401k Plan data: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST plan

SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST
Plan identification number	001

SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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

SIMKINS-HALLIN, INC. has sponsored the creation of one or more 401k plans.

Company Name: SIMKINS-HALLIN, INC.

Employer identification number (EIN): 810228254

NAIC Classification: 444190
NAIC Description: Other Building Material Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST

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 2019-01-01
001 2018-01-01
001 2017-01-01 KARLY BJELLA KARLY BJELLA 2018-10-03
001 2016-01-01 TOM SIMKINS OR KARLY BJELLA TOM SIMKINS OR KARLY BJELLA 2017-07-27
001 2015-01-01 TOM SIMKINS 2016-07-08 TOM SIMKINS 2016-07-08
001 2014-01-01 JOHN M. SIMKINS 2015-06-18 JOHN M. SIMKINS 2015-06-18
001 2013-01-01 JOHN M. SIMKINS 2014-06-02 JOHN M. SIMKINS 2014-06-02
001 2012-01-01 JOHN M. SIMKINS
001 2011-01-01 JOHN M. SIMKINS JOHN M. SIMKINS 2012-09-24
001 2010-01-01 JOHN M. SIMKINS JOHN M. SIMKINS 2011-09-27
001 2009-01-01 JOHN M. SIMKINS

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	2019-01-01
001	2018-01-01
001	2017-01-01	KARLY BJELLA		KARLY BJELLA	2018-10-03
001	2016-01-01	TOM SIMKINS OR KARLY BJELLA		TOM SIMKINS OR KARLY BJELLA	2017-07-27
001	2015-01-01	TOM SIMKINS	2016-07-08	TOM SIMKINS	2016-07-08
001	2014-01-01	JOHN M. SIMKINS	2015-06-18	JOHN M. SIMKINS	2015-06-18
001	2013-01-01	JOHN M. SIMKINS	2014-06-02	JOHN M. SIMKINS	2014-06-02
001	2012-01-01	JOHN M. SIMKINS
001	2011-01-01	JOHN M. SIMKINS		JOHN M. SIMKINS	2012-09-24
001	2010-01-01	JOHN M. SIMKINS		JOHN M. SIMKINS	2011-09-27
001	2009-01-01	JOHN M. SIMKINS

Plan Statistics for SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST

401k plan membership statisitcs for SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST

Measure Date Value
2022: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 98
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 28
Total of all active and inactive participants 2022-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 128
Number of participants with account balances 2022-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 97
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 95
Total of all active and inactive participants 2021-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 194
Number of participants with account balances 2021-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 98
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 65
Total of all active and inactive participants 2020-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 165
Number of participants with account balances 2020-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 104
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 51
Total of all active and inactive participants 2019-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 156
Number of participants with account balances 2019-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 105
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 38
Total of all active and inactive participants 2018-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 143
Number of participants with account balances 2018-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 111
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 18
Total of all active and inactive participants 2017-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 129
Number of participants with account balances 2017-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 126
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 12
Total of all active and inactive participants 2016-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 138
Number of participants with account balances 2016-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2012: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 91
Number of other retired or separated participants entitled to future benefits 2012-01-01 6
Total of all active and inactive participants 2012-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 97
Number of participants with account balances 2012-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 92
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 10
Total of all active and inactive participants 2011-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 102
Number of participants with account balances 2011-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 93
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 2010-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 103
Number of participants with account balances 2010-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 104
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 8
Total of all active and inactive participants 2009-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 112
Number of participants with account balances 2009-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	98
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	28
Total of all active and inactive participants	2022-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	128
Number of participants with account balances	2022-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	97
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	95
Total of all active and inactive participants	2021-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	194
Number of participants with account balances	2021-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	98
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	65
Total of all active and inactive participants	2020-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	165
Number of participants with account balances	2020-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	104
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	51
Total of all active and inactive participants	2019-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	156
Number of participants with account balances	2019-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	105
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	38
Total of all active and inactive participants	2018-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	143
Number of participants with account balances	2018-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	111
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	18
Total of all active and inactive participants	2017-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	129
Number of participants with account balances	2017-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	126
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	12
Total of all active and inactive participants	2016-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	138
Number of participants with account balances	2016-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2012: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	91
Number of other retired or separated participants entitled to future benefits	2012-01-01	6
Total of all active and inactive participants	2012-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	97
Number of participants with account balances	2012-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	92
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	10
Total of all active and inactive participants	2011-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	102
Number of participants with account balances	2011-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	93
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	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	103
Number of participants with account balances	2010-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	104
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	8
Total of all active and inactive participants	2009-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	112
Number of participants with account balances	2009-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST

Measure	Date	Value
2022 : SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 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	$-747,937
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$747,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$746,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$893,217
Value of total assets at end of year	2022-12-31	$9,266,737
Value of total assets at beginning of year	2022-12-31	$10,762,177
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,175
Total interest from all sources	2022-12-31	$7,629
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	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$593,437
Participant contributions at end of year	2022-12-31	$56,894
Participant contributions at beginning of year	2022-12-31	$69,715
Administrative expenses (other) incurred	2022-12-31	$1,175
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	$-1,495,440
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,266,737
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,762,177
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	$8,759,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$10,264,962
Interest on participant loans	2022-12-31	$3,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$2
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$2
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$3,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$449,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$427,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,648,783
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	$299,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$746,328
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
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	RUDD & COMPANY PLLC
Accountancy firm EIN	2022-12-31	820467399
2021 : SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 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	$2,004,186
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$607,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$603,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$834,893
Value of total assets at end of year	2021-12-31	$10,762,177
Value of total assets at beginning of year	2021-12-31	$9,365,410
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$3,566
Total interest from all sources	2021-12-31	$9,621
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$550,609
Participant contributions at end of year	2021-12-31	$69,715
Participant contributions at beginning of year	2021-12-31	$104,966
Administrative expenses (other) incurred	2021-12-31	$3,566
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	$1,396,767
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,762,177
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,365,410
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	$10,264,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,894,296
Interest on participant loans	2021-12-31	$6,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$2
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$476
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$476
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$3,488
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$427,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$365,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,159,672
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	$284,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$603,853
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
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	RUDD & COMPANY, PLLC
Accountancy firm EIN	2021-12-31	820467399
2020 : SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 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	$1,914,997
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$150,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$131,055
Expenses. Certain deemed distributions of participant loans	2020-12-31	$19,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$723,043
Value of total assets at end of year	2020-12-31	$9,365,410
Value of total assets at beginning of year	2020-12-31	$7,601,185
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$615
Total interest from all sources	2020-12-31	$11,081
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$468,629
Participant contributions at end of year	2020-12-31	$104,966
Participant contributions at beginning of year	2020-12-31	$116,112
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,264
Administrative expenses (other) incurred	2020-12-31	$615
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	$1,764,225
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,365,410
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,601,185
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	$8,894,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,170,432
Interest on participant loans	2020-12-31	$7,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$476
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$3,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$365,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$314,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,180,873
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	$253,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$131,055
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
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	Unqualified
Accountancy firm name	2020-12-31	RUDD & COMPANY
Accountancy firm EIN	2020-12-31	820467399
2019 : SIMKINS-HALLIN, INC. 401(K) PLAN 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	$1,977,079
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$302,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$301,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$704,420
Value of total assets at end of year	2019-12-31	$7,601,185
Value of total assets at beginning of year	2019-12-31	$5,926,705
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$825
Total interest from all sources	2019-12-31	$7,918
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$440,194
Participant contributions at end of year	2019-12-31	$116,112
Participant contributions at beginning of year	2019-12-31	$50,699
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$11,754
Administrative expenses (other) incurred	2019-12-31	$825
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	$1,674,480
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,601,185
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,926,705
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	$7,170,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,612,151
Interest on participant loans	2019-12-31	$5,048
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$2,870
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$314,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$263,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,264,741
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	$252,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$301,774
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	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
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	RUDD & COMPANY
Accountancy firm EIN	2019-12-31	820467399
2018 : SIMKINS-HALLIN, INC. 401(K) PLAN 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	$183,709
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$417,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$416,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$641,448
Value of total assets at end of year	2018-12-31	$5,926,705
Value of total assets at beginning of year	2018-12-31	$6,160,545
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,306
Total interest from all sources	2018-12-31	$4,890
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$410,317
Participant contributions at end of year	2018-12-31	$50,699
Participant contributions at beginning of year	2018-12-31	$49,405
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$-3,160
Administrative expenses (other) incurred	2018-12-31	$1,306
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	$-233,840
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,926,705
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,160,545
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	$5,612,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,832,972
Interest on participant loans	2018-12-31	$2,672
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$2,218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$263,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$281,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-462,629
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	$231,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$416,243
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
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	RUDD & COMPANY
Accountancy firm EIN	2018-12-31	820467399
2017 : SIMKINS-HALLIN, INC. 401(K) PLAN 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	$1,372,759
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$216,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$215,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$594,321
Value of total assets at end of year	2017-12-31	$6,160,545
Value of total assets at beginning of year	2017-12-31	$5,004,236
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$600
Total interest from all sources	2017-12-31	$6,318
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$337,307
Participant contributions at end of year	2017-12-31	$49,405
Participant contributions at beginning of year	2017-12-31	$87,245
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$-3,160
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$-880
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$83,917
Administrative expenses (other) incurred	2017-12-31	$600
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	$1,156,309
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,160,545
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,004,236
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	$5,832,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,510,155
Interest on participant loans	2017-12-31	$3,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$2,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$281,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$407,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$772,120
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	$173,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$215,850
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
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	RUDD & COMPANY
Accountancy firm EIN	2017-12-31	820467399
2016 : SIMKINS-HALLIN, INC. 401(K) PLAN 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	$836,402
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$421,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$420,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$462,416
Value of total assets at end of year	2016-12-31	$5,004,236
Value of total assets at beginning of year	2016-12-31	$4,588,852
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$260
Total interest from all sources	2016-12-31	$8,104
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$286,196
Participant contributions at end of year	2016-12-31	$87,245
Participant contributions at beginning of year	2016-12-31	$96,718
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$-880
Administrative expenses (other) incurred	2016-12-31	$260
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	$415,384
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,004,236
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,588,852
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 pooled separate accounts at end of year	2016-12-31	$4,510,155
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,127,886
Income. Interest from loans (other than to participants)	2016-12-31	$4,763
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$3,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$407,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$364,248
Net investment gain/loss from pooled separate accounts	2016-12-31	$365,882
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	$176,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$420,758
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
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	WIPFLI
Accountancy firm EIN	2016-12-31	390758449
2012 : SIMKINS-HALLIN, INC. 401(K) PLAN 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	$619,788
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$129,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$128,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$242,364
Value of total assets at end of year	2012-12-31	$3,119,037
Value of total assets at beginning of year	2012-12-31	$2,628,375
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$305
Total interest from all sources	2012-12-31	$7,110
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$312,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$149,426
Participant contributions at end of year	2012-12-31	$124,058
Participant contributions at beginning of year	2012-12-31	$71,551
Administrative expenses (other) incurred	2012-12-31	$305
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	$490,662
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,119,037
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,628,375
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	$2,768,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,358,895
Interest on participant loans	2012-12-31	$5,385
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$1,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$226,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$197,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$370,314
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	$92,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$128,821
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	GALUSHA, HIGGINS, & GALUSHA PC
Accountancy firm EIN	2012-12-31	810272932
2011 : SIMKINS-HALLIN, INC. 401(K) PLAN 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	$149,340
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$33,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$32,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$254,611
Value of total assets at end of year	2011-12-31	$2,628,375
Value of total assets at beginning of year	2011-12-31	$2,512,084
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$50
Total interest from all sources	2011-12-31	$3,918
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$263,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$159,275
Participant contributions at end of year	2011-12-31	$71,551
Participant contributions at beginning of year	2011-12-31	$32,185
Administrative expenses (other) incurred	2011-12-31	$50
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	$116,291
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,628,375
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,512,084
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	$2,358,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,433,340
Interest on participant loans	2011-12-31	$2,095
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$46,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$46,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$1,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$197,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-109,189
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	$95,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$32,999
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	GALUSHA, HIGGINS, & GALUSHA PC
Accountancy firm EIN	2011-12-31	810272932
2010 : SIMKINS-HALLIN, INC. 401(K) PLAN 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	$504,661
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$46,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$46,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$249,712
Value of total assets at end of year	2010-12-31	$2,512,084
Value of total assets at beginning of year	2010-12-31	$2,053,766
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$1,342
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$252,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$154,166
Participant contributions at end of year	2010-12-31	$32,185
Participant contributions at beginning of year	2010-12-31	$19,143
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	$458,318
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,512,084
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,053,766
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	$2,433,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,995,344
Interest on participant loans	2010-12-31	$1,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$46,559
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$39,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$39,279
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$-36
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$253,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$95,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$46,343
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	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	GALUSHA, HIGGINS, & GALUSHA PC
Accountancy firm EIN	2010-12-31	810272932

