401k Plan data: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II plan

WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 401k Plan overview

Plan Name	WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II
Plan identification number	004

WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

WALLER LANSDEN DORTCH & DAVIS has sponsored the creation of one or more 401k plans.

Company Name: WALLER LANSDEN DORTCH & DAVIS

Employer identification number (EIN): 620479474

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01
004 2023-01-01 JAMES BRISTOL
004 2022-01-01
004 2022-01-01 JAMES BRISTOL
004 2021-01-01
004 2021-01-01 JAMES BRISTOL
004 2020-01-01
004 2019-01-01 JAMES BRISTOL 2020-10-15
004 2017-01-01 JAMES BRISTOL
004 2016-01-01 JAMES BRISTOL
004 2015-01-01 JAMES BRISTOL
004 2014-01-01 JAMES BRISTOL

Plan Statistics for WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II

401k plan membership statisitcs for WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II

Measure Date Value
2023: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2023 401k membership
Total participants, beginning-of-year 2023-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2022 401k membership
Total participants, beginning-of-year 2022-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 15
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 6
Total of all active and inactive participants 2022-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 22
Number of participants with account balances 2022-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2021 401k membership
Total participants, beginning-of-year 2021-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 13
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 6
Total of all active and inactive participants 2021-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 19
Number of participants with account balances 2021-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2020 401k membership
Total participants, beginning-of-year 2020-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 13
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 21
Number of participants with account balances 2020-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2017: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2017 401k membership
Total participants, beginning-of-year 2017-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 27
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 10
Total of all active and inactive participants 2017-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 37
Number of participants with account balances 2017-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2016 401k membership
Total participants, beginning-of-year 2016-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 38
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 7
Total of all active and inactive participants 2016-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 45
Number of participants with account balances 2016-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2015 401k membership
Total participants, beginning-of-year 2015-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 27
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 6
Total of all active and inactive participants 2015-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 33
Number of participants with account balances 2015-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2014 401k membership
Total participants, beginning-of-year 2014-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
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 16
Total of all active and inactive participants 2014-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 30
Number of participants with account balances 2014-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2023: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2023 401k membership
Total participants, beginning-of-year	2023-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2022 401k membership
Total participants, beginning-of-year	2022-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	15
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	6
Total of all active and inactive participants	2022-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	22
Number of participants with account balances	2022-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2021 401k membership
Total participants, beginning-of-year	2021-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	13
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	6
Total of all active and inactive participants	2021-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	19
Number of participants with account balances	2021-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2020 401k membership
Total participants, beginning-of-year	2020-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	13
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	21
Number of participants with account balances	2020-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2017: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2017 401k membership
Total participants, beginning-of-year	2017-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	27
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	10
Total of all active and inactive participants	2017-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	37
Number of participants with account balances	2017-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2016 401k membership
Total participants, beginning-of-year	2016-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	38
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	7
Total of all active and inactive participants	2016-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	45
Number of participants with account balances	2016-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2015 401k membership
Total participants, beginning-of-year	2015-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	27
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	6
Total of all active and inactive participants	2015-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	33
Number of participants with account balances	2015-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2014 401k membership
Total participants, beginning-of-year	2014-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
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	16
Total of all active and inactive participants	2014-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	30
Number of participants with account balances	2014-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II

Measure	Date	Value
2023 : WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2023 401k financial data
Transfers to/from the plan	2023-06-30	$-7,336,397
Total income from all sources	2023-06-30	$466,214
Expenses. Total of all expenses incurred	2023-06-30	$993,875
Benefits paid (including direct rollovers)	2023-06-30	$977,809
Total plan assets at end of year	2023-06-30	$0
Total plan assets at beginning of year	2023-06-30	$7,864,058
Value of fidelity bond covering the plan	2023-06-30	$500,000
Other income received	2023-06-30	$422,621
Net income (gross income less expenses)	2023-06-30	$-527,661
Net plan assets at end of year (total assets less liabilities)	2023-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-06-30	$7,864,058
Assets. Value of assets in partnership/joint-venture interests	2023-06-30	$0
Total contributions received or receivable from employer(s)	2023-06-30	$43,593
Expenses. Administrative service providers (salaries,fees and commissions)	2023-06-30	$16,066
2022 : WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2022 401k financial data
Transfers to/from the plan	2022-12-31	$-744,547
Total income from all sources	2022-12-31	$-738,460
Expenses. Total of all expenses incurred	2022-12-31	$144,898
Benefits paid (including direct rollovers)	2022-12-31	$111,357
Total plan assets at end of year	2022-12-31	$7,864,058
Total plan assets at beginning of year	2022-12-31	$9,491,963
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$59,149
Contributions received from other sources (not participants or employers)	2022-12-31	$35,141
Other income received	2022-12-31	$-864,804
Net income (gross income less expenses)	2022-12-31	$-883,358
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$7,864,058
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$9,491,963
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$6,199
Total contributions received or receivable from employer(s)	2022-12-31	$32,054
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$33,541
2021 : WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2021 401k financial data
Transfers to/from the plan	2021-12-31	$1,030
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,421,925
Expenses. Total of all expenses incurred	2021-12-31	$193,680
Benefits paid (including direct rollovers)	2021-12-31	$156,851
Total plan assets at end of year	2021-12-31	$9,491,963
Total plan assets at beginning of year	2021-12-31	$8,262,688
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$126,162
Other income received	2021-12-31	$1,261,526
Net income (gross income less expenses)	2021-12-31	$1,228,245
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$9,491,963
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$8,262,688
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$5,644
Total contributions received or receivable from employer(s)	2021-12-31	$34,237
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$36,829
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2020 401k financial data
Transfers to/from the plan	2020-12-31	$-299,593
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$749,970
Expenses. Total of all expenses incurred	2020-12-31	$117,197
Benefits paid (including direct rollovers)	2020-12-31	$87,000
Total plan assets at end of year	2020-12-31	$8,262,688
Total plan assets at beginning of year	2020-12-31	$7,929,508
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$80,216
Other income received	2020-12-31	$652,912
Net income (gross income less expenses)	2020-12-31	$632,773
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$8,262,688
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$7,929,508
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$5,035
Total contributions received or receivable from employer(s)	2020-12-31	$16,842
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$30,197
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2018 : WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2018 401k financial data
Transfers to/from the plan	2018-12-31	$1,676,076
Total income from all sources	2018-12-31	$-165,802
Expenses. Total of all expenses incurred	2018-12-31	$145,077
Benefits paid (including direct rollovers)	2018-12-31	$122,875
Total plan assets at end of year	2018-12-31	$6,823,918
Total plan assets at beginning of year	2018-12-31	$5,458,721
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$47,253
Other income received	2018-12-31	$-261,874
Net income (gross income less expenses)	2018-12-31	$-310,879
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,823,918
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,458,721
Total contributions received or receivable from employer(s)	2018-12-31	$48,819
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$22,202
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2017 401k financial data
Transfers to/from the plan	2017-12-31	$-1,780,363
Total income from all sources	2017-12-31	$859,022
Expenses. Total of all expenses incurred	2017-12-31	$65,944
Benefits paid (including direct rollovers)	2017-12-31	$43,500
Total plan assets at end of year	2017-12-31	$5,458,721
Total plan assets at beginning of year	2017-12-31	$6,446,006
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$115,280
Other income received	2017-12-31	$621,366
Net income (gross income less expenses)	2017-12-31	$793,078
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,458,721
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,446,006
Total contributions received or receivable from employer(s)	2017-12-31	$122,376
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$22,444
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2016 401k financial data
Transfers to/from the plan	2016-12-31	$2,044,588
Total income from all sources	2016-12-31	$612,122
Expenses. Total of all expenses incurred	2016-12-31	$255,202
Benefits paid (including direct rollovers)	2016-12-31	$234,601
Total plan assets at end of year	2016-12-31	$6,446,006
Total plan assets at beginning of year	2016-12-31	$4,044,498
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$141,419
Other income received	2016-12-31	$354,438
Net income (gross income less expenses)	2016-12-31	$356,920
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,446,006
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,044,498
Total contributions received or receivable from employer(s)	2016-12-31	$116,265
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$20,601
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2015 401k financial data
Transfers to/from the plan	2015-12-31	$38,165
Total income from all sources	2015-12-31	$46,969
Expenses. Total of all expenses incurred	2015-12-31	$14,768
Total plan assets at end of year	2015-12-31	$4,044,498
Total plan assets at beginning of year	2015-12-31	$3,974,132
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$158,276
Other income received	2015-12-31	$-144,342
Net income (gross income less expenses)	2015-12-31	$32,201
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,044,498
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,974,132
Total contributions received or receivable from employer(s)	2015-12-31	$33,035
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$14,768
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2014 401k financial data
Transfers to/from the plan	2014-12-31	$3,681,751
Total income from all sources	2014-12-31	$334,876
Expenses. Total of all expenses incurred	2014-12-31	$42,495
Benefits paid (including direct rollovers)	2014-12-31	$29,534
Total plan assets at end of year	2014-12-31	$3,974,132
Total plan assets at beginning of year	2014-12-31	$0
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$124,205
Contributions received from other sources (not participants or employers)	2014-12-31	$14,821
Other income received	2014-12-31	$146,419
Net income (gross income less expenses)	2014-12-31	$292,381
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,974,132
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$49,431
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$12,961
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0

Form 5500 Responses for WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II

2023: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2017: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WALLER LANSDEN DORTCH & DAVIS
Employer identification number (EIN):	620479474
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2023-01-01
004	2023-01-01	JAMES BRISTOL
004	2022-01-01
004	2022-01-01	JAMES BRISTOL
004	2021-01-01
004	2021-01-01	JAMES BRISTOL
004	2020-01-01
004	2019-01-01	JAMES BRISTOL	2020-10-15
004	2017-01-01	JAMES BRISTOL
004	2016-01-01	JAMES BRISTOL
004	2015-01-01	JAMES BRISTOL
004	2014-01-01	JAMES BRISTOL