401k Plan data: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST plan

SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 401k Plan overview

Plan Name	SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST
Plan identification number	002

SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

SHARYLAND UTILITIES L.P. has sponsored the creation of one or more 401k plans.

Company Name: SHARYLAND UTILITIES L.P.

Employer identification number (EIN): 752792854

NAIC Classification: 221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2018-01-01
002 2017-01-01 JOSHUA CARPENTER JOSHUA CARPENTER 2018-10-15
002 2016-01-01 JOSHUA CARPENTER JOSHUA CARPENTER 2017-10-16
002 2015-01-01 JOSHUA CARPENTER
002 2014-01-01 JOSHUA CARPENTER
002 2013-01-01 JOSHUA CARPENTER
002 2012-01-01 JOSHUA CARPENTER
002 2011-01-01 JOSHUA CARPENTER
002 2010-01-01 D MARK TYLER

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2018-01-01
002	2017-01-01	JOSHUA CARPENTER	JOSHUA CARPENTER	2018-10-15
002	2016-01-01	JOSHUA CARPENTER	JOSHUA CARPENTER	2017-10-16
002	2015-01-01	JOSHUA CARPENTER
002	2014-01-01	JOSHUA CARPENTER
002	2013-01-01	JOSHUA CARPENTER
002	2012-01-01	JOSHUA CARPENTER
002	2011-01-01	JOSHUA CARPENTER
002	2010-01-01	D MARK TYLER

Plan Statistics for SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST

401k plan membership statisitcs for SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST

Measure Date Value
2020: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 136
Total of all active and inactive participants 2019-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 138
Number of participants with account balances 2019-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 67
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 104
Total of all active and inactive participants 2018-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 172
Number of participants with account balances 2018-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 308
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 101
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 173
Total of all active and inactive participants 2017-01-01 274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 275
Number of participants with account balances 2017-01-01 275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 315
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 280
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 24
Total of all active and inactive participants 2016-01-01 304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 305
Number of participants with account balances 2016-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 280
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 282
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 28
Total of all active and inactive participants 2015-01-01 310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 310
Number of participants with account balances 2015-01-01 306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 246
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 249
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 27
Total of all active and inactive participants 2014-01-01 276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 276
Number of participants with account balances 2014-01-01 274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 219
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 22
Total of all active and inactive participants 2013-01-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 241
Number of participants with account balances 2013-01-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 227
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 229
Number of participants with account balances 2012-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 6
2011: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 187
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 190
Number of participants with account balances 2011-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 140
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 10
Total of all active and inactive participants 2010-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 150
Number of participants with account balances 2010-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2020: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	136
Total of all active and inactive participants	2019-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	138
Number of participants with account balances	2019-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	67
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	104
Total of all active and inactive participants	2018-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	172
Number of participants with account balances	2018-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	308
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	101
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	173
Total of all active and inactive participants	2017-01-01	274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	275
Number of participants with account balances	2017-01-01	275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	315
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	280
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	24
Total of all active and inactive participants	2016-01-01	304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	305
Number of participants with account balances	2016-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	280
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	282
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	28
Total of all active and inactive participants	2015-01-01	310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	310
Number of participants with account balances	2015-01-01	306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	246
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	249
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	27
Total of all active and inactive participants	2014-01-01	276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	276
Number of participants with account balances	2014-01-01	274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	219
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	22
Total of all active and inactive participants	2013-01-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	241
Number of participants with account balances	2013-01-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	227
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	229
Number of participants with account balances	2012-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	6
2011: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	187
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	190
Number of participants with account balances	2011-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	140
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	10
Total of all active and inactive participants	2010-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	150
Number of participants with account balances	2010-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST

Measure	Date	Value
2020 : SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Total income from all sources (including contributions)	2020-09-30	$215,782
Total loss/gain on sale of assets	2020-09-30	$0
Total of all expenses incurred	2020-09-30	$17,183,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-09-30	$17,177,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-09-30	$0
Value of total assets at end of year	2020-09-30	$0
Value of total assets at beginning of year	2020-09-30	$16,967,944
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-09-30	$5,878
Total interest from all sources	2020-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-09-30	$687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-09-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-09-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2020-09-30	$687
Was this plan covered by a fidelity bond	2020-09-30	Yes
Value of fidelity bond cover	2020-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2020-09-30	No
Participant contributions at beginning of year	2020-09-30	$40,097
Other income not declared elsewhere	2020-09-30	$2
Administrative expenses (other) incurred	2020-09-30	$5,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-09-30	No
Value of net income/loss	2020-09-30	$-16,967,944
Value of net assets at end of year (total assets less liabilities)	2020-09-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-09-30	$16,967,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-09-30	No
Were any leases to which the plan was party in default or uncollectible	2020-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-09-30	$14,874,062
Value of interest in common/collective trusts at beginning of year	2020-09-30	$2,053,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-09-30	$211,859
Net investment gain/loss from pooled separate accounts	2020-09-30	$0
Net investment gain or loss from common/collective trusts	2020-09-30	$3,234
Net gain/loss from 103.12 investment entities	2020-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-09-30	No
Was there a failure to transmit to the plan any participant contributions	2020-09-30	No
Has the plan failed to provide any benefit when due under the plan	2020-09-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-09-30	$17,177,848
Did the plan have assets held for investment	2020-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-09-30	Unqualified
Accountancy firm name	2020-09-30	RANDY SILHAN, CPA CFE
Accountancy firm EIN	2020-09-30	262515308
2019 : SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$5,652,315
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$13,044,235
Total of all expenses incurred	2019-12-31	$13,044,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$12,961,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,249,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,249,682
Value of total assets at end of year	2019-12-31	$16,967,944
Value of total assets at end of year	2019-12-31	$16,967,944
Value of total assets at beginning of year	2019-12-31	$24,359,864
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$82,833
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$82,833
Total interest from all sources	2019-12-31	$5,868
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$316,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$316,828
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$390,989
Contributions received from participants	2019-12-31	$390,989
Participant contributions at end of year	2019-12-31	$40,097
Participant contributions at end of year	2019-12-31	$40,097
Participant contributions at beginning of year	2019-12-31	$268,517
Other income not declared elsewhere	2019-12-31	$-91
Administrative expenses (other) incurred	2019-12-31	$82,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-7,391,920
Value of net income/loss	2019-12-31	$-7,391,920
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$16,967,944
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$16,967,944
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$24,359,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$14,874,062
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$14,874,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$21,353,058
Interest on participant loans	2019-12-31	$5,868
Interest on participant loans	2019-12-31	$5,868
Value of interest in common/collective trusts at end of year	2019-12-31	$2,053,785
Value of interest in common/collective trusts at end of year	2019-12-31	$2,053,785
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,738,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,023,249
Net investment gain or loss from common/collective trusts	2019-12-31	$56,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$858,693
Contributions received in cash from employer	2019-12-31	$858,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$12,961,402
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RANDY SILHAN, CPA CFE
Accountancy firm name	2019-12-31	RANDY SILHAN, CPA CFE
Accountancy firm EIN	2019-12-31	262515308
Accountancy firm EIN	2019-12-31	262515308
2018 : SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,061,745
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$16,731,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$16,661,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,787,728
Value of total assets at end of year	2018-12-31	$24,359,864
Value of total assets at beginning of year	2018-12-31	$40,029,941
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$70,202
Total interest from all sources	2018-12-31	$18,309
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$518,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$518,513
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$786,594
Participant contributions at end of year	2018-12-31	$268,517
Participant contributions at beginning of year	2018-12-31	$902,040
Other income not declared elsewhere	2018-12-31	$688
Administrative expenses (other) incurred	2018-12-31	$70,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-15,670,077
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$24,359,864
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$40,029,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$21,353,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$35,841,369
Interest on participant loans	2018-12-31	$18,309
Value of interest in common/collective trusts at end of year	2018-12-31	$2,738,289
Value of interest in common/collective trusts at beginning of year	2018-12-31	$3,286,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,335,118
Net investment gain or loss from common/collective trusts	2018-12-31	$71,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,001,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$16,661,620
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	RANDY SILHAN, CPA CFE
Accountancy firm EIN	2018-12-31	262515308
2017 : SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$12,587,232
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$13,774,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$13,661,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$5,490,783
Value of total assets at end of year	2017-12-31	$40,029,941
Value of total assets at beginning of year	2017-12-31	$41,216,944
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$113,075
Total interest from all sources	2017-12-31	$46,757
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$397,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$397,197
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,209,020
Participant contributions at end of year	2017-12-31	$902,040
Participant contributions at beginning of year	2017-12-31	$1,037,177
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$111,807
Administrative expenses (other) incurred	2017-12-31	$113,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-1,187,003
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$40,029,941
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$41,216,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$35,841,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$36,509,864
Interest on participant loans	2017-12-31	$46,757
Value of interest in common/collective trusts at end of year	2017-12-31	$3,286,532
Value of interest in common/collective trusts at beginning of year	2017-12-31	$3,669,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$6,578,877
Net investment gain/loss from pooled separate accounts	2017-12-31	$73,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$3,169,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$13,661,160
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	RANDY SILHAN, CPA CFE
Accountancy firm EIN	2017-12-31	262515308
2016 : SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 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	$9,064,285
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,597,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,523,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$6,011,328
Value of total assets at end of year	2016-12-31	$41,216,944
Value of total assets at beginning of year	2016-12-31	$34,750,412
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$74,251
Total interest from all sources	2016-12-31	$39,258
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$487,058
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	$487,058
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,138,244
Participant contributions at end of year	2016-12-31	$1,037,177
Participant contributions at beginning of year	2016-12-31	$776,851
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$760,255
Other income not declared elsewhere	2016-12-31	$-200
Administrative expenses (other) incurred	2016-12-31	$74,251
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	$6,466,532
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$41,216,944
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$34,750,412
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	$36,509,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$30,823,644
Interest on participant loans	2016-12-31	$39,258
Value of interest in common/collective trusts at end of year	2016-12-31	$3,669,903
Value of interest in common/collective trusts at beginning of year	2016-12-31	$3,149,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,467,085
Net investment gain or loss from common/collective trusts	2016-12-31	$59,756
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	$3,112,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,523,502
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	RANDY SILHAN, CPA, CFE
Accountancy firm EIN	2016-12-31	262515308
2015 : SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 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	$5,265,215
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,478,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,365,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$5,333,617
Value of total assets at end of year	2015-12-31	$34,750,412
Value of total assets at beginning of year	2015-12-31	$30,964,073
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$113,306
Total interest from all sources	2015-12-31	$31,940
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$343,199
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	$343,199
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,985,383
Participant contributions at end of year	2015-12-31	$776,851
Participant contributions at beginning of year	2015-12-31	$676,866
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$725,110
Other income not declared elsewhere	2015-12-31	$194,711
Administrative expenses (other) incurred	2015-12-31	$113,306
Total non interest bearing cash at beginning of year	2015-12-31	$1,960
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	$3,786,339
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$34,750,412
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$30,964,073
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	$30,823,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$24,209,647
Interest on participant loans	2015-12-31	$31,940
Value of interest in common/collective trusts at end of year	2015-12-31	$3,149,917
Value of interest in common/collective trusts at beginning of year	2015-12-31	$6,075,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-893,988
Net investment gain or loss from common/collective trusts	2015-12-31	$255,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
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	$2,623,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,365,570
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	RANDY SILHAN, CPA, CFE
Accountancy firm EIN	2015-12-31	262515308
2014 : SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 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	$6,077,061
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,977,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,831,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$4,348,760
Value of total assets at end of year	2014-12-31	$30,964,073
Value of total assets at beginning of year	2014-12-31	$27,864,704
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$146,554
Total interest from all sources	2014-12-31	$24,012
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,439,347
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	$1,439,347
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,732,628
Participant contributions at end of year	2014-12-31	$676,866
Participant contributions at beginning of year	2014-12-31	$550,702
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$160,515
Other income not declared elsewhere	2014-12-31	$153
Administrative expenses (other) incurred	2014-12-31	$146,554
Total non interest bearing cash at end of year	2014-12-31	$1,960
Total non interest bearing cash at beginning of year	2014-12-31	$1,693
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	$3,099,369
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$30,964,073
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$27,864,704
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	$24,209,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$21,338,005
Interest on participant loans	2014-12-31	$24,012
Value of interest in common/collective trusts at end of year	2014-12-31	$6,075,600
Value of interest in common/collective trusts at beginning of year	2014-12-31	$5,974,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$52,522
Net investment gain or loss from common/collective trusts	2014-12-31	$212,267
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	$2,455,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,831,138
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	RANDY SILHAN, CPA, CFE
Accountancy firm EIN	2014-12-31	262515308
2013 : SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 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	$8,512,816
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,006,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$862,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,950,385
Value of total assets at end of year	2013-12-31	$27,864,704
Value of total assets at beginning of year	2013-12-31	$20,358,402
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$144,376
Total interest from all sources	2013-12-31	$21,275
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,155,356
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	$1,155,356
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
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	$1,463,493
Participant contributions at end of year	2013-12-31	$550,702
Participant contributions at beginning of year	2013-12-31	$492,974
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$402,908
Other income not declared elsewhere	2013-12-31	$112
Administrative expenses (other) incurred	2013-12-31	$144,376
Total non interest bearing cash at end of year	2013-12-31	$1,693
Total non interest bearing cash at beginning of year	2013-12-31	$2,782
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	$7,506,302
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$27,864,704
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$20,358,402
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	$21,338,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$14,899,321
Interest on participant loans	2013-12-31	$21,275
Value of interest in common/collective trusts at end of year	2013-12-31	$5,974,304
Value of interest in common/collective trusts at beginning of year	2013-12-31	$4,963,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,646,655
Net investment gain or loss from common/collective trusts	2013-12-31	$739,033
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	$2,083,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$862,138
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	RANDY SILHAN,CPA,CFE
Accountancy firm EIN	2013-12-31	262515308
2012 : SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 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	$4,794,997
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,303,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,193,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,605,135
Value of total assets at end of year	2012-12-31	$20,358,402
Value of total assets at beginning of year	2012-12-31	$16,866,533
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$109,883
Total interest from all sources	2012-12-31	$20,056
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$409,031
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	$409,031
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,086,844
Participant contributions at end of year	2012-12-31	$492,974
Participant contributions at beginning of year	2012-12-31	$394,651
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$76,148
Other income not declared elsewhere	2012-12-31	$24,340
Administrative expenses (other) incurred	2012-12-31	$109,883
Total non interest bearing cash at end of year	2012-12-31	$2,782
Total non interest bearing cash at beginning of year	2012-12-31	$1,239
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	$3,491,869
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$20,358,402
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$16,866,533
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	$14,899,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$14,040,473
Interest on participant loans	2012-12-31	$20,056
Value of interest in common/collective trusts at end of year	2012-12-31	$4,963,325
Value of interest in common/collective trusts at beginning of year	2012-12-31	$2,430,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,433,314
Net investment gain or loss from common/collective trusts	2012-12-31	$303,121
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	$1,442,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,193,245
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	RANDY SILHAN, CPA, CFE
Accountancy firm EIN	2012-12-31	262515308
2011 : SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 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	$2,010,212
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,191,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,074,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,277,758
Value of total assets at end of year	2011-12-31	$16,866,533
Value of total assets at beginning of year	2011-12-31	$17,048,122
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$117,363
Total interest from all sources	2011-12-31	$16,604
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$178,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$178,242
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$903,335
Participant contributions at end of year	2011-12-31	$394,651
Participant contributions at beginning of year	2011-12-31	$143,787
Participant contributions at beginning of year	2011-12-31	$633
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$351
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$1,157
Other income not declared elsewhere	2011-12-31	$46,782
Administrative expenses (other) incurred	2011-12-31	$117,363
Total non interest bearing cash at end of year	2011-12-31	$1,239
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	$-181,589
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$16,866,533
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$17,048,122
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	$14,040,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$15,265,599
Interest on participant loans	2011-12-31	$16,604
Value of interest in common/collective trusts at end of year	2011-12-31	$2,430,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,630,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-552,840
Net investment gain or loss from common/collective trusts	2011-12-31	$43,666
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	$1,374,072
Employer contributions (assets) at beginning of year	2011-12-31	$6,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,074,438
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	RANDY SILHAN,CPA,CFE
Accountancy firm EIN	2011-12-31	262515308
2010 : SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 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	$3,844,881
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,110,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,017,408
Value of total corrective distributions	2010-12-31	$92,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,796,016
Value of total assets at end of year	2010-12-31	$17,048,122
Value of total assets at beginning of year	2010-12-31	$15,314,118
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$528
Total interest from all sources	2010-12-31	$66,921
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$162,278
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	$162,278
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	$742,912
Participant contributions at end of year	2010-12-31	$143,787
Participant contributions at beginning of year	2010-12-31	$177,753
Participant contributions at end of year	2010-12-31	$633
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,157
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$1,157
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,734,004
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$17,048,122
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$15,314,118
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	$15,265,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$13,422,306
Value of interest in pooled separate accounts at end of year	2010-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$0
Interest on participant loans	2010-12-31	$13,234
Interest earned on other investments	2010-12-31	$53,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,630,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,714,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,819,666
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	Yes
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	$1,051,947
Employer contributions (assets) at end of year	2010-12-31	$6,677
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,017,408
Contract administrator fees	2010-12-31	$528
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	RANDY SILHAN, CPA, CFE
Accountancy firm EIN	2010-12-31	262515308

Form 5500 Responses for SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST

2020: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 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: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 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: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 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: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SHARYLAND UTILITES, LP EMPLOYEE THRIFT 401(K) AND TRUST 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 – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441462

Policy instance

Insurance contract or identification number	441462
Number of Individuals Covered	0
Insurance policy start date	2011-01-01
Insurance policy end date	2011-11-15
Total amount of commissions paid to insurance broker	USD $6,233
Total amount of fees paid to insurance company	USD $4,381
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

4-41462

Policy instance

Insurance contract or identification number	4-41462
Number of Individuals Covered	125
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $46,800
Total amount of fees paid to insurance company	USD $41,788
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $46,800
Amount paid for insurance broker fees	29369
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE AND PRORATED INCENTIVE NOT DEDUCTED FROM PLAN
Insurance broker organization code?	3
Insurance broker name	NFP SECURITIES INC

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Company Name:	SHARYLAND UTILITIES L.P.
Employer identification number (EIN):	752792854
NAIC Classification:	221100