401k Plan data: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN plan

ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 401k Plan overview

Plan Name	ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN
Plan identification number	001

ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

EPISCOPAL FOUNDATION OF JEFFERSON COUNTY has sponsored the creation of one or more 401k plans.

Company Name: EPISCOPAL FOUNDATION OF JEFFERSON COUNTY

Employer identification number (EIN): 630386404

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MIKE FAULKNER
001 2016-01-01 MIKE FAULKNER
001 2015-01-01 MIKE FAULKNER
001 2014-01-01 MIKE FAULKNER
001 2013-01-01 TROY NORTH
001 2012-01-01 TROY NORTH
001 2011-01-01 MIKE FAULKNER
001 2010-01-01 TERRY ROGERS

Plan Statistics for ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN

401k plan membership statisitcs for ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN

Measure Date Value
2022: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 312
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 292
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 128
Total of all active and inactive participants 2022-01-01 423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 423
Number of participants with account balances 2022-01-01 219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 463
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 310
Number of retired or separated participants receiving benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 312
Number of participants with account balances 2021-01-01 218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 433
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 362
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 100
Total of all active and inactive participants 2020-01-01 463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 463
Number of participants with account balances 2020-01-01 227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 434
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 396
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 35
Total of all active and inactive participants 2019-01-01 433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 433
Number of participants with account balances 2019-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 385
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 399
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 33
Total of all active and inactive participants 2018-01-01 434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 434
Number of participants with account balances 2018-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 399
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 357
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 26
Total of all active and inactive participants 2017-01-01 385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 385
Number of participants with account balances 2017-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 428
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 383
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 16
Total of all active and inactive participants 2016-01-01 399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 399
Number of participants with account balances 2016-01-01 79
2015: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 407
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 382
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 45
Total of all active and inactive participants 2015-01-01 428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 428
Number of participants with account balances 2015-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 411
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 372
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 34
Total of all active and inactive participants 2014-01-01 407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 407
Number of participants with account balances 2014-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 449
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 380
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 31
Total of all active and inactive participants 2013-01-01 411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 411
Number of participants with account balances 2013-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 417
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 419
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 30
Total of all active and inactive participants 2012-01-01 449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 449
Number of participants with account balances 2012-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 294
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 391
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 26
Total of all active and inactive participants 2011-01-01 417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 417
Number of participants with account balances 2011-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 313
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 266
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 27
Total of all active and inactive participants 2010-01-01 293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 294
Number of participants with account balances 2010-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2022: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	312
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	292
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	128
Total of all active and inactive participants	2022-01-01	423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	423
Number of participants with account balances	2022-01-01	219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	463
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	310
Number of retired or separated participants receiving benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	312
Number of participants with account balances	2021-01-01	218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	433
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	362
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	100
Total of all active and inactive participants	2020-01-01	463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	463
Number of participants with account balances	2020-01-01	227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	434
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	396
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	35
Total of all active and inactive participants	2019-01-01	433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	433
Number of participants with account balances	2019-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	385
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	399
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	33
Total of all active and inactive participants	2018-01-01	434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	434
Number of participants with account balances	2018-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	399
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	357
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	26
Total of all active and inactive participants	2017-01-01	385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	385
Number of participants with account balances	2017-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	428
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	383
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	16
Total of all active and inactive participants	2016-01-01	399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	399
Number of participants with account balances	2016-01-01	79
2015: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	407
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	382
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	45
Total of all active and inactive participants	2015-01-01	428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	428
Number of participants with account balances	2015-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	411
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	372
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	34
Total of all active and inactive participants	2014-01-01	407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	407
Number of participants with account balances	2014-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	449
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	380
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	31
Total of all active and inactive participants	2013-01-01	411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	411
Number of participants with account balances	2013-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	417
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	419
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	30
Total of all active and inactive participants	2012-01-01	449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	449
Number of participants with account balances	2012-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	294
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	391
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	26
Total of all active and inactive participants	2011-01-01	417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	417
Number of participants with account balances	2011-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	313
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	266
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	27
Total of all active and inactive participants	2010-01-01	293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	294
Number of participants with account balances	2010-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN

Measure	Date	Value
2022 : ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2022 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$10,472
Total income from all sources (including contributions)	2022-12-31	$-53,128
Total of all expenses incurred	2022-12-31	$781,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$772,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$286,768
Value of total assets at end of year	2022-12-31	$1,823,794
Value of total assets at beginning of year	2022-12-31	$2,668,528
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$8,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$163,643
Participant contributions at beginning of year	2022-12-31	$11,875
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$10,472
Other income not declared elsewhere	2022-12-31	$230
Administrative expenses (other) incurred	2022-12-31	$8,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-834,262
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,823,794
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,658,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,823,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,654,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-340,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$123,125
Employer contributions (assets) at beginning of year	2022-12-31	$2,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$772,736
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CARR RIGGS & INGRAM, LLC
Accountancy firm EIN	2022-12-31	721396621
2021 : ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$10,472
Total income from all sources (including contributions)	2021-12-31	$615,644
Total of all expenses incurred	2021-12-31	$390,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$390,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$356,132
Value of total assets at end of year	2021-12-31	$2,668,528
Value of total assets at beginning of year	2021-12-31	$2,433,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$202,935
Participant contributions at end of year	2021-12-31	$11,875
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$5,720
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$10,228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$10,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$224,977
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,658,056
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,433,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,654,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,433,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$259,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$147,477
Employer contributions (assets) at end of year	2021-12-31	$2,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$380,439
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CARR RIGGS & INGRAM, LLC
Accountancy firm EIN	2021-12-31	721396621
2020 : ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$623,581
Total of all expenses incurred	2020-12-31	$200,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$192,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$367,210
Value of total assets at end of year	2020-12-31	$2,433,079
Value of total assets at beginning of year	2020-12-31	$2,010,438
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$8,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$210,033
Participant contributions at beginning of year	2020-12-31	$6,265
Administrative expenses (other) incurred	2020-12-31	$8,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$422,641
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,433,079
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,010,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,433,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,998,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$256,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$157,177
Employer contributions (assets) at beginning of year	2020-12-31	$5,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$192,570
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CARR RIGGS & INGRAM, LLC
Accountancy firm EIN	2020-12-31	721396621
2019 : ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$583,076
Total of all expenses incurred	2019-12-31	$310,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$303,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$281,438
Value of total assets at end of year	2019-12-31	$2,010,438
Value of total assets at beginning of year	2019-12-31	$1,737,532
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$6,851
Total interest from all sources	2019-12-31	$47
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$159,982
Participant contributions at end of year	2019-12-31	$6,265
Participant contributions at beginning of year	2019-12-31	$4,454
Administrative expenses (other) incurred	2019-12-31	$6,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$272,906
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,010,438
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,737,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Interest earned on other investments	2019-12-31	$47
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,998,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,729,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$301,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$121,456
Employer contributions (assets) at end of year	2019-12-31	$5,300
Employer contributions (assets) at beginning of year	2019-12-31	$3,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$303,319
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CARR RIGGS & INGRAM, LLC
Accountancy firm EIN	2019-12-31	721396621
2018 : ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$84,779
Total of all expenses incurred	2018-12-31	$364,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$359,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$188,084
Value of total assets at end of year	2018-12-31	$1,737,532
Value of total assets at beginning of year	2018-12-31	$2,017,140
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,751
Total interest from all sources	2018-12-31	$151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$106,813
Participant contributions at end of year	2018-12-31	$4,454
Participant contributions at beginning of year	2018-12-31	$9,295
Administrative expenses (other) incurred	2018-12-31	$4,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-279,608
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,737,532
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,017,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Interest earned on other investments	2018-12-31	$151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,729,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,000,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-103,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$81,271
Employer contributions (assets) at end of year	2018-12-31	$3,299
Employer contributions (assets) at beginning of year	2018-12-31	$7,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$359,636
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CARR RIGGS & INGRAM, LLC
Accountancy firm EIN	2018-12-31	721396621
2017 : ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$373,231
Total of all expenses incurred	2017-12-31	$334,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$329,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$160,638
Value of total assets at end of year	2017-12-31	$2,017,140
Value of total assets at beginning of year	2017-12-31	$1,978,648
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,061
Total interest from all sources	2017-12-31	$3,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$87,881
Participant contributions at end of year	2017-12-31	$9,295
Participant contributions at beginning of year	2017-12-31	$3,007
Administrative expenses (other) incurred	2017-12-31	$5,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$38,492
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,017,140
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,978,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$3,630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,000,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,973,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$208,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$72,757
Employer contributions (assets) at end of year	2017-12-31	$7,640
Employer contributions (assets) at beginning of year	2017-12-31	$2,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$329,678
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CARR RIGGS & INGRAM, LLC
Accountancy firm EIN	2017-12-31	721396621
2016 : ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$230,974
Total of all expenses incurred	2016-12-31	$431,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$426,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$141,037
Value of total assets at end of year	2016-12-31	$1,978,648
Value of total assets at beginning of year	2016-12-31	$2,179,185
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$77,955
Participant contributions at end of year	2016-12-31	$3,007
Participant contributions at beginning of year	2016-12-31	$2,736
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$9
Administrative expenses (other) incurred	2016-12-31	$4,831
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	$-200,537
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,978,648
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,179,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,973,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,174,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$89,937
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	$63,082
Employer contributions (assets) at end of year	2016-12-31	$2,428
Employer contributions (assets) at beginning of year	2016-12-31	$2,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$426,680
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	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2016-12-31	721396621
2015 : ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$114,270
Total of all expenses incurred	2015-12-31	$113,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$107,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$137,950
Value of total assets at end of year	2015-12-31	$2,179,185
Value of total assets at beginning of year	2015-12-31	$2,177,951
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$5,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$76,415
Participant contributions at end of year	2015-12-31	$2,736
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$9
Administrative expenses (other) incurred	2015-12-31	$5,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,234
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,179,185
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,177,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,174,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,177,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-23,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$61,535
Employer contributions (assets) at end of year	2015-12-31	$2,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$107,516
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	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2015-12-31	721396621
2014 : ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$275,868
Total of all expenses incurred	2014-12-31	$491,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$485,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$163,255
Value of total assets at end of year	2014-12-31	$2,177,951
Value of total assets at beginning of year	2014-12-31	$2,393,242
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$5,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$94,557
Administrative expenses (other) incurred	2014-12-31	$5,538
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	$-215,291
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,177,951
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,393,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,177,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,393,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$112,613
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	$68,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$485,621
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	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2014-12-31	721396621
2013 : ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
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	$421,903
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$190,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$184,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$176,935
Value of total assets at end of year	2013-12-31	$2,393,242
Value of total assets at beginning of year	2013-12-31	$2,162,008
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$5,807
Total interest from all sources	2013-12-31	$0
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	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$105,388
Participant contributions at beginning of year	2013-12-31	$3,050
Administrative expenses (other) incurred	2013-12-31	$5,807
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	$231,234
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,393,242
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,162,008
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 funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,393,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,156,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$244,968
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	$71,547
Employer contributions (assets) at beginning of year	2013-12-31	$2,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$184,862
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	Yes
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	SELF, MAPLES & COPELAND, P.C.
Accountancy firm EIN	2013-12-31	630760493
2012 : ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
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	$380,233
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$373,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$370,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$172,984
Value of total assets at end of year	2012-12-31	$2,162,008
Value of total assets at beginning of year	2012-12-31	$2,155,087
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,663
Total interest from all sources	2012-12-31	$0
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	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$103,591
Participant contributions at end of year	2012-12-31	$3,050
Participant contributions at beginning of year	2012-12-31	$4,920
Administrative expenses (other) incurred	2012-12-31	$2,663
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	$6,921
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,162,008
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,155,087
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 funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,156,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,146,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$207,249
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	$69,393
Employer contributions (assets) at end of year	2012-12-31	$2,204
Employer contributions (assets) at beginning of year	2012-12-31	$3,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$370,649
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	Yes
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	SELF, MAPLES & COPELAND, P.C.
Accountancy firm EIN	2012-12-31	630760493
2011 : ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
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	$249,577
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$210,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$210,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$225,375
Value of total assets at end of year	2011-12-31	$2,155,087
Value of total assets at beginning of year	2011-12-31	$2,116,177
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4
Total interest from all sources	2011-12-31	$11,289
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$133,889
Participant contributions at end of year	2011-12-31	$4,920
Administrative expenses (other) incurred	2011-12-31	$4
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	$38,910
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,155,087
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,116,177
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$11,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,146,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,116,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$12,913
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	$91,486
Employer contributions (assets) at end of year	2011-12-31	$3,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$210,663
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	Yes
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	SELF, MAPLES & COPELAND, P.C.
Accountancy firm EIN	2011-12-31	630760493
2010 : ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$204,108
Total unrealized appreciation/depreciation of assets	2010-12-31	$204,108
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	$481,907
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$365,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$365,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$285,126
Value of total assets at end of year	2010-12-31	$2,116,177
Value of total assets at beginning of year	2010-12-31	$1,999,539
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$75
Total interest from all sources	2010-12-31	$5,165
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$171,626
Administrative expenses (other) incurred	2010-12-31	$75
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	$116,638
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,116,177
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,999,539
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$5,165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,116,177
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,999,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$-12,492
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	$113,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$365,194
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	Yes
Did the plan have assets held for investment	2010-12-31	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	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	COOKE, CAMERON, TRAVIS & CO, P.C.
Accountancy firm EIN	2010-12-31	631185848

Form 5500 Responses for ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN

2022: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT 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: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT 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: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT 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: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT 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 – 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: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT 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 – 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: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT 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 – 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
2010: ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT 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 – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G75672

Policy instance

Insurance contract or identification number	G75672
Number of Individuals Covered	219
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G75672

Policy instance

Insurance contract or identification number	G75672
Number of Individuals Covered	218
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G75672

Policy instance

Insurance contract or identification number	G75672
Number of Individuals Covered	227
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G75672

Policy instance

Insurance contract or identification number	G75672
Number of Individuals Covered	138
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G75672

Policy instance

Insurance contract or identification number	G75672
Number of Individuals Covered	92
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G75672

Policy instance

Insurance contract or identification number	G75672
Number of Individuals Covered	89
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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

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Company Name:	EPISCOPAL FOUNDATION OF JEFFERSON COUNTY
Employer identification number (EIN):	630386404
NAIC Classification:	621610
NAIC Description:	Home Health Care Services