Form 5500 Responses for SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST

2022: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 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 benefit arrangement – Insurance	Yes
2021: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 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 benefit arrangement – Insurance	Yes
2020: SIMKINS-HALLIN, INC. 401(K) PLAN 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	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 benefit arrangement – Insurance	Yes
2019: SIMKINS-HALLIN, INC. 401(K) PLAN 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 – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 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 benefit arrangement – Insurance	Yes
2017: SIMKINS-HALLIN, INC. 401(K) PLAN 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 – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: SIMKINS-HALLIN, INC. 401(K) PLAN 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 – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2012: SIMKINS-HALLIN, INC. 401(K) PLAN 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SIMKINS-HALLIN, INC. 401(K) PLAN 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: SIMKINS-HALLIN, INC. 401(K) PLAN 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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

332647-01

Policy instance

Insurance contract or identification number	332647-01
Number of Individuals Covered	66
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

332647-01

Policy instance

Insurance contract or identification number	332647-01
Number of Individuals Covered	77
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

332647-01

Policy instance

Insurance contract or identification number	332647-01
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

332647-01

Policy instance

Insurance contract or identification number	332647-01
Number of Individuals Covered	62
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

332647-01

Policy instance

Insurance contract or identification number	332647-01
Number of Individuals Covered	38
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

332647-01

Policy instance

Insurance contract or identification number	332647-01
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

332647-01

Policy instance

Insurance contract or identification number	332647-01
Number of Individuals Covered	27
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $527
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?	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 $527
Insurance broker organization code?	3
Insurance broker name	ELIZABETH HARRIS

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

332647-01

Policy instance

Insurance contract or identification number	332647-01
Number of Individuals Covered	70
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $290
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?	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

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Company Name:	SIMKINS-HALLIN, INC.
Employer identification number (EIN):	810228254
NAIC Classification:	444190
NAIC Description:	Other Building Material Dealers