401k Plan data: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN plan

ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan Name	ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN
Plan identification number	001

ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROOD, RIDDLE & PARTNERS, P.S.C. has sponsored the creation of one or more 401k plans.

Company Name: ROOD, RIDDLE & PARTNERS, P.S.C.

Employer identification number (EIN): 610993798

NAIC Classification: 541940
NAIC Description: Veterinary Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DEBORAH SPIKE-PIERCE 2023-10-09
001 2021-01-01 DEBORAH SPIKE-PIERCE 2022-08-08
001 2020-01-01 DEBORAH SPIKE-PIERCE 2021-10-12
001 2019-01-01 DEBORAH SPIKE-PIERCE 2020-10-15
001 2018-01-01 DEBORAH SPIKE-PIERCE 2019-10-14
001 2017-01-01
001 2016-01-01 DEBBIE KAUFMAN
001 2015-01-01 WILLIAM ROOD
001 2014-01-01 WILLIAM ROOD
001 2013-01-01 WILLIAM ROOD
001 2012-01-01 WILLIAM ROOD
001 2011-01-01 WILLIAM ROOD
001 2010-01-01 WILLIAM ROOD
001 2009-01-01 WILLIAM ROOD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	DEBORAH SPIKE-PIERCE	2023-10-09
001	2021-01-01	DEBORAH SPIKE-PIERCE	2022-08-08
001	2020-01-01	DEBORAH SPIKE-PIERCE	2021-10-12
001	2019-01-01	DEBORAH SPIKE-PIERCE	2020-10-15
001	2018-01-01	DEBORAH SPIKE-PIERCE	2019-10-14
001	2017-01-01
001	2016-01-01	DEBBIE KAUFMAN
001	2015-01-01	WILLIAM ROOD
001	2014-01-01	WILLIAM ROOD
001	2013-01-01	WILLIAM ROOD
001	2012-01-01	WILLIAM ROOD
001	2011-01-01	WILLIAM ROOD
001	2010-01-01	WILLIAM ROOD
001	2009-01-01	WILLIAM ROOD

Plan Statistics for ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 427
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 258
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 69
Total of all active and inactive participants 2022-01-01 330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 330
Number of participants with account balances 2022-01-01 321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 8
2021: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 404
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 242
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 167
Total of all active and inactive participants 2021-01-01 412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 412
Number of participants with account balances 2021-01-01 404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 34
2020: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 360
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 229
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 152
Total of all active and inactive participants 2020-01-01 382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 382
Number of participants with account balances 2020-01-01 381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 32
2019: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 340
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 214
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 125
Total of all active and inactive participants 2019-01-01 343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 344
Number of participants with account balances 2019-01-01 343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 11
2018: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 304
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 195
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 121
Total of all active and inactive participants 2018-01-01 316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 317
Number of participants with account balances 2018-01-01 316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 288
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 172
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 113
Total of all active and inactive participants 2017-01-01 285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 286
Number of participants with account balances 2017-01-01 284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 30
2016: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 288
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 174
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 93
Total of all active and inactive participants 2016-01-01 267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 268
Number of participants with account balances 2016-01-01 265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 26
2015: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 273
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 174
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 107
Total of all active and inactive participants 2015-01-01 281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 282
Number of participants with account balances 2015-01-01 279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 20
2014: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 270
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 166
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 96
Total of all active and inactive participants 2014-01-01 262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 263
Number of participants with account balances 2014-01-01 260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 17
2013: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 243
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 156
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 101
Total of all active and inactive participants 2013-01-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 258
Number of participants with account balances 2013-01-01 255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 18
2012: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 157
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 83
Total of all active and inactive participants 2012-01-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 240
Number of participants with account balances 2012-01-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 17
2011: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 283
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 154
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 122
Total of all active and inactive participants 2011-01-01 276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 276
Number of participants with account balances 2011-01-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 24
2010: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 285
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 156
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 120
Total of all active and inactive participants 2010-01-01 276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 276
Number of participants with account balances 2010-01-01 254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 36
2009: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 260
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 166
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 108
Total of all active and inactive participants 2009-01-01 274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 275
Number of participants with account balances 2009-01-01 273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 31

Measure	Date	Value
2022: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	427
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	258
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	69
Total of all active and inactive participants	2022-01-01	330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	330
Number of participants with account balances	2022-01-01	321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	8
2021: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	404
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	242
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	167
Total of all active and inactive participants	2021-01-01	412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	412
Number of participants with account balances	2021-01-01	404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	34
2020: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	360
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	229
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	152
Total of all active and inactive participants	2020-01-01	382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	382
Number of participants with account balances	2020-01-01	381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	32
2019: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	340
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	214
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	125
Total of all active and inactive participants	2019-01-01	343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	344
Number of participants with account balances	2019-01-01	343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	11
2018: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	304
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	195
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	121
Total of all active and inactive participants	2018-01-01	316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	317
Number of participants with account balances	2018-01-01	316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	288
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	172
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	113
Total of all active and inactive participants	2017-01-01	285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	286
Number of participants with account balances	2017-01-01	284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	30
2016: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	288
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	174
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	93
Total of all active and inactive participants	2016-01-01	267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	268
Number of participants with account balances	2016-01-01	265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	26
2015: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	273
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	174
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	107
Total of all active and inactive participants	2015-01-01	281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	282
Number of participants with account balances	2015-01-01	279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	20
2014: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	270
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	166
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	96
Total of all active and inactive participants	2014-01-01	262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	263
Number of participants with account balances	2014-01-01	260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	17
2013: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	243
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	156
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	101
Total of all active and inactive participants	2013-01-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	258
Number of participants with account balances	2013-01-01	255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	18
2012: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	157
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	83
Total of all active and inactive participants	2012-01-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	240
Number of participants with account balances	2012-01-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	17
2011: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	283
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	154
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	122
Total of all active and inactive participants	2011-01-01	276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	276
Number of participants with account balances	2011-01-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	24
2010: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	285
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	156
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	120
Total of all active and inactive participants	2010-01-01	276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	276
Number of participants with account balances	2010-01-01	254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	36
2009: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	260
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	166
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	108
Total of all active and inactive participants	2009-01-01	274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	275
Number of participants with account balances	2009-01-01	273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	31

Financial Data on ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN

Measure	Date	Value
2022 : ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total transfer of assets to this plan	2022-12-31	$327,886
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$465
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$495
Total income from all sources (including contributions)	2022-12-31	$-4,429,986
Total of all expenses incurred	2022-12-31	$655,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$525,193
Expenses. Certain deemed distributions of participant loans	2022-12-31	$43,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,777,053
Value of total assets at end of year	2022-12-31	$27,017,819
Value of total assets at beginning of year	2022-12-31	$31,775,669
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$87,099
Total interest from all sources	2022-12-31	$10,621
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$389,179
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	$389,179
Administrative expenses professional fees incurred	2022-12-31	$8,683
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,267,233
Participant contributions at end of year	2022-12-31	$209,344
Participant contributions at beginning of year	2022-12-31	$233,906
Participant contributions at end of year	2022-12-31	$49,041
Participant contributions at beginning of year	2022-12-31	$1,479
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$65,379
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$465
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	$-5,085,706
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$27,017,354
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$31,775,174
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	$5,409
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$25,965,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$31,063,670
Interest on participant loans	2022-12-31	$10,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$791,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$464,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,606,839
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	$444,441
Employer contributions (assets) at end of year	2022-12-31	$2,338
Employer contributions (assets) at beginning of year	2022-12-31	$11,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$525,193
Contract administrator fees	2022-12-31	$73,007
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$495
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	BLUE & COMPANY, LLC
Accountancy firm EIN	2022-12-31	351178661
2021 : ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$495
Total income from all sources (including contributions)	2021-12-31	$6,126,679
Total of all expenses incurred	2021-12-31	$2,647,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,543,109
Expenses. Certain deemed distributions of participant loans	2021-12-31	$5,064
Value of total corrective distributions	2021-12-31	$19,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,610,734
Value of total assets at end of year	2021-12-31	$31,775,669
Value of total assets at beginning of year	2021-12-31	$28,296,381
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$80,286
Total interest from all sources	2021-12-31	$12,091
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$305,949
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	$305,949
Administrative expenses professional fees incurred	2021-12-31	$4,100
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,178,315
Participant contributions at end of year	2021-12-31	$233,906
Participant contributions at beginning of year	2021-12-31	$250,897
Participant contributions at end of year	2021-12-31	$1,479
Participant contributions at beginning of year	2021-12-31	$73,014
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$37,461
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	$3,478,793
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$31,775,174
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$28,296,381
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	$5,767
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$31,063,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$27,573,101
Interest on participant loans	2021-12-31	$12,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$464,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$177,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,197,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$394,958
Employer contributions (assets) at end of year	2021-12-31	$11,989
Employer contributions (assets) at beginning of year	2021-12-31	$221,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,543,109
Contract administrator fees	2021-12-31	$70,419
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$495
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	BLUE & COMPANY, LLC
Accountancy firm EIN	2021-12-31	351178661
2020 : ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$6,490,326
Total of all expenses incurred	2020-12-31	$780,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$711,703
Expenses. Certain deemed distributions of participant loans	2020-12-31	$5,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,454,234
Value of total assets at end of year	2020-12-31	$28,296,381
Value of total assets at beginning of year	2020-12-31	$22,586,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$62,919
Total interest from all sources	2020-12-31	$16,008
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$894,994
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	$894,994
Administrative expenses professional fees incurred	2020-12-31	$2,850
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
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	$1,068,181
Participant contributions at end of year	2020-12-31	$250,897
Participant contributions at beginning of year	2020-12-31	$244,414
Participant contributions at end of year	2020-12-31	$73,014
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$8,295
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	$5,710,255
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$28,296,381
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$22,586,126
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	$23,695
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$27,573,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$22,032,532
Interest on participant loans	2020-12-31	$16,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$177,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,125,090
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	Yes
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	$377,758
Employer contributions (assets) at end of year	2020-12-31	$221,854
Employer contributions (assets) at beginning of year	2020-12-31	$309,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$711,703
Contract administrator fees	2020-12-31	$36,374
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	Unqualified
Accountancy firm name	2020-12-31	BLUE & COMPANY, LLC
Accountancy firm EIN	2020-12-31	351178661
2019 : ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$3,134
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$3,134
Total income from all sources (including contributions)	2019-12-31	$5,782,942
Total income from all sources (including contributions)	2019-12-31	$5,782,942
Total of all expenses incurred	2019-12-31	$565,265
Total of all expenses incurred	2019-12-31	$565,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$541,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$541,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,159,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,159,235
Value of total assets at end of year	2019-12-31	$22,586,126
Value of total assets at end of year	2019-12-31	$22,586,126
Value of total assets at beginning of year	2019-12-31	$17,371,583
Value of total assets at beginning of year	2019-12-31	$17,371,583
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$24,015
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$24,015
Total interest from all sources	2019-12-31	$14,339
Total interest from all sources	2019-12-31	$14,339
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,029,140
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,029,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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	$1,029,140
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,029,140
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$845,256
Contributions received from participants	2019-12-31	$845,256
Participant contributions at end of year	2019-12-31	$244,414
Participant contributions at end of year	2019-12-31	$244,414
Participant contributions at beginning of year	2019-12-31	$185,199
Participant contributions at beginning of year	2019-12-31	$185,199
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$136,220
Participant contributions at beginning of year	2019-12-31	$136,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$3,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$3,134
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
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	$5,217,677
Value of net income/loss	2019-12-31	$5,217,677
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$22,586,126
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$22,586,126
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$17,368,449
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$17,368,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$1,395
Investment advisory and management fees	2019-12-31	$1,395
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$22,032,532
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$22,032,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$16,605,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$16,605,486
Interest on participant loans	2019-12-31	$14,339
Interest on participant loans	2019-12-31	$14,339
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$172,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$172,294
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$172,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$172,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,580,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,580,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
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	$313,979
Contributions received in cash from employer	2019-12-31	$313,979
Employer contributions (assets) at end of year	2019-12-31	$309,180
Employer contributions (assets) at end of year	2019-12-31	$309,180
Employer contributions (assets) at beginning of year	2019-12-31	$272,384
Employer contributions (assets) at beginning of year	2019-12-31	$272,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$541,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$541,250
Contract administrator fees	2019-12-31	$22,620
Contract administrator fees	2019-12-31	$22,620
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	2019-12-31	Yes
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	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	BLUE & CO., LLC
Accountancy firm name	2019-12-31	BLUE & CO., LLC
Accountancy firm EIN	2019-12-31	351178661
Accountancy firm EIN	2019-12-31	351178661
2018 : ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$3,134
Total income from all sources (including contributions)	2018-12-31	$79,220
Total of all expenses incurred	2018-12-31	$546,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$540,507
Expenses. Certain deemed distributions of participant loans	2018-12-31	$1,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,004,038
Value of total assets at end of year	2018-12-31	$17,371,583
Value of total assets at beginning of year	2018-12-31	$17,835,691
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,005
Total interest from all sources	2018-12-31	$7,296
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,158,532
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	$1,158,532
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
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	$722,686
Participant contributions at end of year	2018-12-31	$185,199
Participant contributions at beginning of year	2018-12-31	$138,740
Participant contributions at end of year	2018-12-31	$136,220
Participant contributions at beginning of year	2018-12-31	$149,326
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$8,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$3,134
Other income not declared elsewhere	2018-12-31	$55
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	$-467,242
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$17,368,449
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$17,835,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$16,605,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$17,153,614
Interest on participant loans	2018-12-31	$7,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$172,294
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$161,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$161,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,090,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$272,953
Employer contributions (assets) at end of year	2018-12-31	$272,384
Employer contributions (assets) at beginning of year	2018-12-31	$232,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$540,507
Contract administrator fees	2018-12-31	$4,005
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	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	BLUE & CO., LLC
Accountancy firm EIN	2018-12-31	351178661
2017 : ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$3,957,519
Total of all expenses incurred	2017-12-31	$165,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$160,712
Expenses. Certain deemed distributions of participant loans	2017-12-31	$2,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$942,324
Value of total assets at end of year	2017-12-31	$17,835,691
Value of total assets at beginning of year	2017-12-31	$14,044,136
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$3,210
Total interest from all sources	2017-12-31	$6,316
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$905,634
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	$905,634
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
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	$665,849
Participant contributions at end of year	2017-12-31	$138,740
Participant contributions at beginning of year	2017-12-31	$149,422
Participant contributions at end of year	2017-12-31	$149,326
Participant contributions at beginning of year	2017-12-31	$132,653
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$43,492
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	$3,791,555
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$17,835,691
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$14,044,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$17,153,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$13,379,038
Interest on participant loans	2017-12-31	$6,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$161,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$169,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$169,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,103,245
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	Yes
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	$232,983
Employer contributions (assets) at end of year	2017-12-31	$232,983
Employer contributions (assets) at beginning of year	2017-12-31	$213,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$160,712
Contract administrator fees	2017-12-31	$3,210
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	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	BLUE & CO, LLC
Accountancy firm EIN	2017-12-31	351178661
2016 : ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,877,611
Total of all expenses incurred	2016-12-31	$637,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$632,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$962,638
Value of total assets at end of year	2016-12-31	$14,044,136
Value of total assets at beginning of year	2016-12-31	$12,803,575
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,135
Total interest from all sources	2016-12-31	$13,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
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	$628,886
Participant contributions at end of year	2016-12-31	$149,422
Participant contributions at beginning of year	2016-12-31	$215,862
Participant contributions at end of year	2016-12-31	$132,653
Participant contributions at beginning of year	2016-12-31	$93,300
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$116,295
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	$1,240,561
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$14,044,136
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$12,803,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$13,379,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$12,134,662
Interest on participant loans	2016-12-31	$13,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$169,957
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$166,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$166,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$901,424
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	$217,457
Employer contributions (assets) at end of year	2016-12-31	$213,066
Employer contributions (assets) at beginning of year	2016-12-31	$193,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$632,915
Contract administrator fees	2016-12-31	$4,135
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	BLUE & CO, LLC
Accountancy firm EIN	2016-12-31	351178661
2015 : ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,041,518
Total of all expenses incurred	2015-12-31	$337,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$331,828
Expenses. Certain deemed distributions of participant loans	2015-12-31	$2,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$799,822
Value of total assets at end of year	2015-12-31	$12,803,575
Value of total assets at beginning of year	2015-12-31	$12,099,902
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,245
Total interest from all sources	2015-12-31	$8,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
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	$557,753
Participant contributions at end of year	2015-12-31	$215,862
Participant contributions at beginning of year	2015-12-31	$187,370
Participant contributions at end of year	2015-12-31	$93,300
Participant contributions at beginning of year	2015-12-31	$98,690
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$48,746
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	$703,673
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$12,803,575
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$12,099,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$12,134,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$11,373,255
Interest on participant loans	2015-12-31	$8,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$166,428
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$269,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$269,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$233,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$193,323
Employer contributions (assets) at end of year	2015-12-31	$193,323
Employer contributions (assets) at beginning of year	2015-12-31	$170,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$331,828
Contract administrator fees	2015-12-31	$3,245
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	BLUE & CO, LLC
Accountancy firm EIN	2015-12-31	351178661
2014 : ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,317,118
Total of all expenses incurred	2014-12-31	$664,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$660,261
Expenses. Certain deemed distributions of participant loans	2014-12-31	$1,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$655,779
Value of total assets at end of year	2014-12-31	$12,099,902
Value of total assets at beginning of year	2014-12-31	$11,447,228
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,015
Total interest from all sources	2014-12-31	$9,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$484,850
Participant contributions at end of year	2014-12-31	$187,370
Participant contributions at beginning of year	2014-12-31	$240,049
Participant contributions at end of year	2014-12-31	$98,690
Participant contributions at beginning of year	2014-12-31	$119,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$652,674
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$12,099,902
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,447,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$11,373,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$10,277,677
Interest on participant loans	2014-12-31	$9,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$269,658
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$644,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$644,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$651,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$170,929
Employer contributions (assets) at end of year	2014-12-31	$170,929
Employer contributions (assets) at beginning of year	2014-12-31	$165,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$660,261
Contract administrator fees	2014-12-31	$3,015
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	BLUE & CO., LLC
Accountancy firm EIN	2014-12-31	351178661
2013 : ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$2,721,506
Total of all expenses incurred	2013-12-31	$81,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$72,715
Expenses. Certain deemed distributions of participant loans	2013-12-31	$5,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$653,193
Value of total assets at end of year	2013-12-31	$11,447,228
Value of total assets at beginning of year	2013-12-31	$8,807,535
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,275
Total interest from all sources	2013-12-31	$8,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$471,171
Participant contributions at end of year	2013-12-31	$240,049
Participant contributions at beginning of year	2013-12-31	$148,684
Participant contributions at end of year	2013-12-31	$119,529
Participant contributions at beginning of year	2013-12-31	$48,137
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$16,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,639,693
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$11,447,228
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$8,807,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$10,277,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,977,771
Interest on participant loans	2013-12-31	$8,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$644,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$632,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$632,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,059,847
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	$165,166
Employer contributions (assets) at end of year	2013-12-31	$165,166
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$72,715
Contract administrator fees	2013-12-31	$3,275
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	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	BLUE & CO., LLC
Accountancy firm EIN	2013-12-31	351178661
2012 : ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,583,422
Total of all expenses incurred	2012-12-31	$418,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$408,712
Expenses. Certain deemed distributions of participant loans	2012-12-31	$6,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$370,048
Value of total assets at end of year	2012-12-31	$8,807,535
Value of total assets at beginning of year	2012-12-31	$7,642,704
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,950
Total interest from all sources	2012-12-31	$7,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	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	$370,048
Participant contributions at end of year	2012-12-31	$148,684
Participant contributions at beginning of year	2012-12-31	$179,453
Participant contributions at end of year	2012-12-31	$48,137
Participant contributions at beginning of year	2012-12-31	$14,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,164,831
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$8,807,535
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$7,642,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$7,977,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$7,205,554
Interest on participant loans	2012-12-31	$7,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$632,943
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$243,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$243,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,206,310
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
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$408,712
Contract administrator fees	2012-12-31	$2,950
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	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	BLUE & CO. LLC
Accountancy firm EIN	2012-12-31	351178661
2011 : ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$883
Total of all expenses incurred	2011-12-31	$169,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$108,021
Expenses. Certain deemed distributions of participant loans	2011-12-31	$29,151
Value of total corrective distributions	2011-12-31	$30,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$304,548
Value of total assets at end of year	2011-12-31	$7,642,704
Value of total assets at beginning of year	2011-12-31	$7,811,003
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,105
Total interest from all sources	2011-12-31	$9,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	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	$293,727
Participant contributions at end of year	2011-12-31	$179,453
Participant contributions at beginning of year	2011-12-31	$194,902
Participant contributions at end of year	2011-12-31	$14,106
Participant contributions at beginning of year	2011-12-31	$12,693
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$10,821
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	$-168,299
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$7,642,704
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,811,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$7,205,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,178,375
Interest on participant loans	2011-12-31	$9,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$243,591
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$425,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$425,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-313,435
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	$0
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$108,021
Contract administrator fees	2011-12-31	$1,105
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	BLUE & CO., LLC
Accountancy firm EIN	2011-12-31	351178661
2010 : ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$1,151,199
Total of all expenses incurred	2010-12-31	$140,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$125,406
Expenses. Certain deemed distributions of participant loans	2010-12-31	$9,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$347,935
Value of total assets at end of year	2010-12-31	$7,811,003
Value of total assets at beginning of year	2010-12-31	$6,800,463
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$5,620
Total interest from all sources	2010-12-31	$9,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	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	$347,935
Participant contributions at end of year	2010-12-31	$194,902
Participant contributions at beginning of year	2010-12-31	$173,367
Participant contributions at end of year	2010-12-31	$12,693
Participant contributions at beginning of year	2010-12-31	$49
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	$1,010,540
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,811,003
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,800,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,178,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,177,179
Interest on participant loans	2010-12-31	$9,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$425,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$316,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$316,374
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$793,310
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	$0
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$133,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$125,406
Contract administrator fees	2010-12-31	$5,620
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	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	BLUE & COMPANY, LLP
Accountancy firm EIN	2010-12-31	351178661
2009 : ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN

2022: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513449-000

Policy instance

Insurance contract or identification number	513449-000
Number of Individuals Covered	321
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $648
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $324
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513449-000

Policy instance

Insurance contract or identification number	513449-000
Number of Individuals Covered	404
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $627
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $314
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513449-000

Policy instance

Insurance contract or identification number	513449-000
Number of Individuals Covered	381
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $278
Total amount of fees paid to insurance company	USD $1,297
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1297
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTRATION FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $139

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513449-000

Policy instance

Insurance contract or identification number	513449-000
Number of Individuals Covered	343
Insurance policy start date	2019-06-06
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $597
Total amount of fees paid to insurance company	USD $39,568
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	19784
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTATOR
Insurance broker organization code?	5

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Company Name:	ROOD, RIDDLE & PARTNERS, P.S.C.
Employer identification number (EIN):	610993798
NAIC Classification:	541940
NAIC Description:	Veterinary Services