401k Plan data: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST plan

NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST
Plan identification number	002

NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

NAMAN, HOWELL, SMITH & LEE PLLC has sponsored the creation of one or more 401k plans.

Company Name: NAMAN, HOWELL, SMITH & LEE PLLC

Employer identification number (EIN): 742004800

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-10-01
002 2020-10-01
002 2020-10-01
002 2019-10-01
002 2018-10-01
002 2017-10-01
002 2016-10-01 CHAS W. HIPP
002 2015-10-01 MIKE HARDER MIKE HARDER 2017-04-03
002 2014-10-01 MIKE HARDER MIKE HARDER 2016-07-14
002 2014-10-01 MIKE HARDER MIKE HARDER 2016-07-11
002 2013-10-01 MIKE HARDER MIKE HARDER 2015-07-09
002 2012-10-01 MIKE HARDER
002 2011-10-01 ALEXIS D. THOMAS
002 2010-10-01 ALEXIS D. THOMAS
002 2009-10-01 ALEXIS D. THOMAS ALEXIS D. THOMAS 2011-07-12
002 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2021-10-01
002	2020-10-01
002	2020-10-01
002	2019-10-01
002	2018-10-01
002	2017-10-01
002	2016-10-01	CHAS W. HIPP
002	2015-10-01	MIKE HARDER	MIKE HARDER	2017-04-03
002	2014-10-01	MIKE HARDER	MIKE HARDER	2016-07-14
002	2014-10-01	MIKE HARDER	MIKE HARDER	2016-07-11
002	2013-10-01	MIKE HARDER	MIKE HARDER	2015-07-09
002	2012-10-01	MIKE HARDER
002	2011-10-01	ALEXIS D. THOMAS
002	2010-10-01	ALEXIS D. THOMAS
002	2009-10-01	ALEXIS D. THOMAS	ALEXIS D. THOMAS	2011-07-12
002	2008-10-01

Plan Statistics for NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure Date Value
2021: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-10-01 176
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 113
Number of retired or separated participants receiving benefits 2021-10-01 0
Number of other retired or separated participants entitled to future benefits 2021-10-01 54
Total of all active and inactive participants 2021-10-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 0
Total participants 2021-10-01 167
Number of participants with account balances 2021-10-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 1
2020: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-10-01 172
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 111
Number of retired or separated participants receiving benefits 2020-10-01 4
Number of other retired or separated participants entitled to future benefits 2020-10-01 61
Total of all active and inactive participants 2020-10-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 176
Number of participants with account balances 2020-10-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 3
2019: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-10-01 164
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 106
Number of retired or separated participants receiving benefits 2019-10-01 12
Number of other retired or separated participants entitled to future benefits 2019-10-01 51
Total of all active and inactive participants 2019-10-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 169
Number of participants with account balances 2019-10-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 1
2018: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-10-01 167
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 108
Number of retired or separated participants receiving benefits 2018-10-01 11
Number of other retired or separated participants entitled to future benefits 2018-10-01 41
Total of all active and inactive participants 2018-10-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 2
Total participants 2018-10-01 162
Number of participants with account balances 2018-10-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 10
2017: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-10-01 160
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 117
Number of retired or separated participants receiving benefits 2017-10-01 10
Number of other retired or separated participants entitled to future benefits 2017-10-01 35
Total of all active and inactive participants 2017-10-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 162
Number of participants with account balances 2017-10-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 5
2016: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-10-01 152
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 117
Number of retired or separated participants receiving benefits 2016-10-01 7
Number of other retired or separated participants entitled to future benefits 2016-10-01 28
Total of all active and inactive participants 2016-10-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 2
Total participants 2016-10-01 154
Number of participants with account balances 2016-10-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 1
2015: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-10-01 163
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 107
Number of retired or separated participants receiving benefits 2015-10-01 9
Number of other retired or separated participants entitled to future benefits 2015-10-01 30
Total of all active and inactive participants 2015-10-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 2
Total participants 2015-10-01 148
Number of participants with account balances 2015-10-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 6
2014: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-10-01 132
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 121
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 33
Total of all active and inactive participants 2014-10-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 1
Total participants 2014-10-01 155
Number of participants with account balances 2014-10-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 1
2013: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-10-01 136
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 93
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 33
Total of all active and inactive participants 2013-10-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 1
Total participants 2013-10-01 127
Number of participants with account balances 2013-10-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 1
2012: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-10-01 135
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 101
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 34
Total of all active and inactive participants 2012-10-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 135
Number of participants with account balances 2012-10-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 6
2011: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-10-01 120
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 98
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 34
Total of all active and inactive participants 2011-10-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 132
Number of participants with account balances 2011-10-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 7
2010: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-10-01 124
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 82
Number of retired or separated participants receiving benefits 2010-10-01 0
Number of other retired or separated participants entitled to future benefits 2010-10-01 33
Total of all active and inactive participants 2010-10-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 0
Total participants 2010-10-01 115
Number of participants with account balances 2010-10-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 4
2009: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-10-01 126
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 82
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 39
Total of all active and inactive participants 2009-10-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 121
Number of participants with account balances 2009-10-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 4

Measure	Date	Value
2021: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-10-01	176
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	113
Number of retired or separated participants receiving benefits	2021-10-01	0
Number of other retired or separated participants entitled to future benefits	2021-10-01	54
Total of all active and inactive participants	2021-10-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	0
Total participants	2021-10-01	167
Number of participants with account balances	2021-10-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	1
2020: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-10-01	172
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	111
Number of retired or separated participants receiving benefits	2020-10-01	4
Number of other retired or separated participants entitled to future benefits	2020-10-01	61
Total of all active and inactive participants	2020-10-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	176
