401k Plan data: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN plan

TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 401k Plan overview

Plan Name	TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN
Plan identification number	002

TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

TAYLOR, BOOK, ALLEN & MORRIS,L.L.P has sponsored the creation of one or more 401k plans.

Company Name: TAYLOR, BOOK, ALLEN & MORRIS,L.L.P

Employer identification number (EIN): 741822227

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 JANET WAHRENBERGER
002 2016-01-01 JANET WAHRENBERGER
002 2015-01-01 JANET WAHRENBERGER
002 2014-01-01 JANET WAHRENBERGER
002 2013-01-01 JANET WAHRENBERGER
002 2012-01-01 JANET WAHRENBERGER JANET WAHRENBERGER 2013-09-04
002 2011-01-01 JANET WAHRENBERGER
002 2010-01-01 JANET WAHRENBERGER WILLIAM BOOK 2011-10-07
002 2009-01-01 JANET WAHRENBERGER WILLIAM BOOK 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	JANET WAHRENBERGER
002	2016-01-01	JANET WAHRENBERGER
002	2015-01-01	JANET WAHRENBERGER
002	2014-01-01	JANET WAHRENBERGER
002	2013-01-01	JANET WAHRENBERGER
002	2012-01-01	JANET WAHRENBERGER	JANET WAHRENBERGER	2013-09-04
002	2011-01-01	JANET WAHRENBERGER
002	2010-01-01	JANET WAHRENBERGER	WILLIAM BOOK	2011-10-07
002	2009-01-01	JANET WAHRENBERGER	WILLIAM BOOK	2010-10-14

Plan Statistics for TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN

401k plan membership statisitcs for TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN

Measure Date Value
2022: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 23
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 12
Total of all active and inactive participants 2022-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 35
Number of participants with account balances 2022-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 29
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 13
Total of all active and inactive participants 2021-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 42
Number of participants with account balances 2021-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 29
Number of other retired or separated participants entitled to future benefits 2020-01-01 12
Total of all active and inactive participants 2020-01-01 41
Total participants 2020-01-01 41
Number of participants with account balances 2020-01-01 38
2019: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 25
Number of other retired or separated participants entitled to future benefits 2019-01-01 14
Total of all active and inactive participants 2019-01-01 39
Total participants 2019-01-01 39
Number of participants with account balances 2019-01-01 36
2018: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 31
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 10
Total of all active and inactive participants 2018-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 41
Number of participants with account balances 2018-01-01 38
2017: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 33
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 12
Total of all active and inactive participants 2017-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 45
Number of participants with account balances 2017-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 38
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 9
Total of all active and inactive participants 2016-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 47
Number of participants with account balances 2016-01-01 43
2015: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 36
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 9
Total of all active and inactive participants 2015-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 45
Number of participants with account balances 2015-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 38
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 10
Total of all active and inactive participants 2014-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 48
Number of participants with account balances 2014-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 38
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 10
Total of all active and inactive participants 2013-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 48
Number of participants with account balances 2013-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 43
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 9
Total of all active and inactive participants 2012-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 52
Number of participants with account balances 2012-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 44
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 7
Total of all active and inactive participants 2011-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 51
Number of participants with account balances 2011-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 41
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 9
Total of all active and inactive participants 2010-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 50
Number of participants with account balances 2010-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 43
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 9
Total of all active and inactive participants 2009-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 52
Number of participants with account balances 2009-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2022: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	23
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	12
Total of all active and inactive participants	2022-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	35
Number of participants with account balances	2022-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	29
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	13
Total of all active and inactive participants	2021-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	42
Number of participants with account balances	2021-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	29
Number of other retired or separated participants entitled to future benefits	2020-01-01	12
Total of all active and inactive participants	2020-01-01	41
Total participants	2020-01-01	41
Number of participants with account balances	2020-01-01	38
2019: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	25
Number of other retired or separated participants entitled to future benefits	2019-01-01	14
Total of all active and inactive participants	2019-01-01	39
Total participants	2019-01-01	39
Number of participants with account balances	2019-01-01	36
2018: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	31
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	10
Total of all active and inactive participants	2018-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	41
Number of participants with account balances	2018-01-01	38
2017: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	33
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	12
Total of all active and inactive participants	2017-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	45
Number of participants with account balances	2017-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	38
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	9
Total of all active and inactive participants	2016-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	47
Number of participants with account balances	2016-01-01	43
2015: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	36
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	9
Total of all active and inactive participants	2015-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	45
Number of participants with account balances	2015-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	38
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	10
Total of all active and inactive participants	2014-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	48
Number of participants with account balances	2014-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	38
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	10
Total of all active and inactive participants	2013-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	48
Number of participants with account balances	2013-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	43
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	9
Total of all active and inactive participants	2012-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	52
Number of participants with account balances	2012-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	44
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	7
Total of all active and inactive participants	2011-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	51
Number of participants with account balances	2011-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	41
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	9
Total of all active and inactive participants	2010-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	50
Number of participants with account balances	2010-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	43
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	9
Total of all active and inactive participants	2009-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	52
Number of participants with account balances	2009-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN

Measure	Date	Value
2022 : TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-2,030,417
Expenses. Total of all expenses incurred	2022-12-31	$3,471,636
Benefits paid (including direct rollovers)	2022-12-31	$3,470,786
Total plan assets at end of year	2022-12-31	$10,793,474
Total plan assets at beginning of year	2022-12-31	$16,295,527
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$273,778
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$40,847
Other income received	2022-12-31	$-2,455,489
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-5,502,053
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$10,793,474
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$16,295,527
Assets. Value of participant loans	2022-12-31	$113,220
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$110,447
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$850
2021 : TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$2,656,147
Expenses. Total of all expenses incurred	2021-12-31	$441,951
Benefits paid (including direct rollovers)	2021-12-31	$441,676
Total plan assets at end of year	2021-12-31	$16,295,527
Total plan assets at beginning of year	2021-12-31	$14,081,331
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$253,163
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$2,294,541
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$2,214,196
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$16,295,527
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$14,081,331
Assets. Value of participant loans	2021-12-31	$78,214
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$108,443
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$275
2020 : TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$3,000,234
Expenses. Total of all expenses incurred	2020-12-31	$414,731
Benefits paid (including direct rollovers)	2020-12-31	$414,156
Total plan assets at end of year	2020-12-31	$14,081,331
Total plan assets at beginning of year	2020-12-31	$11,495,828
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$266,045
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$2,609,825
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$2,585,503
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$14,081,331
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$11,495,828
Assets. Value of participant loans	2020-12-31	$122,807
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$124,364
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$575
2019 : TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$4,062,281
Expenses. Total of all expenses incurred	2019-12-31	$893,898
Benefits paid (including direct rollovers)	2019-12-31	$893,498
Total plan assets at end of year	2019-12-31	$11,495,828
Total plan assets at beginning of year	2019-12-31	$8,327,445
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$253,863
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$1,628,947
Other income received	2019-12-31	$2,061,005
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$3,168,383
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$11,495,828
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$8,327,445
Assets. Value of participant loans	2019-12-31	$73,645
Total contributions received or receivable from employer(s)	2019-12-31	$118,466
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$400
2018 : TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-39,400
Expenses. Total of all expenses incurred	2018-12-31	$1,126,239
Benefits paid (including direct rollovers)	2018-12-31	$1,125,514
Total plan assets at end of year	2018-12-31	$8,327,445
Total plan assets at beginning of year	2018-12-31	$9,493,084
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$271,861
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-430,155
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-1,165,639
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$8,327,445
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$9,493,084
Assets. Value of participant loans	2018-12-31	$116,235
Total contributions received or receivable from employer(s)	2018-12-31	$118,894
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$725
2017 : TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$2,166,490
Expenses. Total of all expenses incurred	2017-12-31	$850,648
Benefits paid (including direct rollovers)	2017-12-31	$849,873
Total plan assets at end of year	2017-12-31	$9,493,084
Total plan assets at beginning of year	2017-12-31	$8,177,242
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$306,383
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$1,716,482
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,315,842
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$9,493,084
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$8,177,242
Assets. Value of participant loans	2017-12-31	$166,213
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$143,625
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$775
2016 : TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$17
Total income from all sources	2016-12-31	$1,001,558
Expenses. Total of all expenses incurred	2016-12-31	$239,607
Benefits paid (including direct rollovers)	2016-12-31	$239,157
Total plan assets at end of year	2016-12-31	$8,177,242
Total plan assets at beginning of year	2016-12-31	$7,415,308
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$326,567
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$508,885
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$761,951
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$8,177,242
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$7,415,291
Assets. Value of participant loans	2016-12-31	$161,432
Total contributions received or receivable from employer(s)	2016-12-31	$166,106
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$450
2015 : TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$17
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$826,616
Expenses. Total of all expenses incurred	2015-12-31	$513,157
Benefits paid (including direct rollovers)	2015-12-31	$512,657
Total plan assets at end of year	2015-12-31	$7,415,308
Total plan assets at beginning of year	2015-12-31	$7,101,832
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$337,827
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$169,537
Other income received	2015-12-31	$153,975
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$313,459
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$7,415,291
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$7,101,832
Assets. Value of participant loans	2015-12-31	$125,374
Total contributions received or receivable from employer(s)	2015-12-31	$165,277
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$500
2014 : TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,180,202
Expenses. Total of all expenses incurred	2014-12-31	$699,448
Benefits paid (including direct rollovers)	2014-12-31	$698,040
Total plan assets at end of year	2014-12-31	$7,101,832
Total plan assets at beginning of year	2014-12-31	$6,621,078
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$355,914
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$653,279
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$480,754
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$7,101,832
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,621,078
Assets. Value of participant loans	2014-12-31	$188,257
Total contributions received or receivable from employer(s)	2014-12-31	$171,009
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,408
2013 : TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,950,962
Expenses. Total of all expenses incurred	2013-12-31	$279,615
Benefits paid (including direct rollovers)	2013-12-31	$279,208
Total plan assets at end of year	2013-12-31	$6,621,078
Total plan assets at beginning of year	2013-12-31	$4,949,731
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$360,247
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,416,472
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,671,347
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,621,078
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,949,731
Assets. Value of participant loans	2013-12-31	$103,683
Total contributions received or receivable from employer(s)	2013-12-31	$174,243
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$407
2012 : TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,081,779
Expenses. Total of all expenses incurred	2012-12-31	$66,547
Benefits paid (including direct rollovers)	2012-12-31	$64,678
Total plan assets at end of year	2012-12-31	$4,949,731
Total plan assets at beginning of year	2012-12-31	$3,934,499
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$339,900
Other income received	2012-12-31	$574,051
Net income (gross income less expenses)	2012-12-31	$1,015,232
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,949,731
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,934,499
Assets. Value of participant loans	2012-12-31	$103,907
Total contributions received or receivable from employer(s)	2012-12-31	$167,828
Value of certain deemed distributions of participant loans	2012-12-31	$1,199
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$670
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$391,682
Expenses. Total of all expenses incurred	2011-12-31	$170,009
Benefits paid (including direct rollovers)	2011-12-31	$168,706
Total plan assets at end of year	2011-12-31	$3,934,499
Total plan assets at beginning of year	2011-12-31	$3,712,826
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$330,344
Other income received	2011-12-31	$-102,956
Net income (gross income less expenses)	2011-12-31	$221,673
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,934,499
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,712,826
Assets. Value of participant loans	2011-12-31	$122,934
Total contributions received or receivable from employer(s)	2011-12-31	$164,294
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,303
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$960,640
Expenses. Total of all expenses incurred	2010-12-31	$246,607
Benefits paid (including direct rollovers)	2010-12-31	$246,171
Total plan assets at end of year	2010-12-31	$3,712,826
Total plan assets at beginning of year	2010-12-31	$2,998,793
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$284,538
Contributions received from other sources (not participants or employers)	2010-12-31	$457
Other income received	2010-12-31	$522,008
Net income (gross income less expenses)	2010-12-31	$714,033
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,712,826
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,998,793
Assets. Value of participant loans	2010-12-31	$84,732
Total contributions received or receivable from employer(s)	2010-12-31	$153,637
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$436
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN

2022: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	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: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	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: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	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: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) 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: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) 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: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) 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	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) 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: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) 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: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) 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: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) 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: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TEKELL, BOOK, ALLEN & MORRIS, LLP 401(K) 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TAYLOR, BOOK, ALLEN & MORRIS,L.L.P
Employer identification number (EIN):	741822227
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers