401k Plan data: REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN plan

REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 401k Plan overview

Plan Name	REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN
Plan identification number	001

REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS 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.
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

WAKEFIELD AND ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: WAKEFIELD AND ASSOCIATES

Employer identification number (EIN): 621076768

NAIC Classification: 523900

Additional information about WAKEFIELD AND ASSOCIATES

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2015-08-31

Company Identification Number: 0802283420

Legal Registered Office Address: 211 E 7TH ST STE 620

AUSTIN
United States of America (USA)
78701

More information about WAKEFIELD AND ASSOCIATES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 ROBERT C. MCREYNOLDS
001 2015-01-01 ROBERT C. MCREYNOLDS
001 2014-01-01 ROBERT C. MCREYNOLDS
001 2013-01-01 ROBERT C. MCREYNOLDS
001 2012-01-01 ROBERT C. MCREYNOLDS
001 2011-01-01 KARLA SWERSKY
001 2009-01-01 KARLA SWERSKY

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01	ROBERT C. MCREYNOLDS
001	2015-01-01	ROBERT C. MCREYNOLDS
001	2014-01-01	ROBERT C. MCREYNOLDS
001	2013-01-01	ROBERT C. MCREYNOLDS
001	2012-01-01	ROBERT C. MCREYNOLDS
001	2011-01-01	KARLA SWERSKY
001	2009-01-01	KARLA SWERSKY

Plan Statistics for REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN

401k plan membership statisitcs for REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN

Measure Date Value
2016: REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 284
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 19
Total of all active and inactive participants 2016-01-01 305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 305
Number of participants with account balances 2016-01-01 233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7
2015: REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 135
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 16
Total of all active and inactive participants 2015-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 152
Number of participants with account balances 2015-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 7
2014: REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 130
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 15
Total of all active and inactive participants 2014-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 146
Number of participants with account balances 2014-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 142
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 15
Total of all active and inactive participants 2013-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 160
Number of participants with account balances 2013-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 131
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 12
Total of all active and inactive participants 2012-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 145
Number of participants with account balances 2012-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 127
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 14
Total of all active and inactive participants 2011-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 142
Number of participants with account balances 2011-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
2009: REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 112
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 12
Total of all active and inactive participants 2009-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 124
Number of participants with account balances 2009-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2016: REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	284
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	19
Total of all active and inactive participants	2016-01-01	305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	305
Number of participants with account balances	2016-01-01	233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7
2015: REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	135
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	16
Total of all active and inactive participants	2015-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	152
Number of participants with account balances	2015-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	7
2014: REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	130
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	15
Total of all active and inactive participants	2014-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	146
Number of participants with account balances	2014-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	142
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	15
Total of all active and inactive participants	2013-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	160
Number of participants with account balances	2013-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	131
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	12
Total of all active and inactive participants	2012-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	145
Number of participants with account balances	2012-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	127
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	14
Total of all active and inactive participants	2011-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	142
Number of participants with account balances	2011-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
2009: REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	112
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	12
Total of all active and inactive participants	2009-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	124
Number of participants with account balances	2009-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN

Measure	Date	Value
2016 : REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2016 401k financial data
Total transfer of assets to this plan	2016-12-31	$815,135
Total income from all sources (including contributions)	2016-12-31	$873,546
Total of all expenses incurred	2016-12-31	$424,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$388,911
Expenses. Certain deemed distributions of participant loans	2016-12-31	$5,104
Value of total corrective distributions	2016-12-31	$1,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$595,281
Value of total assets at end of year	2016-12-31	$7,180,768
Value of total assets at beginning of year	2016-12-31	$5,916,096
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$28,789
Total interest from all sources	2016-12-31	$36,750
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$71,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$71,879
Administrative expenses professional fees incurred	2016-12-31	$8,750
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	$440,650
Participant contributions at end of year	2016-12-31	$280,229
Participant contributions at beginning of year	2016-12-31	$222,181
Participant contributions at end of year	2016-12-31	$25,032
Participant contributions at beginning of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$412
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$352
Administrative expenses (other) incurred	2016-12-31	$16,954
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$2
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	$449,537
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,180,768
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,916,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$3,085
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,281,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,333,116
Interest on participant loans	2016-12-31	$10,022
Interest earned on other investments	2016-12-31	$26,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$15,519
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,084
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$2,570,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,359,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$169,636
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	Yes
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	$154,631
Employer contributions (assets) at end of year	2016-12-31	$7,012
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$388,911
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	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BKD, LLP
Accountancy firm EIN	2016-12-31	440160260
2015 : REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$518,415
Total of all expenses incurred	2015-12-31	$520,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$492,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$479,553
Value of total assets at end of year	2015-12-31	$5,916,096
Value of total assets at beginning of year	2015-12-31	$5,917,969
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$27,364
Total interest from all sources	2015-12-31	$32,280
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$58,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$58,736
Administrative expenses professional fees incurred	2015-12-31	$8,500
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	$328,119
Participant contributions at end of year	2015-12-31	$222,181
Participant contributions at beginning of year	2015-12-31	$223,610
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$20,397
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$352
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$360
Administrative expenses (other) incurred	2015-12-31	$14,149
Total non interest bearing cash at end of year	2015-12-31	$2
Total non interest bearing cash at beginning of year	2015-12-31	$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,873
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,916,096
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,917,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$4,715
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,333,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,085,735
Interest on participant loans	2015-12-31	$8,986
Interest earned on other investments	2015-12-31	$23,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,359,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,607,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-52,154
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	$131,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$492,924
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	No
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	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PERSHING, YOAKLEY & ASSOCIATES P.C.
Accountancy firm EIN	2015-12-31	621517792
2014 : REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$805,256
Total of all expenses incurred	2014-12-31	$1,232,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,209,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$537,875
Value of total assets at end of year	2014-12-31	$5,917,969
Value of total assets at beginning of year	2014-12-31	$6,345,536
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$23,485
Total interest from all sources	2014-12-31	$31,999
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$80,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$80,046
Administrative expenses professional fees incurred	2014-12-31	$8,500
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$299,279
Participant contributions at end of year	2014-12-31	$223,610
Participant contributions at beginning of year	2014-12-31	$235,163
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$360
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$466
Administrative expenses (other) incurred	2014-12-31	$12,791
Total non interest bearing cash at end of year	2014-12-31	$2
Total non interest bearing cash at beginning of year	2014-12-31	$2
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	$-427,567
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,917,969
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,345,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$2,194
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,085,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,743,222
Interest on participant loans	2014-12-31	$8,729
Interest earned on other investments	2014-12-31	$23,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,258
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$7
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,607,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,366,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$155,336
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	$238,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,209,338
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	2014-12-31	No
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	PERSHING, YOAKLEY & ASSOCIATES P.C.
Accountancy firm EIN	2014-12-31	621517792
2013 : REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$1,429,272
Total of all expenses incurred	2013-12-31	$1,397,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,376,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$545,562
Value of total assets at end of year	2013-12-31	$6,345,536
Value of total assets at beginning of year	2013-12-31	$6,314,185
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$21,874
Total interest from all sources	2013-12-31	$40,213
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$109,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$109,274
Administrative expenses professional fees incurred	2013-12-31	$8,250
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	$303,512
Participant contributions at end of year	2013-12-31	$235,163
Participant contributions at beginning of year	2013-12-31	$167,585
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$13,939
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$466
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$251
Administrative expenses (other) incurred	2013-12-31	$13,624
Total non interest bearing cash at end of year	2013-12-31	$2
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	$31,351
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,345,536
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,314,185
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	$3,743,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,022,577
Interest on participant loans	2013-12-31	$8,255
Interest earned on other investments	2013-12-31	$31,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$7
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$21
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$21
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,366,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,123,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$734,223
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	$228,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,376,047
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	2013-12-31	No
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	PERSHING, YOAKLEY & ASSOCIATES P.C.
Accountancy firm EIN	2013-12-31	621517792
2012 : REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,011,104
Total of all expenses incurred	2012-12-31	$204,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$186,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$545,550
Value of total assets at end of year	2012-12-31	$6,314,185
Value of total assets at beginning of year	2012-12-31	$5,507,937
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$18,626
Total interest from all sources	2012-12-31	$42,588
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$85,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$85,023
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
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$319,168
Participant contributions at end of year	2012-12-31	$167,585
Participant contributions at beginning of year	2012-12-31	$155,471
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$251
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$293
Administrative expenses (other) incurred	2012-12-31	$18,626
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	$806,248
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,314,185
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,507,937
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	$4,022,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,414,843
Interest on participant loans	2012-12-31	$6,290
Interest earned on other investments	2012-12-31	$36,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$21
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$58
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$58
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,123,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,937,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$337,943
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	$226,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$186,230
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	2012-12-31	No
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	PERSHING, YOAKLEY & ASSOCIATES P.C.
Accountancy firm EIN	2012-12-31	621517792
2011 : REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$525,615
Total of all expenses incurred	2011-12-31	$216,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$168,017
Expenses. Certain deemed distributions of participant loans	2011-12-31	$29,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$521,092
Value of total assets at end of year	2011-12-31	$5,507,937
Value of total assets at beginning of year	2011-12-31	$5,199,304
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$19,864
Total interest from all sources	2011-12-31	$52,644
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$63,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$63,704
Administrative expenses professional fees incurred	2011-12-31	$8,000
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
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$314,534
Participant contributions at end of year	2011-12-31	$155,471
Participant contributions at beginning of year	2011-12-31	$170,202
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$4,249
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$293
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$905
Administrative expenses (other) incurred	2011-12-31	$11,864
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	$308,633
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,507,937
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,199,304
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	$3,414,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,197,730
Interest on participant loans	2011-12-31	$6,428
Interest earned on other investments	2011-12-31	$46,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$58
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$58
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$58
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,937,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,830,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-111,825
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	$202,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$168,017
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	2011-12-31	No
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	PERSHING, YOAKLEY & ASSOCIATES P.C.
Accountancy firm EIN	2011-12-31	621517792
2010 : REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$995,617
Total of all expenses incurred	2010-12-31	$143,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$122,147
Value of total corrective distributions	2010-12-31	$8,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$509,486
Value of total assets at end of year	2010-12-31	$5,199,304
Value of total assets at beginning of year	2010-12-31	$4,347,399
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$12,894
Total interest from all sources	2010-12-31	$55,983
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$64,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$64,714
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
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$298,173
Participant contributions at end of year	2010-12-31	$170,202
Participant contributions at beginning of year	2010-12-31	$132,260
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$3,202
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$905
Administrative expenses (other) incurred	2010-12-31	$12,894
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	$851,905
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,199,304
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,347,399
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	$3,197,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,252,245
Interest on participant loans	2010-12-31	$7,200
Interest earned on other investments	2010-12-31	$48,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$58
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$97
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$97
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,830,409
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,962,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$365,434
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	$208,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$122,147
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	2010-12-31	No
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	PERSHING, YOAKLEY & ASSOCIATES P.C.
Accountancy firm EIN	2010-12-31	621517792
2009 : REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS 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

Form 5500 Responses for REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN

2016: REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: REVENUE RECOVERY CORPORATION TAX FAVORED SAVINGS 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

YK51296

Policy instance

Insurance contract or identification number	YK51296
Number of Individuals Covered	151
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

YK51296

Policy instance

Insurance contract or identification number	YK51296
Number of Individuals Covered	146
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,733
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 $1,733
Insurance broker organization code?	3
Insurance broker name	WOODBURY FINANCIAL SERVICES

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

YK51296

Policy instance

Insurance contract or identification number	YK51296
Number of Individuals Covered	143
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $884
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 $884
Insurance broker organization code?	3
Insurance broker name	PRINCOR FINANCIAL SERVICES INC.

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

YK51296

Policy instance

Insurance contract or identification number	YK51296
Number of Individuals Covered	129
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $2,074
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 $2,074
Insurance broker organization code?	3
Insurance broker name	PRINCOR FINANCIAL SERVICES INC.

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

YK51296

Policy instance

Insurance contract or identification number	YK51296
Number of Individuals Covered	127
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,916
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

YK51296

Policy instance

Insurance contract or identification number	YK51296
Number of Individuals Covered	127
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $602
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 $602
Insurance broker organization code?	3
Insurance broker name	AON SECURITIES CORP

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Company Name:	WAKEFIELD AND ASSOCIATES
Employer identification number (EIN):	621076768
NAIC Classification:	523900

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2015-08-31
Company Identification Number:	0802283420
Legal Registered Office Address:	211 E 7TH ST STE 620 AUSTIN United States of America (USA) 78701