401k Plan data: MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN plan

MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 401k Plan overview

Plan Name	MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN
Plan identification number	001

MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. has sponsored the creation of one or more 401k plans.

Company Name: MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A.

Employer identification number (EIN): 710619047

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BETSY REITHEMEYER 2023-09-13
001 2021-01-01 GEORGE R. RHOADS 2022-03-29
001 2020-01-01 GEORGE R. RHOADS 2021-07-27
001 2019-01-01 GEORGE R. RHOADS 2020-07-21
001 2018-01-01 GEORGE R. RHOADS 2019-07-18
001 2017-01-01 GEORGE R. RHOADS 2018-07-30
001 2016-01-01 GEORGE R. RHOADS
001 2015-01-01 GEORGE R. RHOADS
001 2014-01-01 GEORGE R. RHOADS
001 2013-01-01 GEORGE R. RHOADS
001 2012-01-01 GEORGE R. RHOADS
001 2011-01-01 GEORGE R. RHOADS
001 2010-10-01 GEORGE R. RHOADS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	BETSY REITHEMEYER	2023-09-13
001	2021-01-01	GEORGE R. RHOADS	2022-03-29
001	2020-01-01	GEORGE R. RHOADS	2021-07-27
001	2019-01-01	GEORGE R. RHOADS	2020-07-21
001	2018-01-01	GEORGE R. RHOADS	2019-07-18
001	2017-01-01	GEORGE R. RHOADS	2018-07-30
001	2016-01-01	GEORGE R. RHOADS
001	2015-01-01	GEORGE R. RHOADS
001	2014-01-01	GEORGE R. RHOADS
001	2013-01-01	GEORGE R. RHOADS
001	2012-01-01	GEORGE R. RHOADS
001	2011-01-01	GEORGE R. RHOADS
001	2010-10-01	GEORGE R. RHOADS

Plan Statistics for MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN

401k plan membership statisitcs for MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN

Measure Date Value
2016: MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 14
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 7
Total of all active and inactive participants 2016-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 21
Number of participants with account balances 2016-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 16
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 22
Number of participants with account balances 2015-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 16
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 22
Number of participants with account balances 2014-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 19
Number of participants with account balances 2013-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 19
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 3
Total of all active and inactive participants 2012-01-01 22
Total participants 2012-01-01 22
Number of participants with account balances 2012-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 21
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 2
Total of all active and inactive participants 2011-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 23
Number of participants with account balances 2011-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 20
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 21
Number of retired or separated participants receiving benefits 2010-10-01 0
Number of other retired or separated participants entitled to future benefits 2010-10-01 2
Total of all active and inactive participants 2010-10-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 0
Total participants 2010-10-01 23
Number of participants with account balances 2010-10-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 1

Measure	Date	Value
2016: MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	14
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	7
Total of all active and inactive participants	2016-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	21
Number of participants with account balances	2016-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	16
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	22
Number of participants with account balances	2015-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	16
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	22
Number of participants with account balances	2014-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	19
Number of participants with account balances	2013-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	19
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	3
Total of all active and inactive participants	2012-01-01	22
Total participants	2012-01-01	22
Number of participants with account balances	2012-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	21
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	2
Total of all active and inactive participants	2011-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	23
Number of participants with account balances	2011-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	20
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	21
Number of retired or separated participants receiving benefits	2010-10-01	0
Number of other retired or separated participants entitled to future benefits	2010-10-01	2
Total of all active and inactive participants	2010-10-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	0
Total participants	2010-10-01	23
Number of participants with account balances	2010-10-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	1

Financial Data on MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN

Measure	Date	Value
2016 : MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$510,259
Expenses. Total of all expenses incurred	2016-12-31	$235,274
Benefits paid (including direct rollovers)	2016-12-31	$235,274
Total plan assets at end of year	2016-12-31	$4,694,392
Total plan assets at beginning of year	2016-12-31	$4,419,407
Value of fidelity bond covering the plan	2016-12-31	$400,000
Total contributions received or receivable from participants	2016-12-31	$162,124
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$303,254
Net income (gross income less expenses)	2016-12-31	$274,985
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,694,392
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,419,407
Total contributions received or receivable from employer(s)	2016-12-31	$44,881
Value of certain deemed distributions of participant loans	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$179,644
Expenses. Total of all expenses incurred	2015-12-31	$1,457
Benefits paid (including direct rollovers)	2015-12-31	$1,457
Total plan assets at end of year	2015-12-31	$4,419,407
Total plan assets at beginning of year	2015-12-31	$4,241,220
Value of fidelity bond covering the plan	2015-12-31	$400,000
Total contributions received or receivable from participants	2015-12-31	$166,916
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-35,892
Net income (gross income less expenses)	2015-12-31	$178,187
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,419,407
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,241,220
Total contributions received or receivable from employer(s)	2015-12-31	$48,620
Value of certain deemed distributions of participant loans	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$427,080
Expenses. Total of all expenses incurred	2014-12-31	$106,249
Benefits paid (including direct rollovers)	2014-12-31	$106,249
Total plan assets at end of year	2014-12-31	$4,241,220
Total plan assets at beginning of year	2014-12-31	$3,920,389
Value of fidelity bond covering the plan	2014-12-31	$400,000
Total contributions received or receivable from participants	2014-12-31	$159,192
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$221,585
Net income (gross income less expenses)	2014-12-31	$320,831
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,241,220
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,920,389
Total contributions received or receivable from employer(s)	2014-12-31	$46,303
Value of certain deemed distributions of participant loans	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$876,918
Expenses. Total of all expenses incurred	2013-12-31	$78,848
Benefits paid (including direct rollovers)	2013-12-31	$78,848
Total plan assets at end of year	2013-12-31	$3,920,389
Total plan assets at beginning of year	2013-12-31	$3,122,319
Value of fidelity bond covering the plan	2013-12-31	$400,000
Total contributions received or receivable from participants	2013-12-31	$161,851
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$659,798
Net income (gross income less expenses)	2013-12-31	$798,070
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,920,389
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,122,319
Total contributions received or receivable from employer(s)	2013-12-31	$55,269
Value of certain deemed distributions of participant loans	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$546,883
Expenses. Total of all expenses incurred	2012-12-31	$111,213
Benefits paid (including direct rollovers)	2012-12-31	$111,213
Total plan assets at end of year	2012-12-31	$3,122,319
Total plan assets at beginning of year	2012-12-31	$2,686,649
Value of fidelity bond covering the plan	2012-12-31	$400,000
Total contributions received or receivable from participants	2012-12-31	$161,941
Other income received	2012-12-31	$324,225
Net income (gross income less expenses)	2012-12-31	$435,670
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,122,319
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,686,649
Total contributions received or receivable from employer(s)	2012-12-31	$60,717
2011 : MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$195,235
Expenses. Total of all expenses incurred	2011-12-31	$456,535
Benefits paid (including direct rollovers)	2011-12-31	$456,535
Total plan assets at end of year	2011-12-31	$2,686,649
Total plan assets at beginning of year	2011-12-31	$2,947,949
Value of fidelity bond covering the plan	2011-12-31	$400,000
Total contributions received or receivable from participants	2011-12-31	$181,783
Other income received	2011-12-31	$-48,512
Net income (gross income less expenses)	2011-12-31	$-261,300
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,686,649
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,947,949
Total contributions received or receivable from employer(s)	2011-12-31	$61,964
2010 : MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$315,676
Total plan assets at end of year	2010-12-31	$2,947,949
Total plan assets at beginning of year	2010-12-31	$2,632,273
Value of fidelity bond covering the plan	2010-12-31	$400,000
Total contributions received or receivable from participants	2010-12-31	$50,152
Other income received	2010-12-31	$230,492
Net income (gross income less expenses)	2010-12-31	$315,676
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,947,949
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,632,273
Total contributions received or receivable from employer(s)	2010-12-31	$35,032

Form 5500 Responses for MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN

2016: MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 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: MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 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: MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 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: MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 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: MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 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: MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 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: MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A. 401(K) PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

871-80520

Policy instance

Insurance contract or identification number	871-80520
Number of Individuals Covered	21
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $18
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $18
Insurance broker organization code?	3
Insurance broker name	ARVEST ASSET MANAGEMENT

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Company Name:	MATTHEWS, CAMPBELL, RHOADS, MCCLURE & THOMPSON, P.A.
Employer identification number (EIN):	710619047
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers