401k Plan data: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) plan

SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 401k Plan overview

Plan Name	SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A)
Plan identification number	021

SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SHUTTS & BOWEN LLP has sponsored the creation of one or more 401k plans.

Company Name: SHUTTS & BOWEN LLP

Employer identification number (EIN): 590447122

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
021 2022-01-01
021 2021-01-01
021 2020-01-01
021 2019-01-01
021 2018-01-01
021 2017-01-01 FREDERICK B. O'MALLEY
021 2016-01-01 FREDERICK B. O'MALLEY
021 2015-01-01 FREDERICK B. O'MALLEY
021 2014-01-01 FREDERICK B. O'MALLEY
021 2013-01-01 FREDERICK B. O'MALLEY
021 2012-01-01 FREDERICK B. O'MALLEY
021 2011-01-01 FREDERICK B. O'MALLEY
021 2010-01-01 FREDERICK OMALLEY
021 2009-01-01 FREDERICK OMALLEY

Plan Statistics for SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A)

401k plan membership statisitcs for SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A)

Measure Date Value
2022: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2022 401k membership
Total participants, beginning-of-year 2022-01-01 378
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 289
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 74
Total of all active and inactive participants 2022-01-01 363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 5
Total participants 2022-01-01 368
Number of participants with account balances 2022-01-01 362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2021 401k membership
Total participants, beginning-of-year 2021-01-01 408
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 300
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 75
Total of all active and inactive participants 2021-01-01 375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 378
Number of participants with account balances 2021-01-01 371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2020 401k membership
Total participants, beginning-of-year 2020-01-01 404
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 317
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 89
Total of all active and inactive participants 2020-01-01 406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 408
Number of participants with account balances 2020-01-01 408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2019 401k membership
Total participants, beginning-of-year 2019-01-01 408
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 315
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 82
Total of all active and inactive participants 2019-01-01 397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 399
Number of participants with account balances 2019-01-01 399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2018 401k membership
Total participants, beginning-of-year 2018-01-01 397
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 319
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 81
Total of all active and inactive participants 2018-01-01 400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 400
Number of participants with account balances 2018-01-01 400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2017 401k membership
Total participants, beginning-of-year 2017-01-01 402
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 315
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 74
Total of all active and inactive participants 2017-01-01 389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 389
Number of participants with account balances 2017-01-01 389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2016 401k membership
Total participants, beginning-of-year 2016-01-01 401
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 319
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 72
Total of all active and inactive participants 2016-01-01 391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 392
Number of participants with account balances 2016-01-01 389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2015 401k membership
Total participants, beginning-of-year 2015-01-01 407
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 306
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 85
Total of all active and inactive participants 2015-01-01 391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 391
Number of participants with account balances 2015-01-01 391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2014 401k membership
Total participants, beginning-of-year 2014-01-01 389
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 317
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 76
Total of all active and inactive participants 2014-01-01 393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 393
Number of participants with account balances 2014-01-01 393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2013 401k membership
Total participants, beginning-of-year 2013-01-01 392
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 333
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 56
Total of all active and inactive participants 2013-01-01 389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 389
Number of participants with account balances 2013-01-01 388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 6
2012: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2012 401k membership
Total participants, beginning-of-year 2012-01-01 382
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 323
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 56
Total of all active and inactive participants 2012-01-01 379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 379
Number of participants with account balances 2012-01-01 375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2011 401k membership
Total participants, beginning-of-year 2011-01-01 361
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 312
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 59
Total of all active and inactive participants 2011-01-01 371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 371
Number of participants with account balances 2011-01-01 363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2010 401k membership
Total participants, beginning-of-year 2010-01-01 373
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 302
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 52
Total of all active and inactive participants 2010-01-01 354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 354
Number of participants with account balances 2010-01-01 352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2009 401k membership
Total participants, beginning-of-year 2009-01-01 358
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 299
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 62
Total of all active and inactive participants 2009-01-01 361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 362
Number of participants with account balances 2009-01-01 359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2022: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2022 401k membership
Total participants, beginning-of-year	2022-01-01	378
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	289
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	74
Total of all active and inactive participants	2022-01-01	363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	5
Total participants	2022-01-01	368
Number of participants with account balances	2022-01-01	362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2021 401k membership
Total participants, beginning-of-year	2021-01-01	408