Number of participants with account balances	2020-10-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	3
2019: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-10-01	164
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	106
Number of retired or separated participants receiving benefits	2019-10-01	12
Number of other retired or separated participants entitled to future benefits	2019-10-01	51
Total of all active and inactive participants	2019-10-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	169
Number of participants with account balances	2019-10-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	1
2018: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-10-01	167
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	108
Number of retired or separated participants receiving benefits	2018-10-01	11
Number of other retired or separated participants entitled to future benefits	2018-10-01	41
Total of all active and inactive participants	2018-10-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	2
Total participants	2018-10-01	162
Number of participants with account balances	2018-10-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	10
2017: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-10-01	160
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	117
Number of retired or separated participants receiving benefits	2017-10-01	10
Number of other retired or separated participants entitled to future benefits	2017-10-01	35
Total of all active and inactive participants	2017-10-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	162
Number of participants with account balances	2017-10-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	5
2016: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-10-01	152
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	117
Number of retired or separated participants receiving benefits	2016-10-01	7
Number of other retired or separated participants entitled to future benefits	2016-10-01	28
Total of all active and inactive participants	2016-10-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	2
Total participants	2016-10-01	154
Number of participants with account balances	2016-10-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	1
2015: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-10-01	163
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	107
Number of retired or separated participants receiving benefits	2015-10-01	9
Number of other retired or separated participants entitled to future benefits	2015-10-01	30
Total of all active and inactive participants	2015-10-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	2
Total participants	2015-10-01	148
Number of participants with account balances	2015-10-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	6
2014: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-10-01	132
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	121
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	33
Total of all active and inactive participants	2014-10-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	1
Total participants	2014-10-01	155
Number of participants with account balances	2014-10-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	1
2013: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-10-01	136
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	93
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	33
Total of all active and inactive participants	2013-10-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	1
Total participants	2013-10-01	127
Number of participants with account balances	2013-10-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	1
2012: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-10-01	135
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	101
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	34
Total of all active and inactive participants	2012-10-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	135
Number of participants with account balances	2012-10-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	6
2011: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-10-01	120
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	98
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	34
Total of all active and inactive participants	2011-10-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	132
Number of participants with account balances	2011-10-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	7
2010: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-10-01	124
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	82
Number of retired or separated participants receiving benefits	2010-10-01	0
Number of other retired or separated participants entitled to future benefits	2010-10-01	33
Total of all active and inactive participants	2010-10-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	0
Total participants	2010-10-01	115
Number of participants with account balances	2010-10-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	4
2009: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-10-01	126
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	82
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	39
Total of all active and inactive participants	2009-10-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	121
Number of participants with account balances	2009-10-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	4

Financial Data on NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-09-30	$-146,940
Total unrealized appreciation/depreciation of assets	2022-09-30	$-146,940
Total transfer of assets to this plan	2022-09-30	$0
Total transfer of assets from this plan	2022-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$0
Expenses. Interest paid	2022-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-09-30	$0
Total income from all sources (including contributions)	2022-09-30	$-3,222,280
Total loss/gain on sale of assets	2022-09-30	$-47,600
Total of all expenses incurred	2022-09-30	$3,790,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-09-30	$3,682,155
Expenses. Certain deemed distributions of participant loans	2022-09-30	$0
Value of total corrective distributions	2022-09-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-09-30	$2,129,390
Value of total assets at end of year	2022-09-30	$37,075,209
Value of total assets at beginning of year	2022-09-30	$44,088,215
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-09-30	$108,571
Total income from rents	2022-09-30	$0
Total interest from all sources	2022-09-30	$-127,983
Total dividends received (eg from common stock, registered investment company shares)	2022-09-30	$1,509,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-09-30	$1,493,249
Assets. Real estate other than employer real property at end of year	2022-09-30	$0
Assets. Real estate other than employer real property at beginning of year	2022-09-30	$0
Administrative expenses professional fees incurred	2022-09-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-09-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-09-30	$0
Was this plan covered by a fidelity bond	2022-09-30	Yes
Value of fidelity bond cover	2022-09-30	$1,200,000
If this is an individual account plan, was there a blackout period	2022-09-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-09-30	No
Contributions received from participants	2022-09-30	$887,350
Participant contributions at end of year	2022-09-30	$0
Participant contributions at beginning of year	2022-09-30	$0
Participant contributions at end of year	2022-09-30	$372,330
Participant contributions at beginning of year	2022-09-30	$460,389
Assets. Other investments not covered elsewhere at end of year	2022-09-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-09-30	$3,366,849
Income. Received or receivable in cash from other sources (including rollovers)	2022-09-30	$2,040
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-09-30	$0
Assets. Loans (other than to participants) at end of year	2022-09-30	$0
Assets. Loans (other than to participants) at beginning of year	2022-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-09-30	$0
Other income not declared elsewhere	2022-09-30	$100,566
Administrative expenses (other) incurred	2022-09-30	$108,571
Liabilities. Value of operating payables at end of year	2022-09-30	$0
Liabilities. Value of operating payables at beginning of year	2022-09-30	$0
Total non interest bearing cash at end of year	2022-09-30	$0
Total non interest bearing cash at beginning of year	2022-09-30	$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	2022-09-30	No
Income. Non cash contributions	2022-09-30	$0
Value of net income/loss	2022-09-30	$-7,013,006
Value of net assets at end of year (total assets less liabilities)	2022-09-30	$37,075,209
Value of net assets at beginning of year (total assets less liabilities)	2022-09-30	$44,088,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-09-30	No
Were any leases to which the plan was party in default or uncollectible	2022-09-30	No
Assets. partnership/joint venture interests at end of year	2022-09-30	$0
Assets. partnership/joint venture interests at beginning of year	2022-09-30	$0
Investment advisory and management fees	2022-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-09-30	$24,523,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-09-30	$28,942,886
Value of interest in pooled separate accounts at end of year	2022-09-30	$0
Value of interest in pooled separate accounts at beginning of year	2022-09-30	$0
Interest on participant loans	2022-09-30	$0
Income. Interest from loans (other than to participants)	2022-09-30	$0
Interest earned on other investments	2022-09-30	$-128,022
Income. Interest from US Government securities	2022-09-30	$0
Income. Interest from corporate debt instruments	2022-09-30	$0
Value of interest in master investment trust accounts at end of year	2022-09-30	$0
Value of interest in master investment trust accounts at beginning of year	2022-09-30	$0
Value of interest in common/collective trusts at end of year	2022-09-30	$0
Value of interest in common/collective trusts at beginning of year	2022-09-30	$10,188,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-09-30	$6,095
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-09-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-09-30	$39
Assets. Value of investments in 103.12 investment entities at end of year	2022-09-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-09-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-09-30	$10,030,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-09-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-09-30	$0
Asset value of US Government securities at end of year	2022-09-30	$0
Asset value of US Government securities at beginning of year	2022-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-09-30	$-6,735,937
Net investment gain/loss from pooled separate accounts	2022-09-30	$0
Net investment gain or loss from common/collective trusts	2022-09-30	$96,571
Net gain/loss from 103.12 investment entities	2022-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-09-30	No
Was there a failure to transmit to the plan any participant contributions	2022-09-30	No
Has the plan failed to provide any benefit when due under the plan	2022-09-30	No
Assets. Invements in employer securities at end of year	2022-09-30	$0
Assets. Invements in employer securities at beginning of year	2022-09-30	$0
Assets. Value of employer real property at end of year	2022-09-30	$0
Assets. Value of employer real property at beginning of year	2022-09-30	$0
Contributions received in cash from employer	2022-09-30	$1,240,000
Employer contributions (assets) at end of year	2022-09-30	$1,240,000
Employer contributions (assets) at beginning of year	2022-09-30	$1,130,000
Income. Dividends from preferred stock	2022-09-30	$0
Income. Dividends from common stock	2022-09-30	$16,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-09-30	$3,682,155
Asset. Corporate debt instrument preferred debt at end of year	2022-09-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-09-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-09-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-09-30	$0
Contract administrator fees	2022-09-30	$0
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	2022-09-30	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2022-09-30	$902,425
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-09-30	$0
Liabilities. Value of benefit claims payable at end of year	2022-09-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-09-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-09-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-09-30	$0
Did the plan have assets held for investment	2022-09-30	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	2022-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-09-30	No
Aggregate proceeds on sale of assets	2022-09-30	$387,592
Aggregate carrying amount (costs) on sale of assets	2022-09-30	$435,192
Liabilities. Value of acquisition indebtedness at end of year	2022-09-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-09-30	$0
Opinion of an independent qualified public accountant for this plan	2022-09-30	Unqualified
Accountancy firm name	2022-09-30	JAYNES REITMEYER BOYD & THERREL
Accountancy firm EIN	2022-09-30	742533381
2021 : NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$0
Total income from all sources (including contributions)	2021-09-30	$9,180,779
Total loss/gain on sale of assets	2021-09-30	$0
Total of all expenses incurred	2021-09-30	$1,367,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-09-30	$1,257,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-09-30	$2,018,123
Value of total assets at end of year	2021-09-30	$44,088,215
Value of total assets at beginning of year	2021-09-30	$36,274,674
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-09-30	$109,802
Total interest from all sources	2021-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-09-30	$635,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-09-30	$635,067
Administrative expenses professional fees incurred	2021-09-30	$16,697
Was this plan covered by a fidelity bond	2021-09-30	Yes
Value of fidelity bond cover	2021-09-30	$1,200,000
If this is an individual account plan, was there a blackout period	2021-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-09-30	No
Contributions received from participants	2021-09-30	$888,123
Participant contributions at end of year	2021-09-30	$460,389
Participant contributions at beginning of year	2021-09-30	$468,379
Assets. Other investments not covered elsewhere at end of year	2021-09-30	$3,366,849
Assets. Other investments not covered elsewhere at beginning of year	2021-09-30	$2,677,070
Other income not declared elsewhere	2021-09-30	$612,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-09-30	No
Value of net income/loss	2021-09-30	$7,813,541
Value of net assets at end of year (total assets less liabilities)	2021-09-30	$44,088,215
Value of net assets at beginning of year (total assets less liabilities)	2021-09-30	$36,274,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-09-30	No
Were any leases to which the plan was party in default or uncollectible	2021-09-30	No
Investment advisory and management fees	2021-09-30	$79,496
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-09-30	$28,942,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-09-30	$23,019,551
Value of interest in common/collective trusts at end of year	2021-09-30	$10,188,091
Value of interest in common/collective trusts at beginning of year	2021-09-30	$9,079,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-09-30	$5,725,732
Net investment gain or loss from common/collective trusts	2021-09-30	$189,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-09-30	No
Was there a failure to transmit to the plan any participant contributions	2021-09-30	No
Has the plan failed to provide any benefit when due under the plan	2021-09-30	No
Contributions received in cash from employer	2021-09-30	$1,130,000
Employer contributions (assets) at end of year	2021-09-30	$1,130,000
Employer contributions (assets) at beginning of year	2021-09-30	$1,030,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-09-30	$1,257,436
Contract administrator fees	2021-09-30	$13,609
Did the plan have assets held for investment	2021-09-30	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	2021-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-09-30	No
Opinion of an independent qualified public accountant for this plan	2021-09-30	Disclaimer
Accountancy firm name	2021-09-30	JAYNES REITMEYER BOYD & THERREL
Accountancy firm EIN	2021-09-30	742533381
2020 : NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Total income from all sources (including contributions)	2020-09-30	$3,305,357
Total loss/gain on sale of assets	2020-09-30	$0
Total of all expenses incurred	2020-09-30	$549,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-09-30	$456,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-09-30	$1,896,950
Value of total assets at end of year	2020-09-30	$36,274,674
Value of total assets at beginning of year	2020-09-30	$33,518,491
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-09-30	$92,199
Total interest from all sources	2020-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-09-30	$321,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-09-30	$321,294
Administrative expenses professional fees incurred	2020-09-30	$13,899
Was this plan covered by a fidelity bond	2020-09-30	Yes
Value of fidelity bond cover	2020-09-30	$1,200,000
If this is an individual account plan, was there a blackout period	2020-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-09-30	No
Contributions received from participants	2020-09-30	$826,129
Participant contributions at end of year	2020-09-30	$468,379
Participant contributions at beginning of year	2020-09-30	$310,615
Assets. Other investments not covered elsewhere at end of year	2020-09-30	$2,677,070
Assets. Other investments not covered elsewhere at beginning of year	2020-09-30	$2,656,826
Income. Received or receivable in cash from other sources (including rollovers)	2020-09-30	$40,821
Other income not declared elsewhere	2020-09-30	$270,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-09-30	No
Value of net income/loss	2020-09-30	$2,756,183
Value of net assets at end of year (total assets less liabilities)	2020-09-30	$36,274,674
Value of net assets at beginning of year (total assets less liabilities)	2020-09-30	$33,518,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-09-30	No
Were any leases to which the plan was party in default or uncollectible	2020-09-30	No
Investment advisory and management fees	2020-09-30	$65,389
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-09-30	$23,019,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-09-30	$22,339,142
Value of interest in common/collective trusts at end of year	2020-09-30	$9,079,674
Value of interest in common/collective trusts at beginning of year	2020-09-30	$7,361,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-09-30	$622,563
Net investment gain or loss from common/collective trusts	2020-09-30	$194,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-09-30	No
Was there a failure to transmit to the plan any participant contributions	2020-09-30	No
Has the plan failed to provide any benefit when due under the plan	2020-09-30	No
Contributions received in cash from employer	2020-09-30	$1,030,000
Employer contributions (assets) at end of year	2020-09-30	$1,030,000
Employer contributions (assets) at beginning of year	2020-09-30	$850,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-09-30	$456,975
Contract administrator fees	2020-09-30	$12,911
Did the plan have assets held for investment	2020-09-30	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	2020-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-09-30	Disclaimer
Accountancy firm name	2020-09-30	JAYNES REITMEYER BOYD & THERREL
Accountancy firm EIN	2020-09-30	742533381
2019 : NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$0
Total income from all sources (including contributions)	2019-09-30	$2,209,713
Total loss/gain on sale of assets	2019-09-30	$0
Total of all expenses incurred	2019-09-30	$1,706,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-09-30	$1,616,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-09-30	$1,518,354
Value of total assets at end of year	2019-09-30	$33,518,491
Value of total assets at beginning of year	2019-09-30	$33,015,630
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-09-30	$90,413
Total interest from all sources	2019-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-09-30	$733,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-09-30	$733,719
Administrative expenses professional fees incurred	2019-09-30	$10,418
Was this plan covered by a fidelity bond	2019-09-30	Yes
Value of fidelity bond cover	2019-09-30	$1,200,000
If this is an individual account plan, was there a blackout period	2019-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-09-30	No
Contributions received from participants	2019-09-30	$668,354
Participant contributions at end of year	2019-09-30	$310,615
Participant contributions at beginning of year	2019-09-30	$320,150
Assets. Other investments not covered elsewhere at end of year	2019-09-30	$2,656,826
Assets. Other investments not covered elsewhere at beginning of year	2019-09-30	$2,412,945
Other income not declared elsewhere	2019-09-30	$141,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-09-30	No
Value of net income/loss	2019-09-30	$502,861
Value of net assets at end of year (total assets less liabilities)	2019-09-30	$33,518,491
Value of net assets at beginning of year (total assets less liabilities)	2019-09-30	$33,015,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-09-30	No
Were any leases to which the plan was party in default or uncollectible	2019-09-30	No
Investment advisory and management fees	2019-09-30	$63,600
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-09-30	$22,339,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-09-30	$22,411,066
Value of interest in common/collective trusts at end of year	2019-09-30	$7,361,908
Value of interest in common/collective trusts at beginning of year	2019-09-30	$7,071,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-09-30	$-392,907
Net investment gain or loss from common/collective trusts	2019-09-30	$209,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-09-30	No
Was there a failure to transmit to the plan any participant contributions	2019-09-30	No
Has the plan failed to provide any benefit when due under the plan	2019-09-30	No
Contributions received in cash from employer	2019-09-30	$850,000
Employer contributions (assets) at end of year	2019-09-30	$850,000
Employer contributions (assets) at beginning of year	2019-09-30	$800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-09-30	$1,616,439
Contract administrator fees	2019-09-30	$16,395
Did the plan have assets held for investment	2019-09-30	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	2019-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-09-30	Disclaimer
Accountancy firm name	2019-09-30	JAYNES REITMEYER BOYD & THERREL
Accountancy firm EIN	2019-09-30	742533381
2018 : NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Total income from all sources (including contributions)	2018-09-30	$4,029,947
Total loss/gain on sale of assets	2018-09-30	$0
Total of all expenses incurred	2018-09-30	$945,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-09-30	$854,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-09-30	$1,538,634
Value of total assets at end of year	2018-09-30	$33,015,630
Value of total assets at beginning of year	2018-09-30	$29,931,199
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-09-30	$90,810
Total interest from all sources	2018-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-09-30	$703,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-09-30	$703,564
Administrative expenses professional fees incurred	2018-09-30	$12,952
Was this plan covered by a fidelity bond	2018-09-30	Yes
Value of fidelity bond cover	2018-09-30	$1,200,000
If this is an individual account plan, was there a blackout period	2018-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-09-30	No
Contributions received from participants	2018-09-30	$727,242
Participant contributions at end of year	2018-09-30	$320,150
Participant contributions at beginning of year	2018-09-30	$285,000
Assets. Other investments not covered elsewhere at end of year	2018-09-30	$2,412,945
Assets. Other investments not covered elsewhere at beginning of year	2018-09-30	$2,245,718
Income. Received or receivable in cash from other sources (including rollovers)	2018-09-30	$11,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-09-30	No
Value of net income/loss	2018-09-30	$3,084,431
Value of net assets at end of year (total assets less liabilities)	2018-09-30	$33,015,630
Value of net assets at beginning of year (total assets less liabilities)	2018-09-30	$29,931,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-09-30	No
Were any leases to which the plan was party in default or uncollectible	2018-09-30	No
Investment advisory and management fees	2018-09-30	$60,877
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-09-30	$22,411,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-09-30	$19,608,090
Value of interest in common/collective trusts at end of year	2018-09-30	$7,071,469
Value of interest in common/collective trusts at beginning of year	2018-09-30	$6,992,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-09-30	$1,594,091
Net investment gain or loss from common/collective trusts	2018-09-30	$193,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-09-30	No
Was there a failure to transmit to the plan any participant contributions	2018-09-30	No
Has the plan failed to provide any benefit when due under the plan	2018-09-30	No
Contributions received in cash from employer	2018-09-30	$800,000
Employer contributions (assets) at end of year	2018-09-30	$800,000
Employer contributions (assets) at beginning of year	2018-09-30	$800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-09-30	$854,706
Contract administrator fees	2018-09-30	$16,981
Did the plan have assets held for investment	2018-09-30	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	2018-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-09-30	Disclaimer
Accountancy firm name	2018-09-30	JAYNES REITMEYER BOYD & THERREL
Accountancy firm EIN	2018-09-30	742533381
2017 : NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$0
Total income from all sources (including contributions)	2017-09-30	$4,478,016
Total loss/gain on sale of assets	2017-09-30	$0
Total of all expenses incurred	2017-09-30	$630,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-09-30	$555,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-09-30	$1,531,782
Value of total assets at end of year	2017-09-30	$29,931,199
Value of total assets at beginning of year	2017-09-30	$26,083,462
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-09-30	$75,197
Total interest from all sources	2017-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-09-30	$616,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-09-30	$616,797
Was this plan covered by a fidelity bond	2017-09-30	Yes
Value of fidelity bond cover	2017-09-30	$1,200,000
If this is an individual account plan, was there a blackout period	2017-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-09-30	No
Contributions received from participants	2017-09-30	$708,561
Participant contributions at end of year	2017-09-30	$285,000
Participant contributions at beginning of year	2017-09-30	$236,500
Assets. Other investments not covered elsewhere at end of year	2017-09-30	$2,245,718
Assets. Other investments not covered elsewhere at beginning of year	2017-09-30	$2,045,064
Income. Received or receivable in cash from other sources (including rollovers)	2017-09-30	$23,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-30	No
Value of net income/loss	2017-09-30	$3,847,737
Value of net assets at end of year (total assets less liabilities)	2017-09-30	$29,931,199
Value of net assets at beginning of year (total assets less liabilities)	2017-09-30	$26,083,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-09-30	No
Were any leases to which the plan was party in default or uncollectible	2017-09-30	No
Investment advisory and management fees	2017-09-30	$52,647
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-09-30	$19,608,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-09-30	$17,268,951
Value of interest in common/collective trusts at end of year	2017-09-30	$6,992,391
Value of interest in common/collective trusts at beginning of year	2017-09-30	$5,732,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-09-30	$2,165,803
Net investment gain or loss from common/collective trusts	2017-09-30	$163,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-09-30	No
Was there a failure to transmit to the plan any participant contributions	2017-09-30	No
Has the plan failed to provide any benefit when due under the plan	2017-09-30	No
Contributions received in cash from employer	2017-09-30	$800,000
Employer contributions (assets) at end of year	2017-09-30	$800,000
Employer contributions (assets) at beginning of year	2017-09-30	$800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-09-30	$555,082
Contract administrator fees	2017-09-30	$22,550
Did the plan have assets held for investment	2017-09-30	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	2017-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-09-30	Disclaimer
Accountancy firm name	2017-09-30	JAYNES REITMEYER BOYD & THERREL
Accountancy firm EIN	2017-09-30	742533381
2016 : NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources (including contributions)	2016-09-30	$3,732,136
Total of all expenses incurred	2016-09-30	$1,843,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-09-30	$1,762,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-09-30	$1,423,410
Value of total assets at end of year	2016-09-30	$26,083,462
Value of total assets at beginning of year	2016-09-30	$24,194,820
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-09-30	$81,479
Total interest from all sources	2016-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-09-30	$578,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-09-30	$578,871
Was this plan covered by a fidelity bond	2016-09-30	Yes
Value of fidelity bond cover	2016-09-30	$1,200,000
If this is an individual account plan, was there a blackout period	2016-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-09-30	No
Contributions received from participants	2016-09-30	$623,410
Participant contributions at end of year	2016-09-30	$236,500
Participant contributions at beginning of year	2016-09-30	$250,272
Assets. Other investments not covered elsewhere at end of year	2016-09-30	$2,045,064
Assets. Other investments not covered elsewhere at beginning of year	2016-09-30	$1,776,894
Other income not declared elsewhere	2016-09-30	$160,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-09-30	No
Value of net income/loss	2016-09-30	$1,888,642
Value of net assets at end of year (total assets less liabilities)	2016-09-30	$26,083,462
Value of net assets at beginning of year (total assets less liabilities)	2016-09-30	$24,194,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-09-30	No
Were any leases to which the plan was party in default or uncollectible	2016-09-30	No
Investment advisory and management fees	2016-09-30	$46,727
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-09-30	$17,268,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-09-30	$16,977,775
Value of interest in common/collective trusts at end of year	2016-09-30	$5,732,947
Value of interest in common/collective trusts at beginning of year	2016-09-30	$4,389,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-09-30	$1,461,895
Net investment gain or loss from common/collective trusts	2016-09-30	$107,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-09-30	No
Was there a failure to transmit to the plan any participant contributions	2016-09-30	No
Has the plan failed to provide any benefit when due under the plan	2016-09-30	No
Contributions received in cash from employer	2016-09-30	$800,000
Employer contributions (assets) at end of year	2016-09-30	$800,000
Employer contributions (assets) at beginning of year	2016-09-30	$800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-09-30	$1,762,015
Contract administrator fees	2016-09-30	$34,752
Did the plan have assets held for investment	2016-09-30	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	2016-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-09-30	Disclaimer
Accountancy firm name	2016-09-30	JAYNES REITMEYER BOYD & THERREL
Accountancy firm EIN	2016-09-30	742533381
2015 : NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources (including contributions)	2015-09-30	$1,015,394
Total of all expenses incurred	2015-09-30	$940,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-09-30	$867,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-09-30	$1,430,544
Value of total assets at end of year	2015-09-30	$24,196,248
Value of total assets at beginning of year	2015-09-30	$24,121,420
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-09-30	$73,336
Total dividends received (eg from common stock, registered investment company shares)	2015-09-30	$550,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-09-30	$550,912
Was this plan covered by a fidelity bond	2015-09-30	Yes
Value of fidelity bond cover	2015-09-30	$1,200,000
If this is an individual account plan, was there a blackout period	2015-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-09-30	No
Contributions received from participants	2015-09-30	$629,671
Participant contributions at end of year	2015-09-30	$251,700
Participant contributions at beginning of year	2015-09-30	$229,500
Assets. Other investments not covered elsewhere at end of year	2015-09-30	$1,776,894
Assets. Other investments not covered elsewhere at beginning of year	2015-09-30	$1,954,708
Income. Received or receivable in cash from other sources (including rollovers)	2015-09-30	$873
Other income not declared elsewhere	2015-09-30	$-237,523
Total non interest bearing cash at end of year	2015-09-30	$0
Total non interest bearing cash at beginning of year	2015-09-30	$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	2015-09-30	No
Value of net income/loss	2015-09-30	$74,828
Value of net assets at end of year (total assets less liabilities)	2015-09-30	$24,196,248
Value of net assets at beginning of year (total assets less liabilities)	2015-09-30	$24,121,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-09-30	No
Were any leases to which the plan was party in default or uncollectible	2015-09-30	No
Investment advisory and management fees	2015-09-30	$59,570
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-09-30	$16,977,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-09-30	$16,765,181
Value of interest in common/collective trusts at end of year	2015-09-30	$4,389,879
Value of interest in common/collective trusts at beginning of year	2015-09-30	$4,422,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-09-30	$-841,634
Net investment gain or loss from common/collective trusts	2015-09-30	$113,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-09-30	No
Was there a failure to transmit to the plan any participant contributions	2015-09-30	No
Has the plan failed to provide any benefit when due under the plan	2015-09-30	No
Contributions received in cash from employer	2015-09-30	$800,000
Employer contributions (assets) at end of year	2015-09-30	$800,000
Employer contributions (assets) at beginning of year	2015-09-30	$750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-09-30	$867,230
Contract administrator fees	2015-09-30	$13,766
Did the plan have assets held for investment	2015-09-30	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	2015-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-09-30	Disclaimer
Accountancy firm name	2015-09-30	JAYNES REITMEYER BOYD & THERREL
Accountancy firm EIN	2015-09-30	742533381
2014 : NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources (including contributions)	2014-09-30	$5,045,496
Total of all expenses incurred	2014-09-30	$2,084,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-09-30	$1,972,200
Value of total corrective distributions	2014-09-30	$47,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-09-30	$2,715,158
Value of total assets at end of year	2014-09-30	$24,121,420
Value of total assets at beginning of year	2014-09-30	$21,160,344
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-09-30	$64,295
Total dividends received (eg from common stock, registered investment company shares)	2014-09-30	$326,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-09-30	$326,854
Administrative expenses professional fees incurred	2014-09-30	$9,000
Was this plan covered by a fidelity bond	2014-09-30	Yes
Value of fidelity bond cover	2014-09-30	$1,200,000
If this is an individual account plan, was there a blackout period	2014-09-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2014-09-30	No
Contributions received from participants	2014-09-30	$860,476
Participant contributions at end of year	2014-09-30	$229,500
Assets. Other investments not covered elsewhere at end of year	2014-09-30	$1,954,708
Assets. Other investments not covered elsewhere at beginning of year	2014-09-30	$1,595,071
Income. Received or receivable in cash from other sources (including rollovers)	2014-09-30	$382,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Value of net income/loss	2014-09-30	$2,961,076
Value of net assets at end of year (total assets less liabilities)	2014-09-30	$24,121,420
Value of net assets at beginning of year (total assets less liabilities)	2014-09-30	$21,160,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-09-30	No
Were any leases to which the plan was party in default or uncollectible	2014-09-30	No
Investment advisory and management fees	2014-09-30	$36,330
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-09-30	$16,765,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-09-30	$19,565,273
Value of interest in common/collective trusts at end of year	2014-09-30	$4,422,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-09-30	$1,915,465
Net investment gain or loss from common/collective trusts	2014-09-30	$88,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-09-30	No
Was there a failure to transmit to the plan any participant contributions	2014-09-30	No
Has the plan failed to provide any benefit when due under the plan	2014-09-30	No
Contributions received in cash from employer	2014-09-30	$1,472,347
Employer contributions (assets) at end of year	2014-09-30	$750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-09-30	$1,972,200
Contract administrator fees	2014-09-30	$18,965
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-09-30	Yes
Did the plan have assets held for investment	2014-09-30	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	2014-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-09-30	Disclaimer
Accountancy firm name	2014-09-30	JAYNES REITMEYER BOYD & THERREL
Accountancy firm EIN	2014-09-30	742533381
2013 : NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-09-30	$0
Total unrealized appreciation/depreciation of assets	2013-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Expenses. Interest paid	2013-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-09-30	$0
Total income from all sources (including contributions)	2013-09-30	$3,905,162
Total loss/gain on sale of assets	2013-09-30	$0
Total of all expenses incurred	2013-09-30	$337,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-09-30	$318,992
Expenses. Certain deemed distributions of participant loans	2013-09-30	$0
Value of total corrective distributions	2013-09-30	$2,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-09-30	$1,277,993
Value of total assets at end of year	2013-09-30	$21,160,344
Value of total assets at beginning of year	2013-09-30	$17,593,004
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-09-30	$16,226
Total income from rents	2013-09-30	$0
Total interest from all sources	2013-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-09-30	No
Assets. Real estate other than employer real property at end of year	2013-09-30	$0
Assets. Real estate other than employer real property at beginning of year	2013-09-30	$0
Administrative expenses professional fees incurred	2013-09-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-09-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-09-30	$0
Was this plan covered by a fidelity bond	2013-09-30	Yes
Value of fidelity bond cover	2013-09-30	$1,200,000
If this is an individual account plan, was there a blackout period	2013-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-09-30	No
Contributions received from participants	2013-09-30	$625,545
Participant contributions at end of year	2013-09-30	$0
Participant contributions at beginning of year	2013-09-30	$0
Participant contributions at end of year	2013-09-30	$0
Participant contributions at beginning of year	2013-09-30	$0
Assets. Other investments not covered elsewhere at end of year	2013-09-30	$1,595,071
Assets. Other investments not covered elsewhere at beginning of year	2013-09-30	$1,330,200
Income. Received or receivable in cash from other sources (including rollovers)	2013-09-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-09-30	$0
Assets. Loans (other than to participants) at end of year	2013-09-30	$0
Assets. Loans (other than to participants) at beginning of year	2013-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-09-30	$0
Other income not declared elsewhere	2013-09-30	$187,371
Administrative expenses (other) incurred	2013-09-30	$0
Total non interest bearing cash at end of year	2013-09-30	$0
Total non interest bearing cash at beginning of year	2013-09-30	$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	2013-09-30	No
Income. Non cash contributions	2013-09-30	$0
Value of net income/loss	2013-09-30	$3,567,340
Value of net assets at end of year (total assets less liabilities)	2013-09-30	$21,160,344
Value of net assets at beginning of year (total assets less liabilities)	2013-09-30	$17,593,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-09-30	No
Were any leases to which the plan was party in default or uncollectible	2013-09-30	No
Assets. partnership/joint venture interests at end of year	2013-09-30	$0
Assets. partnership/joint venture interests at beginning of year	2013-09-30	$0
Investment advisory and management fees	2013-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-09-30	$19,565,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-09-30	$16,262,804
Interest on participant loans	2013-09-30	$0
Income. Interest from loans (other than to participants)	2013-09-30	$0
Interest earned on other investments	2013-09-30	$0
Income. Interest from US Government securities	2013-09-30	$0
Income. Interest from corporate debt instruments	2013-09-30	$0
Value of interest in master investment trust accounts at end of year	2013-09-30	$0
Value of interest in master investment trust accounts at beginning of year	2013-09-30	$0
Value of interest in common/collective trusts at end of year	2013-09-30	$0
Value of interest in common/collective trusts at beginning of year	2013-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-09-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-09-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-09-30	$0
Assets. Value of investments in 103.12 investment entities at end of year	2013-09-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2013-09-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-09-30	$0
Asset value of US Government securities at end of year	2013-09-30	$0
Asset value of US Government securities at beginning of year	2013-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-09-30	$2,439,798
Net investment gain/loss from pooled separate accounts	2013-09-30	$0
Net investment gain or loss from common/collective trusts	2013-09-30	$0
Net gain/loss from 103.12 investment entities	2013-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-09-30	No
Was there a failure to transmit to the plan any participant contributions	2013-09-30	No
Has the plan failed to provide any benefit when due under the plan	2013-09-30	No
Assets. Invements in employer securities at end of year	2013-09-30	$0
Assets. Invements in employer securities at beginning of year	2013-09-30	$0
Assets. Value of employer real property at end of year	2013-09-30	$0
Assets. Value of employer real property at beginning of year	2013-09-30	$0
Contributions received in cash from employer	2013-09-30	$652,448
Employer contributions (assets) at end of year	2013-09-30	$0
Employer contributions (assets) at beginning of year	2013-09-30	$0
Income. Dividends from preferred stock	2013-09-30	$0
Income. Dividends from common stock	2013-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-09-30	$318,992
Asset. Corporate debt instrument preferred debt at end of year	2013-09-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-09-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-09-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-09-30	$0
Contract administrator fees	2013-09-30	$16,226
Assets. Corporate common stocks other than exployer securities at end of year	2013-09-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-09-30	$0
Liabilities. Value of benefit claims payable at end of year	2013-09-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-09-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2013-09-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-09-30	$0
Did the plan have assets held for investment	2013-09-30	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	2013-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-09-30	No
Aggregate proceeds on sale of assets	2013-09-30	$0
Aggregate carrying amount (costs) on sale of assets	2013-09-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2013-09-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-09-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-09-30	Disclaimer
Accountancy firm name	2013-09-30	JAYNES REITMEYER BOYD & THERREL
Accountancy firm EIN	2013-09-30	742533381
2012 : NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-09-30	$0
Total unrealized appreciation/depreciation of assets	2012-09-30	$0
Total transfer of assets to this plan	2012-09-30	$0
Total transfer of assets from this plan	2012-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Expenses. Interest paid	2012-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2012-09-30	$0
Total income from all sources (including contributions)	2012-09-30	$3,653,267
Total loss/gain on sale of assets	2012-09-30	$0
Total of all expenses incurred	2012-09-30	$784,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-09-30	$765,874
Expenses. Certain deemed distributions of participant loans	2012-09-30	$0
Value of total corrective distributions	2012-09-30	$340
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-09-30	$1,241,939
Value of total assets at end of year	2012-09-30	$17,593,004
Value of total assets at beginning of year	2012-09-30	$14,724,587
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-09-30	$18,636
Total income from rents	2012-09-30	$0
Total interest from all sources	2012-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-09-30	No
Assets. Real estate other than employer real property at end of year	2012-09-30	$0
Assets. Real estate other than employer real property at beginning of year	2012-09-30	$0
Administrative expenses professional fees incurred	2012-09-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-09-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-09-30	$0
Was this plan covered by a fidelity bond	2012-09-30	Yes
Value of fidelity bond cover	2012-09-30	$1,200,000
If this is an individual account plan, was there a blackout period	2012-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-09-30	No
Contributions received from participants	2012-09-30	$524,436
Participant contributions at end of year	2012-09-30	$0
Participant contributions at beginning of year	2012-09-30	$0
Participant contributions at end of year	2012-09-30	$0
Participant contributions at beginning of year	2012-09-30	$0
Assets. Other investments not covered elsewhere at end of year	2012-09-30	$1,330,200
Assets. Other investments not covered elsewhere at beginning of year	2012-09-30	$999,849
Income. Received or receivable in cash from other sources (including rollovers)	2012-09-30	$173,751
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-09-30	$0
Assets. Loans (other than to participants) at end of year	2012-09-30	$0
Assets. Loans (other than to participants) at beginning of year	2012-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-09-30	$0
Other income not declared elsewhere	2012-09-30	$156,938
Administrative expenses (other) incurred	2012-09-30	$0
Total non interest bearing cash at end of year	2012-09-30	$0
Total non interest bearing cash at beginning of year	2012-09-30	$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	2012-09-30	No
Income. Non cash contributions	2012-09-30	$0
Value of net income/loss	2012-09-30	$2,868,417
Value of net assets at end of year (total assets less liabilities)	2012-09-30	$17,593,004
Value of net assets at beginning of year (total assets less liabilities)	2012-09-30	$14,724,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-09-30	No
Were any leases to which the plan was party in default or uncollectible	2012-09-30	No
Assets. partnership/joint venture interests at end of year	2012-09-30	$0
Assets. partnership/joint venture interests at beginning of year	2012-09-30	$0
Investment advisory and management fees	2012-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-09-30	$16,262,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-09-30	$13,724,738
Interest on participant loans	2012-09-30	$0
Income. Interest from loans (other than to participants)	2012-09-30	$0
Interest earned on other investments	2012-09-30	$0
Income. Interest from US Government securities	2012-09-30	$0
Income. Interest from corporate debt instruments	2012-09-30	$0
Value of interest in master investment trust accounts at end of year	2012-09-30	$0
Value of interest in master investment trust accounts at beginning of year	2012-09-30	$0
Value of interest in common/collective trusts at end of year	2012-09-30	$0
Value of interest in common/collective trusts at beginning of year	2012-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-09-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-09-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-09-30	$0
Assets. Value of investments in 103.12 investment entities at end of year	2012-09-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2012-09-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2012-09-30	$0
Asset value of US Government securities at end of year	2012-09-30	$0
Asset value of US Government securities at beginning of year	2012-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-09-30	$2,254,390
Net investment gain/loss from pooled separate accounts	2012-09-30	$0
Net investment gain or loss from common/collective trusts	2012-09-30	$0
Net gain/loss from 103.12 investment entities	2012-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-09-30	No
Was there a failure to transmit to the plan any participant contributions	2012-09-30	No
Has the plan failed to provide any benefit when due under the plan	2012-09-30	No
Assets. Invements in employer securities at end of year	2012-09-30	$0
Assets. Invements in employer securities at beginning of year	2012-09-30	$0
Assets. Value of employer real property at end of year	2012-09-30	$0
Assets. Value of employer real property at beginning of year	2012-09-30	$0
Contributions received in cash from employer	2012-09-30	$543,752
Employer contributions (assets) at end of year	2012-09-30	$0
Employer contributions (assets) at beginning of year	2012-09-30	$0
Income. Dividends from preferred stock	2012-09-30	$0
Income. Dividends from common stock	2012-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-09-30	$765,874
Asset. Corporate debt instrument preferred debt at end of year	2012-09-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2012-09-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2012-09-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2012-09-30	$0
Contract administrator fees	2012-09-30	$18,636
Assets. Corporate common stocks other than exployer securities at end of year	2012-09-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-09-30	$0
Liabilities. Value of benefit claims payable at end of year	2012-09-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2012-09-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2012-09-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-09-30	$0
Did the plan have assets held for investment	2012-09-30	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	2012-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-09-30	No
Aggregate proceeds on sale of assets	2012-09-30	$0
Aggregate carrying amount (costs) on sale of assets	2012-09-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2012-09-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-09-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-09-30	Disclaimer
Accountancy firm name	2012-09-30	JAYNES REITMEYER BOYD AND THERRELL
Accountancy firm EIN	2012-09-30	742533381
2011 : NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-09-30	$0
Total unrealized appreciation/depreciation of assets	2011-09-30	$0
Total transfer of assets to this plan	2011-09-30	$0
Total transfer of assets from this plan	2011-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$0
Expenses. Interest paid	2011-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-09-30	$0
Total income from all sources (including contributions)	2011-09-30	$624,203
Total loss/gain on sale of assets	2011-09-30	$0
Total of all expenses incurred	2011-09-30	$2,479,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-09-30	$2,475,198
Expenses. Certain deemed distributions of participant loans	2011-09-30	$0
Value of total corrective distributions	2011-09-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-09-30	$914,073
Value of total assets at end of year	2011-09-30	$14,724,587
Value of total assets at beginning of year	2011-09-30	$16,579,630
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-09-30	$4,048
Total income from rents	2011-09-30	$0
Total interest from all sources	2011-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-09-30	No
Assets. Real estate other than employer real property at end of year	2011-09-30	$0
Assets. Real estate other than employer real property at beginning of year	2011-09-30	$0
Administrative expenses professional fees incurred	2011-09-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-09-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-09-30	$0
Was this plan covered by a fidelity bond	2011-09-30	Yes
Value of fidelity bond cover	2011-09-30	$1,200,000
If this is an individual account plan, was there a blackout period	2011-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-09-30	No
Contributions received from participants	2011-09-30	$459,735
Participant contributions at end of year	2011-09-30	$0
Participant contributions at beginning of year	2011-09-30	$0
Participant contributions at end of year	2011-09-30	$0
Participant contributions at beginning of year	2011-09-30	$0
Assets. Other investments not covered elsewhere at end of year	2011-09-30	$999,849
Assets. Other investments not covered elsewhere at beginning of year	2011-09-30	$2,216,559
Income. Received or receivable in cash from other sources (including rollovers)	2011-09-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-09-30	$0
Assets. Loans (other than to participants) at end of year	2011-09-30	$0
Assets. Loans (other than to participants) at beginning of year	2011-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-09-30	$0
Other income not declared elsewhere	2011-09-30	$-16,893
Administrative expenses (other) incurred	2011-09-30	$0
Total non interest bearing cash at end of year	2011-09-30	$0
Total non interest bearing cash at beginning of year	2011-09-30	$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	2011-09-30	No
Income. Non cash contributions	2011-09-30	$0
Value of net income/loss	2011-09-30	$-1,855,043
Value of net assets at end of year (total assets less liabilities)	2011-09-30	$14,724,587
Value of net assets at beginning of year (total assets less liabilities)	2011-09-30	$16,579,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-09-30	No
Were any leases to which the plan was party in default or uncollectible	2011-09-30	No
Assets. partnership/joint venture interests at end of year	2011-09-30	$0
Assets. partnership/joint venture interests at beginning of year	2011-09-30	$0
Investment advisory and management fees	2011-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-09-30	$13,724,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-09-30	$14,363,071
Interest on participant loans	2011-09-30	$0
Income. Interest from loans (other than to participants)	2011-09-30	$0
Interest earned on other investments	2011-09-30	$0
Income. Interest from US Government securities	2011-09-30	$0
Income. Interest from corporate debt instruments	2011-09-30	$0
Value of interest in master investment trust accounts at end of year	2011-09-30	$0
Value of interest in master investment trust accounts at beginning of year	2011-09-30	$0
Value of interest in common/collective trusts at end of year	2011-09-30	$0
Value of interest in common/collective trusts at beginning of year	2011-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-09-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-09-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-09-30	$0
Assets. Value of investments in 103.12 investment entities at end of year	2011-09-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2011-09-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2011-09-30	$0
Asset value of US Government securities at end of year	2011-09-30	$0
Asset value of US Government securities at beginning of year	2011-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-09-30	$-272,977
Net investment gain/loss from pooled separate accounts	2011-09-30	$0
Net investment gain or loss from common/collective trusts	2011-09-30	$0
Net gain/loss from 103.12 investment entities	2011-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-09-30	No
Was there a failure to transmit to the plan any participant contributions	2011-09-30	No
Has the plan failed to provide any benefit when due under the plan	2011-09-30	No
Assets. Invements in employer securities at end of year	2011-09-30	$0
Assets. Invements in employer securities at beginning of year	2011-09-30	$0
Assets. Value of employer real property at end of year	2011-09-30	$0
Assets. Value of employer real property at beginning of year	2011-09-30	$0
Contributions received in cash from employer	2011-09-30	$454,338
Employer contributions (assets) at end of year	2011-09-30	$0
Employer contributions (assets) at beginning of year	2011-09-30	$0
Income. Dividends from preferred stock	2011-09-30	$0
Income. Dividends from common stock	2011-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-09-30	$2,475,198
Asset. Corporate debt instrument preferred debt at end of year	2011-09-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2011-09-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2011-09-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2011-09-30	$0
Contract administrator fees	2011-09-30	$4,048
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	2011-09-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2011-09-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-09-30	$0
Liabilities. Value of benefit claims payable at end of year	2011-09-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2011-09-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2011-09-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-09-30	$0
Did the plan have assets held for investment	2011-09-30	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	2011-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-09-30	No
Aggregate proceeds on sale of assets	2011-09-30	$0
Aggregate carrying amount (costs) on sale of assets	2011-09-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2011-09-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-09-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-09-30	Disclaimer
Accountancy firm name	2011-09-30	JAYNES REITMEYER BOYD & THERRELL
Accountancy firm EIN	2011-09-30	742533381
2010 : NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0

Form 5500 Responses for NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST

2021: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	No
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Insurance	Yes
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement – Insurance	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	Yes
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	No
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: NAMAN HOWELL SMITH & LEE PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

815885

Policy instance

Insurance contract or identification number	815885
Number of Individuals Covered	41
Insurance policy start date	2022-03-15
Insurance policy end date	2022-09-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	NAMAN, HOWELL, SMITH & LEE PLLC
Employer identification number (EIN):	742004800
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers