401k Plan data: COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN plan

COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN
Plan identification number	001

COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COKINOS YOUNG has sponsored the creation of one or more 401k plans.

Company Name: COKINOS YOUNG

Employer identification number (EIN): 760288148

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING 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 2019-01-01
001 2018-01-01
001 2017-01-01 GREGORY M COKINOS GREGORY M COKINOS 2018-10-15
001 2016-01-01 GREGORY M COKINOS GREGORY M COKINOS 2018-01-29
001 2015-01-01 DALE JENSEN
001 2014-01-01 BRIAN BOSIEN 2015-10-14 BRIAN BOSIEN 2015-10-14
001 2013-01-01 BRIAN BOSIEN 2014-10-15 BRIAN BOSIEN 2014-10-15
001 2012-01-01 BRIAN BOSIEN 2013-10-11 BRIAN BOSIEN 2013-10-11
001 2011-01-01 BRIAN K. BOSIEN 2012-04-27
001 2010-01-01 BRIAN K. BOSIEN 2011-06-10

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	2019-01-01
001	2018-01-01
001	2017-01-01	GREGORY M COKINOS		GREGORY M COKINOS	2018-10-15
001	2016-01-01	GREGORY M COKINOS		GREGORY M COKINOS	2018-01-29
001	2015-01-01	DALE JENSEN
001	2014-01-01	BRIAN BOSIEN	2015-10-14	BRIAN BOSIEN	2015-10-14
001	2013-01-01	BRIAN BOSIEN	2014-10-15	BRIAN BOSIEN	2014-10-15
001	2012-01-01	BRIAN BOSIEN	2013-10-11	BRIAN BOSIEN	2013-10-11
001	2011-01-01	BRIAN K. BOSIEN	2012-04-27
001	2010-01-01	BRIAN K. BOSIEN	2011-06-10

Plan Statistics for COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 146
Number of retired or separated participants receiving benefits 2022-01-01 20
Number of other retired or separated participants entitled to future benefits 2022-01-01 69
Total of all active and inactive participants 2022-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 235
Number of participants with account balances 2022-01-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 18
2021: COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 138
Number of retired or separated participants receiving benefits 2021-01-01 18
Number of other retired or separated participants entitled to future benefits 2021-01-01 61
Total of all active and inactive participants 2021-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 217
Number of participants with account balances 2021-01-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 19
2020: COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 127
Number of retired or separated participants receiving benefits 2020-01-01 11
Number of other retired or separated participants entitled to future benefits 2020-01-01 55
Total of all active and inactive participants 2020-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 193
Number of participants with account balances 2020-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 12
2019: COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 118
Number of retired or separated participants receiving benefits 2019-01-01 15
Number of other retired or separated participants entitled to future benefits 2019-01-01 48
Total of all active and inactive participants 2019-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 181
Number of participants with account balances 2019-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 16
2018: COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 111
Number of retired or separated participants receiving benefits 2018-01-01 10
Number of other retired or separated participants entitled to future benefits 2018-01-01 45
Total of all active and inactive participants 2018-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 167
Number of participants with account balances 2018-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 12
2017: COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 102
Number of retired or separated participants receiving benefits 2017-01-01 5
Number of other retired or separated participants entitled to future benefits 2017-01-01 42
Total of all active and inactive participants 2017-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 149
Number of participants with account balances 2017-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 91
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 40
Total of all active and inactive participants 2016-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 136
Number of participants with account balances 2016-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 12
2015: COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 83
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 33
Total of all active and inactive participants 2015-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 120
Number of participants with account balances 2015-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 14

Measure	Date	Value
2022: COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	146
Number of retired or separated participants receiving benefits	2022-01-01	20
Number of other retired or separated participants entitled to future benefits	2022-01-01	69
Total of all active and inactive participants	2022-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	235
Number of participants with account balances	2022-01-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	18
2021: COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	138
Number of retired or separated participants receiving benefits	2021-01-01	18
Number of other retired or separated participants entitled to future benefits	2021-01-01	61
Total of all active and inactive participants	2021-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	217
Number of participants with account balances	2021-01-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	19
2020: COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	127
Number of retired or separated participants receiving benefits	2020-01-01	11
Number of other retired or separated participants entitled to future benefits	2020-01-01	55
Total of all active and inactive participants	2020-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	193
Number of participants with account balances	2020-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	12
2019: COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	118
Number of retired or separated participants receiving benefits	2019-01-01	15
Number of other retired or separated participants entitled to future benefits	2019-01-01	48
Total of all active and inactive participants	2019-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	181
Number of participants with account balances	2019-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	16
2018: COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	111
Number of retired or separated participants receiving benefits	2018-01-01	10
Number of other retired or separated participants entitled to future benefits	2018-01-01	45
Total of all active and inactive participants	2018-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	167
Number of participants with account balances	2018-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	12
2017: COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	102
Number of retired or separated participants receiving benefits	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	42
Total of all active and inactive participants	2017-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	149
Number of participants with account balances	2017-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	91
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	40
Total of all active and inactive participants	2016-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	136
Number of participants with account balances	2016-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	12
2015: COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	83
Number of retired or separated participants receiving benefits	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	33
Total of all active and inactive participants	2015-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	120
Number of participants with account balances	2015-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	14

Financial Data on COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,997,687
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,717,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,704,804
Value of total corrective distributions	2022-12-31	$621
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,251,002
Value of total assets at end of year	2022-12-31	$25,854,911
Value of total assets at beginning of year	2022-12-31	$30,570,314
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$12,291
Total interest from all sources	2022-12-31	$33,085
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,347,744
Participant contributions at end of year	2022-12-31	$233,127
Participant contributions at beginning of year	2022-12-31	$259,264
Participant contributions at end of year	2022-12-31	$15,997
Participant contributions at beginning of year	2022-12-31	$51,277
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$45,910
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,715,403
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$25,854,911
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$30,570,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$23,583,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$28,293,965
Interest on participant loans	2022-12-31	$16,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1,396,269
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,358,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,358,880
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$16,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$168,587
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$166,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,281,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$857,348
Employer contributions (assets) at end of year	2022-12-31	$457,577
Employer contributions (assets) at beginning of year	2022-12-31	$439,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,704,804
Contract administrator fees	2022-12-31	$12,291
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WRINKLE, GARDNER & COMPANY, PC.
Accountancy firm EIN	2022-12-31	760361151
2021 : COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$6,692,022
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$5,636,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,620,891
Expenses. Certain deemed distributions of participant loans	2021-12-31	$3,996
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,338,943
Value of total assets at end of year	2021-12-31	$30,570,314
Value of total assets at beginning of year	2021-12-31	$29,515,122
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$11,943
Total interest from all sources	2021-12-31	$12,904
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,249,079
Participant contributions at end of year	2021-12-31	$259,264
Participant contributions at beginning of year	2021-12-31	$222,274
Participant contributions at end of year	2021-12-31	$51,277
Participant contributions at beginning of year	2021-12-31	$44,147
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$297,509
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$621
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,055,192
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$30,570,314
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$29,515,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$28,293,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$27,566,770
Interest on participant loans	2021-12-31	$12,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,358,880
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,077,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,077,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$166,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$141,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,340,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$792,355
Employer contributions (assets) at end of year	2021-12-31	$439,516
Employer contributions (assets) at beginning of year	2021-12-31	$462,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,620,891
Contract administrator fees	2021-12-31	$11,943
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WRINKLE, GARDNER & COMPANY, P.C.
Accountancy firm EIN	2021-12-31	760361151
2020 : COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$6,690,385
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$601,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$592,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,578,403
Value of total assets at end of year	2020-12-31	$29,515,122
Value of total assets at beginning of year	2020-12-31	$23,426,710
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$9,808
Total interest from all sources	2020-12-31	$14,840
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,218,616
Participant contributions at end of year	2020-12-31	$222,274
Participant contributions at beginning of year	2020-12-31	$145,576
Participant contributions at end of year	2020-12-31	$44,147
Participant contributions at beginning of year	2020-12-31	$37,190
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$558,552
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$527
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$2,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$6,088,412
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$29,515,122
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$23,426,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$27,566,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$21,697,734
Interest on participant loans	2020-12-31	$14,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,077,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$968,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$968,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$141,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$103,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,097,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$801,235
Employer contributions (assets) at end of year	2020-12-31	$462,520
Employer contributions (assets) at beginning of year	2020-12-31	$471,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$592,165
Contract administrator fees	2020-12-31	$9,808
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WRINKLE GARDNER & COMPANY
Accountancy firm EIN	2020-12-31	760361151
2019 : COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 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	$7,320,581
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,059,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,048,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,070,213
Value of total assets at end of year	2019-12-31	$23,426,710
Value of total assets at beginning of year	2019-12-31	$18,165,754
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$11,563
Total interest from all sources	2019-12-31	$18,447
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
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
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
Contributions received from participants	2019-12-31	$992,229
Participant contributions at end of year	2019-12-31	$145,576
Participant contributions at beginning of year	2019-12-31	$160,986
Participant contributions at end of year	2019-12-31	$37,190
Participant contributions at beginning of year	2019-12-31	$36,227
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,336,816
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$2,445
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$2,525
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	$5,260,956
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$23,426,710
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$18,165,754
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 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	$21,697,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$17,127,482
Interest on participant loans	2019-12-31	$9,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$968,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$313,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$313,800
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$8,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$103,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$92,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,231,921
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
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	$741,168
Employer contributions (assets) at end of year	2019-12-31	$471,058
Employer contributions (assets) at beginning of year	2019-12-31	$432,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,048,062
Contract administrator fees	2019-12-31	$11,563
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WRINKLE GARDNER & COMPANY
Accountancy firm EIN	2019-12-31	760361151
2018 : COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 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	$610,443
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,002,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,981,028
Expenses. Certain deemed distributions of participant loans	2018-12-31	$945
Value of total corrective distributions	2018-12-31	$3,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,777,110
Value of total assets at end of year	2018-12-31	$18,165,754
Value of total assets at beginning of year	2018-12-31	$20,558,053
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$17,538
Total interest from all sources	2018-12-31	$12,544
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
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	$862,278
Participant contributions at end of year	2018-12-31	$160,986
Participant contributions at beginning of year	2018-12-31	$178,304
Participant contributions at end of year	2018-12-31	$36,227
Participant contributions at beginning of year	2018-12-31	$28,526
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$286,726
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$2,525
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$129
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	$-2,392,299
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$18,165,754
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$20,558,053
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	$17,127,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$19,288,539
Interest on participant loans	2018-12-31	$7,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$313,800
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$540,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$540,249
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$4,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$92,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$81,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,179,211
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	Yes
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	$628,106
Employer contributions (assets) at end of year	2018-12-31	$432,365
Employer contributions (assets) at beginning of year	2018-12-31	$441,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,981,028
Contract administrator fees	2018-12-31	$17,538
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	WRINDLE GARDNER & COMPANY
Accountancy firm EIN	2018-12-31	760361151
2017 : COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 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	$4,229,699
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,675,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,661,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,463,858
Value of total assets at end of year	2017-12-31	$20,558,053
Value of total assets at beginning of year	2017-12-31	$18,004,084
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$13,929
Total interest from all sources	2017-12-31	$11,331
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
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	$752,611
Participant contributions at end of year	2017-12-31	$178,304
Participant contributions at beginning of year	2017-12-31	$219,060
Participant contributions at end of year	2017-12-31	$28,526
Participant contributions at beginning of year	2017-12-31	$28,484
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$72,766
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$129
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$3,662
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	$2,553,969
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$20,558,053
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$18,004,084
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	$19,288,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$16,722,646
Interest on participant loans	2017-12-31	$9,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$540,249
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$556,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$556,187
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$1,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$81,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$71,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,754,510
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	No
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	$638,481
Employer contributions (assets) at end of year	2017-12-31	$441,203
Employer contributions (assets) at beginning of year	2017-12-31	$402,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,661,801
Contract administrator fees	2017-12-31	$13,929
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	WRINKLE GARDNER & COMPANY
Accountancy firm EIN	2017-12-31	760361151
2016 : COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING 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	$2,840,756
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,014,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$999,580
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,527,085
Value of total assets at end of year	2016-12-31	$18,004,084
Value of total assets at beginning of year	2016-12-31	$16,178,133
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$15,225
Total interest from all sources	2016-12-31	$11,654
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
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
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$864,600
Participant contributions at end of year	2016-12-31	$219,060
Participant contributions at beginning of year	2016-12-31	$324,476
Participant contributions at end of year	2016-12-31	$28,484
Participant contributions at beginning of year	2016-12-31	$37,740
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$51,288
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$3,662
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$5,244
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	$1,825,951
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$18,004,084
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$16,178,133
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	$16,722,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$14,748,746
Interest on participant loans	2016-12-31	$12,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$556,187
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$585,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$585,470
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$-436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$71,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$60,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,302,017
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	$611,197
Employer contributions (assets) at end of year	2016-12-31	$402,686
Employer contributions (assets) at beginning of year	2016-12-31	$416,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$999,580
Contract administrator fees	2016-12-31	$15,225
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	WRINKLE GARDNER & COMPANY
Accountancy firm EIN	2016-12-31	760361151
2015 : COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING 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	$1,558,351
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$538,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$516,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,899,053
Value of total assets at end of year	2015-12-31	$16,178,133
Value of total assets at beginning of year	2015-12-31	$15,158,172
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$21,914
Total interest from all sources	2015-12-31	$11,549
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
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	$800,883
Participant contributions at end of year	2015-12-31	$324,476
Participant contributions at beginning of year	2015-12-31	$206,893
Participant contributions at end of year	2015-12-31	$37,740
Participant contributions at beginning of year	2015-12-31	$45,385
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$486,249
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$5,244
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$3,977
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	$1,019,961
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$16,178,133
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$15,158,172
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	$14,748,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$14,271,131
Interest on participant loans	2015-12-31	$12,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$585,470
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$251,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$251,962
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$-1,262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$60,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$46,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-352,251
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	$611,921
Employer contributions (assets) at end of year	2015-12-31	$416,342
Employer contributions (assets) at beginning of year	2015-12-31	$332,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$516,476
Contract administrator fees	2015-12-31	$21,914
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	WRINKLE GARDNER & COMPANY
Accountancy firm EIN	2015-12-31	760361151

Form 5500 Responses for COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN

2022: COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 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	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING 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: COKINOS, BOSIEN & YOUNG 401(K) PROFIT SHARING 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

Insurance Providers Used on plan

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

Policy contract number

GAP-B2-LP9W

Policy instance

Insurance contract or identification number	GAP-B2-LP9W
Number of Individuals Covered	3
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $319
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 $319
Insurance broker organization code?	7

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

Policy contract number

GAP-B2-LU28

Policy instance

Insurance contract or identification number	GAP-B2-LU28
Number of Individuals Covered	4
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $328
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 $328
Insurance broker organization code?	7

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

Policy contract number

GAP-B2-LU28

Policy instance

Insurance contract or identification number	GAP-B2-LU28
Number of Individuals Covered	5
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $241
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 $241
Insurance broker organization code?	7

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

Policy contract number

GAP-B2-LU28

Policy instance

Insurance contract or identification number	GAP-B2-LU28
Number of Individuals Covered	2
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $53
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 $53
Insurance broker organization code?	7

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

Policy contract number

GAP-B2-LU28

Policy instance

Insurance contract or identification number	GAP-B2-LU28
Number of Individuals Covered	161
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 $0
Insurance broker organization code?	7

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

Policy contract number

GAP-B2-LU28

Policy instance

Insurance contract or identification number	GAP-B2-LU28
Number of Individuals Covered	3
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 $0
Insurance broker organization code?	7
Insurance broker name	CAMBRIDGE INVESTMENT RESEARCH

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

Policy contract number

GAP-B2-LU28

Policy instance

Insurance contract or identification number	GAP-B2-LU28
Number of Individuals Covered	120
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
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 $0
Insurance broker organization code?	7
Insurance broker name	CAMBRIDGE INVESTMENT RESEARCH

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Company Name:	COKINOS YOUNG
Employer identification number (EIN):	760288148
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers