401k Plan data: DECOSIMO 401(K) PLAN plan

DECOSIMO 401(K) PLAN 401k Plan overview

Plan Name	DECOSIMO 401(K) PLAN
Plan identification number	001

DECOSIMO 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JOSEPH DECOSIMO AND COMPANY, PLLC has sponsored the creation of one or more 401k plans.

Company Name: JOSEPH DECOSIMO AND COMPANY, PLLC

Employer identification number (EIN): 620852719

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Additional information about JOSEPH DECOSIMO AND COMPANY, PLLC

Jurisdiction of Incorporation: Tennessee Secretary of State Division of Business Services

Incorporation Date:

Company Identification Number: 000478642

More information about JOSEPH DECOSIMO AND COMPANY, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DECOSIMO 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 JOSEPH D DECOSIMO
001 2015-01-01
001 2014-01-01 JOSEPH D DECOSIMO JOSEPH DECOSIMO AND COMPANY 2015-10-15
001 2013-01-01 CHARLES GROVES
001 2012-01-01 CHARLES GROVES
001 2011-01-01 CHARLES GROVES
001 2010-01-01 CHARLES GROVES
001 2009-01-01 CHARLES F GROVES LLL

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	JOSEPH D DECOSIMO
001	2015-01-01
001	2014-01-01	JOSEPH D DECOSIMO	JOSEPH DECOSIMO AND COMPANY	2015-10-15
001	2013-01-01	CHARLES GROVES
001	2012-01-01	CHARLES GROVES
001	2011-01-01	CHARLES GROVES
001	2010-01-01	CHARLES GROVES
001	2009-01-01	CHARLES F GROVES LLL

Plan Statistics for DECOSIMO 401(K) PLAN

401k plan membership statisitcs for DECOSIMO 401(K) PLAN

Measure Date Value
2015: DECOSIMO 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
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 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DECOSIMO 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 327
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 224
Number of retired or separated participants receiving benefits 2014-01-01 5
Number of other retired or separated participants entitled to future benefits 2014-01-01 95
Total of all active and inactive participants 2014-01-01 324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 325
Number of participants with account balances 2014-01-01 320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DECOSIMO 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 321
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 221
Number of retired or separated participants receiving benefits 2013-01-01 10
Number of other retired or separated participants entitled to future benefits 2013-01-01 76
Total of all active and inactive participants 2013-01-01 307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 309
Number of participants with account balances 2013-01-01 301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DECOSIMO 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 301
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 227
Number of retired or separated participants receiving benefits 2012-01-01 7
Number of other retired or separated participants entitled to future benefits 2012-01-01 77
Total of all active and inactive participants 2012-01-01 311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 311
Number of participants with account balances 2012-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DECOSIMO 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 313
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 229
Number of retired or separated participants receiving benefits 2011-01-01 6
Number of other retired or separated participants entitled to future benefits 2011-01-01 61
Total of all active and inactive participants 2011-01-01 296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 297
Number of participants with account balances 2011-01-01 294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: DECOSIMO 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 319
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 240
Number of retired or separated participants receiving benefits 2010-01-01 3
Number of other retired or separated participants entitled to future benefits 2010-01-01 63
Total of all active and inactive participants 2010-01-01 306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 307
Number of participants with account balances 2010-01-01 289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: DECOSIMO 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 287
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 253
Number of retired or separated participants receiving benefits 2009-01-01 5
Number of other retired or separated participants entitled to future benefits 2009-01-01 51
Total of all active and inactive participants 2009-01-01 309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 309
Number of participants with account balances 2009-01-01 290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: DECOSIMO 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
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	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DECOSIMO 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	327
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	224
Number of retired or separated participants receiving benefits	2014-01-01	5
Number of other retired or separated participants entitled to future benefits	2014-01-01	95
Total of all active and inactive participants	2014-01-01	324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	325
Number of participants with account balances	2014-01-01	320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DECOSIMO 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	321
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	221
Number of retired or separated participants receiving benefits	2013-01-01	10
Number of other retired or separated participants entitled to future benefits	2013-01-01	76
Total of all active and inactive participants	2013-01-01	307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	309
Number of participants with account balances	2013-01-01	301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DECOSIMO 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	301
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	227
Number of retired or separated participants receiving benefits	2012-01-01	7
Number of other retired or separated participants entitled to future benefits	2012-01-01	77
Total of all active and inactive participants	2012-01-01	311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	311
Number of participants with account balances	2012-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DECOSIMO 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	313
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	229
Number of retired or separated participants receiving benefits	2011-01-01	6
Number of other retired or separated participants entitled to future benefits	2011-01-01	61
Total of all active and inactive participants	2011-01-01	296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	297
Number of participants with account balances	2011-01-01	294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: DECOSIMO 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	319
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	240
Number of retired or separated participants receiving benefits	2010-01-01	3
Number of other retired or separated participants entitled to future benefits	2010-01-01	63
Total of all active and inactive participants	2010-01-01	306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	307
Number of participants with account balances	2010-01-01	289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: DECOSIMO 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	287
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	253
Number of retired or separated participants receiving benefits	2009-01-01	5
Number of other retired or separated participants entitled to future benefits	2009-01-01	51
Total of all active and inactive participants	2009-01-01	309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	309
Number of participants with account balances	2009-01-01	290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DECOSIMO 401(K) PLAN

Measure	Date	Value
2015 : DECOSIMO 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$125,113
Total unrealized appreciation/depreciation of assets	2015-12-31	$125,113
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$4,748
Total income from all sources (including contributions)	2015-12-31	$-240,038
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$31,298,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$31,159,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$0
Value of total assets at end of year	2015-12-31	$0
Value of total assets at beginning of year	2015-12-31	$31,543,162
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$139,196
Total interest from all sources	2015-12-31	$8,351
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$247,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$247,855
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$0
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$320,661
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$46,000
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$9,922,702
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$4,748
Other income not declared elsewhere	2015-12-31	$-234,872
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$24,368
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	$-31,538,414
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$31,538,414
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
Assets. partnership/joint venture interests at end of year	2015-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$778,392
Investment advisory and management fees	2015-12-31	$44,925
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$19,195,762
Interest on participant loans	2015-12-31	$8,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$621,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$621,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$212
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-273,460
Net investment gain or loss from common/collective trusts	2015-12-31	$-113,025
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	$0
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$633,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$31,159,180
Contract administrator fees	2015-12-31	$94,271
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	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	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	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	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HADDOX REID EUBANK BETTS PLLC
Accountancy firm EIN	2015-12-31	640414329
2014 : DECOSIMO 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$23,625
Total unrealized appreciation/depreciation of assets	2014-12-31	$23,625
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$4,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$3,865,640
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,299,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,175,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,086,964
Value of total assets at end of year	2014-12-31	$31,543,162
Value of total assets at beginning of year	2014-12-31	$29,972,555
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$123,896
Total interest from all sources	2014-12-31	$14,714
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,112,485
Participant contributions at end of year	2014-12-31	$320,661
Participant contributions at beginning of year	2014-12-31	$396,981
Participant contributions at end of year	2014-12-31	$46,000
Participant contributions at beginning of year	2014-12-31	$23,000
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$9,922,702
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$10,143,026
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$341,143
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$4,748
Other income not declared elsewhere	2014-12-31	$596,775
Total non interest bearing cash at end of year	2014-12-31	$24,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,565,859
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$31,538,414
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$29,972,555
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
Assets. partnership/joint venture interests at end of year	2014-12-31	$778,392
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$762,556
Investment advisory and management fees	2014-12-31	$119,786
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$19,195,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$17,730,978
Interest on participant loans	2014-12-31	$14,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$621,941
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$342,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$342,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,143,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$633,336
Employer contributions (assets) at end of year	2014-12-31	$633,336
Employer contributions (assets) at beginning of year	2014-12-31	$573,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,175,885
Contract administrator fees	2014-12-31	$4,110
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HADDOX REID EUBANK BETTS PLLC
Accountancy firm EIN	2014-12-31	640414329
2013 : DECOSIMO 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$42,225
Total unrealized appreciation/depreciation of assets	2013-12-31	$42,225
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$6,157,301
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,483,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,374,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,662,990
Value of total assets at end of year	2013-12-31	$29,972,555
Value of total assets at beginning of year	2013-12-31	$25,299,003
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$109,183
Total interest from all sources	2013-12-31	$17,435
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
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	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,086,676
Participant contributions at end of year	2013-12-31	$396,981
Participant contributions at beginning of year	2013-12-31	$427,185
Participant contributions at end of year	2013-12-31	$23,000
Participant contributions at beginning of year	2013-12-31	$20,000
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$10,143,026
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$8,211,833
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$2,526
Other income not declared elsewhere	2013-12-31	$1,942,799
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	$4,673,552
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$29,972,555
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$25,299,003
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
Assets. partnership/joint venture interests at end of year	2013-12-31	$762,556
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$729,746
Investment advisory and management fees	2013-12-31	$104,448
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$17,730,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$15,084,243
Interest on participant loans	2013-12-31	$17,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$342,226
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$246,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$246,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,491,852
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	$573,788
Employer contributions (assets) at end of year	2013-12-31	$573,788
Employer contributions (assets) at beginning of year	2013-12-31	$579,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,374,566
Contract administrator fees	2013-12-31	$4,735
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HADDOX REID EUBANK BETTS PLLC
Accountancy firm EIN	2013-12-31	640414329
2012 : DECOSIMO 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$64,702
Total unrealized appreciation/depreciation of assets	2012-12-31	$64,702
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$4,140,532
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$569,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$479,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,688,776
Value of total assets at end of year	2012-12-31	$25,299,003
Value of total assets at beginning of year	2012-12-31	$21,727,475
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$89,077
Total interest from all sources	2012-12-31	$18,758
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,096,413
Participant contributions at end of year	2012-12-31	$427,185
Participant contributions at beginning of year	2012-12-31	$380,462
Participant contributions at end of year	2012-12-31	$20,000
Participant contributions at beginning of year	2012-12-31	$15,000
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$8,211,833
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$7,305,351
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$13,299
Other income not declared elsewhere	2012-12-31	$740,281
Total non interest bearing cash at beginning of year	2012-12-31	$3
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	$3,571,528
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$25,299,003
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$21,727,475
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
Assets. partnership/joint venture interests at end of year	2012-12-31	$729,746
Assets. partnership/joint venture interests at beginning of year	2012-12-31	$676,221
Investment advisory and management fees	2012-12-31	$86,612
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$15,084,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$12,723,744
Interest on participant loans	2012-12-31	$18,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$246,932
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$243,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$243,596
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$420
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,628,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$579,064
Employer contributions (assets) at end of year	2012-12-31	$579,064
Employer contributions (assets) at beginning of year	2012-12-31	$383,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$479,927
Contract administrator fees	2012-12-31	$2,465
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	EUBANK BETTS HIRN WOOD, PLLC
Accountancy firm EIN	2012-12-31	640474778
2011 : DECOSIMO 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$8,749
Total unrealized appreciation/depreciation of assets	2011-12-31	$8,749
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$925,570
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,054,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$979,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,546,248
Value of total assets at end of year	2011-12-31	$21,727,475
Value of total assets at beginning of year	2011-12-31	$21,856,125
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$74,657
Total interest from all sources	2011-12-31	$10,375
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,115,956
Participant contributions at end of year	2011-12-31	$380,462
Participant contributions at end of year	2011-12-31	$15,000
Participant contributions at beginning of year	2011-12-31	$10,978
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$7,305,351
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$8,010,937
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$47,194
Other income not declared elsewhere	2011-12-31	$-445,702
Total non interest bearing cash at end of year	2011-12-31	$3
Total non interest bearing cash at beginning of year	2011-12-31	$35,007
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	$-128,650
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$21,727,475
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$21,856,125
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
Assets. partnership/joint venture interests at end of year	2011-12-31	$676,221
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$676,396
Investment advisory and management fees	2011-12-31	$70,969
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$12,723,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$13,122,807
Interest on participant loans	2011-12-31	$10,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$243,596
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-194,100
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	$383,098
Employer contributions (assets) at end of year	2011-12-31	$383,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$979,563
Contract administrator fees	2011-12-31	$3,688
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	EUBANK BETTS HIRN WOOD, PLLC
Accountancy firm EIN	2011-12-31	640474778
2010 : DECOSIMO 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$33,766
Total unrealized appreciation/depreciation of assets	2010-12-31	$33,766
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$3,495,706
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,148,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,083,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,176,022
Value of total assets at end of year	2010-12-31	$21,856,125
Value of total assets at beginning of year	2010-12-31	$19,508,659
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$64,513
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,131,239
Participant contributions at end of year	2010-12-31	$10,978
Participant contributions at beginning of year	2010-12-31	$46,200
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$8,010,937
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$7,442,122
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$44,783
Other income not declared elsewhere	2010-12-31	$995,564
Total non interest bearing cash at end of year	2010-12-31	$35,007
Total non interest bearing cash at beginning of year	2010-12-31	$39,272
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	$2,347,466
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$21,856,125
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$19,508,659
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
Assets. partnership/joint venture interests at end of year	2010-12-31	$676,396
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$651,185
Investment advisory and management fees	2010-12-31	$61,978
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$13,122,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$11,322,876
Value of interest in common/collective trusts at beginning of year	2010-12-31	$7,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,290,354
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,083,727
Contract administrator fees	2010-12-31	$2,535
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	EUBANK BETTS HIRN WOOD, PLLC
Accountancy firm EIN	2010-12-31	640474778

Form 5500 Responses for DECOSIMO 401(K) PLAN

2015: DECOSIMO 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	Yes
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: DECOSIMO 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DECOSIMO 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DECOSIMO 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DECOSIMO 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: DECOSIMO 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: DECOSIMO 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOSEPH DECOSIMO AND COMPANY, PLLC
Employer identification number (EIN):	620852719
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	Tennessee Secretary of State Division of Business Services
Incorporation Date:
Company Identification Number:	000478642