401k Plan data: CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN plan

CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN 401k Plan overview

Plan Name	CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN
Plan identification number	002

CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY has sponsored the creation of one or more 401k plans.

Company Name: CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY

Employer identification number (EIN): 823774540

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01 STEPHEN M. MASON 2021-08-25
002 2019-01-01
002 2018-01-01 STEPHEN M. MASON 2019-10-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-01-01
002	2020-01-01	STEPHEN M. MASON	2021-08-25
002	2019-01-01
002	2018-01-01	STEPHEN M. MASON	2019-10-03

Plan Statistics for CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN

401k plan membership statisitcs for CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN

Measure Date Value
2021: CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 280
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 229
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 112
Total of all active and inactive participants 2021-01-01 341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 342
Number of participants with account balances 2021-01-01 325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 17
2020: CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 185
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 94
Total of all active and inactive participants 2020-01-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 280
Number of participants with account balances 2020-01-01 268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 9
2019: CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 265
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 183
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 91
Total of all active and inactive participants 2019-01-01 274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 275
Number of participants with account balances 2019-01-01 262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 177
Number of retired or separated participants receiving benefits 2018-01-01 87
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 265
Number of participants with account balances 2018-01-01 253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7

Measure	Date	Value
2021: CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	280
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	229
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	112
Total of all active and inactive participants	2021-01-01	341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	342
Number of participants with account balances	2021-01-01	325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	17
2020: CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	185
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	94
Total of all active and inactive participants	2020-01-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	280
Number of participants with account balances	2020-01-01	268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	9
2019: CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	265
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	183
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	91
Total of all active and inactive participants	2019-01-01	274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	275
Number of participants with account balances	2019-01-01	262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	177
Number of retired or separated participants receiving benefits	2018-01-01	87
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	265
Number of participants with account balances	2018-01-01	253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7

Financial Data on CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN

Measure	Date	Value
2021 : CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)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	$20,489,526
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$8,324,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$8,324,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,832,406
Value of total assets at end of year	2021-12-31	$110,681,918
Value of total assets at beginning of year	2021-12-31	$98,517,190
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$39,005
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,180,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$3,180,114
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	$2,603,028
Participant contributions at end of year	2021-12-31	$755,999
Participant contributions at beginning of year	2021-12-31	$877,701
Participant contributions at end of year	2021-12-31	$126,912
Participant contributions at beginning of year	2021-12-31	$115,995
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$28,787,371
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$27,185,379
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$180,637
Other income not declared elsewhere	2021-12-31	$5,000,982
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	$12,164,728
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$110,681,918
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$98,517,190
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	$55,410,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$47,314,134
Value of interest in pooled separate accounts at end of year	2021-12-31	$8,995,747
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$8,637,984
Interest on participant loans	2021-12-31	$39,005
Value of interest in common/collective trusts at end of year	2021-12-31	$14,693,562
Value of interest in common/collective trusts at beginning of year	2021-12-31	$12,446,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,548,625
Net investment gain/loss from pooled separate accounts	2021-12-31	$173,532
Net investment gain or loss from common/collective trusts	2021-12-31	$1,714,862
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	Yes
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	$2,048,741
Employer contributions (assets) at end of year	2021-12-31	$1,911,719
Employer contributions (assets) at beginning of year	2021-12-31	$1,939,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$8,324,798
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	MELTON & MELTON, LLP
Accountancy firm EIN	2021-12-31	741550819
2020 : CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)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	$19,586,390
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$8,787,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$8,787,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,535,550
Value of total assets at end of year	2020-12-31	$98,517,190
Value of total assets at beginning of year	2020-12-31	$87,718,750
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$43,569
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	$500,000
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	$2,436,965
Participant contributions at end of year	2020-12-31	$877,701
Participant contributions at beginning of year	2020-12-31	$804,664
Participant contributions at end of year	2020-12-31	$115,995
Participant contributions at beginning of year	2020-12-31	$97,103
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$27,185,379
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$26,848,950
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$31,428
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	$10,798,440
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$98,517,190
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$87,718,750
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	$47,314,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$40,700,392
Value of interest in pooled separate accounts at end of year	2020-12-31	$8,637,984
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$7,393,447
Interest on participant loans	2020-12-31	$43,569
Value of interest in common/collective trusts at end of year	2020-12-31	$12,446,596
Value of interest in common/collective trusts at beginning of year	2020-12-31	$10,076,523
Net investment gain/loss from pooled separate accounts	2020-12-31	$13,247,783
Net investment gain or loss from common/collective trusts	2020-12-31	$1,759,488
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	$2,067,157
Employer contributions (assets) at end of year	2020-12-31	$1,939,401
Employer contributions (assets) at beginning of year	2020-12-31	$1,797,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$8,787,950
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	MELTON & MELTON, LLP
Accountancy firm EIN	2020-12-31	741550819
2019 : CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)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	$21,208,935
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,214,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,214,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,164,694
Value of total assets at end of year	2019-12-31	$87,718,750
Value of total assets at beginning of year	2019-12-31	$69,724,273
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$42,505
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	$500,000
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	$2,190,208
Participant contributions at end of year	2019-12-31	$804,664
Participant contributions at beginning of year	2019-12-31	$782,871
Participant contributions at end of year	2019-12-31	$97,103
Participant contributions at beginning of year	2019-12-31	$127,097
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$26,848,950
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$20,030,876
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$55,481
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	$17,994,477
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$87,718,750
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$69,724,273
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	$40,700,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$31,762,492
Value of interest in pooled separate accounts at end of year	2019-12-31	$7,393,447
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$7,251,150
Interest on participant loans	2019-12-31	$42,505
Value of interest in common/collective trusts at end of year	2019-12-31	$10,076,523
Value of interest in common/collective trusts at beginning of year	2019-12-31	$8,172,776
Net investment gain/loss from pooled separate accounts	2019-12-31	$15,321,947
Net investment gain or loss from common/collective trusts	2019-12-31	$1,679,789
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	$1,919,005
Employer contributions (assets) at end of year	2019-12-31	$1,797,671
Employer contributions (assets) at beginning of year	2019-12-31	$1,597,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,214,458
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	MELTON & MELTON, LLP
Accountancy firm EIN	2019-12-31	741550819
2018 : CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)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	$886,246
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,435,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,435,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,060,995
Value of total assets at end of year	2018-12-31	$69,724,273
Value of total assets at beginning of year	2018-12-31	$73,274,016
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$31,630
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	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	$1,974,228
Participant contributions at end of year	2018-12-31	$782,871
Participant contributions at beginning of year	2018-12-31	$798,135
Participant contributions at end of year	2018-12-31	$127,097
Participant contributions at beginning of year	2018-12-31	$146,246
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$20,030,876
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$22,259,076
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$399,506
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	$-3,549,743
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$69,724,273
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$73,274,016
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	$31,762,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$33,858,607
Value of interest in pooled separate accounts at end of year	2018-12-31	$7,251,150
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$6,612,567
Interest on participant loans	2018-12-31	$31,630
Value of interest in common/collective trusts at end of year	2018-12-31	$8,172,776
Value of interest in common/collective trusts at beginning of year	2018-12-31	$8,084,553
Net investment gain/loss from pooled separate accounts	2018-12-31	$-5,404,943
Net investment gain or loss from common/collective trusts	2018-12-31	$2,198,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,687,261
Employer contributions (assets) at end of year	2018-12-31	$1,597,011
Employer contributions (assets) at beginning of year	2018-12-31	$1,514,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,435,989
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	MELTON & MELTON, LLP
Accountancy firm EIN	2018-12-31	741550819

Form 5500 Responses for CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN

2021: CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)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 - Trust	Yes
2020: CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)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: CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)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: CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)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

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA31536

Policy instance

Insurance contract or identification number	GA31536
Number of Individuals Covered	101
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA31536

Policy instance

Insurance contract or identification number	GA31536
Number of Individuals Covered	268
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA31536

Policy instance

Insurance contract or identification number	GA31536
Number of Individuals Covered	262
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA31536

Policy instance

Insurance contract or identification number	GA31536
Number of Individuals Covered	253
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN [EIN = 741541761]

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Company Name:	CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY
Employer identification number (EIN):	823774540
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers