401k Plan data: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP plan

RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 401k Plan overview

Plan Name	RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP
Plan identification number	001

RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

WRIGHT, LINDSEY & JENNINGS LLP has sponsored the creation of one or more 401k plans.

Company Name: WRIGHT, LINDSEY & JENNINGS LLP

Employer identification number (EIN): 710239196

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JOHN R TISDALE
001 2016-01-01 GARY MARTS
001 2015-01-01 JOHN R. TISDALE
001 2014-01-01 JOHN R. TISDALE
001 2013-01-01 JOHN R. TISDALE
001 2012-01-01 JOHN R. TISDALE
001 2011-01-01 JOHN R. TISDALE
001 2010-01-01 JOHN R. TISDALE
001 2009-01-01 JOHN R. TISDALE

Plan Statistics for RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP

401k plan membership statisitcs for RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP

Measure Date Value
2022: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2022 401k membership
Total participants, beginning-of-year 2022-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 115
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 43
Total of all active and inactive participants 2022-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 159
Number of participants with account balances 2022-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2021 401k membership
Total participants, beginning-of-year 2021-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 103
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 39
Total of all active and inactive participants 2021-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 142
Number of participants with account balances 2021-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2020 401k membership
Total participants, beginning-of-year 2020-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 115
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 42
Total of all active and inactive participants 2020-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 157
Number of participants with account balances 2020-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2019 401k membership
Total participants, beginning-of-year 2019-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 116
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 24
Total of all active and inactive participants 2019-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 140
Number of participants with account balances 2019-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2018 401k membership
Total participants, beginning-of-year 2018-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 103
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 18
Total of all active and inactive participants 2018-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 122
Number of participants with account balances 2018-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2017 401k membership
Total participants, beginning-of-year 2017-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 102
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 22
Total of all active and inactive participants 2017-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 125
Number of participants with account balances 2017-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2016 401k membership
Total participants, beginning-of-year 2016-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 102
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 15
Total of all active and inactive participants 2016-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 118
Number of participants with account balances 2016-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 103
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 11
Total of all active and inactive participants 2015-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 115
Number of participants with account balances 2015-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 107
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 17
Total of all active and inactive participants 2014-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 126
Number of participants with account balances 2014-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2013 401k membership
Total participants, beginning-of-year 2013-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 103
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 15
Total of all active and inactive participants 2013-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 119
Number of participants with account balances 2013-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2012 401k membership
Total participants, beginning-of-year 2012-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 107
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 14
Total of all active and inactive participants 2012-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 124
Number of participants with account balances 2012-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2011 401k membership
Total participants, beginning-of-year 2011-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 107
Number of retired or separated participants receiving benefits 2011-01-01 3
Number of other retired or separated participants entitled to future benefits 2011-01-01 17
Total of all active and inactive participants 2011-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 127
Number of participants with account balances 2011-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2010 401k membership
Total participants, beginning-of-year 2010-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 103
Number of retired or separated participants receiving benefits 2010-01-01 3
Number of other retired or separated participants entitled to future benefits 2010-01-01 17
Total of all active and inactive participants 2010-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 123
Number of participants with account balances 2010-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2009 401k membership
Total participants, beginning-of-year 2009-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 101
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 26
Total of all active and inactive participants 2009-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 128
Number of participants with account balances 2009-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2022 401k membership
Total participants, beginning-of-year	2022-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	115
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	43
Total of all active and inactive participants	2022-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	159
Number of participants with account balances	2022-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2021 401k membership
Total participants, beginning-of-year	2021-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	103
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	39
Total of all active and inactive participants	2021-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	142
Number of participants with account balances	2021-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2020 401k membership
Total participants, beginning-of-year	2020-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	115
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	42
Total of all active and inactive participants	2020-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	157
Number of participants with account balances	2020-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2019 401k membership
Total participants, beginning-of-year	2019-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	116
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	24
Total of all active and inactive participants	2019-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	140
Number of participants with account balances	2019-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2018 401k membership
Total participants, beginning-of-year	2018-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	103
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	18
Total of all active and inactive participants	2018-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	122
Number of participants with account balances	2018-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2017 401k membership
Total participants, beginning-of-year	2017-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	102
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	22
Total of all active and inactive participants	2017-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	125
Number of participants with account balances	2017-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2016 401k membership
Total participants, beginning-of-year	2016-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	102
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	15
Total of all active and inactive participants	2016-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	118
Number of participants with account balances	2016-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	103
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	11
Total of all active and inactive participants	2015-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	115
Number of participants with account balances	2015-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	107
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	17
Total of all active and inactive participants	2014-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	126
Number of participants with account balances	2014-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2013 401k membership
Total participants, beginning-of-year	2013-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	103
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	15
Total of all active and inactive participants	2013-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	119
Number of participants with account balances	2013-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2012 401k membership
Total participants, beginning-of-year	2012-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	107
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	14
Total of all active and inactive participants	2012-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	124
Number of participants with account balances	2012-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2011 401k membership
Total participants, beginning-of-year	2011-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	107
Number of retired or separated participants receiving benefits	2011-01-01	3
Number of other retired or separated participants entitled to future benefits	2011-01-01	17
Total of all active and inactive participants	2011-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	127
Number of participants with account balances	2011-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2010 401k membership
Total participants, beginning-of-year	2010-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	103
Number of retired or separated participants receiving benefits	2010-01-01	3
Number of other retired or separated participants entitled to future benefits	2010-01-01	17
Total of all active and inactive participants	2010-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	123
Number of participants with account balances	2010-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2009 401k membership
Total participants, beginning-of-year	2009-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	101
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	26
Total of all active and inactive participants	2009-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	128
Number of participants with account balances	2009-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP

Measure	Date	Value
2022 : RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-6,817,609
Total of all expenses incurred	2022-12-31	$1,958,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,839,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,395,029
Value of total assets at end of year	2022-12-31	$54,792,381
Value of total assets at beginning of year	2022-12-31	$63,568,293
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$118,712
Total interest from all sources	2022-12-31	$8,748
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$472,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$472,843
Administrative expenses professional fees incurred	2022-12-31	$12,000
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,055,580
Participant contributions at end of year	2022-12-31	$170,814
Participant contributions at beginning of year	2022-12-31	$201,071
Participant contributions at end of year	2022-12-31	$121,796
Participant contributions at beginning of year	2022-12-31	$106,208
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$10,712,166
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$11,787,639
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$202,219
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$435
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$832
Other income not declared elsewhere	2022-12-31	$-1,285,057
Administrative expenses (other) incurred	2022-12-31	$89,146
Total non interest bearing cash at end of year	2022-12-31	$25,446
Total non interest bearing cash at beginning of year	2022-12-31	$9,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-8,775,912
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$54,792,381
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$63,568,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$17,566
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$36,689,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$42,991,282
Interest on participant loans	2022-12-31	$8,734
Value of interest in common/collective trusts at end of year	2022-12-31	$6,035,691
Value of interest in common/collective trusts at beginning of year	2022-12-31	$7,309,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$4,092
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$3,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$3,826
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-7,045,417
Net investment gain or loss from common/collective trusts	2022-12-31	$-1,363,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,137,230
Employer contributions (assets) at end of year	2022-12-31	$1,032,819
Employer contributions (assets) at beginning of year	2022-12-31	$1,158,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,839,591
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	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LANDMARK PLC
Accountancy firm EIN	2022-12-31	710355269
2021 : RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$10,758,518
Total of all expenses incurred	2021-12-31	$2,714,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,577,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,342,612
Value of total assets at end of year	2021-12-31	$63,568,293
Value of total assets at beginning of year	2021-12-31	$55,524,073
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$136,437
Total interest from all sources	2021-12-31	$15,219
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$375,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$375,490
Administrative expenses professional fees incurred	2021-12-31	$15,000
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,054,112
Participant contributions at end of year	2021-12-31	$201,071
Participant contributions at beginning of year	2021-12-31	$333,347
Participant contributions at end of year	2021-12-31	$106,208
Participant contributions at beginning of year	2021-12-31	$99,183
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$11,787,639
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$11,979,946
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$832
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$1,100
Other income not declared elsewhere	2021-12-31	$1,091,626
Administrative expenses (other) incurred	2021-12-31	$121,437
Total non interest bearing cash at end of year	2021-12-31	$9,170
Total non interest bearing cash at beginning of year	2021-12-31	$2,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$8,044,220
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$63,568,293
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$55,524,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$42,991,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$36,493,606
Interest on participant loans	2021-12-31	$15,219
Value of interest in common/collective trusts at end of year	2021-12-31	$7,309,871
Value of interest in common/collective trusts at beginning of year	2021-12-31	$5,425,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$3,826
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$3,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$3,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,329,126
Net investment gain or loss from common/collective trusts	2021-12-31	$1,604,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,288,500
Employer contributions (assets) at end of year	2021-12-31	$1,158,394
Employer contributions (assets) at beginning of year	2021-12-31	$1,184,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,577,861
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	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LANDMARK PLC
Accountancy firm EIN	2021-12-31	710355269
2020 : RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$8,736,456
Total of all expenses incurred	2020-12-31	$466,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$308,025
Value of total corrective distributions	2020-12-31	$1,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,388,018
Value of total assets at end of year	2020-12-31	$55,524,073
Value of total assets at beginning of year	2020-12-31	$47,254,523
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$157,372
Total interest from all sources	2020-12-31	$20,193
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$327,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$327,872
Administrative expenses professional fees incurred	2020-12-31	$10,000
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,070,690
Participant contributions at end of year	2020-12-31	$333,347
Participant contributions at beginning of year	2020-12-31	$408,300
Participant contributions at end of year	2020-12-31	$99,183
Participant contributions at beginning of year	2020-12-31	$126,124
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$11,979,946
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$10,888,972
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,998
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$1,100
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$1,174
Other income not declared elsewhere	2020-12-31	$812,726
Administrative expenses (other) incurred	2020-12-31	$99,190
Total non interest bearing cash at end of year	2020-12-31	$2,926
Total non interest bearing cash at beginning of year	2020-12-31	$43,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$8,269,550
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$55,524,073
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$47,254,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$48,182
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$36,493,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$29,874,086
Interest on participant loans	2020-12-31	$20,189
Value of interest in common/collective trusts at end of year	2020-12-31	$5,425,369
Value of interest in common/collective trusts at beginning of year	2020-12-31	$4,826,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$3,716
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$4,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$4,724
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,385,653
Net investment gain or loss from common/collective trusts	2020-12-31	$801,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,315,330
Employer contributions (assets) at end of year	2020-12-31	$1,184,880
Employer contributions (assets) at beginning of year	2020-12-31	$1,081,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$308,025
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	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LANDMARK PLC CERTIFIED PUBLIC ACCT
Accountancy firm EIN	2020-12-31	710355269
2019 : RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$10,535,800
Total of all expenses incurred	2019-12-31	$2,043,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,950,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,288,714
Value of total assets at end of year	2019-12-31	$47,254,523
Value of total assets at beginning of year	2019-12-31	$38,762,597
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$92,900
Total interest from all sources	2019-12-31	$20,186
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$372,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$372,806
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,008,474
Participant contributions at end of year	2019-12-31	$408,300
Participant contributions at beginning of year	2019-12-31	$332,302
Participant contributions at end of year	2019-12-31	$126,124
Participant contributions at beginning of year	2019-12-31	$109,916
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$10,888,972
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$9,724,150
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$38,487
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$1,174
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$988
Other income not declared elsewhere	2019-12-31	$1,636,067
Administrative expenses (other) incurred	2019-12-31	$92,900
Total non interest bearing cash at end of year	2019-12-31	$43,551
Total non interest bearing cash at beginning of year	2019-12-31	$26,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$8,491,926
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$47,254,523
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$38,762,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$29,874,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$23,875,624
Interest on participant loans	2019-12-31	$20,158
Value of interest in common/collective trusts at end of year	2019-12-31	$4,826,330
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,651,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$4,724
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$4,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$4,244
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,103,973
Net investment gain or loss from common/collective trusts	2019-12-31	$1,114,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,241,753
Employer contributions (assets) at end of year	2019-12-31	$1,081,262
Employer contributions (assets) at beginning of year	2019-12-31	$1,037,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,950,974
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	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LANDMARK PLC. CERTIFIED PUBLIC ACCT
Accountancy firm EIN	2019-12-31	710355269
2018 : RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$800,686
Total of all expenses incurred	2018-12-31	$631,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$541,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,028,429
Value of total assets at end of year	2018-12-31	$38,762,597
Value of total assets at beginning of year	2018-12-31	$38,593,269
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$89,471
Total interest from all sources	2018-12-31	$16,969
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$315,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$315,389
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$899,493
Participant contributions at end of year	2018-12-31	$332,302
Participant contributions at beginning of year	2018-12-31	$293,056
Participant contributions at end of year	2018-12-31	$109,916
Participant contributions at beginning of year	2018-12-31	$101,297
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$9,724,150
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$10,652,819
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$988
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$793
Other income not declared elsewhere	2018-12-31	$-328,478
Administrative expenses (other) incurred	2018-12-31	$89,471
Total non interest bearing cash at end of year	2018-12-31	$26,922
Total non interest bearing cash at beginning of year	2018-12-31	$19,047
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$169,328
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$38,762,597
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$38,593,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$23,875,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$21,886,947
Interest on participant loans	2018-12-31	$16,956
Value of interest in common/collective trusts at end of year	2018-12-31	$3,651,124
Value of interest in common/collective trusts at beginning of year	2018-12-31	$4,693,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$4,244
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,071,439
Net investment gain or loss from common/collective trusts	2018-12-31	$-160,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,128,936
Employer contributions (assets) at end of year	2018-12-31	$1,037,327
Employer contributions (assets) at beginning of year	2018-12-31	$946,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$541,887
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	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	LANDMARK PLC, CERTIFIED PUBLIC ACCT
Accountancy firm EIN	2018-12-31	710355269
2017 : RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$7,279,723
Total of all expenses incurred	2017-12-31	$686,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$607,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,027,929
Value of total assets at end of year	2017-12-31	$38,593,269
Value of total assets at beginning of year	2017-12-31	$32,000,527
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$79,359
Total interest from all sources	2017-12-31	$16,081
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$214,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$214,297
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$900,352
Participant contributions at end of year	2017-12-31	$293,056
Participant contributions at beginning of year	2017-12-31	$322,884
Participant contributions at end of year	2017-12-31	$101,297
Participant contributions at beginning of year	2017-12-31	$128,521
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$10,652,819
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$9,551,005
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$80,854
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$793
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$773
Other income not declared elsewhere	2017-12-31	$1,183,648
Administrative expenses (other) incurred	2017-12-31	$79,359
Total non interest bearing cash at end of year	2017-12-31	$19,047
Total non interest bearing cash at beginning of year	2017-12-31	$6,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$6,592,742
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$38,593,269
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$32,000,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$21,886,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$17,336,257
Interest on participant loans	2017-12-31	$16,081
Value of interest in common/collective trusts at end of year	2017-12-31	$4,693,205
Value of interest in common/collective trusts at beginning of year	2017-12-31	$3,720,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,179,362
Net investment gain or loss from common/collective trusts	2017-12-31	$658,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,046,723
Employer contributions (assets) at end of year	2017-12-31	$946,105
Employer contributions (assets) at beginning of year	2017-12-31	$934,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$607,622
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	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	LANDMARK PLC, CERTIFIED PUBLIC ACCT
Accountancy firm EIN	2017-12-31	710355269
2016 : RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$5,010,935
Total of all expenses incurred	2016-12-31	$1,048,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$990,537
Expenses. Certain deemed distributions of participant loans	2016-12-31	$9,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,852,284
Value of total assets at end of year	2016-12-31	$32,000,527
Value of total assets at beginning of year	2016-12-31	$28,038,508
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$48,934
Total interest from all sources	2016-12-31	$16,311
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$184,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$184,963
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$865,845
Participant contributions at end of year	2016-12-31	$322,884
Participant contributions at beginning of year	2016-12-31	$335,533
Participant contributions at end of year	2016-12-31	$128,521
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$9,551,005
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$9,129,572
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$14,152
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$773
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$735
Other income not declared elsewhere	2016-12-31	$569,503
Administrative expenses (other) incurred	2016-12-31	$48,934
Total non interest bearing cash at end of year	2016-12-31	$6,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$3,962,019
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$32,000,527
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$28,038,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$17,336,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$14,645,648
Interest on participant loans	2016-12-31	$16,311
Value of interest in common/collective trusts at end of year	2016-12-31	$3,720,489
Value of interest in common/collective trusts at beginning of year	2016-12-31	$3,796,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,063,075
Net investment gain or loss from common/collective trusts	2016-12-31	$324,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,972,287
Employer contributions (assets) at end of year	2016-12-31	$934,210
Employer contributions (assets) at beginning of year	2016-12-31	$130,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$990,537
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	THOMAS & THOMAS LLP
Accountancy firm EIN	2016-12-31	710271741
2015 : RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,986,886
Total of all expenses incurred	2015-12-31	$788,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$777,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,968,723
Value of total assets at end of year	2015-12-31	$28,038,508
Value of total assets at beginning of year	2015-12-31	$26,839,799
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$11,013
Total interest from all sources	2015-12-31	$12,955
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$150,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$150,992
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$889,869
Participant contributions at end of year	2015-12-31	$335,533
Participant contributions at beginning of year	2015-12-31	$221,555
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$9,129,572
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$9,236,915
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$454
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$735
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$418
Other income not declared elsewhere	2015-12-31	$-164,863
Administrative expenses (other) incurred	2015-12-31	$11,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,198,709
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$28,038,508
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$26,839,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$14,645,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$14,366,554
Interest on participant loans	2015-12-31	$12,955
Value of interest in common/collective trusts at end of year	2015-12-31	$3,796,704
Value of interest in common/collective trusts at beginning of year	2015-12-31	$3,010,789
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$3,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$3,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-47,842
Net investment gain or loss from common/collective trusts	2015-12-31	$66,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,078,400
Employer contributions (assets) at end of year	2015-12-31	$130,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$777,164
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BKD LLP
Accountancy firm EIN	2015-12-31	440160260
2014 : RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$3,610,520
Total of all expenses incurred	2014-12-31	$1,208,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,203,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,834,593
Value of total assets at end of year	2014-12-31	$26,839,799
Value of total assets at beginning of year	2014-12-31	$24,438,168
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$5,812
Total interest from all sources	2014-12-31	$8,926
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$151,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$151,231
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$757,561
Participant contributions at end of year	2014-12-31	$221,555
Participant contributions at beginning of year	2014-12-31	$256,758
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$9,236,915
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$9,239,757
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$111,719
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$418
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$441
Other income not declared elsewhere	2014-12-31	$546,915
Administrative expenses (other) incurred	2014-12-31	$5,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,401,631
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$26,839,799
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$24,438,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$14,366,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$12,015,093
Interest on participant loans	2014-12-31	$8,926
Value of interest in common/collective trusts at end of year	2014-12-31	$3,010,789
Value of interest in common/collective trusts at beginning of year	2014-12-31	$2,925,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$3,568
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$128
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$128
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$783,573
Net investment gain or loss from common/collective trusts	2014-12-31	$285,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$965,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,203,077
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BKD LLP
Accountancy firm EIN	2014-12-31	440160260
2013 : RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$5,658,115
Total of all expenses incurred	2013-12-31	$3,160,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,153,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,518,832
Value of total assets at end of year	2013-12-31	$24,438,168
Value of total assets at beginning of year	2013-12-31	$21,940,637
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$6,777
Total interest from all sources	2013-12-31	$10,706
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$149,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$149,793
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$616,219
Participant contributions at end of year	2013-12-31	$256,758
Participant contributions at beginning of year	2013-12-31	$318,764
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$9,239,757
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$9,871,519
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$441
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$824
Other income not declared elsewhere	2013-12-31	$1,371,129
Administrative expenses (other) incurred	2013-12-31	$6,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,497,531
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$24,438,168
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$21,940,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$12,015,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$9,004,195
Interest on participant loans	2013-12-31	$10,706
Value of interest in common/collective trusts at end of year	2013-12-31	$2,925,991
Value of interest in common/collective trusts at beginning of year	2013-12-31	$2,745,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$128
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$127
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,107,731
Net investment gain or loss from common/collective trusts	2013-12-31	$499,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$902,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,153,807
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BKD LLP
Accountancy firm EIN	2013-12-31	440160260
2012 : RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$3,758,558
Total of all expenses incurred	2012-12-31	$3,990,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,979,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,387,015
Value of total assets at end of year	2012-12-31	$21,940,637
Value of total assets at beginning of year	2012-12-31	$22,172,969
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$11,375
Total interest from all sources	2012-12-31	$13,164
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$149,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$149,968
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$581,393
Participant contributions at end of year	2012-12-31	$318,764
Participant contributions at beginning of year	2012-12-31	$307,242
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$9,871,519
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$11,874,997
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$5,298
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$824
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$623
Other income not declared elsewhere	2012-12-31	$1,021,533
Administrative expenses (other) incurred	2012-12-31	$11,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-232,332
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$21,940,637
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$22,172,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$9,004,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$7,398,163
Interest on participant loans	2012-12-31	$13,164
Value of interest in common/collective trusts at end of year	2012-12-31	$2,745,208
Value of interest in common/collective trusts at beginning of year	2012-12-31	$2,591,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$127
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$127
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$956,963
Net investment gain or loss from common/collective trusts	2012-12-31	$229,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$800,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,979,515
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BKD LLP
Accountancy firm EIN	2012-12-31	440160260
2011 : RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$1,538,820
Total of all expenses incurred	2011-12-31	$1,453,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,439,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,484,961
Value of total assets at end of year	2011-12-31	$22,172,969
Value of total assets at beginning of year	2011-12-31	$22,087,298
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$13,455
Total interest from all sources	2011-12-31	$12,417
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$144,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$144,838
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$590,899
Participant contributions at end of year	2011-12-31	$307,242
Participant contributions at beginning of year	2011-12-31	$308,683
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$11,874,997
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$12,026,479
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$109,726
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$623
Other income not declared elsewhere	2011-12-31	$72,989
Administrative expenses (other) incurred	2011-12-31	$13,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$85,671
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$22,172,969
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$22,087,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$7,398,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,216,446
Interest on participant loans	2011-12-31	$12,417
Value of interest in common/collective trusts at end of year	2011-12-31	$2,591,817
Value of interest in common/collective trusts at beginning of year	2011-12-31	$2,535,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$127
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$372
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$372
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-240,042
Net investment gain or loss from common/collective trusts	2011-12-31	$63,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$784,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,439,694
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BKD LLP
Accountancy firm EIN	2011-12-31	440160260
2010 : RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$3,291,394
Total of all expenses incurred	2010-12-31	$880,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$871,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,283,648
Value of total assets at end of year	2010-12-31	$22,087,298
Value of total assets at beginning of year	2010-12-31	$19,676,004
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$8,478
Total interest from all sources	2010-12-31	$15,609
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$153,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$153,960
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$570,109
Participant contributions at end of year	2010-12-31	$308,683
Participant contributions at beginning of year	2010-12-31	$340,452
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$12,026,479
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$11,346,548
Other income not declared elsewhere	2010-12-31	$1,058,475
Administrative expenses (other) incurred	2010-12-31	$8,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,411,294
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$22,087,298
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$19,676,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,216,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,723,232
Interest on participant loans	2010-12-31	$15,609
Value of interest in common/collective trusts at end of year	2010-12-31	$2,535,318
Value of interest in common/collective trusts at beginning of year	2010-12-31	$2,265,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$372
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$371
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$371
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$564,224
Net investment gain or loss from common/collective trusts	2010-12-31	$215,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$713,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$871,622
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BKD LLP
Accountancy firm EIN	2010-12-31	440160260
2009 : RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP

2022: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: RESTATED AND SUBSTITUTED PROFIT SHARING PLAN AND TRUST OF WRIGHT, LINDSEY & JENNINGS LLP 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

RESTATED AND AMENDED K. JAMES BUSCH, M.D., LTD PROFIT SHARING PLAN AND RETIREMENT TRUST [EIN = 860373486]

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Company Name:	WRIGHT, LINDSEY & JENNINGS LLP
Employer identification number (EIN):	710239196
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers