401k Plan data: WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST plan

WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST
Plan identification number	002

WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

WOODRUFF HOLDING COMPANY has sponsored the creation of one or more 401k plans.

Company Name: WOODRUFF HOLDING COMPANY

Employer identification number (EIN): 581819728

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Additional information about WOODRUFF HOLDING COMPANY

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 767330

More information about WOODRUFF HOLDING COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01 CURT THOMPSON 2019-08-02 CURT THOMPSON 2019-08-02
002 2017-01-01 CURT THOMPSON 2018-10-15 CURT THOMPSON 2018-10-15
002 2016-01-01 KATIE BRANZ KATIE BRANZ 2018-01-31
002 2015-01-01 BRAD MORGAN BRAD MORGAN 2016-10-17
002 2014-01-01 KATHY RICE KATHY RICE 2015-10-15
002 2013-01-01 KATHY RICE
002 2012-01-01 KATHY RICE KATHY RICE 2013-10-11
002 2011-01-01 KATHY RICE KATHY RICE 2012-10-15
002 2009-01-01 OTIS J. SCARBOROUGH OTIS J. SCARBOROUGH 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01	CURT THOMPSON	2019-08-02	CURT THOMPSON	2019-08-02
002	2017-01-01	CURT THOMPSON	2018-10-15	CURT THOMPSON	2018-10-15
002	2016-01-01	KATIE BRANZ		KATIE BRANZ	2018-01-31
002	2015-01-01	BRAD MORGAN		BRAD MORGAN	2016-10-17
002	2014-01-01	KATHY RICE		KATHY RICE	2015-10-15
002	2013-01-01	KATHY RICE
002	2012-01-01	KATHY RICE		KATHY RICE	2013-10-11
002	2011-01-01	KATHY RICE		KATHY RICE	2012-10-15
002	2009-01-01	OTIS J. SCARBOROUGH		OTIS J. SCARBOROUGH	2010-10-14

Plan Statistics for WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST

401k plan membership statisitcs for WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST

Measure Date Value
2016: WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 298
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 222
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 85
Total of all active and inactive participants 2016-01-01 307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 307
Number of participants with account balances 2016-01-01 307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 22
2015: WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 287
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 260
Number of other retired or separated participants entitled to future benefits 2015-01-01 38
Total of all active and inactive participants 2015-01-01 298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 298
Number of participants with account balances 2015-01-01 298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6
2014: WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 317
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 249
Number of other retired or separated participants entitled to future benefits 2014-01-01 38
Total of all active and inactive participants 2014-01-01 287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 287
Number of participants with account balances 2014-01-01 287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 14
2013: WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 290
Number of other retired or separated participants entitled to future benefits 2013-01-01 27
Total of all active and inactive participants 2013-01-01 317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 317
Number of participants with account balances 2013-01-01 317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 12
2012: WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 261
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 266
Number of other retired or separated participants entitled to future benefits 2012-01-01 15
Total of all active and inactive participants 2012-01-01 281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 281
Number of participants with account balances 2012-01-01 281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 10
2011: WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 246
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 252
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 8
Total of all active and inactive participants 2011-01-01 260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 261
Number of participants with account balances 2011-01-01 245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2009: WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 177
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 18
Total of all active and inactive participants 2009-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 196
Number of participants with account balances 2009-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 8

Measure	Date	Value
2016: WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	298
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	222
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	85
Total of all active and inactive participants	2016-01-01	307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	307
Number of participants with account balances	2016-01-01	307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	22
2015: WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	287
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	260
Number of other retired or separated participants entitled to future benefits	2015-01-01	38
Total of all active and inactive participants	2015-01-01	298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	298
Number of participants with account balances	2015-01-01	298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6
2014: WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	317
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	249
Number of other retired or separated participants entitled to future benefits	2014-01-01	38
Total of all active and inactive participants	2014-01-01	287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	287
Number of participants with account balances	2014-01-01	287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	14
2013: WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	290
Number of other retired or separated participants entitled to future benefits	2013-01-01	27
Total of all active and inactive participants	2013-01-01	317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	317
Number of participants with account balances	2013-01-01	317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	12
2012: WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	261
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	266
Number of other retired or separated participants entitled to future benefits	2012-01-01	15
Total of all active and inactive participants	2012-01-01	281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	281
Number of participants with account balances	2012-01-01	281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	10
2011: WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	246
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	252
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	8
Total of all active and inactive participants	2011-01-01	260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	261
Number of participants with account balances	2011-01-01	245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2009: WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	177
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	18
Total of all active and inactive participants	2009-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	196
Number of participants with account balances	2009-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	8

Financial Data on WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST

Measure	Date	Value
2016 : WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$139,888
Total unrealized appreciation/depreciation of assets	2016-12-31	$139,888
Total transfer of assets from this plan	2016-12-31	$99,179
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$923,096
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,053,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,038,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$554,077
Value of total assets at end of year	2016-12-31	$6,555,605
Value of total assets at beginning of year	2016-12-31	$6,785,251
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$14,860
Total interest from all sources	2016-12-31	$14,847
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$49,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$49,474
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$238,407
Participant contributions at end of year	2016-12-31	$168,639
Participant contributions at beginning of year	2016-12-31	$230,066
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$1,284,590
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$1,305,602
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$3,947
Administrative expenses (other) incurred	2016-12-31	$12,860
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	$-130,467
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,555,605
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,785,251
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	$4,530,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,720,457
Interest on participant loans	2016-12-31	$9,474
Interest earned on other investments	2016-12-31	$5,373
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$571,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$529,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$164,810
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
Contributions received in cash from employer	2016-12-31	$311,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,038,703
Contract administrator fees	2016-12-31	$2,000
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	ROBINSON, GRIMES & COMPANY, P.C.
Accountancy firm EIN	2016-12-31	581374304
2015 : WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-246,003
Total unrealized appreciation/depreciation of assets	2015-12-31	$-246,003
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$629,416
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$468,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$403,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$605,686
Value of total assets at end of year	2015-12-31	$6,785,251
Value of total assets at beginning of year	2015-12-31	$6,624,101
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$64,460
Total interest from all sources	2015-12-31	$12,011
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$62,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$62,453
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$299,118
Participant contributions at end of year	2015-12-31	$230,066
Participant contributions at beginning of year	2015-12-31	$138,835
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$1,305,602
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$1,264,932
Administrative expenses (other) incurred	2015-12-31	$62,460
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	$161,150
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,785,251
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,624,101
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	$4,720,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,701,543
Interest on participant loans	2015-12-31	$6,474
Interest earned on other investments	2015-12-31	$5,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$529,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$518,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$195,269
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	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$306,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$403,806
Contract administrator fees	2015-12-31	$2,000
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	ROBINSON, GRIMES & COMPANY, P.C.
Accountancy firm EIN	2015-12-31	581374304
2014 : WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$107,482
Total unrealized appreciation/depreciation of assets	2014-12-31	$107,482
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,082,036
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$483,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$476,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$696,722
Value of total assets at end of year	2014-12-31	$6,624,101
Value of total assets at beginning of year	2014-12-31	$6,025,671
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$6,652
Total interest from all sources	2014-12-31	$9,453
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$40,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$40,892
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$343,551
Participant contributions at end of year	2014-12-31	$138,835
Participant contributions at beginning of year	2014-12-31	$96,821
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$1,264,932
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$1,175,728
Administrative expenses (other) incurred	2014-12-31	$4,652
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	$598,430
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,624,101
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,025,671
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	$4,701,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,335,754
Interest on participant loans	2014-12-31	$4,371
Interest earned on other investments	2014-12-31	$5,082
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$518,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$417,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$227,487
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	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$353,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$476,954
Contract administrator fees	2014-12-31	$2,000
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	ROBINSON, GRIMES & CO., PC
Accountancy firm EIN	2014-12-31	581374304
2013 : WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$816,303
Total unrealized appreciation/depreciation of assets	2013-12-31	$816,303
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,627,976
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$516,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$486,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$697,944
Value of total assets at end of year	2013-12-31	$6,025,671
Value of total assets at beginning of year	2013-12-31	$4,914,669
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$30,210
Total interest from all sources	2013-12-31	$11,391
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$30,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$30,014
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$330,858
Participant contributions at end of year	2013-12-31	$96,821
Participant contributions at beginning of year	2013-12-31	$130,716
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$1,175,728
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$1,075,312
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$23,070
Administrative expenses (other) incurred	2013-12-31	$28,210
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	$1,111,002
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,025,671
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,914,669
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	$4,335,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,338,103
Interest on participant loans	2013-12-31	$4,779
Interest earned on other investments	2013-12-31	$1,340
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$5,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$417,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$370,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$72,324
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	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$344,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$486,764
Contract administrator fees	2013-12-31	$2,000
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	ROBINSON, GRIMES & CO. PC
Accountancy firm EIN	2013-12-31	581374304
2012 : WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$373,877
Total unrealized appreciation/depreciation of assets	2012-12-31	$373,877
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,038,890
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$114,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$77,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$555,638
Value of total assets at end of year	2012-12-31	$4,914,669
Value of total assets at beginning of year	2012-12-31	$3,989,863
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$36,886
Total interest from all sources	2012-12-31	$39,424
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$31,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$31,609
Administrative expenses professional fees incurred	2012-12-31	$26,460
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$273,085
Participant contributions at end of year	2012-12-31	$130,716
Participant contributions at beginning of year	2012-12-31	$126,451
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$1,075,312
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$956,859
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$7,219
Administrative expenses (other) incurred	2012-12-31	$1,353
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	$924,806
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,914,669
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,989,863
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	$3,338,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,470,550
Interest on participant loans	2012-12-31	$5,850
Interest earned on other investments	2012-12-31	$25,946
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$7,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$370,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$436,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$38,342
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	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$275,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$77,198
Contract administrator fees	2012-12-31	$9,073
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	ROBINSON, GRIMES & COMPANY, PC
Accountancy firm EIN	2012-12-31	581374304
2011 : WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$7,390
Total income from all sources (including contributions)	2011-12-31	$307,557
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$416,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$391,726
Expenses. Certain deemed distributions of participant loans	2011-12-31	$-1,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$441,957
Value of total assets at end of year	2011-12-31	$3,989,863
Value of total assets at beginning of year	2011-12-31	$4,106,291
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$26,851
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$12,748
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$213,991
Participant contributions at end of year	2011-12-31	$126,451
Participant contributions at beginning of year	2011-12-31	$150,236
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$956,859
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$936,308
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$7,390
Administrative expenses (other) incurred	2011-12-31	$10,053
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	$-109,038
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,989,863
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,098,901
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	$2,470,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,567,279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$436,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$452,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-134,400
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	Yes
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	$227,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$391,726
Contract administrator fees	2011-12-31	$4,050
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	ROBINSON, GRIMES & COMPANY, PC
Accountancy firm EIN	2011-12-31	581374304
2010 : WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$7,390
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	$1,073,390
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$271,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$244,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$703,711
Value of total assets at end of year	2010-12-31	$4,106,291
Value of total assets at beginning of year	2010-12-31	$3,297,426
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$27,484
Total interest from all sources	2010-12-31	$0
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	$13,035
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
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	$210,224
Participant contributions at end of year	2010-12-31	$150,236
Participant contributions at beginning of year	2010-12-31	$104,560
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$936,308
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$815,043
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$318,699
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$7,390
Administrative expenses (other) incurred	2010-12-31	$9,699
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	$801,475
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,098,901
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,297,426
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	$2,567,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,016,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$452,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$361,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$369,679
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	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$174,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$244,431
Contract administrator fees	2010-12-31	$4,750
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	ROBINSON, GRIMES & COMPANY, PC
Accountancy firm EIN	2010-12-31	581374304
2009 : WOODRUFF HOLDING COMPANY 401(K) PLAN AND 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 WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST

2016: WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WOODRUFF HOLDING COMPANY 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

039549

Policy instance

Insurance contract or identification number	039549
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 $3,603
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3603
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PROVIDER
Insurance broker organization code?	2
Insurance broker name	SYNOVUS TRUST COMPANY, NA

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

039549

Policy instance

Insurance contract or identification number	039549
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 $3,741
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3741
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PROVIDER
Insurance broker organization code?	2
Insurance broker name	SYNOVUS TRUST COMPANY, NA

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

039549

Policy instance

Insurance contract or identification number	039549
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 $9,073
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	9073
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PROVIDER
Insurance broker organization code?	2
Insurance broker name	SYNOVUS TRUST COMPANY, NA

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

39549

Policy instance

Insurance contract or identification number	39549
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 $8,426
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

006156

Policy instance

Insurance contract or identification number	006156
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 $7,492
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	WOODRUFF HOLDING COMPANY
Employer identification number (EIN):	581819728
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	767330