401k Plan data: W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN plan

W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan Name	W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN
Plan identification number	001

W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

W.T. WAGGONER ESTATE has sponsored the creation of one or more 401k plans.

Company Name: W.T. WAGGONER ESTATE

Employer identification number (EIN): 750634500

NAIC Classification: 112111
NAIC Description: Beef Cattle Ranching and Farming

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 ANGELA CHAPPA 2018-05-31
001 2016-01-01 ANGELA CHAPPA 2017-06-27
001 2015-01-01 ANGELA CHAPPA 2016-09-01
001 2014-01-01 JOEL R. LOVELADY
001 2013-01-01 JOEL R. LOVELADY
001 2012-01-01 JOEL R. LOVELADY JOEL R. LOVELADY 2013-09-24
001 2011-01-01 JOEL R. LOVELADY JOEL R. LOVELADY 2012-10-04
001 2010-01-01 JOEL R. LOVELADY
001 2009-01-01 JOEL R. LOVELADY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	ANGELA CHAPPA	2018-05-31
001	2016-01-01	ANGELA CHAPPA	2017-06-27
001	2015-01-01	ANGELA CHAPPA	2016-09-01
001	2014-01-01	JOEL R. LOVELADY
001	2013-01-01	JOEL R. LOVELADY
001	2012-01-01	JOEL R. LOVELADY		JOEL R. LOVELADY	2013-09-24
001	2011-01-01	JOEL R. LOVELADY		JOEL R. LOVELADY	2012-10-04
001	2010-01-01	JOEL R. LOVELADY
001	2009-01-01	JOEL R. LOVELADY

Plan Statistics for W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN

Measure Date Value
2016: W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 7,613,546
Acturial value of plan assets 2016-12-31 7,613,546
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 388,634
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 5,474,409
Number of active participants 2016-12-31 90
Total funding liabilities for active participants 2016-12-31 5,505,370
Total participant count 2016-12-31 94
Total funding target for all participants 2016-12-31 5,894,004
Balance at beginning of prior year after applicable adjustments 2016-12-31 2,032
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 2,032
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 934,029
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 993,433
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 993,433
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 2,037
Balance of prefunding at beginning of current year 2016-12-31 993,433
Total employer contributions 2016-12-31 0
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2014: W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 91
Number of retired or separated participants receiving benefits 2014-01-01 4
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 93
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 100
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 106
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2010: W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 105
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 108
Number of retired or separated participants receiving benefits 2009-01-01 3
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2016: W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	7,613,546
Acturial value of plan assets	2016-12-31	7,613,546
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	388,634
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	5,474,409
Number of active participants	2016-12-31	90
Total funding liabilities for active participants	2016-12-31	5,505,370
Total participant count	2016-12-31	94
Total funding target for all participants	2016-12-31	5,894,004
Balance at beginning of prior year after applicable adjustments	2016-12-31	2,032
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	2,032
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	934,029
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	993,433
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	993,433
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	2,037
Balance of prefunding at beginning of current year	2016-12-31	993,433
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2014: W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	91
Number of retired or separated participants receiving benefits	2014-01-01	4
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	93
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	100
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	106
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2010: W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	105
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	108
Number of retired or separated participants receiving benefits	2009-01-01	3
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN

Measure	Date	Value
2014 : W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$125,142
Total unrealized appreciation/depreciation of assets	2014-12-31	$125,142
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,069,060
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$294,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$294,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$800,000
Value of total assets at end of year	2014-12-31	$7,215,648
Value of total assets at beginning of year	2014-12-31	$6,440,734
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$14,099
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$129,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$188
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$1,802,667
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$1,325,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$774,914
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,215,648
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,440,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,052,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,524,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$14,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$800,000
Employer contributions (assets) at end of year	2014-12-31	$800,000
Employer contributions (assets) at beginning of year	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$129,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$294,146
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$560,865
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$590,931
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WHITLEY PENN LLP
Accountancy firm EIN	2014-12-31	752393478
2013 : W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$86,695
Total unrealized appreciation/depreciation of assets	2013-12-31	$86,695
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$731,079
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$401,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$401,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$500,000
Value of total assets at end of year	2013-12-31	$6,440,734
Value of total assets at beginning of year	2013-12-31	$6,111,494
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$14,766
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$129,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$24,585
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$1,325,031
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$1,169,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$329,240
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,440,734
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,111,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,524,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,790,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$14,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$500,000
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$600,000
Income. Dividends from common stock	2013-12-31	$105,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$401,839
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$590,931
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$552,097
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WHITLEY PENN LLP
Accountancy firm EIN	2013-12-31	752393478
2012 : W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$-72,762
Total unrealized appreciation/depreciation of assets	2012-12-31	$-72,762
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,457,387
Total loss/gain on sale of assets	2012-12-31	$262,036
Total of all expenses incurred	2012-12-31	$2,418,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,418,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,100,000
Value of total assets at end of year	2012-12-31	$6,111,494
Value of total assets at beginning of year	2012-12-31	$7,072,351
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$14,766
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$153,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$6,243
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$1,169,242
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$1,101,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-960,857
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,111,494
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$7,072,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,790,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,941,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$5,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$5,291
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$14,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,100,000
Employer contributions (assets) at end of year	2012-12-31	$600,000
Employer contributions (assets) at beginning of year	2012-12-31	$500,000
Income. Dividends from common stock	2012-12-31	$147,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,418,244
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$552,097
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$524,328
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$772,036
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$510,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WHITLEY PENN LLP
Accountancy firm EIN	2012-12-31	752393478
2011 : W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-22,688
Total unrealized appreciation/depreciation of assets	2011-12-31	$-22,688
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,104,493
Total loss/gain on sale of assets	2011-12-31	$51,404
Total of all expenses incurred	2011-12-31	$86,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$86,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$900,000
Value of total assets at end of year	2011-12-31	$7,072,351
Value of total assets at beginning of year	2011-12-31	$6,054,705
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$12,745
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$163,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$1,101,606
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$1,042,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,017,646
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$7,072,351
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$6,054,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,941,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,565,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$5,291
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$205
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$12,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$900,000
Employer contributions (assets) at end of year	2011-12-31	$500,000
Employer contributions (assets) at beginning of year	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$163,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$86,847
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$524,328
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$446,474
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$151,404
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$100,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WHITLEY PENN LLP
Accountancy firm EIN	2011-12-31	752393478
2010 : W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$70,293
Total unrealized appreciation/depreciation of assets	2010-12-31	$70,293
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$612,200
Total loss/gain on sale of assets	2010-12-31	$13,198
Total of all expenses incurred	2010-12-31	$572,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$572,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$200,000
Value of total assets at end of year	2010-12-31	$6,054,705
Value of total assets at beginning of year	2010-12-31	$6,014,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$-1,818
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$153,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$130,149
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$1,042,834
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$501,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$39,810
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$6,054,705
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,014,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,565,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,842,006
Interest earned on other investments	2010-12-31	$-1,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$205
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$4,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$4,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$177,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$200,000
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$150,000
Income. Dividends from common stock	2010-12-31	$23,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$572,390
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$446,474
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$516,658
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$112,645
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$99,447
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WHITLEY PENN LLP
Accountancy firm EIN	2010-12-31	752393478
2009 : W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN

2014: W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: W. T. WAGGONER ESTATE EMPLOYEES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	W.T. WAGGONER ESTATE
Employer identification number (EIN):	750634500
NAIC Classification:	112111
NAIC Description:	Beef Cattle Ranching and Farming