year	2011-12-31	$83,951
Participant contributions at end of year	2011-12-31	$7,633
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$13,876
Other income not declared elsewhere	2011-12-31	$61,118
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	$-194,101
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,685,728
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,879,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,054,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,120,809
Interest on participant loans	2011-12-31	$4,163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,531,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,675,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-118,983
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	$219,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$356,535
Contract administrator fees	2011-12-31	$15,951
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	BARNES, BROYLES & ASSOCIATES
Accountancy firm EIN	2011-12-31	581414170
2010 : SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
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	$797,328
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$500,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$482,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$244,812
Value of total assets at end of year	2010-12-31	$5,879,829
Value of total assets at beginning of year	2010-12-31	$5,582,582
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$17,181
Total interest from all sources	2010-12-31	$3,620
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
Administrative expenses professional fees incurred	2010-12-31	$1,683
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$207,134
Participant contributions at end of year	2010-12-31	$83,951
Participant contributions at beginning of year	2010-12-31	$27,685
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$7,358
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$37,678
Other income not declared elsewhere	2010-12-31	$62,463
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	$297,247
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,879,829
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,582,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,120,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,012,089
Interest on participant loans	2010-12-31	$3,620
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,675,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,535,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$486,433
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$482,900
Contract administrator fees	2010-12-31	$15,498
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	BARNES, BROYLES & ASSOCIATES
Accountancy firm EIN	2010-12-31	581414170
2009 : SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST

2022: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

GAP-44-7791

Policy instance

Insurance contract or identification number	GAP-44-7791
Number of Individuals Covered	118
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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

Policy contract number

GAP-44-7791

Policy instance

Insurance contract or identification number	GAP-44-7791
Number of Individuals Covered	109
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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

Policy contract number

GAP-44-7791

Policy instance

Insurance contract or identification number	GAP-44-7791
Number of Individuals Covered	118
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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

Policy contract number

GAP-44-7791

Policy instance

Insurance contract or identification number	GAP-44-7791
Number of Individuals Covered	128
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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

Policy contract number

GAP-44-7791

Policy instance

Insurance contract or identification number	GAP-44-7791
Number of Individuals Covered	102
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

GAP-44-7791

Policy instance

Insurance contract or identification number	GAP-44-7791
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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

Policy contract number

GAP-44-7791

Policy instance

Insurance contract or identification number	GAP-44-7791
Number of Individuals Covered	98
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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

Policy contract number

GAP-44-7791

Policy instance

Insurance contract or identification number	GAP-44-7791
Number of Individuals Covered	93
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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

Policy contract number

GAP-44-7791

Policy instance

Insurance contract or identification number	GAP-44-7791
Number of Individuals Covered	100
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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

Policy contract number

GAP-44-7791

Policy instance

Insurance contract or identification number	GAP-44-7791
Number of Individuals Covered	98
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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

Policy contract number

GAP-44-7791

Policy instance

Insurance contract or identification number	GAP-44-7791
Number of Individuals Covered	102
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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Company Name:	SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSOCIATES, INC.
Employer identification number (EIN):	581353898
NAIC Classification:	541400