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BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN
Plan identification number 001

BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC has sponsored the creation of one or more 401k plans.

Company Name:BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC
Employer identification number (EIN):630958760
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KIMBERLY YOUNGBLOOD2023-09-13
0012021-01-01KIMBERLY YOUNGBLOOD2022-10-12
0012020-01-01THOMAS J. METHVIN2021-10-13
0012019-01-01THOMAS J. METHVIN2020-10-15
0012018-01-01THOMAS J. METHVIN2019-10-14
0012018-01-01THOMAS J. METHVIN2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01
0012014-01-01
0012014-01-01
0012013-01-01
0012012-01-01THOMAS J. METHVIN
0012011-01-01THOMAS J. METHVIN
0012009-01-01THOMAS J. METHVIN

Plan Statistics for BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01270
Total number of active participants reported on line 7a of the Form 55002022-01-01242
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0146
Total of all active and inactive participants2022-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01290
Number of participants with account balances2022-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01258
Total number of active participants reported on line 7a of the Form 55002021-01-01222
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0146
Total of all active and inactive participants2021-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01270
Number of participants with account balances2021-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01252
Total number of active participants reported on line 7a of the Form 55002020-01-01219
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0138
Total of all active and inactive participants2020-01-01258
Total participants2020-01-01258
Number of participants with account balances2020-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01243
Total number of active participants reported on line 7a of the Form 55002019-01-01215
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0136
Total of all active and inactive participants2019-01-01252
Total participants2019-01-01252
Number of participants with account balances2019-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01235
Total number of active participants reported on line 7a of the Form 55002018-01-01209
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01243
Total participants2018-01-01243
Number of participants with account balances2018-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01219
Total number of active participants reported on line 7a of the Form 55002017-01-01200
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01235
Total participants2017-01-01235
Number of participants with account balances2017-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01216
Total number of active participants reported on line 7a of the Form 55002016-01-01195
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01219
Total participants2016-01-01219
Number of participants with account balances2016-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01223
Total number of active participants reported on line 7a of the Form 55002015-01-01191
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01216
Total participants2015-01-01216
Number of participants with account balances2015-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01218
Total number of active participants reported on line 7a of the Form 55002014-01-01197
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01223
Total participants2014-01-01223
Number of participants with account balances2014-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01221
Total number of active participants reported on line 7a of the Form 55002013-01-01193
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01218
Total participants2013-01-01218
Number of participants with account balances2013-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01218
Total number of active participants reported on line 7a of the Form 55002012-01-01189
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01221
Total participants2012-01-01221
Number of participants with account balances2012-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01269
Total number of active participants reported on line 7a of the Form 55002011-01-01186
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0132
Total of all active and inactive participants2011-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01218
Number of participants with account balances2011-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01240
Total number of active participants reported on line 7a of the Form 55002009-01-01163
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0164
Total of all active and inactive participants2009-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01227
Number of participants with account balances2009-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,557,866
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,172,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,005,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,675,781
Value of total assets at end of year2022-12-31$49,819,982
Value of total assets at beginning of year2022-12-31$56,550,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$167,502
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$625,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$625,463
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,806,229
Participant contributions at end of year2022-12-31$733,287
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$48,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,730,822
Value of net assets at end of year (total assets less liabilities)2022-12-31$49,819,982
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$56,550,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$167,502
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$27,885,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$30,034,642
Value of interest in pooled separate accounts at end of year2022-12-31$11,916,791
Value of interest in pooled separate accounts at beginning of year2022-12-31$17,856,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,464,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,175,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,859,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,820,567
Employer contributions (assets) at end of year2022-12-31$1,820,567
Employer contributions (assets) at beginning of year2022-12-31$1,484,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,005,454
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WARREN AVERETT LLC
Accountancy firm EIN2022-12-31454084437
2021 : BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,811,740
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,894,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,665,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,983,977
Value of total assets at end of year2021-12-31$56,550,804
Value of total assets at beginning of year2021-12-31$49,633,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$228,440
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$595,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$595,803
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,494,497
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$516,199
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,154
Other income not declared elsewhere2021-12-31$80,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,917,548
Value of net assets at end of year (total assets less liabilities)2021-12-31$56,550,804
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$49,633,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$228,440
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$30,034,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,595,959
Value of interest in pooled separate accounts at end of year2021-12-31$17,856,050
Value of interest in pooled separate accounts at beginning of year2021-12-31$12,204,552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,175,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,980,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,151,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,484,326
Employer contributions (assets) at end of year2021-12-31$1,484,326
Employer contributions (assets) at beginning of year2021-12-31$1,336,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,665,752
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WARREN AVERETT LLC
Accountancy firm EIN2021-12-31454084437
2020 : BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$9,574,487
Total of all expenses incurred2020-12-31$1,903,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,736,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,779,628
Value of total assets at end of year2020-12-31$49,633,256
Value of total assets at beginning of year2020-12-31$41,961,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$166,745
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$321,204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$321,204
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,388,391
Participant contributions at end of year2020-12-31$516,199
Participant contributions at beginning of year2020-12-31$453,577
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$54,694
Other income not declared elsewhere2020-12-31$71,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,671,441
Value of net assets at end of year (total assets less liabilities)2020-12-31$49,633,256
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$41,961,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$166,745
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$29,595,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,069,235
Value of interest in pooled separate accounts at end of year2020-12-31$12,204,552
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,018,864
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$5,305,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,980,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,056,443
Net investment gain/loss from pooled separate accounts2020-12-31$2,220,688
Net investment gain or loss from common/collective trusts2020-12-31$79,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,336,543
Employer contributions (assets) at end of year2020-12-31$1,336,431
Employer contributions (assets) at beginning of year2020-12-31$1,101,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,736,301
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$9,635,994
Total of all expenses incurred2019-12-31$1,516,798
Total of all expenses incurred2019-12-31$1,516,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,454,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,356,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,356,270
Value of total assets at end of year2019-12-31$41,961,815
Value of total assets at end of year2019-12-31$41,961,815
Value of total assets at beginning of year2019-12-31$33,842,619
Value of total assets at beginning of year2019-12-31$33,842,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,800
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$415,000
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$415,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$415,000
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$415,000
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,254,468
Contributions received from participants2019-12-31$1,254,468
Participant contributions at end of year2019-12-31$453,577
Participant contributions at end of year2019-12-31$453,577
Participant contributions at beginning of year2019-12-31$116,451
Participant contributions at beginning of year2019-12-31$116,451
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Other income not declared elsewhere2019-12-31$63,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,119,196
Value of net income/loss2019-12-31$8,119,196
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,961,815
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,961,815
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,842,619
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,842,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$61,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,069,235
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,069,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,015,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,015,503
Value of interest in pooled separate accounts at end of year2019-12-31$11,018,864
Value of interest in pooled separate accounts at end of year2019-12-31$11,018,864
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$5,305,290
Value of interest in common/collective trusts at end of year2019-12-31$5,305,290
Value of interest in common/collective trusts at beginning of year2019-12-31$4,891,576
Value of interest in common/collective trusts at beginning of year2019-12-31$4,891,576
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,044
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,323,084
Net investment gain/loss from pooled separate accounts2019-12-31$380,182
Net investment gain/loss from pooled separate accounts2019-12-31$380,182
Net investment gain or loss from common/collective trusts2019-12-31$98,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,101,802
Contributions received in cash from employer2019-12-31$1,101,802
Employer contributions (assets) at end of year2019-12-31$1,101,805
Employer contributions (assets) at end of year2019-12-31$1,101,805
Employer contributions (assets) at beginning of year2019-12-31$819,089
Employer contributions (assets) at beginning of year2019-12-31$819,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,454,998
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$193,237
Total of all expenses incurred2018-12-31$2,926,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,921,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,079,259
Value of total assets at end of year2018-12-31$33,842,619
Value of total assets at beginning of year2018-12-31$36,575,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,020
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$340,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$340,128
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,226,950
Participant contributions at end of year2018-12-31$116,451
Participant contributions at beginning of year2018-12-31$110,982
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$32,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,733,188
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,842,619
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$36,575,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$5,020
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$28,015,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$30,353,333
Value of interest in common/collective trusts at end of year2018-12-31$4,891,576
Value of interest in common/collective trusts at beginning of year2018-12-31$5,145,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,306,321
Net investment gain or loss from common/collective trusts2018-12-31$80,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$820,271
Employer contributions (assets) at end of year2018-12-31$819,089
Employer contributions (assets) at beginning of year2018-12-31$966,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,921,405
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$7,652,974
Total of all expenses incurred2017-12-31$1,101,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,088,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,238,921
Value of total assets at end of year2017-12-31$36,575,807
Value of total assets at beginning of year2017-12-31$30,024,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,694
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$322,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$322,128
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,231,191
Participant contributions at end of year2017-12-31$110,982
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$34,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,551,314
Value of net assets at end of year (total assets less liabilities)2017-12-31$36,575,807
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,024,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$12,694
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$30,353,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,671,513
Value of interest in common/collective trusts at end of year2017-12-31$5,145,408
Value of interest in common/collective trusts at beginning of year2017-12-31$4,198,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,032,509
Net investment gain or loss from common/collective trusts2017-12-31$59,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$973,076
Employer contributions (assets) at end of year2017-12-31$966,084
Employer contributions (assets) at beginning of year2017-12-31$1,154,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,088,966
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US, LLP
Accountancy firm EIN2017-12-31420714325
2016 : BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,674,201
Total of all expenses incurred2016-12-31$968,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$964,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,313,146
Value of total assets at end of year2016-12-31$30,024,493
Value of total assets at beginning of year2016-12-31$27,319,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,686
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$280,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$280,582
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,153,112
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,705,414
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,024,493
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$27,319,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$4,686
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,671,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$22,148,389
Value of interest in common/collective trusts at end of year2016-12-31$4,198,223
Value of interest in common/collective trusts at beginning of year2016-12-31$4,074,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,032,735
Net investment gain or loss from common/collective trusts2016-12-31$47,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,154,757
Employer contributions (assets) at end of year2016-12-31$1,154,757
Employer contributions (assets) at beginning of year2016-12-31$1,096,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$964,101
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US, LLP
Accountancy firm EIN2016-12-31420714325
2015 : BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,176,827
Total of all expenses incurred2015-12-31$464,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$458,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,089,760
Value of total assets at end of year2015-12-31$27,319,079
Value of total assets at beginning of year2015-12-31$25,606,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,737
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$254,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$254,675
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$993,381
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$385,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,712,812
Value of net assets at end of year (total assets less liabilities)2015-12-31$27,319,079
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,606,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$5,737
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$22,148,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,577,113
Value of interest in common/collective trusts at end of year2015-12-31$4,074,311
Value of interest in common/collective trusts at beginning of year2015-12-31$3,714,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-155,137
Net investment gain or loss from common/collective trusts2015-12-31$-12,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,096,379
Employer contributions (assets) at end of year2015-12-31$1,096,379
Employer contributions (assets) at beginning of year2015-12-31$929,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$458,278
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US, LLP
Accountancy firm EIN2015-12-31420714325
2014 : BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,060,015
Total of all expenses incurred2014-12-31$1,317,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,312,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,886,831
Value of total assets at end of year2014-12-31$25,606,267
Value of total assets at beginning of year2014-12-31$23,864,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,423
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$204,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$204,981
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$929,637
Participant contributions at end of year2014-12-31$385,939
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$28,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,742,173
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,606,267
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$23,864,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$5,423
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$20,577,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,617,991
Value of interest in common/collective trusts at end of year2014-12-31$3,714,073
Value of interest in common/collective trusts at beginning of year2014-12-31$3,046,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$910,709
Net investment gain or loss from common/collective trusts2014-12-31$57,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$929,142
Employer contributions (assets) at end of year2014-12-31$929,142
Employer contributions (assets) at beginning of year2014-12-31$1,199,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,312,419
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY, LLP
Accountancy firm EIN2014-12-31420714325
2013 : BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$5,617,170
Total of all expenses incurred2013-12-31$402,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$399,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,138,170
Value of total assets at end of year2013-12-31$23,864,094
Value of total assets at beginning of year2013-12-31$18,649,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,328
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$165,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$165,953
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$933,228
Participant contributions at beginning of year2013-12-31$270,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,214,381
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,864,094
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,649,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$3,328
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,617,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,375,718
Value of interest in common/collective trusts at end of year2013-12-31$3,046,346
Value of interest in common/collective trusts at beginning of year2013-12-31$2,653,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,259,188
Net investment gain or loss from common/collective trusts2013-12-31$53,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,204,942
Employer contributions (assets) at end of year2013-12-31$1,199,757
Employer contributions (assets) at beginning of year2013-12-31$350,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$399,461
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SELLERS RICHARDSON HOLMAN & WEST, L
Accountancy firm EIN2013-12-31262732677
2012 : BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,074,349
Total of all expenses incurred2012-12-31$729,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$727,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,061,182
Value of total assets at end of year2012-12-31$18,649,713
Value of total assets at beginning of year2012-12-31$16,304,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,578
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$200,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$200,802
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$675,301
Participant contributions at end of year2012-12-31$270,855
Participant contributions at beginning of year2012-12-31$30,150
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$17,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,345,294
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,649,713
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,304,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,578
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,375,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,592,219
Value of interest in common/collective trusts at end of year2012-12-31$2,653,140
Value of interest in common/collective trusts at beginning of year2012-12-31$2,332,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,777,702
Net investment gain or loss from common/collective trusts2012-12-31$34,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$367,915
Employer contributions (assets) at end of year2012-12-31$350,000
Employer contributions (assets) at beginning of year2012-12-31$350,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$727,477
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SELLERS RICHARDSON HOLMAN & WEST, L
Accountancy firm EIN2012-12-31262732677
2011 : BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$756,387
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$535,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$522,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,154,779
Value of total assets at end of year2011-12-31$16,304,419
Value of total assets at beginning of year2011-12-31$16,083,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,442
Total interest from all sources2011-12-31$0
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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$786,321
Participant contributions at end of year2011-12-31$30,150
Participant contributions at beginning of year2011-12-31$393,000
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$18,458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$221,115
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,304,419
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,083,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$12,442
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,592,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,101,439
Value of interest in common/collective trusts at end of year2011-12-31$2,332,050
Value of interest in common/collective trusts at beginning of year2011-12-31$2,238,865
Net investment gain or loss from common/collective trusts2011-12-31$39,642
Net gain/loss from 103.12 investment entities2011-12-31$-438,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$350,000
Employer contributions (assets) at end of year2011-12-31$350,000
Employer contributions (assets) at beginning of year2011-12-31$350,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$522,830
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WARREN AVERETT, LLC
Accountancy firm EIN2011-12-31454084437
2010 : BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$2,672,597
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$562,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$519,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,106,320
Value of total assets at end of year2010-12-31$16,083,304
Value of total assets at beginning of year2010-12-31$13,973,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$43,740
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$740,861
Participant contributions at end of year2010-12-31$393,000
Participant contributions at beginning of year2010-12-31$54,775
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$13,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,109,832
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,083,304
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,973,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$43,740
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,101,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,588,070
Value of interest in common/collective trusts at end of year2010-12-31$2,238,865
Value of interest in common/collective trusts at beginning of year2010-12-31$1,980,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,520,020
Net investment gain or loss from common/collective trusts2010-12-31$46,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$352,309
Employer contributions (assets) at end of year2010-12-31$350,000
Employer contributions (assets) at beginning of year2010-12-31$350,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$519,025
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WILSON, PRICE, BARRANCO, ET AL
Accountancy firm EIN2010-12-31721341561
2009 : BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN

2022: BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075554
Policy instance 1
Insurance contract or identification number075554
Number of Individuals Covered290
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075554
Policy instance 1
Insurance contract or identification number075554
Number of Individuals Covered270
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075554
Policy instance 1
Insurance contract or identification number075554
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075554
Policy instance 1
Insurance contract or identification number075554
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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