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	300
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	75
Total of all active and inactive participants	2021-01-01	375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	378
Number of participants with account balances	2021-01-01	371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2020 401k membership
Total participants, beginning-of-year	2020-01-01	404
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	317
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	89
Total of all active and inactive participants	2020-01-01	406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	408
Number of participants with account balances	2020-01-01	408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2019 401k membership
Total participants, beginning-of-year	2019-01-01	408
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	315
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	82
Total of all active and inactive participants	2019-01-01	397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	399
Number of participants with account balances	2019-01-01	399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2018 401k membership
Total participants, beginning-of-year	2018-01-01	397
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	319
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	81
Total of all active and inactive participants	2018-01-01	400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	400
Number of participants with account balances	2018-01-01	400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2017 401k membership
Total participants, beginning-of-year	2017-01-01	402
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	315
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	74
Total of all active and inactive participants	2017-01-01	389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	389
Number of participants with account balances	2017-01-01	389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2016 401k membership
Total participants, beginning-of-year	2016-01-01	401
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	319
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	72
Total of all active and inactive participants	2016-01-01	391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	392
Number of participants with account balances	2016-01-01	389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2015 401k membership
Total participants, beginning-of-year	2015-01-01	407
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	306
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	85
Total of all active and inactive participants	2015-01-01	391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	391
Number of participants with account balances	2015-01-01	391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2014 401k membership
Total participants, beginning-of-year	2014-01-01	389
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	317
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	76
Total of all active and inactive participants	2014-01-01	393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	393
Number of participants with account balances	2014-01-01	393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2013 401k membership
Total participants, beginning-of-year	2013-01-01	392
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	333
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	56
Total of all active and inactive participants	2013-01-01	389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	389
Number of participants with account balances	2013-01-01	388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	6
2012: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2012 401k membership
Total participants, beginning-of-year	2012-01-01	382
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	323
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	56
Total of all active and inactive participants	2012-01-01	379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	379
Number of participants with account balances	2012-01-01	375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2011 401k membership
Total participants, beginning-of-year	2011-01-01	361
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	312
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	59
Total of all active and inactive participants	2011-01-01	371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	371
Number of participants with account balances	2011-01-01	363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2010 401k membership
Total participants, beginning-of-year	2010-01-01	373
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	302
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	52
Total of all active and inactive participants	2010-01-01	354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	354
Number of participants with account balances	2010-01-01	352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2009 401k membership
Total participants, beginning-of-year	2009-01-01	358
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	299
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	62
Total of all active and inactive participants	2009-01-01	361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	362
Number of participants with account balances	2009-01-01	359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A)

Measure	Date	Value
2022 : SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$889,663
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-16,900,726
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$7,710,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$7,642,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$7,305,010
Value of total assets at end of year	2022-12-31	$126,324,480
Value of total assets at beginning of year	2022-12-31	$150,046,293
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$68,363
Total interest from all sources	2022-12-31	$96,245
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,064,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,064,465
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,929,616
Participant contributions at end of year	2022-12-31	$1,141,302
Participant contributions at beginning of year	2022-12-31	$1,289,561
Participant contributions at end of year	2022-12-31	$7,000
Participant contributions at beginning of year	2022-12-31	$19,500
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$12,200,867
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$15,573,583
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$78,669
Other income not declared elsewhere	2022-12-31	$-3,768,688
Administrative expenses (other) incurred	2022-12-31	$58,705
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash 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	$-24,611,476
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$126,324,480
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$150,046,293
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	$9,658
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$66,160,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$78,048,317
Interest on participant loans	2022-12-31	$55,521
Value of interest in common/collective trusts at end of year	2022-12-31	$40,645,358
Value of interest in common/collective trusts at beginning of year	2022-12-31	$47,166,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1,886,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$3,722,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$3,722,015
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$40,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-15,600,310
Net investment gain or loss from common/collective trusts	2022-12-31	$-6,997,448
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
Contributions received in cash from employer	2022-12-31	$4,296,725
Employer contributions (assets) at end of year	2022-12-31	$4,282,915
Employer contributions (assets) at beginning of year	2022-12-31	$4,226,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$7,642,387
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	REHMANN ROBSON LLC
Accountancy firm EIN	2022-12-31	383635706
2021 : SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$1,249,544
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$654,282
Total income from all sources (including contributions)	2021-12-31	$26,208,270
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$15,343,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$15,262,840
Value of total corrective distributions	2021-12-31	$302
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$7,466,097
Value of total assets at end of year	2021-12-31	$150,046,293
Value of total assets at beginning of year	2021-12-31	$141,085,608
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$80,919
Total interest from all sources	2021-12-31	$71,432
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,373,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$3,373,196
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,956,248
Participant contributions at end of year	2021-12-31	$1,289,561
Participant contributions at beginning of year	2021-12-31	$1,572,945
Participant contributions at end of year	2021-12-31	$19,500
Participant contributions at beginning of year	2021-12-31	$31,444
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$15,573,583
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$282,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$346,919
Other income not declared elsewhere	2021-12-31	$1,600,839
Administrative expenses (other) incurred	2021-12-31	$11,268
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$135
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$34,910
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	$10,864,511
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$150,046,293
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$140,431,326
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	$12,355
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$78,048,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$122,161,787
Interest on participant loans	2021-12-31	$69,966
Value of interest in common/collective trusts at end of year	2021-12-31	$47,166,583
Value of interest in common/collective trusts at beginning of year	2021-12-31	$1,355,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$3,722,015
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$5,945,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$5,945,932
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$11,987,859
Net investment gain or loss from common/collective trusts	2021-12-31	$1,708,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$4,227,042
Employer contributions (assets) at end of year	2021-12-31	$4,226,734
Employer contributions (assets) at beginning of year	2021-12-31	$3,967,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$15,262,840
Contract administrator fees	2021-12-31	$57,296
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	2021-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$6,014,905
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$307,228
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	REHMANN ROBSON LLC
Accountancy firm EIN	2021-12-31	383635706
2020 : SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$583,540
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$654,282
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$97,059
Total income from all sources (including contributions)	2020-12-31	$26,022,079
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$6,116,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,987,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$7,487,284
Value of total assets at end of year	2020-12-31	$141,085,608
Value of total assets at beginning of year	2020-12-31	$120,039,464
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$129,015
Total interest from all sources	2020-12-31	$101,509
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$3,226,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$3,226,966
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,847,430
Participant contributions at end of year	2020-12-31	$1,572,945
Participant contributions at beginning of year	2020-12-31	$1,482,269
Participant contributions at end of year	2020-12-31	$31,444
Participant contributions at beginning of year	2020-12-31	$3,146
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$671,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$346,919
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$97,059
Liabilities. Value of operating payables at end of year	2020-12-31	$135
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$34,910
Total non interest bearing cash at beginning of year	2020-12-31	$295,001
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	$19,905,381
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$140,431,326
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$119,942,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$28,415
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$122,161,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$105,123,150
Interest on participant loans	2020-12-31	$91,583
Value of interest in common/collective trusts at end of year	2020-12-31	$1,355,722
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,576,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$5,945,932
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$4,432,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$4,432,716
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$9,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$15,182,357
Net investment gain or loss from common/collective trusts	2020-12-31	$23,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$3,967,963
Employer contributions (assets) at end of year	2020-12-31	$3,967,963
Employer contributions (assets) at beginning of year	2020-12-31	$3,741,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,987,683
Contract administrator fees	2020-12-31	$100,600
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$6,014,905
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$3,385,940
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$307,228
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	VESTAL & WILER, CPA'S
Accountancy firm EIN	2020-12-31	593198021
2019 : SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$44,716
Total transfer of assets from this plan	2019-12-31	$2,642,473
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$97,059
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$16,368
Total income from all sources (including contributions)	2019-12-31	$26,177,489
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$6,590,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,428,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$7,067,176
Value of total assets at end of year	2019-12-31	$120,039,464
Value of total assets at beginning of year	2019-12-31	$102,969,112
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$161,190
Total interest from all sources	2019-12-31	$143,079
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$3,627,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$3,627,714
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,689,900
Participant contributions at end of year	2019-12-31	$1,482,269
Participant contributions at beginning of year	2019-12-31	$1,367,675
Participant contributions at end of year	2019-12-31	$3,146
Participant contributions at beginning of year	2019-12-31	$245,975
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$636,101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$97,059
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$16,368
Total non interest bearing cash at end of year	2019-12-31	$295,001
Total non interest bearing cash at beginning of year	2019-12-31	$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	2019-12-31	No
Value of net income/loss	2019-12-31	$19,587,418
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$119,942,405
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$102,952,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$30,256
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$105,123,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$88,974,887
Interest on participant loans	2019-12-31	$73,819
Value of interest in common/collective trusts at end of year	2019-12-31	$1,576,228
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,289,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$4,432,716
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$3,847,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$3,847,218
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$69,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$15,306,117
Net investment gain or loss from common/collective trusts	2019-12-31	$33,403
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	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$3,741,175
Employer contributions (assets) at end of year	2019-12-31	$3,741,014
Employer contributions (assets) at beginning of year	2019-12-31	$3,610,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,428,881
Contract administrator fees	2019-12-31	$130,934
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$3,385,940
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$2,634,036
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	VESTAL & WILER, CPA'S
Accountancy firm EIN	2019-12-31	593198021
2018 : SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$751,601
Total transfer of assets from this plan	2018-12-31	$2,100,175
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$16,368
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$22,008
Total income from all sources (including contributions)	2018-12-31	$2,074,520
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$5,839,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$5,682,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$7,250,847
Value of total assets at end of year	2018-12-31	$102,969,112
Value of total assets at beginning of year	2018-12-31	$108,088,691
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$157,185
Total interest from all sources	2018-12-31	$113,001
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$5,069,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$5,069,674
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,571,085
Participant contributions at end of year	2018-12-31	$1,367,675
Participant contributions at beginning of year	2018-12-31	$1,352,642
Participant contributions at end of year	2018-12-31	$245,975
Participant contributions at beginning of year	2018-12-31	$48,000
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,069,479
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$16,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$22,008
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	$-3,765,365
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$102,952,744
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$108,066,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$42,551
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$88,974,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$93,090,349
Interest on participant loans	2018-12-31	$65,576
Value of interest in common/collective trusts at end of year	2018-12-31	$2,289,038
Value of interest in common/collective trusts at beginning of year	2018-12-31	$2,175,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$3,847,218
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$5,319,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$5,319,620
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$47,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-10,392,044
Net investment gain or loss from common/collective trusts	2018-12-31	$33,042
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	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$3,610,283
Employer contributions (assets) at end of year	2018-12-31	$3,610,283
Employer contributions (assets) at beginning of year	2018-12-31	$3,351,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$5,682,700
Contract administrator fees	2018-12-31	$114,634
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$2,634,036
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$2,751,110
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	VESTAL & WILER, CPA'S
Accountancy firm EIN	2018-12-31	593198021
2017 : SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$1,228,409
Total transfer of assets from this plan	2017-12-31	$38,623
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$22,008
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$25,926
Total income from all sources (including contributions)	2017-12-31	$20,695,698
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,708,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,572,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$6,041,210
Value of total assets at end of year	2017-12-31	$108,088,691
Value of total assets at beginning of year	2017-12-31	$89,915,942
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$136,734
Total interest from all sources	2017-12-31	$87,010
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$3,590,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$3,552,467
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,372,646
Participant contributions at end of year	2017-12-31	$1,352,642
Participant contributions at beginning of year	2017-12-31	$1,280,165
Participant contributions at end of year	2017-12-31	$48,000
Participant contributions at beginning of year	2017-12-31	$57,500
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$316,687
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$22,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$25,926
Administrative expenses (other) incurred	2017-12-31	$32,598
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	$16,986,881
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$108,066,683
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$89,890,016
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
Investment advisory and management fees	2017-12-31	$104,136
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$93,090,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$74,684,204
Interest on participant loans	2017-12-31	$55,170
Value of interest in common/collective trusts at end of year	2017-12-31	$2,175,093
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,395,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$5,319,620
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$7,173,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$7,173,387
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$31,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$10,949,233
Net investment gain or loss from common/collective trusts	2017-12-31	$27,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$3,351,877
Employer contributions (assets) at end of year	2017-12-31	$3,351,877
Employer contributions (assets) at beginning of year	2017-12-31	$3,271,940
Income. Dividends from common stock	2017-12-31	$38,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,572,083
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$2,751,110
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$2,052,892
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	VESTAL & WILER, CPA'S
Accountancy firm EIN	2017-12-31	593198021
2016 : SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$521,157
Total transfer of assets from this plan	2016-12-31	$48,358
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$25,926
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$26,130
Total income from all sources (including contributions)	2016-12-31	$14,796,378
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$6,476,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$6,386,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$8,623,409
Value of total assets at end of year	2016-12-31	$89,915,942
Value of total assets at beginning of year	2016-12-31	$81,123,529
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$89,744
Total interest from all sources	2016-12-31	$68,663
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$2,710,508
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	$2,685,290
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,248,226
Participant contributions at end of year	2016-12-31	$1,280,165
Participant contributions at beginning of year	2016-12-31	$1,188,198
Participant contributions at end of year	2016-12-31	$57,500
Participant contributions at beginning of year	2016-12-31	$31,848
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$3,098,569
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$25,926
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$26,130
Administrative expenses (other) incurred	2016-12-31	$28,778
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	$8,319,818
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$89,890,016
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$81,097,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$60,966
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$74,684,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$69,964,392
Interest on participant loans	2016-12-31	$48,226
Interest earned on other investments	2016-12-31	$444
Value of interest in common/collective trusts at end of year	2016-12-31	$1,395,854
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,173,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$7,173,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$4,436,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$4,436,619
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$19,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$3,373,453
Net investment gain or loss from common/collective trusts	2016-12-31	$20,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$3,276,614
Employer contributions (assets) at end of year	2016-12-31	$3,271,940
Employer contributions (assets) at beginning of year	2016-12-31	$3,004,241
Income. Dividends from common stock	2016-12-31	$25,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$6,386,816
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$2,052,892
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$1,325,042
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	VESTAL & WILER, CPA'S
Accountancy firm EIN	2016-12-31	593198021
2015 : SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$371,515
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$26,130
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$5,831
Total income from all sources (including contributions)	2015-12-31	$6,043,176
Total loss/gain on sale of assets	2015-12-31	$3,613,844
Total of all expenses incurred	2015-12-31	$9,535,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$9,448,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$6,631,327
Value of total assets at end of year	2015-12-31	$81,123,529
Value of total assets at beginning of year	2015-12-31	$84,224,181
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$87,168
Total interest from all sources	2015-12-31	$50,625
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$3,499,396
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	$3,476,211
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,039,123
Participant contributions at end of year	2015-12-31	$1,188,198
Participant contributions at beginning of year	2015-12-31	$1,313,524
Participant contributions at end of year	2015-12-31	$31,848
Participant contributions at beginning of year	2015-12-31	$51,808
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,587,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$26,130
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$5,831
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	$-3,492,466
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$81,097,399
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$84,218,350
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
Investment advisory and management fees	2015-12-31	$51,952
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$69,964,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$73,101,001
Interest on participant loans	2015-12-31	$48,129
Value of interest in common/collective trusts at end of year	2015-12-31	$1,173,189
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,148,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$4,436,619
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$4,372,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$4,372,655
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$2,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-7,764,456
Net investment gain or loss from common/collective trusts	2015-12-31	$12,440
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	$3,004,241
Employer contributions (assets) at end of year	2015-12-31	$3,004,241
Employer contributions (assets) at beginning of year	2015-12-31	$2,921,715
Income. Dividends from common stock	2015-12-31	$23,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$9,448,474
Contract administrator fees	2015-12-31	$35,216
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$1,325,042
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$1,315,045
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
Aggregate proceeds on sale of assets	2015-12-31	$47,028,521
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$43,414,677
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	VESTAL & WILER, CPA'S
Accountancy firm EIN	2015-12-31	593198021
2014 : SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$720,357
Total transfer of assets from this plan	2014-12-31	$2,774,608
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$5,831
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$28,576
Total income from all sources (including contributions)	2014-12-31	$10,118,121
Total loss/gain on sale of assets	2014-12-31	$852,945
Total of all expenses incurred	2014-12-31	$3,934,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,830,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$5,691,462
Value of total assets at end of year	2014-12-31	$84,224,181
Value of total assets at beginning of year	2014-12-31	$80,117,417
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$103,546
Total interest from all sources	2014-12-31	$50,524
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$4,026,537
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	$4,005,856
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
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	$2,124,165
Participant contributions at end of year	2014-12-31	$1,313,524
Participant contributions at beginning of year	2014-12-31	$1,156,198
Participant contributions at end of year	2014-12-31	$51,808
Participant contributions at beginning of year	2014-12-31	$23,546
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$628,082
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$5,831
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$28,576
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	$6,183,760
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$84,218,350
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$80,088,841
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
Investment advisory and management fees	2014-12-31	$64,567
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$73,101,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$69,165,179
Interest on participant loans	2014-12-31	$49,354
Value of interest in common/collective trusts at end of year	2014-12-31	$1,148,433
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,207,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$4,372,655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$4,508,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$4,508,177
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$1,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-505,266
Net investment gain or loss from common/collective trusts	2014-12-31	$1,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$2,939,215
Employer contributions (assets) at end of year	2014-12-31	$2,921,715
Employer contributions (assets) at beginning of year	2014-12-31	$2,982,050
Income. Dividends from common stock	2014-12-31	$20,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,830,815
Contract administrator fees	2014-12-31	$38,979
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$1,315,045
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$1,074,431
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
Aggregate proceeds on sale of assets	2014-12-31	$30,401,273
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$29,548,328
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	VESTAL & WILER, CPA'S
Accountancy firm EIN	2014-12-31	593198021
2013 : SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$242,485
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$28,576
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$21,171
Total income from all sources (including contributions)	2013-12-31	$16,134,351
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,136,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,026,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$6,063,991
Value of total assets at end of year	2013-12-31	$80,117,417
Value of total assets at beginning of year	2013-12-31	$65,869,555
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$110,018
Total interest from all sources	2013-12-31	$49,575
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$3,282,344
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	$3,263,826
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,300,697
Participant contributions at end of year	2013-12-31	$1,156,198
Participant contributions at beginning of year	2013-12-31	$1,109,352
Participant contributions at end of year	2013-12-31	$23,546
Participant contributions at beginning of year	2013-12-31	$73,000
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$781,244
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$28,576
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$21,171
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	$13,997,972
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$80,088,841
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$65,848,384
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
Investment advisory and management fees	2013-12-31	$62,437
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$69,165,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$55,892,831
Interest on participant loans	2013-12-31	$47,360
Value of interest in common/collective trusts at end of year	2013-12-31	$1,207,836
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,045,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$4,508,177
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$4,087,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$4,087,488
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$2,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$6,729,758
Net investment gain or loss from common/collective trusts	2013-12-31	$8,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$2,982,050
Employer contributions (assets) at end of year	2013-12-31	$2,982,050
Employer contributions (assets) at beginning of year	2013-12-31	$2,865,200
Income. Dividends from common stock	2013-12-31	$18,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,026,361
Contract administrator fees	2013-12-31	$47,581
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$1,074,431
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$796,585
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	VESTAL & WILER, CPA'S
Accountancy firm EIN	2013-12-31	593198021
2012 : SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$182,442
Total transfer of assets from this plan	2012-12-31	$201,610
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$21,171
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$14,446
Total income from all sources (including contributions)	2012-12-31	$11,810,676
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,343,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,191,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$5,447,694
Value of total assets at end of year	2012-12-31	$65,869,555
Value of total assets at beginning of year	2012-12-31	$56,415,261
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$152,293
Total interest from all sources	2012-12-31	$48,196
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$2,384,103
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	$2,367,306
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$100,000
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
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	$2,144,675
Participant contributions at end of year	2012-12-31	$1,109,352
Participant contributions at beginning of year	2012-12-31	$1,116,212
Participant contributions at end of year	2012-12-31	$73,000
Participant contributions at beginning of year	2012-12-31	$71,166
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$437,819
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$21,171
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$14,446
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	$9,466,737
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$65,848,384
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$56,400,815
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
Investment advisory and management fees	2012-12-31	$109,300
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$55,892,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$46,144,611
Interest on participant loans	2012-12-31	$46,761
Value of interest in common/collective trusts at end of year	2012-12-31	$1,045,099
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,776,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$4,087,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$3,467,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$3,467,988
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$1,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$3,915,047
Net investment gain or loss from common/collective trusts	2012-12-31	$15,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$2,865,200
Employer contributions (assets) at end of year	2012-12-31	$2,865,200
Employer contributions (assets) at beginning of year	2012-12-31	$2,681,969
Income. Dividends from common stock	2012-12-31	$16,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,191,646
Contract administrator fees	2012-12-31	$42,993
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$796,585
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$1,056,543
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	VESTAL & WILER, CPA'S
Accountancy firm EIN	2012-12-31	593198021
2011 : SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$274,259
Total transfer of assets from this plan	2011-12-31	$1,562
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$14,446
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$14,380
Total income from all sources (including contributions)	2011-12-31	$4,356,475
Total loss/gain on sale of assets	2011-12-31	$2,663,819
Total of all expenses incurred	2011-12-31	$1,804,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,770,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$5,036,925
Value of total assets at end of year	2011-12-31	$56,415,261
Value of total assets at beginning of year	2011-12-31	$53,590,145
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$33,512
Total interest from all sources	2011-12-31	$50,382
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,750,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$1,737,417
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$100,000
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$100,000
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$2,052,615
Participant contributions at end of year	2011-12-31	$1,116,212
Participant contributions at beginning of year	2011-12-31	$1,113,583
Participant contributions at end of year	2011-12-31	$71,166
Participant contributions at beginning of year	2011-12-31	$24,834
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$302,341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$14,446
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$14,286
Administrative expenses (other) incurred	2011-12-31	$12,580
Liabilities. Value of operating payables at end of year	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$94
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	$2,552,353
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$56,400,815
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$53,575,765
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
Investment advisory and management fees	2011-12-31	$12,151
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$46,144,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$44,701,751
Interest on participant loans	2011-12-31	$50,092
Value of interest in common/collective trusts at end of year	2011-12-31	$1,776,772
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,437,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$3,467,988
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$2,605,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$2,605,722
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$290
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-5,168,171
Net investment gain or loss from common/collective trusts	2011-12-31	$22,633
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	$2,681,969
Employer contributions (assets) at end of year	2011-12-31	$2,681,969
Employer contributions (assets) at beginning of year	2011-12-31	$2,606,712
Income. Dividends from common stock	2011-12-31	$13,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,770,610
Contract administrator fees	2011-12-31	$8,781
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$1,056,543
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$999,589
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
Aggregate proceeds on sale of assets	2011-12-31	$2,663,819
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	VESTAL & WILER, CPA'S
Accountancy firm EIN	2011-12-31	593198021
2010 : SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$497,634
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$14,380
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$41,475
Total income from all sources (including contributions)	2010-12-31	$10,272,930
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$3,674,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$3,612,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$4,810,259
Value of total assets at end of year	2010-12-31	$53,590,145
Value of total assets at beginning of year	2010-12-31	$46,520,748
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$61,813
Total interest from all sources	2010-12-31	$55,653
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$958,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$942,516
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$100,000
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$117,840
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
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	$1,971,679
Participant contributions at end of year	2010-12-31	$1,113,583
Participant contributions at beginning of year	2010-12-31	$876,693
Participant contributions at end of year	2010-12-31	$24,834
Participant contributions at beginning of year	2010-12-31	$50,614
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$231,868
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$14,286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$32,159
Administrative expenses (other) incurred	2010-12-31	$613
Liabilities. Value of operating payables at end of year	2010-12-31	$94
Liabilities. Value of operating payables at beginning of year	2010-12-31	$9,316
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	$6,598,858
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$53,575,765
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$46,479,273
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
Investment advisory and management fees	2010-12-31	$48,805
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$44,701,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$36,136,101
Interest on participant loans	2010-12-31	$55,158
Value of interest in common/collective trusts at end of year	2010-12-31	$1,437,954
Value of interest in common/collective trusts at beginning of year	2010-12-31	$708,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$2,605,722
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$4,952,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$4,952,843
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$495
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$4,431,851
Net investment gain or loss from common/collective trusts	2010-12-31	$17,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$2,606,712
Employer contributions (assets) at end of year	2010-12-31	$2,606,712
Employer contributions (assets) at beginning of year	2010-12-31	$2,565,626
Income. Dividends from preferred stock	2010-12-31	$363
Income. Dividends from common stock	2010-12-31	$15,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$3,612,259
Contract administrator fees	2010-12-31	$12,395
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$999,589
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$1,112,569
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	VESTAL & WILER, CPA'S
Accountancy firm EIN	2010-12-31	593198021
2009 : SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A) 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 SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (A)

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

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Company Name:	SHUTTS & BOWEN LLP
Employer identification number (EIN):	590447122
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers