401k Plan data: FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN plan

FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 401k Plan overview

Plan Name	FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN
Plan identification number	001

FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FIRST PRESTON MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: FIRST PRESTON MANAGEMENT, INC.

Employer identification number (EIN): 752339288

NAIC Classification: 531310

Additional information about FIRST PRESTON MANAGEMENT, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1990-08-14

Company Identification Number: 0116299400

Legal Registered Office Address: 2525 KNIGHT ST

DALLAS
United States of Amercica (USA)
75219

More information about FIRST PRESTON MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2018-01-01 DAVID HEAD 2019-06-14
001 2017-01-01 DAVID HEAD 2018-09-12
001 2016-01-01 DAVID HEAD
001 2015-01-01 DAVID HEAD
001 2014-01-01 DAVID HEAD
001 2013-01-01 DAVID HEAD
001 2012-01-01 DAVID HEAD
001 2011-01-01 DAVID HEAD
001 2010-01-01 DAVID HEAD
001 2009-01-01 DAVID HEAD

Plan Statistics for FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN

401k plan membership statisitcs for FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN

Measure Date Value
2016: FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 28
Number of retired or separated participants receiving benefits 2016-01-01 9
Number of other retired or separated participants entitled to future benefits 2016-01-01 64
Total of all active and inactive participants 2016-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 101
Number of participants with account balances 2016-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 9
2015: FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 130
Number of retired or separated participants receiving benefits 2015-01-01 11
Number of other retired or separated participants entitled to future benefits 2015-01-01 45
Total of all active and inactive participants 2015-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 186
Number of participants with account balances 2015-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 7
2014: FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 262
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 138
Number of retired or separated participants receiving benefits 2014-01-01 10
Number of other retired or separated participants entitled to future benefits 2014-01-01 57
Total of all active and inactive participants 2014-01-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 205
Number of participants with account balances 2014-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 27
2013: FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 280
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 191
Number of retired or separated participants receiving benefits 2013-01-01 10
Number of other retired or separated participants entitled to future benefits 2013-01-01 57
Total of all active and inactive participants 2013-01-01 258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 258
Number of participants with account balances 2013-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 21
2012: FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 346
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 296
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 28
Total of all active and inactive participants 2012-01-01 327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 327
Number of participants with account balances 2012-01-01 233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 314
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 230
Number of retired or separated participants receiving benefits 2011-01-01 3
Number of other retired or separated participants entitled to future benefits 2011-01-01 65
Total of all active and inactive participants 2011-01-01 298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 298
Number of participants with account balances 2011-01-01 255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 63
2010: FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 272
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 272
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 34
Total of all active and inactive participants 2010-01-01 307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 307
Number of participants with account balances 2010-01-01 257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 12
2009: FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 193
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 28
Total of all active and inactive participants 2009-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 222
Number of participants with account balances 2009-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 12

Measure	Date	Value
2016: FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	28
Number of retired or separated participants receiving benefits	2016-01-01	9
Number of other retired or separated participants entitled to future benefits	2016-01-01	64
Total of all active and inactive participants	2016-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	101
Number of participants with account balances	2016-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	9
2015: FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	130
Number of retired or separated participants receiving benefits	2015-01-01	11
Number of other retired or separated participants entitled to future benefits	2015-01-01	45
Total of all active and inactive participants	2015-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	186
Number of participants with account balances	2015-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	7
2014: FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	262
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	138
Number of retired or separated participants receiving benefits	2014-01-01	10
Number of other retired or separated participants entitled to future benefits	2014-01-01	57
Total of all active and inactive participants	2014-01-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	205
Number of participants with account balances	2014-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	27
2013: FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	280
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	191
Number of retired or separated participants receiving benefits	2013-01-01	10
Number of other retired or separated participants entitled to future benefits	2013-01-01	57
Total of all active and inactive participants	2013-01-01	258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	258
Number of participants with account balances	2013-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	21
2012: FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	346
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	296
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	28
Total of all active and inactive participants	2012-01-01	327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	327
Number of participants with account balances	2012-01-01	233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	314
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	230
Number of retired or separated participants receiving benefits	2011-01-01	3
Number of other retired or separated participants entitled to future benefits	2011-01-01	65
Total of all active and inactive participants	2011-01-01	298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	298
Number of participants with account balances	2011-01-01	255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	63
2010: FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	272
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	272
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	34
Total of all active and inactive participants	2010-01-01	307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	307
Number of participants with account balances	2010-01-01	257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	12
2009: FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	193
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	28
Total of all active and inactive participants	2009-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	222
Number of participants with account balances	2009-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	12

Financial Data on FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN

Measure	Date	Value
2016 : FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$983,845
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,122,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,052,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$631,856
Value of total assets at end of year	2016-12-31	$6,178,850
Value of total assets at beginning of year	2016-12-31	$7,317,714
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$70,331
Total interest from all sources	2016-12-31	$5,784
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$114,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$114,325
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$430,016
Participant contributions at end of year	2016-12-31	$132,979
Participant contributions at beginning of year	2016-12-31	$204,362
Participant contributions at end of year	2016-12-31	$9,413
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$3,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-1,138,864
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,178,850
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,317,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,255,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,956,643
Interest on participant loans	2016-12-31	$5,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$777,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,156,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$231,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$198,256
Employer contributions (assets) at end of year	2016-12-31	$4,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,052,378
Contract administrator fees	2016-12-31	$70,331
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BIRDSONG ADAMS KNIGHT CARROLL, LLP
Accountancy firm EIN	2016-12-31	471745781
2015 : FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$594,176
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$829,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$762,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$735,566
Value of total assets at end of year	2015-12-31	$7,317,714
Value of total assets at beginning of year	2015-12-31	$7,553,111
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$67,251
Total interest from all sources	2015-12-31	$7,981
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$88,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$88,952
Administrative expenses professional fees incurred	2015-12-31	$67,251
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$498,065
Participant contributions at end of year	2015-12-31	$204,362
Participant contributions at beginning of year	2015-12-31	$170,189
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$29,355
Other income not declared elsewhere	2015-12-31	$15,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-235,397
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,317,714
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,553,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,956,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$6,308,919
Income. Interest from loans (other than to participants)	2015-12-31	$7,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,156,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,074,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-253,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$208,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$762,322
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BIRDSONG ADAMS KNIGHT CARROLL, LLP
Accountancy firm EIN	2015-12-31	471745781
2014 : FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
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	$1,314,692
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,458,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,386,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$817,842
Value of total assets at end of year	2014-12-31	$7,553,111
Value of total assets at beginning of year	2014-12-31	$7,697,031
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$72,609
Total interest from all sources	2014-12-31	$7,210
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$139,725
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	$139,725
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$553,537
Participant contributions at end of year	2014-12-31	$170,189
Participant contributions at beginning of year	2014-12-31	$157,948
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$23,696
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	$-143,920
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,553,111
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,697,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$72,609
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$6,308,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$6,332,781
Interest on participant loans	2014-12-31	$7,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,074,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,206,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$349,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$240,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,386,003
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	BIRDSONG ADAMS KNIGHT CARROLL, LLP
Accountancy firm EIN	2014-12-31	471745781
2013 : FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,170,045
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,346,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,276,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,004,814
Value of total assets at end of year	2013-12-31	$7,697,031
Value of total assets at beginning of year	2013-12-31	$6,873,894
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$70,549
Total interest from all sources	2013-12-31	$7,348
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$97,282
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	$97,282
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$689,426
Participant contributions at end of year	2013-12-31	$157,948
Participant contributions at beginning of year	2013-12-31	$183,296
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$7,942
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	$823,137
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,697,031
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,873,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$70,549
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$6,332,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$6,690,598
Interest on participant loans	2013-12-31	$7,348
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,206,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,060,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$307,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,276,359
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	HOWARD LLP
Accountancy firm EIN	2013-12-31	202257536
2012 : FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,750,800
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$752,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$687,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,148,001
Value of total assets at end of year	2012-12-31	$6,873,894
Value of total assets at beginning of year	2012-12-31	$5,875,650
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$64,583
Total interest from all sources	2012-12-31	$9,493
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$117,547
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	$117,547
Administrative expenses professional fees incurred	2012-12-31	$15,855
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$729,633
Participant contributions at end of year	2012-12-31	$183,296
Participant contributions at beginning of year	2012-12-31	$256,531
Participant contributions at beginning of year	2012-12-31	$26,207
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$99,202
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$3,831
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	$998,244
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,873,894
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,875,650
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
Investment advisory and management fees	2012-12-31	$28,511
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$6,690,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$5,584,303
Interest on participant loans	2012-12-31	$9,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$475,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$319,166
Employer contributions (assets) at beginning of year	2012-12-31	$4,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$687,973
Contract administrator fees	2012-12-31	$20,217
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HOWARD & CO LLP
Accountancy firm EIN	2012-12-31	202257536
2011 : FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,704,444
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$764,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$706,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,883,308
Value of total assets at end of year	2011-12-31	$5,875,650
Value of total assets at beginning of year	2011-12-31	$4,935,573
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$58,322
Total interest from all sources	2011-12-31	$14,921
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$21,973
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$894,567
Participant contributions at end of year	2011-12-31	$256,531
Participant contributions at beginning of year	2011-12-31	$207,908
Participant contributions at end of year	2011-12-31	$26,207
Participant contributions at beginning of year	2011-12-31	$33,386
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$607,718
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$3,831
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$502
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	$940,077
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,875,650
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,935,573
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
Investment advisory and management fees	2011-12-31	$12,975
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$5,584,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,687,129
Interest on participant loans	2011-12-31	$14,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-193,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$381,023
Employer contributions (assets) at end of year	2011-12-31	$4,778
Employer contributions (assets) at beginning of year	2011-12-31	$6,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$706,045
Contract administrator fees	2011-12-31	$23,374
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HOWARD & CO LLP
Accountancy firm EIN	2011-12-31	202257536
2010 : FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
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	$1,587,098
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$347,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$283,962
Expenses. Certain deemed distributions of participant loans	2010-12-31	$6,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,203,152
Value of total assets at end of year	2010-12-31	$4,935,573
Value of total assets at beginning of year	2010-12-31	$3,696,414
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$57,719
Total interest from all sources	2010-12-31	$10,071
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$98,001
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	$98,001
Administrative expenses professional fees incurred	2010-12-31	$29,781
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$717,002
Participant contributions at end of year	2010-12-31	$207,908
Participant contributions at beginning of year	2010-12-31	$183,780
Participant contributions at end of year	2010-12-31	$6,648
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$186,869
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$502
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$-211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,239,159
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,935,573
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,696,414
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
Investment advisory and management fees	2010-12-31	$9,215
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,687,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,512,634
Interest on participant loans	2010-12-31	$10,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$276,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$299,281
Employer contributions (assets) at end of year	2010-12-31	$33,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$283,962
Contract administrator fees	2010-12-31	$18,723
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	HOWARD & CO LLP
Accountancy firm EIN	2010-12-31	202257536
2009 : FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN

2016: FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	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: FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

196-80416

Policy instance

Insurance contract or identification number	196-80416
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $1,345
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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
Commission paid to Insurance Broker	USD $1,345
Insurance broker organization code?	7
Insurance broker name	AUSDAL FINANCIAL PARTNERS, INC

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

196-80416

Policy instance

Insurance contract or identification number	196-80416
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,244
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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
Amount paid for insurance broker fees	1244
Additional information about fees paid to insurance broker	FEES/COMMISSIONS
Insurance broker organization code?	7
Insurance broker name	AUSDAL FINANCIAL PARTNERS, INC

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

196-80416

Policy instance

Insurance contract or identification number	196-80416
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $521
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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
Commission paid to Insurance Broker	USD $521
Insurance broker organization code?	7
Insurance broker name	AUSDAL FINANCIAL PARTNERS, INC

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Company Name:	FIRST PRESTON MANAGEMENT, INC.
Employer identification number (EIN):	752339288
NAIC Classification:	531310

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1990-08-14
Company Identification Number:	0116299400
Legal Registered Office Address:	2525 KNIGHT ST DALLAS United States of Amercica (USA) 75219

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2018-01-01	DAVID HEAD	2019-06-14
001	2017-01-01	DAVID HEAD	2018-09-12
001	2016-01-01	DAVID HEAD
001	2015-01-01	DAVID HEAD
001	2014-01-01	DAVID HEAD
001	2013-01-01	DAVID HEAD
001	2012-01-01	DAVID HEAD
001	2011-01-01	DAVID HEAD
001	2010-01-01	DAVID HEAD
001	2009-01-01	DAVID HEAD