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

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

Plan Name	SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B)
Plan identification number	022

SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 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.
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 (B)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
022 2022-01-01
022 2021-01-01
022 2020-01-01
022 2019-01-01
022 2018-01-01
022 2017-01-01 FREDERICK B. O'MALLEY
022 2016-01-01 FREDERICK B. O'MALLEY
022 2015-01-01 FREDERICK B. O'MALLEY
022 2014-01-01 FREDERICK B. O'MALLEY
022 2013-01-01 FREDERICK B. O'MALLEY
022 2012-01-01 FREDERICK B. O'MALLEY
022 2011-01-01 FREDERICK B. O'MALLEY
022 2009-01-01 FREDERICK OMALLEY
022 2008-01-01
022 2008-01-01

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

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

Measure Date Value
2022: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 2022 401k membership
Total participants, beginning-of-year 2022-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 138
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 55
Total of all active and inactive participants 2022-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 194
Number of participants with account balances 2022-01-01 158
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 (B) 2021 401k membership
Total participants, beginning-of-year 2021-01-01 215
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 144
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 45
Total of all active and inactive participants 2021-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 190
Number of participants with account balances 2021-01-01 153
2020: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 2020 401k membership
Total participants, beginning-of-year 2020-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 171
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 44
Total of all active and inactive participants 2020-01-01 215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 215
Number of participants with account balances 2020-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 2019 401k membership
Total participants, beginning-of-year 2019-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 158
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 49
Total of all active and inactive participants 2019-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 207
Number of participants with account balances 2019-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 2018 401k membership
Total participants, beginning-of-year 2018-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 147
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 53
Total of all active and inactive participants 2018-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 200
Number of participants with account balances 2018-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 2017 401k membership
Total participants, beginning-of-year 2017-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 141
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 48
Total of all active and inactive participants 2017-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 189
Number of participants with account balances 2017-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 2016 401k membership
Total participants, beginning-of-year 2016-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 138
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 57
Total of all active and inactive participants 2016-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 195
Number of participants with account balances 2016-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 2015 401k membership
Total participants, beginning-of-year 2015-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 135
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 46
Total of all active and inactive participants 2015-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 181
Number of participants with account balances 2015-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 2014 401k membership
Total participants, beginning-of-year 2014-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 125
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 48
Total of all active and inactive participants 2014-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 173
Number of participants with account balances 2014-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 2013 401k membership
Total participants, beginning-of-year 2013-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 122
Number of retired or separated participants receiving benefits 2013-01-01 42
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 164
Number of participants with account balances 2013-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 2012 401k membership
Total participants, beginning-of-year 2012-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 118
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 38
Total of all active and inactive participants 2012-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 156
Number of participants with account balances 2012-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 2011 401k membership
Total participants, beginning-of-year 2011-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 116
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 38
Total of all active and inactive participants 2011-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 154
Number of participants with account balances 2011-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 2009 401k membership
Total participants, beginning-of-year 2009-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 111
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 37
Total of all active and inactive participants 2009-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 148
Number of participants with account balances 2009-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 2022 401k membership
Total participants, beginning-of-year	2022-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	138
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	55
Total of all active and inactive participants	2022-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	194
Number of participants with account balances	2022-01-01	158
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 (B) 2021 401k membership
Total participants, beginning-of-year	2021-01-01	215
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	144
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	45
Total of all active and inactive participants	2021-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	190
Number of participants with account balances	2021-01-01	153
2020: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 2020 401k membership
Total participants, beginning-of-year	2020-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	171
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	44
Total of all active and inactive participants	2020-01-01	215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	215
Number of participants with account balances	2020-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 2019 401k membership
Total participants, beginning-of-year	2019-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	158
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	49
Total of all active and inactive participants	2019-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	207
Number of participants with account balances	2019-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 2018 401k membership
Total participants, beginning-of-year	2018-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	147
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	53
Total of all active and inactive participants	2018-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	200
Number of participants with account balances	2018-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 2017 401k membership
Total participants, beginning-of-year	2017-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	141
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	48
Total of all active and inactive participants	2017-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	189
Number of participants with account balances	2017-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 2016 401k membership
Total participants, beginning-of-year	2016-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	138
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	57
Total of all active and inactive participants	2016-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	195
Number of participants with account balances	2016-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 2015 401k membership
Total participants, beginning-of-year	2015-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	135
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	46
Total of all active and inactive participants	2015-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	181
Number of participants with account balances	2015-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 2014 401k membership
Total participants, beginning-of-year	2014-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	125
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	48
Total of all active and inactive participants	2014-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	173
Number of participants with account balances	2014-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 2013 401k membership
Total participants, beginning-of-year	2013-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	122
Number of retired or separated participants receiving benefits	2013-01-01	42
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	164
Number of participants with account balances	2013-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 2012 401k membership
Total participants, beginning-of-year	2012-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	118
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	38
Total of all active and inactive participants	2012-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	156
Number of participants with account balances	2012-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 2011 401k membership
Total participants, beginning-of-year	2011-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	116
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	38
Total of all active and inactive participants	2011-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	154
Number of participants with account balances	2011-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 2009 401k membership
Total participants, beginning-of-year	2009-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	111
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	37
Total of all active and inactive participants	2009-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	148
Number of participants with account balances	2009-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

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

Measure	Date	Value
2022 : SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets from 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	$-2,856,766
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,888,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,864,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,407,510
Value of total assets at end of year	2022-12-31	$29,146,157
Value of total assets at beginning of year	2022-12-31	$34,780,958
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$23,569
Total interest from all sources	2022-12-31	$24,185
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$371,736
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	$371,736
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,766,909
Participant contributions at end of year	2022-12-31	$180,265
Participant contributions at beginning of year	2022-12-31	$220,170
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$137,684
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$172,353
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,426
Other income not declared elsewhere	2022-12-31	$-49,866
Administrative expenses (other) incurred	2022-12-31	$23,338
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	$-4,745,138
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$29,146,157
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$34,780,958
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	$231
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$16,948,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$18,999,537
Interest on participant loans	2022-12-31	$8,767
Value of interest in common/collective trusts at end of year	2022-12-31	$10,268,932
Value of interest in common/collective trusts at beginning of year	2022-12-31	$13,421,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$972,908
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,373,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,373,862
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$15,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,542,236
Net investment gain or loss from common/collective trusts	2022-12-31	$-2,068,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$638,175
Employer contributions (assets) at end of year	2022-12-31	$638,175
Employer contributions (assets) at beginning of year	2022-12-31	$593,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,864,803
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	2022-12-31	Yes
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 (B) 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to 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	$68,473
Total income from all sources (including contributions)	2021-12-31	$7,518,664
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,383,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,336,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,117,273
Value of total assets at end of year	2021-12-31	$34,780,958
Value of total assets at beginning of year	2021-12-31	$29,464,634
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$47,304
Total interest from all sources	2021-12-31	$8,228
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$729,348
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	$729,348
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	$1,600,354
Participant contributions at end of year	2021-12-31	$220,170
Participant contributions at beginning of year	2021-12-31	$138,873
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$5,925
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$172,353
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	$922,636
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	$24,938
Other income not declared elsewhere	2021-12-31	$43,215
Administrative expenses (other) incurred	2021-12-31	$34,949
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	$43,535
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	$11,271
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	$4,135,253
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$34,780,958
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$29,396,161
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	$18,999,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$26,601,797
Interest on participant loans	2021-12-31	$7,938
Value of interest in common/collective trusts at end of year	2021-12-31	$13,421,428
Value of interest in common/collective trusts at beginning of year	2021-12-31	$315,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,373,862
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,949,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,949,844
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$290
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,050,919
Net investment gain or loss from common/collective trusts	2021-12-31	$569,681
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	$594,283
Employer contributions (assets) at end of year	2021-12-31	$593,608
Employer contributions (assets) at beginning of year	2021-12-31	$441,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,336,107
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
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 (B) 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets from 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	$68,473
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$25,029
Total income from all sources (including contributions)	2020-12-31	$5,798,223
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$5,465,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,433,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,022,627
Value of total assets at end of year	2020-12-31	$29,464,634
Value of total assets at beginning of year	2020-12-31	$29,672,087
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$31,950
Total interest from all sources	2020-12-31	$12,256
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$691,979
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	$691,979
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	$1,555,414
Participant contributions at end of year	2020-12-31	$138,873
Participant contributions at beginning of year	2020-12-31	$223,682
Participant contributions at end of year	2020-12-31	$5,925
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$25,860
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$24,938
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$25,029
Liabilities. Value of operating payables at end of year	2020-12-31	$43,535
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	$11,271
Total non interest bearing cash at beginning of year	2020-12-31	$77,199
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	$332,643
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$29,396,161
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$29,647,058
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	$8,003
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$26,601,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$27,940,999
Interest on participant loans	2020-12-31	$9,884
Value of interest in common/collective trusts at end of year	2020-12-31	$315,624
Value of interest in common/collective trusts at beginning of year	2020-12-31	$291,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,949,844
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$706,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$706,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$2,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,066,601
Net investment gain or loss from common/collective trusts	2020-12-31	$4,760
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	$441,353
Employer contributions (assets) at end of year	2020-12-31	$441,300
Employer contributions (assets) at beginning of year	2020-12-31	$432,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,433,630
Contract administrator fees	2020-12-31	$23,947
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 (B) 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$2,642,473
Total transfer of assets from this plan	2019-12-31	$44,716
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$25,029
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$4,937
Total income from all sources (including contributions)	2019-12-31	$7,648,459
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,864,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,821,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,821,814
Value of total assets at end of year	2019-12-31	$29,672,087
Value of total assets at beginning of year	2019-12-31	$22,269,969
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$42,791
Total interest from all sources	2019-12-31	$23,328
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$909,912
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	$909,912
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,534,125
Participant contributions at end of year	2019-12-31	$223,682
Participant contributions at beginning of year	2019-12-31	$253,440
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$855,189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$25,029
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$4,937
Total non interest bearing cash at end of year	2019-12-31	$77,199
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	$4,784,269
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$29,647,058
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$22,265,032
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	$8,867
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$27,940,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$21,065,607
Interest on participant loans	2019-12-31	$12,172
Value of interest in common/collective trusts at end of year	2019-12-31	$291,039
Value of interest in common/collective trusts at beginning of year	2019-12-31	$277,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$706,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$357,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$357,927
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$11,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,887,893
Net investment gain or loss from common/collective trusts	2019-12-31	$5,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$432,500
Employer contributions (assets) at end of year	2019-12-31	$432,500
Employer contributions (assets) at beginning of year	2019-12-31	$315,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,821,399
Contract administrator fees	2019-12-31	$33,924
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 (B) 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$2,100,175
Total transfer of assets from this plan	2018-12-31	$751,601
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$4,937
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$2,876
Total income from all sources (including contributions)	2018-12-31	$663,765
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,476,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,440,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,866,147
Value of total assets at end of year	2018-12-31	$22,269,969
Value of total assets at beginning of year	2018-12-31	$22,732,012
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$36,427
Total interest from all sources	2018-12-31	$14,304
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,121,187
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	$1,121,187
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,461,940
Participant contributions at end of year	2018-12-31	$253,440
Participant contributions at beginning of year	2018-12-31	$192,087
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$88,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$4,937
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$2,876
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	$-1,812,678
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$22,265,032
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$22,729,136
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	$9,706
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$21,065,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$21,826,713
Interest on participant loans	2018-12-31	$11,186
Value of interest in common/collective trusts at end of year	2018-12-31	$277,102
Value of interest in common/collective trusts at beginning of year	2018-12-31	$52,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$357,927
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$137,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$137,013
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$3,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,341,695
Net investment gain or loss from common/collective trusts	2018-12-31	$3,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$315,893
Employer contributions (assets) at end of year	2018-12-31	$315,893
Employer contributions (assets) at beginning of year	2018-12-31	$523,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,440,016
Contract administrator fees	2018-12-31	$26,721
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 (B) 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$38,623
Total transfer of assets from this plan	2017-12-31	$1,228,409
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$2,876
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$2,925
Total income from all sources (including contributions)	2017-12-31	$5,330,722
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,476,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,443,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,108,919
Value of total assets at end of year	2017-12-31	$22,732,012
Value of total assets at beginning of year	2017-12-31	$21,067,168
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$32,469
Total interest from all sources	2017-12-31	$8,304
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$812,417
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	$811,498
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	$1,345,122
Participant contributions at end of year	2017-12-31	$192,087
Participant contributions at beginning of year	2017-12-31	$213,353
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$240,397
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$2,876
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$2,925
Administrative expenses (other) incurred	2017-12-31	$6,482
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,854,679
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$22,729,136
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$21,064,243
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	$25,987
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$21,826,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$20,254,434
Interest on participant loans	2017-12-31	$7,554
Value of interest in common/collective trusts at end of year	2017-12-31	$52,799
Value of interest in common/collective trusts at beginning of year	2017-12-31	$65,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$137,013
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$138,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$138,953
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$750
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,400,409
Net investment gain or loss from common/collective trusts	2017-12-31	$673
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	$523,400
Employer contributions (assets) at end of year	2017-12-31	$523,400
Employer contributions (assets) at beginning of year	2017-12-31	$394,750
Income. Dividends from common stock	2017-12-31	$919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,443,574
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 (B) 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$48,358
Total transfer of assets from this plan	2016-12-31	$521,157
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$2,925
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$10,520
Total income from all sources (including contributions)	2016-12-31	$3,380,984
Total loss/gain on sale of assets	2016-12-31	$19,613
Total of all expenses incurred	2016-12-31	$1,935,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,912,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,828,228
Value of total assets at end of year	2016-12-31	$21,067,168
Value of total assets at beginning of year	2016-12-31	$20,102,471
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$22,955
Total interest from all sources	2016-12-31	$14,053
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$721,012
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	$721,012
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	$1,284,704
Participant contributions at end of year	2016-12-31	$213,353
Participant contributions at beginning of year	2016-12-31	$310,498
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$148,774
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$2,925
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$10,520
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	$1,445,091
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$21,064,243
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$20,091,951
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	$16,282
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$20,254,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$19,038,457
Interest on participant loans	2016-12-31	$10,014
Interest earned on other investments	2016-12-31	$3,513
Value of interest in common/collective trusts at end of year	2016-12-31	$65,678
Value of interest in common/collective trusts at beginning of year	2016-12-31	$31,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$138,953
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$225,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$225,260
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$526
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$797,514
Net investment gain or loss from common/collective trusts	2016-12-31	$564
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	$394,750
Employer contributions (assets) at end of year	2016-12-31	$394,750
Employer contributions (assets) at beginning of year	2016-12-31	$496,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,912,938
Contract administrator fees	2016-12-31	$6,673
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
Aggregate proceeds on sale of assets	2016-12-31	$6,448,787
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$6,429,174
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 (B) 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets from 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	$10,520
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$6,667
Total income from all sources (including contributions)	2015-12-31	$3,595,981
Total loss/gain on sale of assets	2015-12-31	$591,807
Total of all expenses incurred	2015-12-31	$1,640,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,621,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,726,375
Value of total assets at end of year	2015-12-31	$20,102,471
Value of total assets at beginning of year	2015-12-31	$18,515,084
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$19,313
Total interest from all sources	2015-12-31	$12,870
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$916,028
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	$916,028
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	$1,237,006
Participant contributions at end of year	2015-12-31	$310,498
Participant contributions at beginning of year	2015-12-31	$273,976
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$30,222
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,992,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$10,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$6,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,955,049
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$20,091,951
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$18,508,417
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	$13,243
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$19,038,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$16,720,085
Interest on participant loans	2015-12-31	$12,347
Value of interest in common/collective trusts at end of year	2015-12-31	$31,347
Value of interest in common/collective trusts at beginning of year	2015-12-31	$290,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$225,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$744,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$744,201
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$523
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,652,952
Net investment gain or loss from common/collective trusts	2015-12-31	$1,853
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	$496,909
Employer contributions (assets) at end of year	2015-12-31	$496,909
Employer contributions (assets) at beginning of year	2015-12-31	$456,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,621,619
Contract administrator fees	2015-12-31	$6,070
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	$7,397,879
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$6,806,072
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 (B) 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$2,774,608
Total transfer of assets from this plan	2014-12-31	$720,357
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$6,667
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$8,366
Total income from all sources (including contributions)	2014-12-31	$2,976,257
Total loss/gain on sale of assets	2014-12-31	$206,040
Total of all expenses incurred	2014-12-31	$992,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$970,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,980,359
Value of total assets at end of year	2014-12-31	$18,515,084
Value of total assets at beginning of year	2014-12-31	$14,479,036
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$22,008
Total interest from all sources	2014-12-31	$9,167
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$818,885
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	$818,879
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	$1,257,372
Participant contributions at end of year	2014-12-31	$273,976
Participant contributions at beginning of year	2014-12-31	$165,724
Participant contributions at end of year	2014-12-31	$30,222
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$266,387
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$6,667
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$8,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,983,496
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$18,508,417
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$14,470,670
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	$13,496
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$16,720,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$13,628,220
Interest on participant loans	2014-12-31	$8,848
Value of interest in common/collective trusts at end of year	2014-12-31	$290,000
Value of interest in common/collective trusts at beginning of year	2014-12-31	$48,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$744,201
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$317,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$317,221
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$319
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-45,498
Net investment gain or loss from common/collective trusts	2014-12-31	$7,304
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	$456,600
Employer contributions (assets) at end of year	2014-12-31	$456,600
Employer contributions (assets) at beginning of year	2014-12-31	$318,500
Income. Dividends from common stock	2014-12-31	$6
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$970,753
Contract administrator fees	2014-12-31	$8,512
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$772
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	$5,315,594
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$5,109,554
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 (B) 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets from 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	$8,366
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$7,853
Total income from all sources (including contributions)	2013-12-31	$3,499,200
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$217,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$198,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,693,316
Value of total assets at end of year	2013-12-31	$14,479,036
Value of total assets at beginning of year	2013-12-31	$11,439,073
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$19,245
Total interest from all sources	2013-12-31	$5,357
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$573,350
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	$573,330
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	$1,217,994
Participant contributions at end of year	2013-12-31	$165,724
Participant contributions at beginning of year	2013-12-31	$94,656
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$156,822
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$8,366
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$7,853
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	$3,281,935
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$14,470,670
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$11,431,220
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	$11,436
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$13,628,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$10,300,326
Interest on participant loans	2013-12-31	$4,986
Value of interest in common/collective trusts at end of year	2013-12-31	$48,599
Value of interest in common/collective trusts at beginning of year	2013-12-31	$51,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$317,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$604,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$604,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$371
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,229,036
Net investment gain or loss from common/collective trusts	2013-12-31	$-1,859
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	$318,500
Employer contributions (assets) at end of year	2013-12-31	$318,500
Employer contributions (assets) at beginning of year	2013-12-31	$388,300
Income. Dividends from common stock	2013-12-31	$20
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$198,020
Contract administrator fees	2013-12-31	$7,809
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$772
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$648
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 (B) 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$201,610
Total transfer of assets from this plan	2012-12-31	$182,442
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$7,853
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$7,982
Total income from all sources (including contributions)	2012-12-31	$2,747,284
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$653,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$631,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,525,701
Value of total assets at end of year	2012-12-31	$11,439,073
Value of total assets at beginning of year	2012-12-31	$9,325,842
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$21,606
Total interest from all sources	2012-12-31	$4,260
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$418,829
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	$418,819
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	$1,125,171
Participant contributions at end of year	2012-12-31	$94,656
Participant contributions at beginning of year	2012-12-31	$96,068
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$12,230
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$7,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$7,982
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	$2,094,192
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$11,431,220
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$9,317,860
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	$13,061
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$10,300,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$8,585,168
Interest on participant loans	2012-12-31	$4,044
Value of interest in common/collective trusts at end of year	2012-12-31	$51,133
Value of interest in common/collective trusts at beginning of year	2012-12-31	$35,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$604,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$488,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$488,811
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$216
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$798,034
Net investment gain or loss from common/collective trusts	2012-12-31	$460
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	$388,300
Employer contributions (assets) at end of year	2012-12-31	$388,300
Employer contributions (assets) at beginning of year	2012-12-31	$119,805
Income. Dividends from common stock	2012-12-31	$10
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$631,486
Contract administrator fees	2012-12-31	$8,545
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$648
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$538
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 (B) 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$1,562
Total transfer of assets from this plan	2011-12-31	$274,259
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$7,982
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$9,496
Total income from all sources (including contributions)	2011-12-31	$1,238,731
Total loss/gain on sale of assets	2011-12-31	$552,740
Total of all expenses incurred	2011-12-31	$432,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$427,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,305,642
Value of total assets at end of year	2011-12-31	$9,325,842
Value of total assets at beginning of year	2011-12-31	$8,794,086
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$5,025
Total interest from all sources	2011-12-31	$4,159
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$319,705
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	$319,705
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	$1,068,238
Participant contributions at end of year	2011-12-31	$96,068
Participant contributions at beginning of year	2011-12-31	$130,175
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$6,000
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$117,599
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$7,982
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$9,496
Administrative expenses (other) incurred	2011-12-31	$1,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$805,967
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$9,317,860
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$8,784,590
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	$2,022
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$8,585,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,979,806
Interest on participant loans	2011-12-31	$4,111
Value of interest in common/collective trusts at end of year	2011-12-31	$35,452
Value of interest in common/collective trusts at beginning of year	2011-12-31	$33,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$488,811
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$475,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$475,461
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$48
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-944,153
Net investment gain or loss from common/collective trusts	2011-12-31	$638
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	$119,805
Employer contributions (assets) at end of year	2011-12-31	$119,805
Employer contributions (assets) at beginning of year	2011-12-31	$168,705
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$427,739
Contract administrator fees	2011-12-31	$1,324
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$538
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$840
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	$552,740
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 (B) 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets from 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	$9,496
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$8,126
Total income from all sources (including contributions)	2010-12-31	$2,157,787
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$601,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$592,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,183,285
Value of total assets at end of year	2010-12-31	$8,794,086
Value of total assets at beginning of year	2010-12-31	$7,733,964
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$9,335
Total interest from all sources	2010-12-31	$6,517
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$168,690
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	$168,590
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	$968,854
Participant contributions at end of year	2010-12-31	$130,175
Participant contributions at beginning of year	2010-12-31	$110,469
Participant contributions at end of year	2010-12-31	$6,000
Participant contributions at beginning of year	2010-12-31	$2,047
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$45,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$9,496
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$8,126
Administrative expenses (other) incurred	2010-12-31	$947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,556,386
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$8,784,590
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$7,725,838
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	$5,498
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,979,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,947,277
Interest on participant loans	2010-12-31	$6,432
Value of interest in common/collective trusts at end of year	2010-12-31	$33,099
Value of interest in common/collective trusts at beginning of year	2010-12-31	$123,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$475,461
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$421,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$421,885
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$85
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$796,871
Net investment gain or loss from common/collective trusts	2010-12-31	$2,424
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	$168,705
Employer contributions (assets) at end of year	2010-12-31	$168,705
Employer contributions (assets) at beginning of year	2010-12-31	$128,400
Income. Dividends from common stock	2010-12-31	$100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$592,066
Contract administrator fees	2010-12-31	$2,890
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$840
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 (B) 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 (B)

2022: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 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 (B) 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 (B) 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 (B) 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 (B) 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 (B) 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 (B) 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 (B) 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 (B) 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 (B) 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 (B) 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 (B) 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
2009: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 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
2008: SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

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