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| Plan Name | PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | PHILLIPS MURRAH, P.C. |
| Employer identification number (EIN): | 731288529 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
Additional information about PHILLIPS MURRAH, P.C.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2018-04-02 |
| Company Identification Number: | 0802975134 |
| Legal Registered Office Address: |
101 N ROBINSON AVE FL 13 OKLAHOMA CITY United States of America (USA) 73102 |
More information about PHILLIPS MURRAH, P.C.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | CARRIE PALMER | |||
| 001 | 2023-01-01 | ||||
| 001 | 2023-01-01 | MICHELLE A. MUNDA | |||
| 001 | 2022-01-01 | ||||
| 001 | 2022-01-01 | MICHELLE A. MUNDA | |||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | MICHELLE A. MUNDA | |||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | MICHELLE A. MUNDA | |||
| 001 | 2016-01-01 | MICHELLE A. MUNDA | |||
| 001 | 2015-01-01 | MICHELLE A. MUNDA | |||
| 001 | 2014-01-01 | MICHELLE A. MUNDA | |||
| 001 | 2013-01-01 | MICHELLE A. MUNDA | |||
| 001 | 2012-01-01 | MICHELLE A. MUNDA | |||
| 001 | 2011-01-01 | MICHELLE A. MUNDA | |||
| 001 | 2009-01-01 | MICHELLE A MUNDA | MICHELLE A MUNDA | 2010-10-14 |
| Measure | Date | Value |
|---|---|---|
| 2023: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2023 401k membership | ||
| Total participants, beginning-of-year | 2023-01-01 | 130 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 94 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 37 |
| Total of all active and inactive participants | 2023-01-01 | 131 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 131 |
| Number of participants with account balances | 2023-01-01 | 131 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
| Total participants, beginning-of-year | 2022-01-01 | 133 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 95 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 35 |
| Total of all active and inactive participants | 2022-01-01 | 130 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 130 |
| Number of participants with account balances | 2022-01-01 | 128 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
| 2021: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
| Total participants, beginning-of-year | 2021-01-01 | 127 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 93 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 35 |
| Total of all active and inactive participants | 2021-01-01 | 128 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 128 |
| Number of participants with account balances | 2021-01-01 | 128 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
| 2020: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
| Total participants, beginning-of-year | 2020-01-01 | 118 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 99 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 28 |
| Total of all active and inactive participants | 2020-01-01 | 127 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 127 |
| Number of participants with account balances | 2020-01-01 | 127 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
| Total participants, beginning-of-year | 2019-01-01 | 116 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 95 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 23 |
| Total of all active and inactive participants | 2019-01-01 | 118 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 118 |
| Number of participants with account balances | 2019-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
| Total participants, beginning-of-year | 2018-01-01 | 119 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 87 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 29 |
| Total of all active and inactive participants | 2018-01-01 | 116 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 116 |
| Number of participants with account balances | 2018-01-01 | 115 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
| Total participants, beginning-of-year | 2017-01-01 | 123 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 90 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 29 |
| Total of all active and inactive participants | 2017-01-01 | 119 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 119 |
| Number of participants with account balances | 2017-01-01 | 119 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
| Total participants, beginning-of-year | 2016-01-01 | 119 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 93 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 30 |
| Total of all active and inactive participants | 2016-01-01 | 123 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 123 |
| Number of participants with account balances | 2016-01-01 | 123 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-01-01 | 116 |
| 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 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 21 |
| Total of all active and inactive participants | 2015-01-01 | 118 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 118 |
| Number of participants with account balances | 2015-01-01 | 118 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-01-01 | 129 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 81 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 33 |
| Total of all active and inactive participants | 2014-01-01 | 114 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 114 |
| Number of participants with account balances | 2014-01-01 | 114 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-01-01 | 132 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 115 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 13 |
| Total of all active and inactive participants | 2013-01-01 | 128 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 128 |
| Number of participants with account balances | 2013-01-01 | 128 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-01-01 | 124 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 101 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 30 |
| Total of all active and inactive participants | 2012-01-01 | 131 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 131 |
| Number of participants with account balances | 2012-01-01 | 131 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 120 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 82 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 42 |
| Total of all active and inactive participants | 2011-01-01 | 124 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 124 |
| Number of participants with account balances | 2011-01-01 | 124 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
| 2009: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 121 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 121 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 121 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 121 |
| Number of participants with account balances | 2009-01-01 | 118 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2023 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2023 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $8,280,959 |
| Total loss/gain on sale of assets | 2023-12-31 | $727,212 |
| Total of all expenses incurred | 2023-12-31 | $2,101,606 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $2,041,945 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $2,479,253 |
| Value of total assets at end of year | 2023-12-31 | $36,923,092 |
| Value of total assets at beginning of year | 2023-12-31 | $30,743,739 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $59,661 |
| Total interest from all sources | 2023-12-31 | $68,321 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $590,288 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $590,288 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $1,087,288 |
| Participant contributions at end of year | 2023-12-31 | $193,431 |
| Participant contributions at beginning of year | 2023-12-31 | $193,748 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $537,698 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $42,148 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $29,458 |
| Administrative expenses (other) incurred | 2023-12-31 | $434 |
| Total non interest bearing cash at end of year | 2023-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $54,486 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $6,179,353 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $36,923,092 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $30,743,739 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $27,514 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $35,401,023 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $28,038,330 |
| Interest on participant loans | 2023-12-31 | $10,232 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $922,673 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $2,046,552 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $2,046,552 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $58,089 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $4,415,885 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $854,267 |
| Employer contributions (assets) at end of year | 2023-12-31 | $45,000 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $90,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $2,041,945 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-12-31 | $318,817 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-12-31 | $291,165 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Aggregate proceeds on sale of assets | 2023-12-31 | $5,022,127 |
| Aggregate carrying amount (costs) on sale of assets | 2023-12-31 | $4,294,915 |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | HOGAN TAYLOR, LLP |
| Accountancy firm EIN | 2023-12-31 | 731413977 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $8,280,959 |
| Total loss/gain on sale of assets | 2023-01-01 | $727,212 |
| Total of all expenses incurred | 2023-01-01 | $2,101,606 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $2,041,945 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $2,479,253 |
| Value of total assets at end of year | 2023-01-01 | $36,923,092 |
| Value of total assets at beginning of year | 2023-01-01 | $30,743,739 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $59,661 |
| Total interest from all sources | 2023-01-01 | $68,321 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $590,288 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $590,288 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,087,288 |
| Participant contributions at end of year | 2023-01-01 | $193,431 |
| Participant contributions at beginning of year | 2023-01-01 | $193,748 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $537,698 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-01-01 | $42,148 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-01-01 | $29,458 |
| Administrative expenses (other) incurred | 2023-01-01 | $434 |
| Total non interest bearing cash at end of year | 2023-01-01 | $0 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $54,486 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $6,179,353 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $36,923,092 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $30,743,739 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $27,514 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $35,401,023 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $28,038,330 |
| Interest on participant loans | 2023-01-01 | $10,232 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $922,673 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $58,089 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $4,415,885 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $854,267 |
| Employer contributions (assets) at end of year | 2023-01-01 | $45,000 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $90,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $2,041,945 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-01-01 | $318,817 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-01-01 | $291,165 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Aggregate proceeds on sale of assets | 2023-01-01 | $5,022,127 |
| Aggregate carrying amount (costs) on sale of assets | 2023-01-01 | $4,294,915 |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | HOGAN TAYLOR, LLP |
| Accountancy firm EIN | 2023-01-01 | 731413977 |
| 2022 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-4,265,022 |
| Total loss/gain on sale of assets | 2022-12-31 | $739,723 |
| Total of all expenses incurred | 2022-12-31 | $1,684,985 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,629,182 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,947,303 |
| Value of total assets at end of year | 2022-12-31 | $30,743,739 |
| Value of total assets at beginning of year | 2022-12-31 | $36,693,746 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $55,803 |
| Total interest from all sources | 2022-12-31 | $7,069 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $468,681 |
| 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 | $468,681 |
| Administrative expenses professional fees incurred | 2022-12-31 | $46,813 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $1,016,389 |
| Participant contributions at end of year | 2022-12-31 | $193,748 |
| Participant contributions at beginning of year | 2022-12-31 | $197,241 |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $4,046,002 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $46,184 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $29,458 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $8,920 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
| Administrative expenses (other) incurred | 2022-12-31 | $17 |
| Total non interest bearing cash at end of year | 2022-12-31 | $54,486 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $59 |
| 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 | $-5,950,007 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $30,743,739 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $36,693,746 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
| Investment advisory and management fees | 2022-12-31 | $8,973 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $28,038,330 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $31,172,376 |
| Interest on participant loans | 2022-12-31 | $7,069 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $2,046,552 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,173,948 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,173,948 |
| Asset value of US Government securities at end of year | 2022-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-7,427,798 |
| 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 | $884,730 |
| Employer contributions (assets) at end of year | 2022-12-31 | $90,000 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $95,200 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,629,182 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $291,165 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Aggregate proceeds on sale of assets | 2022-12-31 | $5,957,320 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $5,217,597 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | RSM US LLP |
| Accountancy firm EIN | 2022-12-31 | 420714325 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-4,265,022 |
| Total loss/gain on sale of assets | 2022-01-01 | $739,723 |
| Total of all expenses incurred | 2022-01-01 | $1,684,985 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $1,629,182 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,947,303 |
| Value of total assets at end of year | 2022-01-01 | $30,743,739 |
| Value of total assets at beginning of year | 2022-01-01 | $36,693,746 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $55,803 |
| Total interest from all sources | 2022-01-01 | $7,069 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $468,681 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $468,681 |
| Administrative expenses professional fees incurred | 2022-01-01 | $46,813 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $1,016,389 |
| Participant contributions at end of year | 2022-01-01 | $193,748 |
| Participant contributions at beginning of year | 2022-01-01 | $197,241 |
| Assets. Other investments not covered elsewhere at end of year | 2022-01-01 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-01-01 | $4,046,002 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $46,184 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-01-01 | $29,458 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-01-01 | $8,920 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-01 | $0 |
| Administrative expenses (other) incurred | 2022-01-01 | $17 |
| Total non interest bearing cash at end of year | 2022-01-01 | $54,486 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $59 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-5,950,007 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $30,743,739 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $36,693,746 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Assets. partnership/joint venture interests at end of year | 2022-01-01 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2022-01-01 | $0 |
| Investment advisory and management fees | 2022-01-01 | $8,973 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $28,038,330 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $31,172,376 |
| Interest on participant loans | 2022-01-01 | $7,069 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $2,046,552 |
| Asset value of US Government securities at end of year | 2022-01-01 | $0 |
| Asset value of US Government securities at beginning of year | 2022-01-01 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-7,427,798 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $884,730 |
| Employer contributions (assets) at end of year | 2022-01-01 | $90,000 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $95,200 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $1,629,182 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-01-01 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-01-01 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-01-01 | $291,165 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-01-01 | $0 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Aggregate proceeds on sale of assets | 2022-01-01 | $5,957,320 |
| Aggregate carrying amount (costs) on sale of assets | 2022-01-01 | $5,217,597 |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | RSM US LLP |
| Accountancy firm EIN | 2022-01-01 | 420714325 |
| 2021 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $6,781,884 |
| Total loss/gain on sale of assets | 2021-12-31 | $1,129,281 |
| Total of all expenses incurred | 2021-12-31 | $936,527 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $837,405 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,787,907 |
| Value of total assets at end of year | 2021-12-31 | $36,693,746 |
| Value of total assets at beginning of year | 2021-12-31 | $30,848,389 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $99,122 |
| Total interest from all sources | 2021-12-31 | $9,587 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $385,500 |
| 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 | $385,500 |
| Administrative expenses professional fees incurred | 2021-12-31 | $88,082 |
| 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 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $983,890 |
| Participant contributions at end of year | 2021-12-31 | $197,241 |
| Participant contributions at beginning of year | 2021-12-31 | $294,471 |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $4,046,002 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $3,849,813 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $13,716 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $8,920 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $11,772 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
| Total non interest bearing cash at end of year | 2021-12-31 | $59 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $5,845,357 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $36,693,746 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $30,848,389 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2021-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $0 |
| Investment advisory and management fees | 2021-12-31 | $11,040 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $31,172,376 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $25,293,223 |
| Interest on participant loans | 2021-12-31 | $9,587 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,173,948 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,275,628 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,275,628 |
| Asset value of US Government securities at end of year | 2021-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2021-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,469,609 |
| 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 | $790,301 |
| Employer contributions (assets) at end of year | 2021-12-31 | $95,200 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $123,482 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $837,405 |
| Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Aggregate proceeds on sale of assets | 2021-12-31 | $4,068,848 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $2,939,567 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | RSM US LLP |
| Accountancy firm EIN | 2021-12-31 | 420714325 |
| 2020 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $5,457,771 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $1,054,317 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $979,143 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,636,825 |
| Value of total assets at end of year | 2020-12-31 | $30,848,389 |
| Value of total assets at beginning of year | 2020-12-31 | $26,444,935 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $75,174 |
| Total interest from all sources | 2020-12-31 | $14,639 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $359,134 |
| 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 | $359,134 |
| Administrative expenses professional fees incurred | 2020-12-31 | $69,392 |
| 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 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $905,582 |
| Participant contributions at end of year | 2020-12-31 | $294,471 |
| Participant contributions at beginning of year | 2020-12-31 | $363,436 |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $3,849,813 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $2,711,782 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $615 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $11,772 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $11,857 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
| Administrative expenses (other) incurred | 2020-12-31 | $171 |
| Total non interest bearing cash at end of year | 2020-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $4,403,454 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $30,848,389 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $26,444,935 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2020-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $0 |
| Investment advisory and management fees | 2020-12-31 | $5,611 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $25,293,223 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $22,039,821 |
| Interest on participant loans | 2020-12-31 | $14,639 |
| Income. Interest from US Government securities | 2020-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,275,628 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $1,126,039 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $1,126,039 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
| Asset value of US Government securities at end of year | 2020-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2020-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,447,173 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $0 |
| 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 | $730,628 |
| Employer contributions (assets) at end of year | 2020-12-31 | $123,482 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $192,000 |
| Income. Dividends from common stock | 2020-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $979,143 |
| Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
| 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 |
| Aggregate proceeds on sale of assets | 2020-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | RSM US LLP |
| Accountancy firm EIN | 2020-12-31 | 420714325 |
| 2019 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $6,332,458 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $3,146,556 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,080,008 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,779,557 |
| Value of total assets at end of year | 2019-12-31 | $26,444,935 |
| Value of total assets at beginning of year | 2019-12-31 | $23,259,033 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $66,548 |
| Total interest from all sources | 2019-12-31 | $16,069 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $443,641 |
| 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 | $443,641 |
| Administrative expenses professional fees incurred | 2019-12-31 | $66,548 |
| 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 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $851,199 |
| Participant contributions at end of year | 2019-12-31 | $363,436 |
| Participant contributions at beginning of year | 2019-12-31 | $337,310 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $2,711,782 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $4,588,895 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $10,435 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $11,857 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $13,556 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
| Total non interest bearing cash at end of year | 2019-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $5,859 |
| 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 | $3,185,902 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $26,444,935 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $23,259,033 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2019-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $0 |
| Investment advisory and management fees | 2019-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $22,039,821 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $17,001,782 |
| Interest on participant loans | 2019-12-31 | $16,069 |
| Interest earned on other investments | 2019-12-31 | $0 |
| Income. Interest from US Government securities | 2019-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,126,039 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,208,131 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,208,131 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
| Asset value of US Government securities at end of year | 2019-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2019-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,093,191 |
| 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 | $917,923 |
| Employer contributions (assets) at end of year | 2019-12-31 | $192,000 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $103,500 |
| Income. Dividends from common stock | 2019-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,080,008 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
| 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 |
| Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $0 |
| 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 | RSM US LLP |
| Accountancy firm EIN | 2019-12-31 | 420714325 |
| 2018 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $-52,526 |
| Total loss/gain on sale of assets | 2018-12-31 | $806,324 |
| Total of all expenses incurred | 2018-12-31 | $1,078,843 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,011,013 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,372,870 |
| Value of total assets at end of year | 2018-12-31 | $23,259,033 |
| Value of total assets at beginning of year | 2018-12-31 | $24,390,402 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $67,830 |
| Total interest from all sources | 2018-12-31 | $13,423 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $430,032 |
| 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 | $414,059 |
| Assets. Real estate other than employer real property at end of year | 2018-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2018-12-31 | $0 |
| Administrative expenses professional fees incurred | 2018-12-31 | $67,830 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
| 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 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $738,142 |
| Participant contributions at end of year | 2018-12-31 | $337,310 |
| Participant contributions at beginning of year | 2018-12-31 | $462,189 |
| Participant contributions at end of year | 2018-12-31 | $0 |
| Participant contributions at beginning of year | 2018-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $4,588,895 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $4,987,542 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,245 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $13,556 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $8,822 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
| Total non interest bearing cash at end of year | 2018-12-31 | $5,859 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-1,131,369 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $23,259,033 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $24,390,402 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2018-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $17,001,782 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $17,652,698 |
| Interest on participant loans | 2018-12-31 | $13,423 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $1,208,131 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $1,179,251 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $1,179,251 |
| Asset value of US Government securities at end of year | 2018-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2018-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,675,175 |
| 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 | $633,483 |
| Employer contributions (assets) at end of year | 2018-12-31 | $103,500 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $99,900 |
| Income. Dividends from preferred stock | 2018-12-31 | $470 |
| Income. Dividends from common stock | 2018-12-31 | $15,503 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,011,013 |
| Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
| 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 |
| Aggregate proceeds on sale of assets | 2018-12-31 | $6,260,296 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $5,453,972 |
| 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 | RSM |
| Accountancy firm EIN | 2018-12-31 | 420714325 |
| 2017 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $4,823,448 |
| Total loss/gain on sale of assets | 2017-12-31 | $725,971 |
| Total of all expenses incurred | 2017-12-31 | $361,426 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $300,854 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,307,292 |
| Value of total assets at end of year | 2017-12-31 | $24,390,402 |
| Value of total assets at beginning of year | 2017-12-31 | $19,928,380 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $60,572 |
| Total interest from all sources | 2017-12-31 | $20,383 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $323,352 |
| 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 | $308,814 |
| Assets. Real estate other than employer real property at end of year | 2017-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2017-12-31 | $0 |
| Administrative expenses professional fees incurred | 2017-12-31 | $59,872 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
| 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 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2017-12-31 | $636 |
| Contributions received from participants | 2017-12-31 | $687,703 |
| Participant contributions at end of year | 2017-12-31 | $462,189 |
| Participant contributions at beginning of year | 2017-12-31 | $443,045 |
| Participant contributions at end of year | 2017-12-31 | $0 |
| Participant contributions at beginning of year | 2017-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $4,987,542 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $4,148,497 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $8,822 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $7,454 |
| Total non interest bearing cash at end of year | 2017-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $4,462,022 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $24,390,402 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $19,928,380 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2017-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $0 |
| Investment advisory and management fees | 2017-12-31 | $700 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $17,652,698 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $14,310,633 |
| Interest on participant loans | 2017-12-31 | $13,712 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $1,179,251 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $932,751 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $932,751 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $6,671 |
| Asset value of US Government securities at end of year | 2017-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2017-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,446,450 |
| 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 | $619,589 |
| Employer contributions (assets) at end of year | 2017-12-31 | $99,900 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $86,000 |
| Income. Dividends from preferred stock | 2017-12-31 | $466 |
| Income. Dividends from common stock | 2017-12-31 | $14,072 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $300,854 |
| Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
| 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 |
| Aggregate proceeds on sale of assets | 2017-12-31 | $3,265,515 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $2,539,544 |
| 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 | RSM |
| Accountancy firm EIN | 2017-12-31 | 420714325 |
| 2016 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $2,733,519 |
| Total loss/gain on sale of assets | 2016-12-31 | $28,862 |
| Total of all expenses incurred | 2016-12-31 | $924,915 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $857,611 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,291,761 |
| Value of total assets at end of year | 2016-12-31 | $19,928,380 |
| Value of total assets at beginning of year | 2016-12-31 | $18,119,776 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $67,304 |
| Total interest from all sources | 2016-12-31 | $13,207 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $289,890 |
| 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 | $273,312 |
| Assets. Real estate other than employer real property at end of year | 2016-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2016-12-31 | $0 |
| Administrative expenses professional fees incurred | 2016-12-31 | $67,304 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2016-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $703,460 |
| Participant contributions at end of year | 2016-12-31 | $443,045 |
| Participant contributions at beginning of year | 2016-12-31 | $461,167 |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $4,148,497 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $3,282,364 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $7,454 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $7,787 |
| Total non interest bearing cash at end of year | 2016-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $1,808,604 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $19,928,380 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $18,119,776 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2016-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $14,310,633 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $13,373,942 |
| Interest on participant loans | 2016-12-31 | $12,925 |
| Interest earned on other investments | 2016-12-31 | $282 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $932,751 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $913,516 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $913,516 |
| Asset value of US Government securities at end of year | 2016-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2016-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,109,799 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $588,301 |
| Employer contributions (assets) at end of year | 2016-12-31 | $86,000 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $81,000 |
| Income. Dividends from preferred stock | 2016-12-31 | $468 |
| Income. Dividends from common stock | 2016-12-31 | $16,110 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $857,611 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
| 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 |
| Aggregate proceeds on sale of assets | 2016-12-31 | $6,326,914 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $6,298,052 |
| 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 | RSM |
| Accountancy firm EIN | 2016-12-31 | 420714325 |
| 2015 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $1,471,078 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $479,583 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $414,495 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,675,225 |
| Value of total assets at end of year | 2015-12-31 | $18,119,776 |
| Value of total assets at beginning of year | 2015-12-31 | $17,128,281 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $65,088 |
| Total interest from all sources | 2015-12-31 | $20,173 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $272,193 |
| 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 | $250,526 |
| Administrative expenses professional fees incurred | 2015-12-31 | $65,088 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $0 |
| 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 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $673,521 |
| Participant contributions at end of year | 2015-12-31 | $461,167 |
| Participant contributions at beginning of year | 2015-12-31 | $498,581 |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $3,282,364 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $3,328,611 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $431,793 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $7,787 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $6,822 |
| Total non interest bearing cash at end of year | 2015-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $991,495 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $18,119,776 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $17,128,281 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2015-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $13,373,942 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $12,453,550 |
| Interest on participant loans | 2015-12-31 | $13,408 |
| Income. Interest from corporate debt instruments | 2015-12-31 | $6,671 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $913,516 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $777,821 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $777,821 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $94 |
| Asset value of US Government securities at end of year | 2015-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2015-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-496,513 |
| 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 | $569,911 |
| Employer contributions (assets) at end of year | 2015-12-31 | $81,000 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $62,896 |
| Income. Dividends from preferred stock | 2015-12-31 | $1,186 |
| Income. Dividends from common stock | 2015-12-31 | $20,481 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $414,495 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $0 |
| 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 | RSM |
| Accountancy firm EIN | 2015-12-31 | 420714325 |
| 2014 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $199,377 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $199,377 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $2,177,640 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $1,092,833 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,029,071 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,120,130 |
| Value of total assets at end of year | 2014-12-31 | $17,128,281 |
| Value of total assets at beginning of year | 2014-12-31 | $16,043,474 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $63,762 |
| Total interest from all sources | 2014-12-31 | $16,918 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $247,812 |
| 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 | $227,640 |
| Administrative expenses professional fees incurred | 2014-12-31 | $62,121 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $18,619 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $602,272 |
| Participant contributions at end of year | 2014-12-31 | $498,581 |
| Participant contributions at beginning of year | 2014-12-31 | $418,654 |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $3,328,611 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $3,053 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $6,822 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $5,960 |
| Administrative expenses (other) incurred | 2014-12-31 | $1,641 |
| 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 | $1,084,807 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $17,128,281 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $16,043,474 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2014-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $45,793 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $12,453,550 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $13,531,243 |
| Interest on participant loans | 2014-12-31 | $13,121 |
| Income. Interest from corporate debt instruments | 2014-12-31 | $3,710 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $101,049 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $777,821 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $787,647 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $787,647 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $87 |
| Asset value of US Government securities at end of year | 2014-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2014-12-31 | $235,907 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $593,403 |
| 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 | $514,805 |
| Employer contributions (assets) at end of year | 2014-12-31 | $62,896 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $82,694 |
| Income. Dividends from preferred stock | 2014-12-31 | $1,184 |
| Income. Dividends from common stock | 2014-12-31 | $18,988 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,029,071 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $815,908 |
| 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 | MCGLADREY LLP |
| Accountancy firm EIN | 2014-12-31 | 420714325 |
| 2013 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $3,772,958 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $157,415 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $120,178 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,089,521 |
| Value of total assets at end of year | 2013-12-31 | $16,043,474 |
| Value of total assets at beginning of year | 2013-12-31 | $12,427,931 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $37,237 |
| Total interest from all sources | 2013-12-31 | $14,780 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $188,722 |
| 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 | $169,398 |
| Administrative expenses professional fees incurred | 2013-12-31 | $37,237 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $18,619 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $590,572 |
| Participant contributions at end of year | 2013-12-31 | $418,654 |
| Participant contributions at beginning of year | 2013-12-31 | $379,268 |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $2,215,656 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $2,353 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $5,960 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $4,167 |
| Other income not declared elsewhere | 2013-12-31 | $11,408 |
| 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 | $3,615,543 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $16,043,474 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $12,427,931 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2013-12-31 | $45,793 |
| Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $13,531,243 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $8,678,490 |
| Interest on participant loans | 2013-12-31 | $12,295 |
| Income. Interest from corporate debt instruments | 2013-12-31 | $2,408 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $101,049 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $84,002 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $787,647 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,007,477 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,007,477 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $77 |
| Asset value of US Government securities at end of year | 2013-12-31 | $235,907 |
| Asset value of US Government securities at beginning of year | 2013-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,467,870 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $657 |
| 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 | $496,596 |
| Employer contributions (assets) at end of year | 2013-12-31 | $82,694 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $58,871 |
| Income. Dividends from preferred stock | 2013-12-31 | $1,070 |
| Income. Dividends from common stock | 2013-12-31 | $18,254 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $120,178 |
| Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $815,908 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
| 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 | COLE AND REED PC |
| Accountancy firm EIN | 2013-12-31 | 731312422 |
| 2012 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $2,412,562 |
| Total loss/gain on sale of assets | 2012-12-31 | $690,113 |
| Total of all expenses incurred | 2012-12-31 | $783,536 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $751,299 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,029,072 |
| Value of total assets at end of year | 2012-12-31 | $12,427,931 |
| Value of total assets at beginning of year | 2012-12-31 | $10,798,905 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $32,237 |
| Total interest from all sources | 2012-12-31 | $12,183 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $194,565 |
| 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 | $179,644 |
| Administrative expenses professional fees incurred | 2012-12-31 | $32,237 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $569,809 |
| Participant contributions at end of year | 2012-12-31 | $379,268 |
| Participant contributions at beginning of year | 2012-12-31 | $312,226 |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $2,215,656 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $1,295,568 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,924 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $4,167 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $5,232 |
| 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 | $1,629,026 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $12,427,931 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,798,905 |
| 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 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $8,678,490 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $8,695,087 |
| Interest on participant loans | 2012-12-31 | $11,657 |
| Income. Interest from corporate debt instruments | 2012-12-31 | $474 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $84,002 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,007,477 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $440,292 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $440,292 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $52 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $486,115 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $514 |
| 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 | $457,339 |
| Employer contributions (assets) at end of year | 2012-12-31 | $58,871 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $50,500 |
| Income. Dividends from preferred stock | 2012-12-31 | $720 |
| Income. Dividends from common stock | 2012-12-31 | $14,201 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $751,299 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $0 |
| 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 |
| Aggregate proceeds on sale of assets | 2012-12-31 | $5,696,664 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $5,006,551 |
| 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 | COLE AND REED PC |
| Accountancy firm EIN | 2012-12-31 | 731312422 |
| 2011 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $839,484 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $113,565 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $86,117 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $961,901 |
| Value of total assets at end of year | 2011-12-31 | $10,798,905 |
| Value of total assets at beginning of year | 2011-12-31 | $10,072,986 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $27,448 |
| Total interest from all sources | 2011-12-31 | $12,698 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $178,334 |
| 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 | $168,057 |
| Administrative expenses professional fees incurred | 2011-12-31 | $27,448 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $553,870 |
| Participant contributions at end of year | 2011-12-31 | $312,226 |
| Participant contributions at beginning of year | 2011-12-31 | $301,945 |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $1,295,568 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $53,395 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $5,232 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $5,065 |
| Other income not declared elsewhere | 2011-12-31 | $-27,579 |
| 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 | $725,919 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $10,798,905 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $10,072,986 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $8,695,087 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $8,804,742 |
| Interest on participant loans | 2011-12-31 | $12,647 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $440,292 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $423,994 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $423,994 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $51 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-285,870 |
| 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 | $408,031 |
| Employer contributions (assets) at end of year | 2011-12-31 | $50,500 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $79,205 |
| Income. Dividends from preferred stock | 2011-12-31 | $180 |
| Income. Dividends from common stock | 2011-12-31 | $10,097 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $86,117 |
| 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 | Yes |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $404,640 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | COLE AND REED PC |
| Accountancy firm EIN | 2011-12-31 | 731312422 |
| 2010 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $1,111,353 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $1,111,353 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $2,283,236 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $1,203,219 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,180,056 |
| Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of total corrective distributions | 2010-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $975,997 |
| Value of total assets at end of year | 2010-12-31 | $10,072,986 |
| Value of total assets at beginning of year | 2010-12-31 | $8,992,969 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $23,163 |
| Total interest from all sources | 2010-12-31 | $15,835 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $173,298 |
| 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 | $171,345 |
| Administrative expenses professional fees incurred | 2010-12-31 | $23,163 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $539,518 |
| Participant contributions at end of year | 2010-12-31 | $301,945 |
| Participant contributions at beginning of year | 2010-12-31 | $286,199 |
| Participant contributions at beginning of year | 2010-12-31 | $7,964 |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $53,395 |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $336,205 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $4,575 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $5,065 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $2,147 |
| Other income not declared elsewhere | 2010-12-31 | $6,753 |
| 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 | $1,080,017 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $10,072,986 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,992,969 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $8,804,742 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $820,779 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $7,432,394 |
| Interest on participant loans | 2010-12-31 | $14,865 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $423,994 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $970 |
| 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 | $431,904 |
| Employer contributions (assets) at end of year | 2010-12-31 | $79,205 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $107,281 |
| Income. Dividends from common stock | 2010-12-31 | $1,953 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,180,056 |
| 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 | Yes |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $404,640 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | COLE AND REED PC |
| Accountancy firm EIN | 2010-12-31 | 731312422 |
| 2023: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses | ||
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – 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 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |
| Policy contract number | RM81823-1 |
| Policy instance | 1 |