401k Plan data: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN plan

DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 401k Plan overview

Plan Name	DAVID BOYD WAGSTAFF PROFIT SHARING PLAN
Plan identification number	001

DAVID BOYD WAGSTAFF PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
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

DAVID BOYD WAGSTAFF has sponsored the creation of one or more 401k plans.

Company Name: DAVID BOYD WAGSTAFF

Employer identification number (EIN): 841379717

NAIC Classification: 523110
NAIC Description: Investment Banking and Securities Dealing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID BOYD WAGSTAFF PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 DAVID BOYD WAGSTAFF
001 2017-01-01 DAVID BOYD WAGSTAFF
001 2016-01-01 DAVID BOYD WAGSTAFF
001 2015-01-01 DAVID BOYD WAGSTAFF DAVID BOYD WAGSTAFF 2016-05-02
001 2014-01-01 DAVID WAGSTAFF DAVID WAGSTAFF 2015-04-14
001 2013-01-01 DAVID BOYD WAGTAFF DAVID BOYD WAGTAFF 2014-07-14
001 2012-01-01 DAVID BOYD WAGSTAFF DAVID BOYD WAGSTAFF 2013-05-17
001 2011-01-01 DAVID BOYD WAGSTAFF DAVID BOYD WAGSTAFF 2012-05-31
001 2010-01-01 DAVID BOYD WAGSTAFF DAVID BOYD WAGSTAFF 2011-06-20

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01	DAVID BOYD WAGSTAFF
001	2017-01-01	DAVID BOYD WAGSTAFF
001	2016-01-01	DAVID BOYD WAGSTAFF
001	2015-01-01	DAVID BOYD WAGSTAFF	DAVID BOYD WAGSTAFF	2016-05-02
001	2014-01-01	DAVID WAGSTAFF	DAVID WAGSTAFF	2015-04-14
001	2013-01-01	DAVID BOYD WAGTAFF	DAVID BOYD WAGTAFF	2014-07-14
001	2012-01-01	DAVID BOYD WAGSTAFF	DAVID BOYD WAGSTAFF	2013-05-17
001	2011-01-01	DAVID BOYD WAGSTAFF	DAVID BOYD WAGSTAFF	2012-05-31
001	2010-01-01	DAVID BOYD WAGSTAFF	DAVID BOYD WAGSTAFF	2011-06-20

Plan Statistics for DAVID BOYD WAGSTAFF PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID BOYD WAGSTAFF PROFIT SHARING PLAN

Measure Date Value
2019: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
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 0
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
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 0
Total of all active and inactive participants 2018-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
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 0
Total of all active and inactive participants 2017-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
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 0
Total of all active and inactive participants 2016-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
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 0
Total of all active and inactive participants 2011-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1
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 0
Total of all active and inactive participants 2010-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 1
Number of participants with account balances 2010-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2019: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
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	0
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
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	0
Total of all active and inactive participants	2018-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
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	0
Total of all active and inactive participants	2017-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
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	0
Total of all active and inactive participants	2016-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
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	0
Total of all active and inactive participants	2011-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1
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	0
Total of all active and inactive participants	2010-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	1
Number of participants with account balances	2010-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on DAVID BOYD WAGSTAFF PROFIT SHARING PLAN

Measure	Date	Value
2019 : DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$56,064
Expenses. Total of all expenses incurred	2019-12-31	$56,042
Benefits paid (including direct rollovers)	2019-12-31	$56,042
Total plan assets at end of year	2019-12-31	$1,035
Total plan assets at beginning of year	2019-12-31	$1,013
Other income received	2019-12-31	$64
Net income (gross income less expenses)	2019-12-31	$22
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,035
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,013
Total contributions received or receivable from employer(s)	2019-12-31	$56,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$119,741
Expenses. Total of all expenses incurred	2018-12-31	$1,818,577
Benefits paid (including direct rollovers)	2018-12-31	$1,818,577
Total plan assets at end of year	2018-12-31	$1,013
Total plan assets at beginning of year	2018-12-31	$1,699,849
Assets. Value of loans (other than to participants)	2018-12-31	$0
Other income received	2018-12-31	$64,741
Net income (gross income less expenses)	2018-12-31	$-1,698,836
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,013
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,699,849
Assets. Value of real-estate (other than employer real property)	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$55,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$49,631
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,699,849
Total plan assets at beginning of year	2017-12-31	$1,650,218
Assets. Value of loans (other than to participants)	2017-12-31	$22,617
Other income received	2017-12-31	$-4,369
Net income (gross income less expenses)	2017-12-31	$49,631
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,699,849
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,650,218
Assets. Value of real-estate (other than employer real property)	2017-12-31	$803,295
Total contributions received or receivable from employer(s)	2017-12-31	$54,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$72,990
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,650,218
Total plan assets at beginning of year	2016-12-31	$1,577,228
Assets. Value of loans (other than to participants)	2016-12-31	$115,695
Other income received	2016-12-31	$19,990
Net income (gross income less expenses)	2016-12-31	$72,990
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,650,218
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,577,228
Assets. Value of participant loans	2016-12-31	$46,249
Assets. Value of real-estate (other than employer real property)	2016-12-31	$747,861
Total contributions received or receivable from employer(s)	2016-12-31	$53,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$41,637
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,577,228
Total plan assets at beginning of year	2015-12-31	$1,535,591
Other income received	2015-12-31	$-11,363
Net income (gross income less expenses)	2015-12-31	$41,637
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,577,228
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,535,591
Assets. Value of real-estate (other than employer real property)	2015-12-31	$747,861
Total contributions received or receivable from employer(s)	2015-12-31	$53,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$193,943
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,535,591
Total plan assets at beginning of year	2014-12-31	$1,341,648
Assets. Value of loans (other than to participants)	2014-12-31	$22,617
Other income received	2014-12-31	$141,943
Net income (gross income less expenses)	2014-12-31	$193,943
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,535,591
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,341,648
Assets. Value of real-estate (other than employer real property)	2014-12-31	$736,305
Total contributions received or receivable from employer(s)	2014-12-31	$52,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$65,024
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,341,648
Total plan assets at beginning of year	2013-12-31	$1,276,624
Assets. Value of loans (other than to participants)	2013-12-31	$22,617
Other income received	2013-12-31	$14,024
Net income (gross income less expenses)	2013-12-31	$65,024
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,341,648
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,276,624
Assets. Value of real-estate (other than employer real property)	2013-12-31	$736,305
Total contributions received or receivable from employer(s)	2013-12-31	$51,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$55,720
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,276,624
Total plan assets at beginning of year	2012-12-31	$1,220,904
Assets. Value of loans (other than to participants)	2012-12-31	$75,551
Other income received	2012-12-31	$5,720
Net income (gross income less expenses)	2012-12-31	$55,720
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,276,624
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,220,904
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$221,396
Assets. Value of real-estate (other than employer real property)	2012-12-31	$736,305
Total contributions received or receivable from employer(s)	2012-12-31	$50,000
2011 : DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$32,303
Expenses. Total of all expenses incurred	2011-12-31	$25,000
Benefits paid (including direct rollovers)	2011-12-31	$25,000
Total plan assets at end of year	2011-12-31	$1,220,904
Total plan assets at beginning of year	2011-12-31	$1,213,601
Assets. Value of loans (other than to participants)	2011-12-31	$117,000
Other income received	2011-12-31	$-16,697
Net income (gross income less expenses)	2011-12-31	$7,303
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,220,904
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,213,601
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$244,013
Assets. Value of real-estate (other than employer real property)	2011-12-31	$733,919
Total contributions received or receivable from employer(s)	2011-12-31	$49,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$57,834
Expenses. Total of all expenses incurred	2010-12-31	$25,000
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,213,601
Total plan assets at beginning of year	2010-12-31	$1,180,767
Assets. Value of loans (other than to participants)	2010-12-31	$147,617
Expenses. Other expenses not covered elsewhere	2010-12-31	$25,000
Other income received	2010-12-31	$8,834
Net income (gross income less expenses)	2010-12-31	$32,834
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,213,601
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,180,767
Assets. Value of participant loans	2010-12-31	$20,700
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$221,396
Assets. Value of real-estate (other than employer real property)	2010-12-31	$733,919
Total contributions received or receivable from employer(s)	2010-12-31	$49,000
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for DAVID BOYD WAGSTAFF PROFIT SHARING PLAN

2019: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – 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: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: DAVID BOYD WAGSTAFF PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

E1488236

Policy instance

Insurance contract or identification number	E1488236
Number of Individuals Covered	1
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $721
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $721
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

E1488236

Policy instance

Insurance contract or identification number	E1488236
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

E1488236

Policy instance

Insurance contract or identification number	E1488236
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $2,588
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $2,588
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

E1488236

Policy instance

Insurance contract or identification number	E1488236
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $15,238
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $15,238
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

21126097

Policy instance

Insurance contract or identification number	21126097
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $3,625
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $3,625
Insurance broker organization code?	3
Insurance broker name	TODD REID AGENCY

Potentially related plans

DAVID BOYD DMD PROFIT SHARING PLAN [EIN = 431612424]

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Company Name:	DAVID BOYD WAGSTAFF
Employer identification number (EIN):	841379717
NAIC Classification:	523110
NAIC Description:	Investment Banking and Securities Dealing