401k Plan data: SMJHC EMPLOYEE RETIREMENT PLAN plan

SMJHC EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan Name	SMJHC EMPLOYEE RETIREMENT PLAN
Plan identification number	001

SMJHC EMPLOYEE RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SARASOTA MANATEE JEWISH HOUSING COUNCIL, INC. has sponsored the creation of one or more 401k plans.

Company Name: SARASOTA MANATEE JEWISH HOUSING COUNCIL, INC.

Employer identification number (EIN): 650091025

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMJHC EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 STACIE PLANTE, DIRECTOR OF FINANCE 2024-02-16
001 2021-07-01 STACIE STEVENS, DIRECTOR OF FINANCE 2023-03-10
001 2020-07-01 STACIE STEVENS, DIRECTOR OF FINANCE 2022-03-31
001 2019-07-01 PATRICIA ENTSMINGER, CFO 2021-04-14
001 2018-07-01 PATRICIA ENTSMINGER, CFO 2020-03-03
001 2017-07-01 PATRICIA ENTSMINGER 2019-04-13
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01 DAVID LARSON DAVID LARSON 2016-04-21
001 2012-07-01 DAVID LARSON DAVID LARSON 2016-04-21
001 2011-07-01 DAVID LARSON DAVID LARSON 2016-04-18
001 2010-07-01 DAVID LARSON DAVID LARSON 2016-04-18
001 2010-07-01 DAVID LARSON, CFO
001 2009-07-01 DAVID LARSON, CFO
001 2008-07-01 DAVID LARSON DAVID LARSON 2015-05-05
001 2008-07-01 JOAN ROHDE
001 2007-07-01 DAVID LARSON DAVID LARSON 2015-05-05
001 2006-07-01 DAVID LARSON DAVID LARSON 2015-05-05
001 2005-07-01 DAVID LARSON DAVID LARSON 2015-05-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01	STACIE PLANTE, DIRECTOR OF FINANCE	2024-02-16
001	2021-07-01	STACIE STEVENS, DIRECTOR OF FINANCE	2023-03-10
001	2020-07-01	STACIE STEVENS, DIRECTOR OF FINANCE	2022-03-31
001	2019-07-01	PATRICIA ENTSMINGER, CFO	2021-04-14
001	2018-07-01	PATRICIA ENTSMINGER, CFO	2020-03-03
001	2017-07-01	PATRICIA ENTSMINGER	2019-04-13
001	2016-07-01
001	2015-07-01
001	2014-07-01
001	2013-07-01	DAVID LARSON		DAVID LARSON	2016-04-21
001	2012-07-01	DAVID LARSON		DAVID LARSON	2016-04-21
001	2011-07-01	DAVID LARSON		DAVID LARSON	2016-04-18
001	2010-07-01	DAVID LARSON		DAVID LARSON	2016-04-18
001	2010-07-01	DAVID LARSON, CFO
001	2009-07-01	DAVID LARSON, CFO
001	2008-07-01	DAVID LARSON		DAVID LARSON	2015-05-05
001	2008-07-01	JOAN ROHDE
001	2007-07-01	DAVID LARSON		DAVID LARSON	2015-05-05
001	2006-07-01	DAVID LARSON		DAVID LARSON	2015-05-05
001	2005-07-01	DAVID LARSON		DAVID LARSON	2015-05-05

Plan Statistics for SMJHC EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for SMJHC EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022: SMJHC EMPLOYEE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 192
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 142
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 44
Total of all active and inactive participants 2022-07-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 1
Total participants 2022-07-01 187
Number of participants with account balances 2022-07-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: SMJHC EMPLOYEE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 339
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 157
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 35
Total of all active and inactive participants 2021-07-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 192
Number of participants with account balances 2021-07-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: SMJHC EMPLOYEE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 330
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 226
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 113
Total of all active and inactive participants 2020-07-01 339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 339
Number of participants with account balances 2020-07-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: SMJHC EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 388
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 208
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 100
Total of all active and inactive participants 2019-07-01 308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 308
Number of participants with account balances 2019-07-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: SMJHC EMPLOYEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 279
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 207
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 94
Total of all active and inactive participants 2018-07-01 301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 301
Number of participants with account balances 2018-07-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: SMJHC EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 227
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 179
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 89
Total of all active and inactive participants 2017-07-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 268
Number of participants with account balances 2017-07-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: SMJHC EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 258
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 126
Number of retired or separated participants receiving benefits 2016-07-01 1
Number of other retired or separated participants entitled to future benefits 2016-07-01 100
Total of all active and inactive participants 2016-07-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 227
Number of participants with account balances 2016-07-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: SMJHC EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 222
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 165
Number of retired or separated participants receiving benefits 2015-07-01 1
Number of other retired or separated participants entitled to future benefits 2015-07-01 92
Total of all active and inactive participants 2015-07-01 258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 258
Number of participants with account balances 2015-07-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: SMJHC EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 273
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 144
Number of retired or separated participants receiving benefits 2014-07-01 1
Number of other retired or separated participants entitled to future benefits 2014-07-01 50
Total of all active and inactive participants 2014-07-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 195
Number of participants with account balances 2014-07-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: SMJHC EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 299
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 191
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 76
Total of all active and inactive participants 2013-07-01 267
Total participants 2013-07-01 267
Number of participants with account balances 2013-07-01 128
2012: SMJHC EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 265
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 191
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 108
Total of all active and inactive participants 2012-07-01 299
Total participants 2012-07-01 299
Number of participants with account balances 2012-07-01 109
2011: SMJHC EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 175
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 211
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 54
Total of all active and inactive participants 2011-07-01 265
Total participants 2011-07-01 265
Number of participants with account balances 2011-07-01 76
2010: SMJHC EMPLOYEE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 136
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 118
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 57
Total of all active and inactive participants 2010-07-01 175
Total participants 2010-07-01 175
Number of participants with account balances 2010-07-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: SMJHC EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 235
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 94
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 42
Total of all active and inactive participants 2009-07-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 136
Number of participants with account balances 2009-07-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0
2008: SMJHC EMPLOYEE RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year 2008-07-01 0
Total number of active participants reported on line 7a of the Form 5500 2008-07-01 0
Number of retired or separated participants receiving benefits 2008-07-01 0
Number of other retired or separated participants entitled to future benefits 2008-07-01 0
Total of all active and inactive participants 2008-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-07-01 0
Total participants 2008-07-01 0
Number of participants with account balances 2008-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-07-01 0

Measure	Date	Value
2022: SMJHC EMPLOYEE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	192
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	142
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	44
Total of all active and inactive participants	2022-07-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	1
Total participants	2022-07-01	187
Number of participants with account balances	2022-07-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: SMJHC EMPLOYEE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	339
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	157
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	35
Total of all active and inactive participants	2021-07-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	192
Number of participants with account balances	2021-07-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: SMJHC EMPLOYEE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	330
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	226
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	113
Total of all active and inactive participants	2020-07-01	339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	339
Number of participants with account balances	2020-07-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: SMJHC EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	388
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	208
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	100
Total of all active and inactive participants	2019-07-01	308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	308
Number of participants with account balances	2019-07-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: SMJHC EMPLOYEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	279
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	207
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	94
Total of all active and inactive participants	2018-07-01	301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	301
Number of participants with account balances	2018-07-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: SMJHC EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	227
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	179
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	89
Total of all active and inactive participants	2017-07-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	268
Number of participants with account balances	2017-07-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: SMJHC EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	258
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	126
Number of retired or separated participants receiving benefits	2016-07-01	1
Number of other retired or separated participants entitled to future benefits	2016-07-01	100
Total of all active and inactive participants	2016-07-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	227
Number of participants with account balances	2016-07-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: SMJHC EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	222
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	165
Number of retired or separated participants receiving benefits	2015-07-01	1
Number of other retired or separated participants entitled to future benefits	2015-07-01	92
Total of all active and inactive participants	2015-07-01	258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	258
Number of participants with account balances	2015-07-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: SMJHC EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	273
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	144
Number of retired or separated participants receiving benefits	2014-07-01	1
Number of other retired or separated participants entitled to future benefits	2014-07-01	50
Total of all active and inactive participants	2014-07-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	195
Number of participants with account balances	2014-07-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: SMJHC EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	299
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	191
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	76
Total of all active and inactive participants	2013-07-01	267
Total participants	2013-07-01	267
Number of participants with account balances	2013-07-01	128
2012: SMJHC EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	265
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	191
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	108
Total of all active and inactive participants	2012-07-01	299
Total participants	2012-07-01	299
Number of participants with account balances	2012-07-01	109
2011: SMJHC EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	175
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	211
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	54
Total of all active and inactive participants	2011-07-01	265
Total participants	2011-07-01	265
Number of participants with account balances	2011-07-01	76
2010: SMJHC EMPLOYEE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	136
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	118
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	57
Total of all active and inactive participants	2010-07-01	175
Total participants	2010-07-01	175
Number of participants with account balances	2010-07-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: SMJHC EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	235
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	94
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	42
Total of all active and inactive participants	2009-07-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	136
Number of participants with account balances	2009-07-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0
2008: SMJHC EMPLOYEE RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year	2008-07-01	0
Total number of active participants reported on line 7a of the Form 5500	2008-07-01	0
Number of retired or separated participants receiving benefits	2008-07-01	0
Number of other retired or separated participants entitled to future benefits	2008-07-01	0
Total of all active and inactive participants	2008-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-07-01	0
Total participants	2008-07-01	0
Number of participants with account balances	2008-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-07-01	0

Financial Data on SMJHC EMPLOYEE RETIREMENT PLAN

Measure	Date	Value
2023 : SMJHC EMPLOYEE RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$512,083
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$676,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$660,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$298,274
Value of total assets at end of year	2023-06-30	$2,313,084
Value of total assets at beginning of year	2023-06-30	$2,477,222
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$15,757
Total interest from all sources	2023-06-30	$7,616
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$37,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$37,349
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$190,822
Participant contributions at end of year	2023-06-30	$7,287
Participant contributions at beginning of year	2023-06-30	$0
Participant contributions at end of year	2023-06-30	$344
Participant contributions at beginning of year	2023-06-30	$7,378
Assets. Loans (other than to participants) at end of year	2023-06-30	$82,447
Assets. Loans (other than to participants) at beginning of year	2023-06-30	$120,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$-164,138
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$2,313,084
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$2,477,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$1,975,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$2,036,289
Interest on participant loans	2023-06-30	$636
Interest earned on other investments	2023-06-30	$6,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$247,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$308,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$168,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$107,452
Employer contributions (assets) at end of year	2023-06-30	$0
Employer contributions (assets) at beginning of year	2023-06-30	$4,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$660,464
Contract administrator fees	2023-06-30	$15,757
Did the plan have assets held for investment	2023-06-30	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	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	CROWE LLP
Accountancy firm EIN	2023-06-30	350921680
2022 : SMJHC EMPLOYEE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-78,929
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$579,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$563,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$320,408
Value of total assets at end of year	2022-06-30	$2,477,222
Value of total assets at beginning of year	2022-06-30	$3,136,012
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$16,813
Total interest from all sources	2022-06-30	$10,423
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$58,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$58,508
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$202,808
Participant contributions at end of year	2022-06-30	$7,378
Participant contributions at beginning of year	2022-06-30	$0
Assets. Loans (other than to participants) at end of year	2022-06-30	$120,960
Assets. Loans (other than to participants) at beginning of year	2022-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-658,790
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$2,477,222
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$3,136,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$2,036,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$2,477,880
Interest on participant loans	2022-06-30	$259
Interest earned on other investments	2022-06-30	$10,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$308,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$658,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-493,048
Net investment gain/loss from pooled separate accounts	2022-06-30	$24,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$117,600
Employer contributions (assets) at end of year	2022-06-30	$4,191
Employer contributions (assets) at beginning of year	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$563,048
Contract administrator fees	2022-06-30	$16,813
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	2022-06-30	Yes
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	CROWE LLP
Accountancy firm EIN	2022-06-30	350921680
2021 : SMJHC EMPLOYEE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$898,690
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$215,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$209,606
Expenses. Certain deemed distributions of participant loans	2021-06-30	$2,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$308,872
Value of total assets at end of year	2021-06-30	$3,136,012
Value of total assets at beginning of year	2021-06-30	$2,452,376
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$3,268
Total interest from all sources	2021-06-30	$14,125
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$250,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$194,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$683,636
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$3,136,012
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$2,452,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$2,477,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$1,806,713
Interest earned on other investments	2021-06-30	$14,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$658,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$645,663
Net investment gain/loss from pooled separate accounts	2021-06-30	$575,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$113,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$209,606
Contract administrator fees	2021-06-30	$3,268
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	CROWE LLP
Accountancy firm EIN	2021-06-30	350921680
2020 : SMJHC EMPLOYEE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$423,560
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$298,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$295,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$367,858
Value of total assets at end of year	2020-06-30	$2,452,376
Value of total assets at beginning of year	2020-06-30	$2,327,219
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$3,003
Total interest from all sources	2020-06-30	$12,702
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$250,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$227,154
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$9,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$125,157
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$2,452,376
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$2,327,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$1,806,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$1,742,725
Interest earned on other investments	2020-06-30	$12,702
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$645,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$584,494
Net investment gain/loss from pooled separate accounts	2020-06-30	$43,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$131,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$295,400
Contract administrator fees	2020-06-30	$3,003
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	CROWE LLP
Accountancy firm EIN	2020-06-30	350921680
2019 : SMJHC EMPLOYEE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$522,802
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$352,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$348,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$437,915
Value of total assets at end of year	2019-06-30	$2,327,219
Value of total assets at beginning of year	2019-06-30	$2,156,894
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$3,618
Total interest from all sources	2019-06-30	$12,752
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$250,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$210,572
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$106,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$170,325
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$2,327,219
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$2,156,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$1,742,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$1,495,956
Interest earned on other investments	2019-06-30	$12,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$584,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$660,938
Net investment gain/loss from pooled separate accounts	2019-06-30	$72,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$120,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$348,859
Contract administrator fees	2019-06-30	$3,618
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	CROWE LLP
Accountancy firm EIN	2019-06-30	350921680
2018 : SMJHC EMPLOYEE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$502,716
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$621,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$619,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$354,902
Value of total assets at end of year	2018-06-30	$2,156,894
Value of total assets at beginning of year	2018-06-30	$2,276,135
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$2,561
Total interest from all sources	2018-06-30	$14,099
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$250,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$177,414
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$88,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$-119,241
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$2,156,894
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$2,276,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$1,495,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$1,525,260
Interest earned on other investments	2018-06-30	$14,099
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$660,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$750,875
Net investment gain/loss from pooled separate accounts	2018-06-30	$133,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$88,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$619,396
Contract administrator fees	2018-06-30	$2,561
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	CROWE LLP
Accountancy firm EIN	2018-06-30	350921680
2017 : SMJHC EMPLOYEE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$465,776
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$236,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$227,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$231,737
Value of total assets at end of year	2017-06-30	$2,276,135
Value of total assets at beginning of year	2017-06-30	$2,047,289
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$9,848
Total interest from all sources	2017-06-30	$16,599
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$250,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$173,730
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$16,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$228,846
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$2,276,135
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$2,047,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$1,525,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$1,346,634
Interest earned on other investments	2017-06-30	$16,599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$750,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$700,655
Net investment gain/loss from pooled separate accounts	2017-06-30	$217,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$41,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$227,082
Contract administrator fees	2017-06-30	$9,848
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	CROWE HORWATH LLP
Accountancy firm EIN	2017-06-30	350921680
2016 : SMJHC EMPLOYEE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total transfer of assets to this plan	2016-06-30	$336,288
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$277,759
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$44,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$38,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$285,059
Value of total assets at end of year	2016-06-30	$2,047,289
Value of total assets at beginning of year	2016-06-30	$1,478,054
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$6,022
Total interest from all sources	2016-06-30	$15,498
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$250,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$193,368
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$51,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$232,947
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$2,047,289
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$1,478,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$1,346,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$998,141
Interest earned on other investments	2016-06-30	$15,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$700,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$479,913
Net investment gain/loss from pooled separate accounts	2016-06-30	$-22,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$39,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$38,790
Contract administrator fees	2016-06-30	$6,022
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	CROWE HORWATH LLP
Accountancy firm EIN	2016-06-30	350921680
2015 : SMJHC EMPLOYEE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$20
Total income from all sources (including contributions)	2015-06-30	$254,947
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$96,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$92,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$229,709
Value of total assets at end of year	2015-06-30	$1,478,054
Value of total assets at beginning of year	2015-06-30	$1,319,685
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$4,502
Total interest from all sources	2015-06-30	$10,577
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$250,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$191,007
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$0
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$6,327
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$158,389
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$1,478,054
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$1,319,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$998,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$856,166
Interest earned on other investments	2015-06-30	$10,577
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$479,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$455,704
Net investment gain/loss from pooled separate accounts	2015-06-30	$14,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$38,702
Employer contributions (assets) at end of year	2015-06-30	$0
Employer contributions (assets) at beginning of year	2015-06-30	$1,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$92,056
Contract administrator fees	2015-06-30	$4,502
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	CROWE HORWATH LLP
Accountancy firm EIN	2015-06-30	350921680
2014 : SMJHC EMPLOYEE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$20
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$3,547
Total income from all sources (including contributions)	2014-06-30	$403,539
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$109,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$104,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$218,093
Value of total assets at end of year	2014-06-30	$1,705,511
Value of total assets at beginning of year	2014-06-30	$1,415,088
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$5,418
Total interest from all sources	2014-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$15,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$15,080
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$250,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$122,743
Participant contributions at end of year	2014-06-30	$99,303
Participant contributions at beginning of year	2014-06-30	$100,986
Participant contributions at end of year	2014-06-30	$6,327
Participant contributions at beginning of year	2014-06-30	$5,005
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$56,628
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-06-30	$20
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$3,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$293,950
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$1,705,491
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$1,411,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Investment advisory and management fees	2014-06-30	$5,418
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$1,054,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$811,706
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$544,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$495,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$170,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$38,722
Employer contributions (assets) at end of year	2014-06-30	$1,488
Employer contributions (assets) at beginning of year	2014-06-30	$1,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$104,171
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-06-30	No
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	CLIFTON LARSON ALLEN
Accountancy firm EIN	2014-06-30	410746749
2013 : SMJHC EMPLOYEE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$3,547
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$2,049
Total income from all sources (including contributions)	2013-06-30	$332,293
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$322,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$318,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$174,349
Value of total assets at end of year	2013-06-30	$1,415,088
Value of total assets at beginning of year	2013-06-30	$1,403,819
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$4,321
Total interest from all sources	2013-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$14,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$14,631
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$250,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$134,640
Participant contributions at end of year	2013-06-30	$100,986
Participant contributions at beginning of year	2013-06-30	$57,430
Participant contributions at end of year	2013-06-30	$5,005
Participant contributions at beginning of year	2013-06-30	$257
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$2,438
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-06-30	$3,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-06-30	$2,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$9,771
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$1,411,541
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$1,401,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Investment advisory and management fees	2013-06-30	$4,321
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$811,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$815,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$495,506
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$530,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$143,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$37,271
Employer contributions (assets) at end of year	2013-06-30	$1,885
Employer contributions (assets) at beginning of year	2013-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$318,201
Contract administrator fees	2013-06-30	$3,282
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	2013-06-30	No
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	CLIFTON LARSON ALLEN
Accountancy firm EIN	2013-06-30	410746749
2012 : SMJHC EMPLOYEE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$5,401
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$11,548
Total income from all sources (including contributions)	2012-06-30	$137,498
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$42,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$39,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$150,670
Value of total assets at end of year	2012-06-30	$1,025,603
Value of total assets at beginning of year	2012-06-30	$936,263
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$2,916
Total interest from all sources	2012-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$9,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$9,917
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$250,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$115,019
Participant contributions at end of year	2012-06-30	$57,430
Participant contributions at beginning of year	2012-06-30	$67,624
Participant contributions at end of year	2012-06-30	$257
Participant contributions at beginning of year	2012-06-30	$4,673
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$6,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-06-30	$5,401
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-06-30	$11,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$95,487
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$1,020,202
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$924,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Investment advisory and management fees	2012-06-30	$4,269
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$645,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$561,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$379,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$369,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-23,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$29,336
Employer contributions (assets) at end of year	2012-06-30	$0
Employer contributions (assets) at beginning of year	2012-06-30	$1,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$39,095
Contract administrator fees	2012-06-30	$2,916
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	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	CLIFTON LARSON ALLEN
Accountancy firm EIN	2012-06-30	410746749
2011 : SMJHC EMPLOYEE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$3,117
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$1,291
Total income from all sources (including contributions)	2011-06-30	$310,704
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$19,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$14,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$152,217
Value of total assets at end of year	2011-06-30	$1,312,077
Value of total assets at beginning of year	2011-06-30	$1,018,728
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$4,387
Total interest from all sources	2011-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$17,944
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$17,944
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$250,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$124,063
Participant contributions at end of year	2011-06-30	$4,673
Participant contributions at beginning of year	2011-06-30	$4,751
Assets. Loans (other than to participants) at end of year	2011-06-30	$67,624
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-06-30	$3,117
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-06-30	$1,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$291,523
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$1,308,960
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$1,017,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$904,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$478,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$334,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$534,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$140,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$28,154
Employer contributions (assets) at end of year	2011-06-30	$1,066
Employer contributions (assets) at beginning of year	2011-06-30	$1,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$14,794
Contract administrator fees	2011-06-30	$4,387
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	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	CLIFTON LARSON ALLEN
Accountancy firm EIN	2011-06-30	410746749
2010 : SMJHC EMPLOYEE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-06-30	$1,291
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-06-30	$0
Total income from all sources (including contributions)	2010-06-30	$231,489
Total loss/gain on sale of assets	2010-06-30	$0
Total of all expenses incurred	2010-06-30	$124,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-06-30	$120,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-06-30	$163,787
Value of total assets at end of year	2010-06-30	$1,018,728
Value of total assets at beginning of year	2010-06-30	$910,206
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-06-30	$3,637
Total interest from all sources	2010-06-30	$20,528
Total dividends received (eg from common stock, registered investment company shares)	2010-06-30	$0
Was this plan covered by a fidelity bond	2010-06-30	No
If this is an individual account plan, was there a blackout period	2010-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2010-06-30	No
Contributions received from participants	2010-06-30	$125,347
Participant contributions at end of year	2010-06-30	$4,751
Participant contributions at beginning of year	2010-06-30	$9,709
Income. Received or receivable in cash from other sources (including rollovers)	2010-06-30	$9,826
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-06-30	$1,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-06-30	No
Value of net income/loss	2010-06-30	$107,231
Value of net assets at end of year (total assets less liabilities)	2010-06-30	$1,017,437
Value of net assets at beginning of year (total assets less liabilities)	2010-06-30	$910,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-06-30	No
Were any leases to which the plan was party in default or uncollectible	2010-06-30	No
Investment advisory and management fees	2010-06-30	$3,637
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-06-30	$478,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-06-30	$355,410
Interest earned on other investments	2010-06-30	$20,528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-06-30	$534,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-06-30	$542,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-06-30	$47,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-06-30	No
Was there a failure to transmit to the plan any participant contributions	2010-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2010-06-30	No
Contributions received in cash from employer	2010-06-30	$28,614
Employer contributions (assets) at end of year	2010-06-30	$1,075
Employer contributions (assets) at beginning of year	2010-06-30	$2,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-06-30	$120,621
Did the plan have assets held for investment	2010-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2010-06-30	Disclaimer
Accountancy firm name	2010-06-30	MOORE STEPHENS LOVELACE
Accountancy firm EIN	2010-06-30	593070669

Form 5500 Responses for SMJHC EMPLOYEE RETIREMENT PLAN

2022: SMJHC EMPLOYEE RETIREMENT PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: SMJHC EMPLOYEE RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: SMJHC EMPLOYEE RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: SMJHC EMPLOYEE RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: SMJHC EMPLOYEE RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: SMJHC EMPLOYEE RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: SMJHC EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: SMJHC EMPLOYEE RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: SMJHC EMPLOYEE RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: SMJHC EMPLOYEE RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	Yes
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: SMJHC EMPLOYEE RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	Yes
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: SMJHC EMPLOYEE RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	Yes
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2010: SMJHC EMPLOYEE RETIREMENT PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	Yes
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2009: SMJHC EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2008: SMJHC EMPLOYEE RETIREMENT PLAN 2008 form 5500 responses
2008-07-01	Type of plan entity	Single employer plan
2008-07-01	Submission has been amended	No
2008-07-01	This submission is the final filing	No
2008-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-07-01	Plan is a collectively bargained plan	No
2007: SMJHC EMPLOYEE RETIREMENT PLAN 2007 form 5500 responses
2007-07-01	Type of plan entity	Single employer plan
2007-07-01	Submission has been amended	No
2007-07-01	This submission is the final filing	No
2007-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-07-01	Plan is a collectively bargained plan	No
2006: SMJHC EMPLOYEE RETIREMENT PLAN 2006 form 5500 responses
2006-07-01	Type of plan entity	Single employer plan
2006-07-01	Submission has been amended	No
2006-07-01	This submission is the final filing	No
2006-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-07-01	Plan is a collectively bargained plan	No
2005: SMJHC EMPLOYEE RETIREMENT PLAN 2005 form 5500 responses
2005-07-01	Type of plan entity	Single employer plan
2005-07-01	First time form 5500 has been submitted	Yes
2005-07-01	Submission has been amended	No
2005-07-01	This submission is the final filing	No
2005-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-07-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	189
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

53286

Policy instance

Insurance contract or identification number	53286
Number of Individuals Covered	38
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $15
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $15
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	0
Insurance policy start date	2021-10-15
Insurance policy end date	2022-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

53286

Policy instance

Insurance contract or identification number	53286
Number of Individuals Covered	39
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $1,244
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $1,144
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

53286

Policy instance

Insurance contract or identification number	53286
Number of Individuals Covered	162
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $6,509
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $6,082
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

53286

Policy instance

Insurance contract or identification number	53286
Number of Individuals Covered	169
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $10,156
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $8,510
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

53286

Policy instance

Insurance contract or identification number	53286
Number of Individuals Covered	166
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $14,204
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $12,138
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

53286

Policy instance

Insurance contract or identification number	53286
Number of Individuals Covered	156
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $15,446
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

53286

Policy instance

Insurance contract or identification number	53286
Number of Individuals Covered	143
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $6,186
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $5,316
Insurance broker organization code?	3
Insurance broker name	CAROLYN G GARVEY

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

53286

Policy instance

Insurance contract or identification number	53286
Number of Individuals Covered	135
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $5,268
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $4,741
Insurance broker organization code?	3
Insurance broker name	GREGG A HUDAK

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

53286

Policy instance

Insurance contract or identification number	53286
Number of Individuals Covered	128
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $2,594
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $2,354
Insurance broker organization code?	3
Insurance broker name	HUDAK, GREGG

VARIABLE ANNUITY LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: )

Policy contract number

70238

Policy instance

Insurance contract or identification number	70238
Number of Individuals Covered	179
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $2,609
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

53286

Policy instance

Insurance contract or identification number	53286
Number of Individuals Covered	109
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $2,009
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,821
Insurance broker organization code?	3
Insurance broker name	HUDAK, GREGG

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

53286

Policy instance

Insurance contract or identification number	53286
Number of Individuals Covered	76
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $1,780
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $242
Insurance broker organization code?	3
Insurance broker name	NAJJAR, DREW

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

53286

Policy instance

Insurance contract or identification number	53286
Number of Individuals Covered	95
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $1,780
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,596
Insurance broker organization code?	3
Insurance broker name	HELGAGER, DAVID

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

53286

Policy instance

Insurance contract or identification number	53286
Number of Individuals Covered	62
Insurance policy start date	2009-07-01
Insurance policy end date	2010-06-30
Total amount of commissions paid to insurance broker	USD $1,838
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,668
Insurance broker organization code?	3
Insurance broker name	HUNT, JEFFREY

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Company Name:	SARASOTA MANATEE JEWISH HOUSING COUNCIL, INC.
Employer identification number (EIN):	650091025
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities