401k Plan data: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN plan

TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 401k Plan overview

Plan Name	TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN
Plan identification number	001

TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. has sponsored the creation of one or more 401k plans.

Company Name: TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P.

Employer identification number (EIN): 720402904

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BOB BARTON 2023-10-16
001 2021-01-01 BOB BARTON 2022-10-13
001 2021-01-01 BOB BARTON 2022-10-13
001 2020-01-01 BOB BARTON 2021-10-11
001 2019-01-01 WAYNE DUSSEL 2020-09-30
001 2018-01-01 ROBERT BOB BARTON 2019-10-08
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 JOHN F. MCDERMOTT
001 2011-01-01 JOHN F. MCDERMOTT
001 2010-01-01 JOHN F. MCDERMOTT
001 2009-01-01 JOHN F. MCDERMOTT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	BOB BARTON	2023-10-16
001	2021-01-01	BOB BARTON	2022-10-13
001	2021-01-01	BOB BARTON	2022-10-13
001	2020-01-01	BOB BARTON	2021-10-11
001	2019-01-01	WAYNE DUSSEL	2020-09-30
001	2018-01-01	ROBERT BOB BARTON	2019-10-08
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	JOHN F. MCDERMOTT
001	2011-01-01	JOHN F. MCDERMOTT
001	2010-01-01	JOHN F. MCDERMOTT
001	2009-01-01	JOHN F. MCDERMOTT

Plan Statistics for TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN

401k plan membership statisitcs for TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN

Measure Date Value
2022: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 86
Number of retired or separated participants receiving benefits 2022-01-01 9
Number of other retired or separated participants entitled to future benefits 2022-01-01 27
Total of all active and inactive participants 2022-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 122
Number of participants with account balances 2022-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 96
Number of retired or separated participants receiving benefits 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 31
Total of all active and inactive participants 2021-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 137
Number of participants with account balances 2021-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 94
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 35
Total of all active and inactive participants 2020-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 132
Number of participants with account balances 2020-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 91
Number of retired or separated participants receiving benefits 2019-01-01 6
Number of other retired or separated participants entitled to future benefits 2019-01-01 28
Total of all active and inactive participants 2019-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 125
Number of participants with account balances 2019-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 97
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 28
Total of all active and inactive participants 2018-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 130
Number of participants with account balances 2018-01-01 130
2017: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 91
Number of retired or separated participants receiving benefits 2017-01-01 4
Number of other retired or separated participants entitled to future benefits 2017-01-01 23
Total of all active and inactive participants 2017-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 119
Number of participants with account balances 2017-01-01 119
2016: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 92
Number of retired or separated participants receiving benefits 2016-01-01 4
Number of other retired or separated participants entitled to future benefits 2016-01-01 26
Total of all active and inactive participants 2016-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 122
Number of participants with account balances 2016-01-01 122
2015: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 97
Number of retired or separated participants receiving benefits 2015-01-01 21
Number of other retired or separated participants entitled to future benefits 2015-01-01 20
Total of all active and inactive participants 2015-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 140
Number of participants with account balances 2015-01-01 143
2014: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 102
Number of retired or separated participants receiving benefits 2014-01-01 18
Number of other retired or separated participants entitled to future benefits 2014-01-01 24
Total of all active and inactive participants 2014-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 145
Number of participants with account balances 2014-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 107
Number of retired or separated participants receiving benefits 2013-01-01 18
Number of other retired or separated participants entitled to future benefits 2013-01-01 28
Total of all active and inactive participants 2013-01-01 153
Total participants 2013-01-01 153
Number of participants with account balances 2013-01-01 151
2012: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 116
Number of retired or separated participants receiving benefits 2012-01-01 18
Number of other retired or separated participants entitled to future benefits 2012-01-01 28
Total of all active and inactive participants 2012-01-01 162
Total participants 2012-01-01 162
Number of participants with account balances 2012-01-01 160
2011: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 120
Number of retired or separated participants receiving benefits 2011-01-01 17
Number of other retired or separated participants entitled to future benefits 2011-01-01 28
Total of all active and inactive participants 2011-01-01 165
Total participants 2011-01-01 165
Number of participants with account balances 2011-01-01 163
2010: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 263
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 128
Number of retired or separated participants receiving benefits 2010-01-01 14
Number of other retired or separated participants entitled to future benefits 2010-01-01 22
Total of all active and inactive participants 2010-01-01 164
Total participants 2010-01-01 164
Number of participants with account balances 2010-01-01 163
2009: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 245
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 224
Number of retired or separated participants receiving benefits 2009-01-01 11
Number of other retired or separated participants entitled to future benefits 2009-01-01 26
Total of all active and inactive participants 2009-01-01 261
Total participants 2009-01-01 261
Number of participants with account balances 2009-01-01 166

Measure	Date	Value
2022: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	86
Number of retired or separated participants receiving benefits	2022-01-01	9
Number of other retired or separated participants entitled to future benefits	2022-01-01	27
Total of all active and inactive participants	2022-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	122
Number of participants with account balances	2022-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	96
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	31
Total of all active and inactive participants	2021-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	137
Number of participants with account balances	2021-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	94
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	35
Total of all active and inactive participants	2020-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	132
Number of participants with account balances	2020-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	91
Number of retired or separated participants receiving benefits	2019-01-01	6
Number of other retired or separated participants entitled to future benefits	2019-01-01	28
Total of all active and inactive participants	2019-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	125
Number of participants with account balances	2019-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	97
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	28
Total of all active and inactive participants	2018-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	130
Number of participants with account balances	2018-01-01	130
2017: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	91
Number of retired or separated participants receiving benefits	2017-01-01	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	23
Total of all active and inactive participants	2017-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	119
Number of participants with account balances	2017-01-01	119
2016: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	92
Number of retired or separated participants receiving benefits	2016-01-01	4
Number of other retired or separated participants entitled to future benefits	2016-01-01	26
Total of all active and inactive participants	2016-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	122
Number of participants with account balances	2016-01-01	122
2015: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	97
Number of retired or separated participants receiving benefits	2015-01-01	21
Number of other retired or separated participants entitled to future benefits	2015-01-01	20
Total of all active and inactive participants	2015-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	140
Number of participants with account balances	2015-01-01	143
2014: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	102
Number of retired or separated participants receiving benefits	2014-01-01	18
Number of other retired or separated participants entitled to future benefits	2014-01-01	24
Total of all active and inactive participants	2014-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	145
Number of participants with account balances	2014-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	107
Number of retired or separated participants receiving benefits	2013-01-01	18
Number of other retired or separated participants entitled to future benefits	2013-01-01	28
Total of all active and inactive participants	2013-01-01	153
Total participants	2013-01-01	153
Number of participants with account balances	2013-01-01	151
2012: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	116
Number of retired or separated participants receiving benefits	2012-01-01	18
Number of other retired or separated participants entitled to future benefits	2012-01-01	28
Total of all active and inactive participants	2012-01-01	162
Total participants	2012-01-01	162
Number of participants with account balances	2012-01-01	160
2011: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	120
Number of retired or separated participants receiving benefits	2011-01-01	17
Number of other retired or separated participants entitled to future benefits	2011-01-01	28
Total of all active and inactive participants	2011-01-01	165
Total participants	2011-01-01	165
Number of participants with account balances	2011-01-01	163
2010: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	263
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	128
Number of retired or separated participants receiving benefits	2010-01-01	14
Number of other retired or separated participants entitled to future benefits	2010-01-01	22
Total of all active and inactive participants	2010-01-01	164
Total participants	2010-01-01	164
Number of participants with account balances	2010-01-01	163
2009: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	245
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	224
Number of retired or separated participants receiving benefits	2009-01-01	11
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	261
Total participants	2009-01-01	261
Number of participants with account balances	2009-01-01	166

Financial Data on TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN

Measure	Date	Value
2022 : TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-8,039,635
Total of all expenses incurred	2022-12-31	$11,328,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$11,327,772
Expenses. Certain deemed distributions of participant loans	2022-12-31	$-51
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,580,282
Value of total assets at end of year	2022-12-31	$44,269,792
Value of total assets at beginning of year	2022-12-31	$63,637,765
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$617
Total interest from all sources	2022-12-31	$111,816
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,467,790
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	$1,467,790
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
Participant contributions at end of year	2022-12-31	$49,866
Participant contributions at beginning of year	2022-12-31	$13,572
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$5,087,952
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$7,379,237
Other income not declared elsewhere	2022-12-31	$-600,187
Administrative expenses (other) incurred	2022-12-31	$617
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	$-19,367,973
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$44,269,792
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$63,637,765
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$27,359,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$41,581,627
Interest on participant loans	2022-12-31	$1,700
Interest earned on other investments	2022-12-31	$110,116
Value of interest in common/collective trusts at end of year	2022-12-31	$5,828,034
Value of interest in common/collective trusts at beginning of year	2022-12-31	$8,223,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$5,663,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$6,079,654
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$5,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-9,131,646
Net investment gain or loss from common/collective trusts	2022-12-31	$-1,467,690
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	$1,580,282
Employer contributions (assets) at end of year	2022-12-31	$281,092
Employer contributions (assets) at beginning of year	2022-12-31	$360,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$11,322,061
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	L.A. CHAMPAGNE & CO., L.L.P.
Accountancy firm EIN	2022-12-31	720454386
2021 : TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$9,625,905
Total of all expenses incurred	2021-12-31	$2,534,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,530,784
Expenses. Certain deemed distributions of participant loans	2021-12-31	$66
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,593,979
Value of total assets at end of year	2021-12-31	$63,637,765
Value of total assets at beginning of year	2021-12-31	$56,546,621
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$3,911
Total interest from all sources	2021-12-31	$89,672
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$4,131,718
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	$4,131,718
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
Participant contributions at end of year	2021-12-31	$13,572
Participant contributions at beginning of year	2021-12-31	$29,644
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$7,379,237
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$6,369,537
Other income not declared elsewhere	2021-12-31	$629,862
Administrative expenses (other) incurred	2021-12-31	$3,911
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	$7,091,144
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$63,637,765
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$56,546,621
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	$41,581,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$37,914,902
Interest on participant loans	2021-12-31	$1,140
Interest earned on other investments	2021-12-31	$88,532
Value of interest in common/collective trusts at end of year	2021-12-31	$8,223,276
Value of interest in common/collective trusts at beginning of year	2021-12-31	$7,331,630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$6,079,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$4,882,863
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$2,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,248,522
Net investment gain or loss from common/collective trusts	2021-12-31	$1,932,152
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	$1,593,979
Employer contributions (assets) at end of year	2021-12-31	$360,399
Employer contributions (assets) at beginning of year	2021-12-31	$18,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,528,384
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	L.A. CHAMPAGNE & CO., L.L.P.
Accountancy firm EIN	2021-12-31	720454386
2020 : TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$9,483,496
Total of all expenses incurred	2020-12-31	$8,914,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$8,914,361
Expenses. Certain deemed distributions of participant loans	2020-12-31	$-529
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,635,871
Value of total assets at end of year	2020-12-31	$56,546,621
Value of total assets at beginning of year	2020-12-31	$55,977,482
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$525
Total interest from all sources	2020-12-31	$89,734
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,553,825
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	$1,553,825
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	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Participant contributions at end of year	2020-12-31	$29,644
Participant contributions at beginning of year	2020-12-31	$67,387
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$6,369,537
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$4,454,125
Other income not declared elsewhere	2020-12-31	$288,908
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	$569,139
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$56,546,621
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$55,977,482
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	$525
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$37,914,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$38,367,077
Interest on participant loans	2020-12-31	$2,325
Interest earned on other investments	2020-12-31	$87,409
Value of interest in common/collective trusts at end of year	2020-12-31	$7,331,630
Value of interest in common/collective trusts at beginning of year	2020-12-31	$8,862,278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$4,882,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$3,925,181
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$2,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,688,234
Net investment gain or loss from common/collective trusts	2020-12-31	$1,226,924
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	$1,635,871
Employer contributions (assets) at end of year	2020-12-31	$18,045
Employer contributions (assets) at beginning of year	2020-12-31	$301,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$8,911,961
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	L.A. CHAMPAGNE & CO., L.L.P.
Accountancy firm EIN	2020-12-31	720454386
2019 : TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$12,710,492
Total of all expenses incurred	2019-12-31	$3,477,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,487,506
Expenses. Certain deemed distributions of participant loans	2019-12-31	$-10,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,797,035
Value of total assets at end of year	2019-12-31	$55,977,482
Value of total assets at beginning of year	2019-12-31	$46,744,145
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$510
Total interest from all sources	2019-12-31	$75,068
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,960,209
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	$2,960,209
Was this plan covered by a fidelity bond	2019-12-31	Yes
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$30,682
Participant contributions at end of year	2019-12-31	$67,387
Participant contributions at beginning of year	2019-12-31	$89,932
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$4,454,125
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$3,862,365
Other income not declared elsewhere	2019-12-31	$591,759
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	$9,233,337
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$55,977,482
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$46,744,145
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
Investment advisory and management fees	2019-12-31	$510
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$38,367,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$32,472,156
Interest on participant loans	2019-12-31	$3,467
Interest earned on other investments	2019-12-31	$71,601
Value of interest in common/collective trusts at end of year	2019-12-31	$8,862,278
Value of interest in common/collective trusts at beginning of year	2019-12-31	$6,553,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,925,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,348,791
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$8,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,233,412
Net investment gain or loss from common/collective trusts	2019-12-31	$2,053,009
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	$1,766,353
Employer contributions (assets) at end of year	2019-12-31	$301,434
Employer contributions (assets) at beginning of year	2019-12-31	$416,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,479,062
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	L.A. CHAMPAGNE & CO., L.L.P.
Accountancy firm EIN	2019-12-31	720454386
2018 : TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$-215,304
Total of all expenses incurred	2018-12-31	$3,610,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,619,476
Expenses. Certain deemed distributions of participant loans	2018-12-31	$-10,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,818,567
Value of total assets at end of year	2018-12-31	$46,744,145
Value of total assets at beginning of year	2018-12-31	$50,569,479
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$947
Total interest from all sources	2018-12-31	$73,252
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,268,633
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	$2,268,633
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Participant contributions at end of year	2018-12-31	$89,932
Participant contributions at beginning of year	2018-12-31	$160,702
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$3,862,365
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$3,613,305
Other income not declared elsewhere	2018-12-31	$-55,972
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	$-3,825,334
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$46,744,145
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$50,569,479
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
Investment advisory and management fees	2018-12-31	$947
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$32,472,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$36,001,427
Interest on participant loans	2018-12-31	$6,008
Interest earned on other investments	2018-12-31	$67,244
Value of interest in common/collective trusts at end of year	2018-12-31	$6,553,993
Value of interest in common/collective trusts at beginning of year	2018-12-31	$10,525,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$3,348,791
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$11,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,021,777
Net investment gain or loss from common/collective trusts	2018-12-31	$-298,007
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	$1,818,567
Employer contributions (assets) at end of year	2018-12-31	$416,908
Employer contributions (assets) at beginning of year	2018-12-31	$268,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,607,732
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	L.A. CHAMPAGNE & CO., L.L.P.
Accountancy firm EIN	2018-12-31	720454386
2017 : TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$9,583,905
Total of all expenses incurred	2017-12-31	$5,099,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$5,099,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,994,318
Value of total assets at end of year	2017-12-31	$50,569,479
Value of total assets at beginning of year	2017-12-31	$46,085,206
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$510
Total interest from all sources	2017-12-31	$8,411
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,099,446
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	$2,099,446
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Participant contributions at end of year	2017-12-31	$160,702
Participant contributions at beginning of year	2017-12-31	$208,783
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$3,613,305
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$3,350,054
Other income not declared elsewhere	2017-12-31	$265,312
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	$4,484,273
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$50,569,479
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$46,085,206
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
Investment advisory and management fees	2017-12-31	$510
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$36,001,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$31,759,709
Interest on participant loans	2017-12-31	$8,411
Value of interest in common/collective trusts at end of year	2017-12-31	$10,525,901
Value of interest in common/collective trusts at beginning of year	2017-12-31	$10,317,226
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$11,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,881,948
Net investment gain or loss from common/collective trusts	2017-12-31	$1,334,470
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	$1,994,318
Employer contributions (assets) at end of year	2017-12-31	$268,144
Employer contributions (assets) at beginning of year	2017-12-31	$449,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$5,087,519
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	L.A. CHAMPAGNE & CO., L.L.P.
Accountancy firm EIN	2017-12-31	720454386
2016 : TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$4,690,535
Total of all expenses incurred	2016-12-31	$4,659,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$4,655,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,971,501
Value of total assets at end of year	2016-12-31	$46,085,206
Value of total assets at beginning of year	2016-12-31	$46,054,624
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,168
Total interest from all sources	2016-12-31	$6,402
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,563,814
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	$1,563,814
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Participant contributions at end of year	2016-12-31	$208,783
Participant contributions at beginning of year	2016-12-31	$133,270
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$3,350,054
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$3,091,118
Other income not declared elsewhere	2016-12-31	$245,574
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	$30,582
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$46,085,206
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$46,054,624
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
Investment advisory and management fees	2016-12-31	$4,168
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$31,759,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$32,197,651
Interest on participant loans	2016-12-31	$6,402
Value of interest in common/collective trusts at end of year	2016-12-31	$10,317,226
Value of interest in common/collective trusts at beginning of year	2016-12-31	$10,265,036
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$11,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$165,458
Net investment gain or loss from common/collective trusts	2016-12-31	$737,786
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	$1,971,501
Employer contributions (assets) at end of year	2016-12-31	$449,434
Employer contributions (assets) at beginning of year	2016-12-31	$367,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$4,644,182
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	L.A. CHAMPAGNE & CO. L.L.P.
Accountancy firm EIN	2016-12-31	720454386
2015 : TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$2,000,153
Total of all expenses incurred	2015-12-31	$6,113,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$6,110,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,911,297
Value of total assets at end of year	2015-12-31	$46,054,624
Value of total assets at beginning of year	2015-12-31	$50,167,542
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,261
Total interest from all sources	2015-12-31	$5,252
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$2,097,832
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	$2,097,832
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Participant contributions at end of year	2015-12-31	$133,270
Participant contributions at beginning of year	2015-12-31	$164,823
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$3,091,118
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$2,627,331
Other income not declared elsewhere	2015-12-31	$-89,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-4,112,918
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$46,054,624
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$50,167,542
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
Investment advisory and management fees	2015-12-31	$2,261
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$32,197,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$36,352,053
Interest on participant loans	2015-12-31	$5,252
Value of interest in common/collective trusts at end of year	2015-12-31	$10,265,036
Value of interest in common/collective trusts at beginning of year	2015-12-31	$10,688,266
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$11,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,036,248
Net investment gain or loss from common/collective trusts	2015-12-31	$111,832
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	$1,911,297
Employer contributions (assets) at end of year	2015-12-31	$367,549
Employer contributions (assets) at beginning of year	2015-12-31	$335,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$6,099,242
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	L.A. CHAMPAGNE & CO., L.L.P.
Accountancy firm EIN	2015-12-31	720454386
2014 : TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$5,418,003
Total of all expenses incurred	2014-12-31	$1,886,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,883,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,975,235
Value of total assets at end of year	2014-12-31	$50,167,542
Value of total assets at beginning of year	2014-12-31	$46,635,756
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,959
Total interest from all sources	2014-12-31	$7,536
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,929,869
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	$1,929,869
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Participant contributions at end of year	2014-12-31	$164,823
Participant contributions at beginning of year	2014-12-31	$218,381
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$2,627,331
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$2,895,184
Other income not declared elsewhere	2014-12-31	$23,480
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	$3,531,786
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$50,167,542
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$46,635,756
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
Investment advisory and management fees	2014-12-31	$2,959
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$36,352,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$33,098,819
Interest on participant loans	2014-12-31	$7,536
Value of interest in common/collective trusts at end of year	2014-12-31	$10,688,266
Value of interest in common/collective trusts at beginning of year	2014-12-31	$10,196,979
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$11,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$634,139
Net investment gain or loss from common/collective trusts	2014-12-31	$847,744
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	$1,975,235
Employer contributions (assets) at end of year	2014-12-31	$335,069
Employer contributions (assets) at beginning of year	2014-12-31	$226,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,871,690
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	L.A. CHAMPAGNE & CO., L.L.P.
Accountancy firm EIN	2014-12-31	720454386
2013 : TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$9,315,659
Total of all expenses incurred	2013-12-31	$1,948,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,922,636
Expenses. Certain deemed distributions of participant loans	2013-12-31	$23,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,095,702
Value of total assets at end of year	2013-12-31	$46,635,756
Value of total assets at beginning of year	2013-12-31	$39,268,241
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,190
Total interest from all sources	2013-12-31	$11,422
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,314,563
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	$1,314,563
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Participant contributions at end of year	2013-12-31	$218,381
Participant contributions at beginning of year	2013-12-31	$282,324
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$2,895,184
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$2,069,818
Other income not declared elsewhere	2013-12-31	$271,815
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	$7,367,515
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$46,635,756
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$39,268,241
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
Investment advisory and management fees	2013-12-31	$2,190
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$33,098,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$31,394,002
Interest on participant loans	2013-12-31	$11,422
Value of interest in common/collective trusts at end of year	2013-12-31	$10,196,979
Value of interest in common/collective trusts at beginning of year	2013-12-31	$5,229,760
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$11,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$4,472,338
Net investment gain or loss from common/collective trusts	2013-12-31	$1,149,819
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	$2,095,702
Employer contributions (assets) at end of year	2013-12-31	$226,393
Employer contributions (assets) at beginning of year	2013-12-31	$292,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,911,173
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	L.A. CHAMPAGNE & CO., L.L.P.
Accountancy firm EIN	2013-12-31	720454386
2012 : TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$6,165,259
Total of all expenses incurred	2012-12-31	$5,446,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$5,444,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,947,466
Value of total assets at end of year	2012-12-31	$39,268,241
Value of total assets at beginning of year	2012-12-31	$38,549,927
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,530
Total interest from all sources	2012-12-31	$11,907
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$961,405
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	$961,405
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Participant contributions at end of year	2012-12-31	$282,324
Participant contributions at beginning of year	2012-12-31	$305,910
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$2,069,818
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$1,902,033
Other income not declared elsewhere	2012-12-31	$-1,689
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	$718,314
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$39,268,241
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$38,549,927
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
Assets. partnership/joint venture interests at end of year	2012-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2012-12-31	$27,828
Investment advisory and management fees	2012-12-31	$2,530
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$31,394,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$31,401,079
Interest on participant loans	2012-12-31	$11,907
Value of interest in common/collective trusts at end of year	2012-12-31	$5,229,760
Value of interest in common/collective trusts at beginning of year	2012-12-31	$4,673,448
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$10,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$3,093,759
Net investment gain or loss from common/collective trusts	2012-12-31	$152,411
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	$1,947,466
Employer contributions (assets) at end of year	2012-12-31	$292,337
Employer contributions (assets) at beginning of year	2012-12-31	$239,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$5,434,268
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	L.A. CHAMPAGNE & CO., L.L.P.
Accountancy firm EIN	2012-12-31	720454386
2011 : TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$2,862
Total unrealized appreciation/depreciation of assets	2011-12-31	$2,862
Total income from all sources (including contributions)	2011-12-31	$2,134,748
Total of all expenses incurred	2011-12-31	$560,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$557,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,222,707
Value of total assets at end of year	2011-12-31	$38,549,927
Value of total assets at beginning of year	2011-12-31	$36,975,911
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,520
Total interest from all sources	2011-12-31	$13,612
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$827,856
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	$827,856
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Participant contributions at end of year	2011-12-31	$305,910
Participant contributions at beginning of year	2011-12-31	$312,066
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$1,902,033
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$2,296,171
Other income not declared elsewhere	2011-12-31	$204,481
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	$1,574,016
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$38,549,927
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$36,975,911
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
Assets. partnership/joint venture interests at end of year	2011-12-31	$27,828
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$24,966
Investment advisory and management fees	2011-12-31	$3,520
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$31,401,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$30,266,917
Interest on participant loans	2011-12-31	$13,612
Value of interest in common/collective trusts at end of year	2011-12-31	$4,673,448
Value of interest in common/collective trusts at beginning of year	2011-12-31	$3,778,845
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$9,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,267,444
Net investment gain or loss from common/collective trusts	2011-12-31	$130,674
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	$2,222,707
Employer contributions (assets) at end of year	2011-12-31	$239,629
Employer contributions (assets) at beginning of year	2011-12-31	$296,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$547,534
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	Yes
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	L.A. CHAMPAGNE & CO., L.L.P.
Accountancy firm EIN	2011-12-31	720454386
2010 : TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$6,120
Total unrealized appreciation/depreciation of assets	2010-12-31	$6,120
Total income from all sources (including contributions)	2010-12-31	$6,169,906
Total loss/gain on sale of assets	2010-12-31	$230
Total of all expenses incurred	2010-12-31	$3,232,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$3,228,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,297,915
Value of total assets at end of year	2010-12-31	$36,975,911
Value of total assets at beginning of year	2010-12-31	$34,038,044
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$3,566
Total interest from all sources	2010-12-31	$12,615
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$659,826
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	$659,826
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Participant contributions at end of year	2010-12-31	$312,066
Participant contributions at beginning of year	2010-12-31	$270,121
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$2,296,171
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$1,870,183
Other income not declared elsewhere	2010-12-31	$231,365
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	$2,937,867
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$36,975,911
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$34,038,044
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
Assets. partnership/joint venture interests at end of year	2010-12-31	$24,966
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$48,116
Investment advisory and management fees	2010-12-31	$3,566
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$30,266,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$28,075,606
Interest on participant loans	2010-12-31	$12,615
Value of interest in common/collective trusts at end of year	2010-12-31	$3,778,845
Value of interest in common/collective trusts at beginning of year	2010-12-31	$3,398,699
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$1,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,783,223
Net investment gain or loss from common/collective trusts	2010-12-31	$178,612
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	$2,297,915
Employer contributions (assets) at end of year	2010-12-31	$296,946
Employer contributions (assets) at beginning of year	2010-12-31	$375,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$3,227,118
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	Yes
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
Aggregate proceeds on sale of assets	2010-12-31	$29,500
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$29,270
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	L.A. CHAMPAGNE & CO., L.L.P.
Accountancy firm EIN	2010-12-31	720454386

Form 5500 Responses for TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN

2022: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 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: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 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: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

19-778-763

Policy instance

Insurance contract or identification number	19-778-763
Number of Individuals Covered	1
Insurance policy start date	2022-08-27
Insurance policy end date	2023-08-26
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PAN AMERICAN ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 93459 )

Policy contract number

9200220120

Policy instance

Insurance contract or identification number	9200220120
Number of Individuals Covered	1
Insurance policy start date	2022-10-02
Insurance policy end date	2023-10-01
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MIDLAND NATIONAL LIFE (National Association of Insurance Commissioners NAIC id number: 66044 )

Policy contract number

1502509316

Policy instance

Insurance contract or identification number	1502509316
Number of Individuals Covered	1
Insurance policy start date	2022-11-15
Insurance policy end date	2023-11-15
Are there contracts with allocated funds for individual policies?	1
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

150041-02

Policy instance

Insurance contract or identification number	150041-02
Number of Individuals Covered	34
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

150041-02

Policy instance

Insurance contract or identification number	150041-02
Number of Individuals Covered	43
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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

MIDLAND NATIONAL LIFE (National Association of Insurance Commissioners NAIC id number: 66044 )

Policy contract number

1502509316

Policy instance

Insurance contract or identification number	1502509316
Number of Individuals Covered	1
Insurance policy start date	2021-11-15
Insurance policy end date	2022-11-14
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PAN AMERICAN ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 93459 )

Policy contract number

9200220120

Policy instance

Insurance contract or identification number	9200220120
Number of Individuals Covered	1
Insurance policy start date	2021-10-02
Insurance policy end date	2022-10-01
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

19-778-763

Policy instance

Insurance contract or identification number	19-778-763
Number of Individuals Covered	1
Insurance policy start date	2021-08-27
Insurance policy end date	2022-08-26
Are there contracts with allocated funds for individual policies?	1
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

150041-02

Policy instance

Insurance contract or identification number	150041-02
Number of Individuals Covered	43
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

PAN AMERICAN ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 93459 )

Policy contract number

9200220120

Policy instance

Insurance contract or identification number	9200220120
Number of Individuals Covered	1
Insurance policy start date	2020-10-02
Insurance policy end date	2021-10-01
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

19-778-763

Policy instance

Insurance contract or identification number	19-778-763
Number of Individuals Covered	1
Insurance policy start date	2020-08-27
Insurance policy end date	2021-08-26
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

1909010698

Policy instance

Insurance contract or identification number	1909010698
Number of Individuals Covered	1
Insurance policy start date	2020-10-15
Insurance policy end date	2021-10-14
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MIDLAND NATIONAL LIFE (National Association of Insurance Commissioners NAIC id number: 66044 )

Policy contract number

1502509316

Policy instance

Insurance contract or identification number	1502509316
Number of Individuals Covered	1
Insurance policy start date	2020-11-15
Insurance policy end date	2021-11-14
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

1909010698

Policy instance

Insurance contract or identification number	1909010698
Number of Individuals Covered	1
Insurance policy start date	2019-10-15
Insurance policy end date	2020-10-14
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PAN AMERICAN ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 93459 )

Policy contract number

9200220120

Policy instance

Insurance contract or identification number	9200220120
Number of Individuals Covered	1
Insurance policy start date	2019-10-02
Insurance policy end date	2020-10-01
Are there contracts with allocated funds for individual policies?	1
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

150041-02

Policy instance

Insurance contract or identification number	150041-02
Number of Individuals Covered	39
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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

MIDLAND NATIONAL LIFE (National Association of Insurance Commissioners NAIC id number: 66044 )

Policy contract number

1502509316

Policy instance

Insurance contract or identification number	1502509316
Number of Individuals Covered	1
Insurance policy start date	2019-11-15
Insurance policy end date	2020-11-14
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

19-778-763

Policy instance

Insurance contract or identification number	19-778-763
Number of Individuals Covered	1
Insurance policy start date	2019-08-27
Insurance policy end date	2020-08-26
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PAN AMERICAN ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 93459 )

Policy contract number

9200220120

Policy instance

Insurance contract or identification number	9200220120
Number of Individuals Covered	1
Insurance policy start date	2018-10-02
Insurance policy end date	2019-10-02
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
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

150041-01

Policy instance

Insurance contract or identification number	150041-01
Number of Individuals Covered	19
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	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

MIDLAND NATIONAL LIFE (National Association of Insurance Commissioners NAIC id number: 66044 )

Policy contract number

1502509316

Policy instance

Insurance contract or identification number	1502509316
Number of Individuals Covered	1
Insurance policy start date	2018-11-15
Insurance policy end date	2019-11-15
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

1909010698

Policy instance

Insurance contract or identification number	1909010698
Number of Individuals Covered	1
Insurance policy start date	2018-10-15
Insurance policy end date	2019-10-15
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

19-778-763

Policy instance

Insurance contract or identification number	19-778-763
Number of Individuals Covered	1
Insurance policy start date	2018-08-27
Insurance policy end date	2019-08-27
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MIDLAND NATIONAL LIFE (National Association of Insurance Commissioners NAIC id number: 66044 )

Policy contract number

1502509316

Policy instance

Insurance contract or identification number	1502509316
Number of Individuals Covered	1
Insurance policy start date	2017-11-15
Insurance policy end date	2018-11-15
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PAN AMERICAN ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 93459 )

Policy contract number

9200220120

Policy instance

Insurance contract or identification number	7039*
Number of Individuals Covered	690
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $509
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $509
Insurance broker organization code?	3

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

19-778-763

Policy instance

Insurance contract or identification number	19-778-763
Number of Individuals Covered	1
Insurance policy start date	2017-08-27
Insurance policy end date	2018-08-27
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

1909010698

Policy instance

Insurance contract or identification number	1909010698
Number of Individuals Covered	1
Insurance policy start date	2017-10-15
Insurance policy end date	2018-10-15
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

19-778-763

Policy instance

Insurance contract or identification number	19-778-763
Number of Individuals Covered	1
Insurance policy start date	2015-08-27
Insurance policy end date	2016-08-27
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

1909010698

Policy instance

Insurance contract or identification number	1909010698
Number of Individuals Covered	1
Insurance policy start date	2015-10-15
Insurance policy end date	2016-10-15
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PAN AMERICAN ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 93459 )

Policy contract number

9200220120

Policy instance

Insurance contract or identification number	9200220120
Number of Individuals Covered	1
Insurance policy start date	2015-10-02
Insurance policy end date	2016-10-02
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MIDLAND NATIONAL LIFE (National Association of Insurance Commissioners NAIC id number: 66044 )

Policy contract number

1502509316

Policy instance

Insurance contract or identification number	1502509316
Number of Individuals Covered	1
Insurance policy start date	2015-11-15
Insurance policy end date	2016-11-15
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )

Policy contract number

002403688

Policy instance

Insurance contract or identification number	002403688
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )

Policy contract number

002403688

Policy instance

Insurance contract or identification number	002403688
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MIDLAND NATIONAL LIFE (National Association of Insurance Commissioners NAIC id number: 66044 )

Policy contract number

1502509316

Policy instance

Insurance contract or identification number	1502509316
Number of Individuals Covered	1
Insurance policy start date	2014-11-15
Insurance policy end date	2015-11-15
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

1909010698

Policy instance

Insurance contract or identification number	1909010698
Number of Individuals Covered	1
Insurance policy start date	2014-10-15
Insurance policy end date	2015-10-15
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

19-778-763

Policy instance

Insurance contract or identification number	19-778-763
Number of Individuals Covered	1
Insurance policy start date	2014-08-27
Insurance policy end date	2015-08-27
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PAN AMERICAN ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 93459 )

Policy contract number

9200220120

Policy instance

Insurance contract or identification number	9200220120
Number of Individuals Covered	1
Insurance policy start date	2014-10-02
Insurance policy end date	2015-10-02
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

19-778-763

Policy instance

Insurance contract or identification number	19-778-763
Number of Individuals Covered	1
Insurance policy start date	2013-08-27
Insurance policy end date	2014-08-27
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

1909010698

Policy instance

Insurance contract or identification number	1909010698
Number of Individuals Covered	1
Insurance policy start date	2013-10-15
Insurance policy end date	2014-10-15
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PAN AMERICAN ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 93459 )

Policy contract number

9200220120

Policy instance

Insurance contract or identification number	9200220120
Number of Individuals Covered	1
Insurance policy start date	2013-10-02
Insurance policy end date	2014-10-02
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )

Policy contract number

002403688

Policy instance

Insurance contract or identification number	002403688
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MIDLAND NATIONAL LIFE (National Association of Insurance Commissioners NAIC id number: 66044 )

Policy contract number

1502509316

Policy instance

Insurance contract or identification number	1502509316
Number of Individuals Covered	1
Insurance policy start date	2013-11-15
Insurance policy end date	2014-11-15
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

19-778-763

Policy instance

Insurance contract or identification number	19-778-763
Number of Individuals Covered	1
Insurance policy start date	2012-08-27
Insurance policy end date	2013-08-27
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

1909010698

Policy instance

Insurance contract or identification number	1909010698
Number of Individuals Covered	1
Insurance policy start date	2012-10-15
Insurance policy end date	2013-10-15
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

11419083

Policy instance

Insurance contract or identification number	11419083
Number of Individuals Covered	0
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PAN AMERICAN ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 93459 )

Policy contract number

9200220120

Policy instance

Insurance contract or identification number	9200220120
Number of Individuals Covered	1
Insurance policy start date	2012-10-02
Insurance policy end date	2013-10-02
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MIDLAND NATIONAL LIFE (National Association of Insurance Commissioners NAIC id number: 66044 )

Policy contract number

1502509316

Policy instance

Insurance contract or identification number	1502509316
Number of Individuals Covered	1
Insurance policy start date	2012-11-15
Insurance policy end date	2013-11-15
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )

Policy contract number

002403688

Policy instance

Insurance contract or identification number	002403688
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )

Policy contract number

38150194

Policy instance

Insurance contract or identification number	38150194
Number of Individuals Covered	0
Insurance policy start date	2012-09-11
Insurance policy end date	2013-09-11
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

11419083

Policy instance

Insurance contract or identification number	11419083
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PAN AMERICAN ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 93459 )

Policy contract number

9200220120

Policy instance

Insurance contract or identification number	9200220120
Number of Individuals Covered	1
Insurance policy start date	2011-10-02
Insurance policy end date	2012-10-02
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MIDLAND NATIONAL LIFE (National Association of Insurance Commissioners NAIC id number: 66044 )

Policy contract number

1502509316

Policy instance

Insurance contract or identification number	1502509316
Number of Individuals Covered	1
Insurance policy start date	2011-11-15
Insurance policy end date	2012-11-15
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )

Policy contract number

002403688

Policy instance

Insurance contract or identification number	002403688
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )

Policy contract number

38150194

Policy instance

Insurance contract or identification number	38150194
Number of Individuals Covered	1
Insurance policy start date	2011-09-11
Insurance policy end date	2012-09-11
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

11419083

Policy instance

Insurance contract or identification number	11419083
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PAN AMERICAN ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 93459 )

Policy contract number

9200220120

Policy instance

Insurance contract or identification number	9200220120
Number of Individuals Covered	1
Insurance policy start date	2010-10-02
Insurance policy end date	2011-10-02
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MIDLAND NATIONAL LIFE (National Association of Insurance Commissioners NAIC id number: 66044 )

Policy contract number

1502509316

Policy instance

Insurance contract or identification number	1502509316
Number of Individuals Covered	1
Insurance policy start date	2010-11-15
Insurance policy end date	2011-11-15
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )

Policy contract number

002403688

Policy instance

Insurance contract or identification number	002403688
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )

Policy contract number

38150194

Policy instance

Insurance contract or identification number	38150194
Number of Individuals Covered	1
Insurance policy start date	2010-09-11
Insurance policy end date	2011-09-11
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P.
Employer identification number (EIN):	720402904
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers