401k Plan data: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST plan

MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST
Plan identification number	001

MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC has sponsored the creation of one or more 401k plans.

Company Name: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC

Employer identification number (EIN): 710261429

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST

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 RICK BEARD
001 2016-01-01 RICK BEARD
001 2015-01-01 RICK BEARD
001 2014-01-01 RICK BEARD
001 2013-01-01 RICK BEARD
001 2012-01-01 RICK BEARD
001 2011-01-01 HAROLD W. HAMLIN
001 2009-01-01 HAROLD HAMLIN HAROLD HAMLIN 2010-10-08

Plan Statistics for MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 116
Number of retired or separated participants receiving benefits 2022-01-01 14
Number of other retired or separated participants entitled to future benefits 2022-01-01 53
Total of all active and inactive participants 2022-01-01 183
Total participants 2022-01-01 183
Number of participants with account balances 2022-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 10
2021: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 115
Number of retired or separated participants receiving benefits 2021-01-01 11
Number of other retired or separated participants entitled to future benefits 2021-01-01 41
Total of all active and inactive participants 2021-01-01 167
Total participants 2021-01-01 167
Number of participants with account balances 2021-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 122
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 21
Total of all active and inactive participants 2020-01-01 144
Total participants 2020-01-01 144
Number of participants with account balances 2020-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 87
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 32
Total of all active and inactive participants 2019-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 122
Number of participants with account balances 2019-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 81
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 34
Total of all active and inactive participants 2018-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 118
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 3
2017: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 84
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 30
Total of all active and inactive participants 2017-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 116
Number of participants with account balances 2017-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 77
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 36
Total of all active and inactive participants 2016-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 115
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 3
2015: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 77
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 24
Total of all active and inactive participants 2015-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 103
Number of participants with account balances 2015-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 75
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 23
Total of all active and inactive participants 2014-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 100
Number of participants with account balances 2014-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 67
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 35
Total of all active and inactive participants 2013-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 104
Number of participants with account balances 2013-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 54
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 50
Total of all active and inactive participants 2012-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 105
Number of participants with account balances 2012-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 61
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 52
Total of all active and inactive participants 2011-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 113
Number of participants with account balances 2011-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 72
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 38
Total of all active and inactive participants 2009-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 110
Number of participants with account balances 2009-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	116
Number of retired or separated participants receiving benefits	2022-01-01	14
Number of other retired or separated participants entitled to future benefits	2022-01-01	53
Total of all active and inactive participants	2022-01-01	183
Total participants	2022-01-01	183
Number of participants with account balances	2022-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	10
2021: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	115
Number of retired or separated participants receiving benefits	2021-01-01	11
Number of other retired or separated participants entitled to future benefits	2021-01-01	41
Total of all active and inactive participants	2021-01-01	167
Total participants	2021-01-01	167
Number of participants with account balances	2021-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	122
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	21
Total of all active and inactive participants	2020-01-01	144
Total participants	2020-01-01	144
Number of participants with account balances	2020-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	87
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	32
Total of all active and inactive participants	2019-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	122
Number of participants with account balances	2019-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	81
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	34
Total of all active and inactive participants	2018-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	118
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	3
2017: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	84
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	30
Total of all active and inactive participants	2017-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	116
Number of participants with account balances	2017-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	77
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	36
Total of all active and inactive participants	2016-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	115
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	3
2015: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	77
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	24
Total of all active and inactive participants	2015-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	103
Number of participants with account balances	2015-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	75
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	23
Total of all active and inactive participants	2014-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	100
Number of participants with account balances	2014-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	67
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	35
Total of all active and inactive participants	2013-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	104
Number of participants with account balances	2013-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	54
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	50
Total of all active and inactive participants	2012-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	105
Number of participants with account balances	2012-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	61
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	52
Total of all active and inactive participants	2011-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	113
Number of participants with account balances	2011-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	72
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	38
Total of all active and inactive participants	2009-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	110
Number of participants with account balances	2009-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-175,965
Total unrealized appreciation/depreciation of assets	2022-12-31	$-175,965
Total transfer of assets from this plan	2022-12-31	$904
Total income from all sources (including contributions)	2022-12-31	$-1,612,736
Total loss/gain on sale of assets	2022-12-31	$3,985
Total of all expenses incurred	2022-12-31	$919,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$827,579
Expenses. Certain deemed distributions of participant loans	2022-12-31	$22,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$659,224
Value of total assets at end of year	2022-12-31	$14,508,454
Value of total assets at beginning of year	2022-12-31	$17,041,696
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$69,706
Total interest from all sources	2022-12-31	$34,445
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$372,798
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	$361,260
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$615,411
Participant contributions at end of year	2022-12-31	$118,008
Participant contributions at beginning of year	2022-12-31	$127,495
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$34,223
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$101,320
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$14,671
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$69,998
Other income not declared elsewhere	2022-12-31	$-686
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	$-2,532,338
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$14,508,454
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$17,041,696
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	$69,706
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$11,742,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$14,105,090
Interest on participant loans	2022-12-31	$8,003
Interest earned on other investments	2022-12-31	$13,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$85,059
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$101,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$101,348
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$13,020
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,463,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,480,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,506,537
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	$29,142
Income. Dividends from common stock	2022-12-31	$11,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$827,579
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$995,585
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$1,125,534
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
Aggregate proceeds on sale of assets	2022-12-31	$259,342
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$255,357
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	HCJ CPAS & ADVISORS PLLC
Accountancy firm EIN	2022-12-31	710650689
2021 : MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$35,172
Total unrealized appreciation/depreciation of assets	2021-12-31	$35,172
Total transfer of assets to this plan	2021-12-31	$8,264,891
Total transfer of assets from this plan	2021-12-31	$458,684
Total income from all sources (including contributions)	2021-12-31	$3,007,614
Total loss/gain on sale of assets	2021-12-31	$459
Total of all expenses incurred	2021-12-31	$2,315,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,262,711
Expenses. Certain deemed distributions of participant loans	2021-12-31	$1,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,747,444
Value of total assets at end of year	2021-12-31	$17,041,696
Value of total assets at beginning of year	2021-12-31	$8,543,707
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$51,566
Total interest from all sources	2021-12-31	$9,812
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$588,197
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	$580,868
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$588,206
Participant contributions at end of year	2021-12-31	$127,495
Participant contributions at beginning of year	2021-12-31	$154,592
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$101,320
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$84,093
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	$691,782
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$17,041,696
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,543,707
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
Investment advisory and management fees	2021-12-31	$36,986
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$14,105,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,398,596
Interest on participant loans	2021-12-31	$9,812
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$101,348
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,480,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$960,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$626,530
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	$1,075,145
Income. Dividends from common stock	2021-12-31	$7,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,262,711
Contract administrator fees	2021-12-31	$14,580
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$1,125,534
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$29,816
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
Aggregate proceeds on sale of assets	2021-12-31	$60,277
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$59,818
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HCJ CPAS & ADVISORS PLLC
Accountancy firm EIN	2021-12-31	710650689
2020 : MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,834,754
Total of all expenses incurred	2020-12-31	$1,483,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,454,083
Expenses. Certain deemed distributions of participant loans	2020-12-31	$2,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,062,793
Value of total assets at end of year	2020-12-31	$8,543,707
Value of total assets at beginning of year	2020-12-31	$8,192,625
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$27,031
Total interest from all sources	2020-12-31	$10,906
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$196,536
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	$196,536
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$509,359
Participant contributions at end of year	2020-12-31	$154,592
Participant contributions at beginning of year	2020-12-31	$199,650
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$1,248,247
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$26,632
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$847
Other income not declared elsewhere	2020-12-31	$-164,462
Total non interest bearing cash at beginning of year	2020-12-31	$13
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	$351,082
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,543,707
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,192,625
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	$13,794
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,398,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,880,730
Interest on participant loans	2020-12-31	$10,906
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$830,766
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$3,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$3,078
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$960,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$728,981
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	$526,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,454,083
Contract administrator fees	2020-12-31	$13,237
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	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$29,816
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$29,294
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	HCJ CPAS & ADVISORS PLLC
Accountancy firm EIN	2020-12-31	710650689
2019 : MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$4,947
Total unrealized appreciation/depreciation of assets	2019-12-31	$4,947
Total income from all sources (including contributions)	2019-12-31	$2,126,821
Total of all expenses incurred	2019-12-31	$1,070,496
Total of all expenses incurred	2019-12-31	$1,070,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,019,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$773,381
Value of total assets at end of year	2019-12-31	$8,192,625
Value of total assets at beginning of year	2019-12-31	$7,136,300
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$50,735
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$50,735
Total interest from all sources	2019-12-31	$15,107
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$129,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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	$129,040
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$379,184
Participant contributions at end of year	2019-12-31	$199,650
Participant contributions at end of year	2019-12-31	$199,650
Participant contributions at beginning of year	2019-12-31	$227,690
Participant contributions at beginning of year	2019-12-31	$227,690
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$1,248,247
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$1,025,559
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$1,025,559
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$18,814
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$847
Other income not declared elsewhere	2019-12-31	$196,725
Administrative expenses (other) incurred	2019-12-31	$31,920
Total non interest bearing cash at end of year	2019-12-31	$13
Total non interest bearing cash at beginning of year	2019-12-31	$13
Total non interest bearing cash at beginning of year	2019-12-31	$13
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
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	$1,056,325
Value of net income/loss	2019-12-31	$1,056,325
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,192,625
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,192,625
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,136,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$18,815
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,880,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,077,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,077,039
Interest on participant loans	2019-12-31	$15,096
Value of interest in common/collective trusts at end of year	2019-12-31	$830,766
Value of interest in common/collective trusts at end of year	2019-12-31	$830,766
Value of interest in common/collective trusts at beginning of year	2019-12-31	$777,988
Value of interest in common/collective trusts at beginning of year	2019-12-31	$777,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$3,078
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$3,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$3,664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$3,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$3,664
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$998,095
Net investment gain or loss from common/collective trusts	2019-12-31	$8,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
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	$375,383
Income. Dividends from common stock	2019-12-31	$566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,019,761
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
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
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$29,294
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$29,294
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$24,347
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$24,347
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HUDSON, CISNE & CO., LLP
Accountancy firm name	2019-12-31	HUDSON, CISNE & CO., LLP
Accountancy firm EIN	2019-12-31	710650689
Accountancy firm EIN	2019-12-31	710650689
2018 : MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$-181,715
Total income from all sources	2018-12-31	$545,658
Expenses. Total of all expenses incurred	2018-12-31	$423,186
Benefits paid (including direct rollovers)	2018-12-31	$389,676
Total plan assets at end of year	2018-12-31	$7,136,300
Total plan assets at beginning of year	2018-12-31	$7,195,543
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$375,180
Contributions received from other sources (not participants or employers)	2018-12-31	$190,936
Other income received	2018-12-31	$-342,982
Net income (gross income less expenses)	2018-12-31	$122,472
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$7,136,300
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,195,543
Assets. Value of participant loans	2018-12-31	$227,690
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$272,043
Total contributions received or receivable from employer(s)	2018-12-31	$322,524
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$33,510
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$-893,865
Total income from all sources	2017-12-31	$1,698,830
Expenses. Total of all expenses incurred	2017-12-31	$684,384
Benefits paid (including direct rollovers)	2017-12-31	$614,999
Total plan assets at end of year	2017-12-31	$7,195,543
Total plan assets at beginning of year	2017-12-31	$7,074,962
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$25,788
Contributions received from other sources (not participants or employers)	2017-12-31	$18,492
Other income received	2017-12-31	$1,017,463
Net income (gross income less expenses)	2017-12-31	$1,014,446
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,195,543
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$7,074,962
Assets. Value of participant loans	2017-12-31	$151,758
Total contributions received or receivable from employer(s)	2017-12-31	$637,087
Value of certain deemed distributions of participant loans	2017-12-31	$18,120
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$51,265
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$1,480,268
Total income from all sources	2016-12-31	$831,373
Expenses. Total of all expenses incurred	2016-12-31	$1,126,244
Benefits paid (including direct rollovers)	2016-12-31	$1,121,096
Total plan assets at end of year	2016-12-31	$7,074,962
Total plan assets at beginning of year	2016-12-31	$5,889,565
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$202,292
Expenses. Other expenses not covered elsewhere	2016-12-31	$2,218
Contributions received from other sources (not participants or employers)	2016-12-31	$4,863
Other income received	2016-12-31	$409,128
Net income (gross income less expenses)	2016-12-31	$-294,871
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$7,074,962
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,889,565
Assets. Value of participant loans	2016-12-31	$172,556
Total contributions received or receivable from employer(s)	2016-12-31	$215,090
Value of certain deemed distributions of participant loans	2016-12-31	$2,930
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$498,002
Expenses. Total of all expenses incurred	2015-12-31	$701,420
Benefits paid (including direct rollovers)	2015-12-31	$658,863
Total plan assets at end of year	2015-12-31	$5,889,565
Total plan assets at beginning of year	2015-12-31	$6,092,983
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$232,254
Expenses. Other expenses not covered elsewhere	2015-12-31	$42,557
Contributions received from other sources (not participants or employers)	2015-12-31	$2,851
Other income received	2015-12-31	$60,290
Net income (gross income less expenses)	2015-12-31	$-203,418
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,889,565
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,092,983
Assets. Value of participant loans	2015-12-31	$158,066
Total contributions received or receivable from employer(s)	2015-12-31	$202,607
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$664,732
Expenses. Total of all expenses incurred	2014-12-31	$418,167
Benefits paid (including direct rollovers)	2014-12-31	$417,017
Total plan assets at end of year	2014-12-31	$6,092,983
Total plan assets at beginning of year	2014-12-31	$5,846,418
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$207,931
Expenses. Other expenses not covered elsewhere	2014-12-31	$1,150
Contributions received from other sources (not participants or employers)	2014-12-31	$1,065
Other income received	2014-12-31	$274,502
Net income (gross income less expenses)	2014-12-31	$246,565
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,092,983
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,846,418
Assets. Value of participant loans	2014-12-31	$124,821
Total contributions received or receivable from employer(s)	2014-12-31	$181,234
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$1,074,347
Expenses. Total of all expenses incurred	2013-12-31	$324,203
Benefits paid (including direct rollovers)	2013-12-31	$323,278
Total plan assets at end of year	2013-12-31	$5,846,418
Total plan assets at beginning of year	2013-12-31	$5,096,274
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$201,918
Expenses. Other expenses not covered elsewhere	2013-12-31	$925
Contributions received from other sources (not participants or employers)	2013-12-31	$1,606
Other income received	2013-12-31	$712,406
Net income (gross income less expenses)	2013-12-31	$750,144
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,846,418
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,096,274
Assets. Value of participant loans	2013-12-31	$150,597
Total contributions received or receivable from employer(s)	2013-12-31	$158,417
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$780,393
Expenses. Total of all expenses incurred	2012-12-31	$152,225
Benefits paid (including direct rollovers)	2012-12-31	$151,525
Total plan assets at end of year	2012-12-31	$5,096,274
Total plan assets at beginning of year	2012-12-31	$4,468,106
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$183,922
Expenses. Other expenses not covered elsewhere	2012-12-31	$700
Contributions received from other sources (not participants or employers)	2012-12-31	$1,478
Other income received	2012-12-31	$427,254
Net income (gross income less expenses)	2012-12-31	$628,168
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,096,274
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,468,106
Assets. Value of participant loans	2012-12-31	$136,930
Total contributions received or receivable from employer(s)	2012-12-31	$167,739
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$399,818
Expenses. Total of all expenses incurred	2011-12-31	$141,668
Benefits paid (including direct rollovers)	2011-12-31	$140,568
Total plan assets at end of year	2011-12-31	$4,468,106
Total plan assets at beginning of year	2011-12-31	$4,209,956
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$179,714
Contributions received from other sources (not participants or employers)	2011-12-31	$93,384
Other income received	2011-12-31	$-45,087
Net income (gross income less expenses)	2011-12-31	$258,150
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,468,106
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,209,956
Assets. Value of participant loans	2011-12-31	$149,598
Total contributions received or receivable from employer(s)	2011-12-31	$171,807
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$817,335
Expenses. Total of all expenses incurred	2010-12-31	$260,526
Benefits paid (including direct rollovers)	2010-12-31	$252,189
Total plan assets at end of year	2010-12-31	$4,209,956
Total plan assets at beginning of year	2010-12-31	$3,653,147
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$196,938
Contributions received from other sources (not participants or employers)	2010-12-31	$11,619
Other income received	2010-12-31	$429,745
Net income (gross income less expenses)	2010-12-31	$556,809
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,209,956
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,653,147
Assets. Value of participant loans	2010-12-31	$139,345
Total contributions received or receivable from employer(s)	2010-12-31	$179,033
Value of certain deemed distributions of participant loans	2010-12-31	$7,287
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,050
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 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 MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST

2022: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 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: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 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: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 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: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 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: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 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: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 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: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 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: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 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: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 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
2009: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC PROFIT SHARING PLAN AND TRUST 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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507791-001

Policy instance

Insurance contract or identification number	507791-001
Number of Individuals Covered	42
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507791-001

Policy instance

Insurance contract or identification number	507791-001
Number of Individuals Covered	36
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507791-001

Policy instance

Insurance contract or identification number	507791-001
Number of Individuals Covered	48
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

MITCHELL WILLIAMS DDS PLLC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 832518495]

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Company Name:	MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC
Employer identification number (EIN):	710261429
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers