401k Plan data: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN plan

SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN
Plan identification number	001

SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOMMER UDALL LAW FIRM, P.A. has sponsored the creation of one or more 401k plans.

Company Name: SOMMER UDALL LAW FIRM, P.A.

Employer identification number (EIN): 850216342

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 KURT SOMMER KURT SOMMER 2019-04-12
001 2017-01-01 KURT SOMMER KURT SOMMER 2018-05-22
001 2016-01-01 KURT SOMMER KURT SOMMER 2017-04-12
001 2015-01-01 KURT SOMMER KURT SOMMER 2016-06-02
001 2014-01-01 KURT SOMMER KURT SOMMER 2015-07-07
001 2013-01-01 KURT SOMMER KURT SOMMER 2014-10-08
001 2012-01-01 KURT SOMMER KURT SOMMER 2013-06-16
001 2011-01-01 KURT SOMMER KURT SOMMER 2012-08-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	KURT SOMMER	KURT SOMMER	2019-04-12
001	2017-01-01	KURT SOMMER	KURT SOMMER	2018-05-22
001	2016-01-01	KURT SOMMER	KURT SOMMER	2017-04-12
001	2015-01-01	KURT SOMMER	KURT SOMMER	2016-06-02
001	2014-01-01	KURT SOMMER	KURT SOMMER	2015-07-07
001	2013-01-01	KURT SOMMER	KURT SOMMER	2014-10-08
001	2012-01-01	KURT SOMMER	KURT SOMMER	2013-06-16
001	2011-01-01	KURT SOMMER	KURT SOMMER	2012-08-01

Plan Statistics for SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 14
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 7
Total of all active and inactive participants 2022-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 21
Number of participants with account balances 2022-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 18
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 2
Total of all active and inactive participants 2021-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 20
Number of participants with account balances 2021-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 19
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 7
Total of all active and inactive participants 2020-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 26
Number of participants with account balances 2020-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 19
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 4
Total of all active and inactive participants 2019-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 24
Number of participants with account balances 2019-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 17
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 8
Total of all active and inactive participants 2018-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 25
Number of participants with account balances 2018-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 19
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 5
Total of all active and inactive participants 2017-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 24
Number of participants with account balances 2017-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 20
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 5
Total of all active and inactive participants 2016-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 25
Number of participants with account balances 2016-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 20
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 6
Total of all active and inactive participants 2015-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 26
Number of participants with account balances 2015-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 17
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 5
Total of all active and inactive participants 2014-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 22
Number of participants with account balances 2014-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 20
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 5
Total of all active and inactive participants 2013-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 25
Number of participants with account balances 2013-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 24
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 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 24
Number of participants with account balances 2012-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 17
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 2
Total of all active and inactive participants 2011-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 19
Number of participants with account balances 2011-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2022: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	14
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	7
Total of all active and inactive participants	2022-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	21
Number of participants with account balances	2022-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	18
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	2
Total of all active and inactive participants	2021-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	20
Number of participants with account balances	2021-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	19
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	7
Total of all active and inactive participants	2020-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	26
Number of participants with account balances	2020-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	19
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	4
Total of all active and inactive participants	2019-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	24
Number of participants with account balances	2019-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	17
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	8
Total of all active and inactive participants	2018-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	25
Number of participants with account balances	2018-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	19
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	5
Total of all active and inactive participants	2017-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	24
Number of participants with account balances	2017-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	20
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	5
Total of all active and inactive participants	2016-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	25
Number of participants with account balances	2016-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	20
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	6
Total of all active and inactive participants	2015-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	26
Number of participants with account balances	2015-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	17
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	5
Total of all active and inactive participants	2014-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	22
Number of participants with account balances	2014-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	20
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	5
Total of all active and inactive participants	2013-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	25
Number of participants with account balances	2013-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	24
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	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	24
Number of participants with account balances	2012-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	17
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	2
Total of all active and inactive participants	2011-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	19
Number of participants with account balances	2011-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total income from all sources	2022-12-31	$-657,187
Expenses. Total of all expenses incurred	2022-12-31	$44,532
Benefits paid (including direct rollovers)	2022-12-31	$15,723
Total plan assets at end of year	2022-12-31	$10,191,302
Total plan assets at beginning of year	2022-12-31	$10,893,021
Value of fidelity bond covering the plan	2022-12-31	$2,600,000
Total contributions received or receivable from participants	2022-12-31	$189,206
Expenses. Other expenses not covered elsewhere	2022-12-31	$17,927
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,172,957
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-701,719
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$10,191,302
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$10,893,021
Assets. Value of participant loans	2022-12-31	$77,295
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$1,750,000
Total contributions received or receivable from employer(s)	2022-12-31	$326,564
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$10,882
2021 : SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,436,832
Expenses. Total of all expenses incurred	2021-12-31	$209,077
Benefits paid (including direct rollovers)	2021-12-31	$199,546
Total plan assets at end of year	2021-12-31	$10,893,021
Total plan assets at beginning of year	2021-12-31	$9,665,266
Value of fidelity bond covering the plan	2021-12-31	$2,600,000
Total contributions received or receivable from participants	2021-12-31	$135,724
Expenses. Other expenses not covered elsewhere	2021-12-31	$300
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$964,177
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,227,755
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$10,893,021
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$9,665,266
Assets. Value of participant loans	2021-12-31	$92,984
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$1,500,000
Total contributions received or receivable from employer(s)	2021-12-31	$336,931
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$9,231
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,025,571
Expenses. Total of all expenses incurred	2020-12-31	$783,572
Benefits paid (including direct rollovers)	2020-12-31	$783,572
Total plan assets at end of year	2020-12-31	$9,665,266
Total plan assets at beginning of year	2020-12-31	$9,423,267
Value of fidelity bond covering the plan	2020-12-31	$2,600,000
Total contributions received or receivable from participants	2020-12-31	$144,054
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$30,000
Other income received	2020-12-31	$516,482
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$241,999
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$9,665,266
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$9,423,267
Assets. Value of participant loans	2020-12-31	$71,153
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$1,750,000
Total contributions received or receivable from employer(s)	2020-12-31	$335,035
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,457,922
Expenses. Total of all expenses incurred	2019-12-31	$249,561
Benefits paid (including direct rollovers)	2019-12-31	$249,158
Total plan assets at end of year	2019-12-31	$9,423,267
Total plan assets at beginning of year	2019-12-31	$8,214,906
Value of fidelity bond covering the plan	2019-12-31	$2,600,000
Total contributions received or receivable from participants	2019-12-31	$152,063
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$924,538
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,208,361
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$9,423,267
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$8,214,906
Assets. Value of participant loans	2019-12-31	$82,953
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$1,150,000
Total contributions received or receivable from employer(s)	2019-12-31	$381,321
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$403
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$280,590
Expenses. Total of all expenses incurred	2018-12-31	$15,900
Benefits paid (including direct rollovers)	2018-12-31	$15,525
Total plan assets at end of year	2018-12-31	$8,214,906
Total plan assets at beginning of year	2018-12-31	$7,950,216
Value of fidelity bond covering the plan	2018-12-31	$2,600,000
Total contributions received or receivable from participants	2018-12-31	$131,465
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-226,115
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$264,690
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$8,214,906
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,950,216
Assets. Value of participant loans	2018-12-31	$97,541
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$785,000
Total contributions received or receivable from employer(s)	2018-12-31	$375,240
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$375
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,245,567
Expenses. Total of all expenses incurred	2017-12-31	$36,102
Benefits paid (including direct rollovers)	2017-12-31	$35,687
Total plan assets at end of year	2017-12-31	$7,950,216
Total plan assets at beginning of year	2017-12-31	$6,740,751
Value of fidelity bond covering the plan	2017-12-31	$2,200,000
Total contributions received or receivable from participants	2017-12-31	$137,206
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$738,270
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,209,465
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,950,216
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,740,751
Assets. Value of participant loans	2017-12-31	$134,892
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$815,222
Total contributions received or receivable from employer(s)	2017-12-31	$370,091
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$415
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$1,146,417
Expenses. Total of all expenses incurred	2016-12-31	$161,876
Benefits paid (including direct rollovers)	2016-12-31	$161,046
Total plan assets at end of year	2016-12-31	$6,740,751
Total plan assets at beginning of year	2016-12-31	$5,756,210
Value of fidelity bond covering the plan	2016-12-31	$2,200,000
Total contributions received or receivable from participants	2016-12-31	$150,500
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$185,924
Other income received	2016-12-31	$458,298
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$984,541
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,740,751
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,756,210
Assets. Value of participant loans	2016-12-31	$167,906
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$754,000
Total contributions received or receivable from employer(s)	2016-12-31	$351,695
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$830
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$410,826
Expenses. Total of all expenses incurred	2015-12-31	$180,571
Benefits paid (including direct rollovers)	2015-12-31	$180,471
Total plan assets at end of year	2015-12-31	$5,756,210
Total plan assets at beginning of year	2015-12-31	$5,525,955
Value of fidelity bond covering the plan	2015-12-31	$2,200,000
Total contributions received or receivable from participants	2015-12-31	$112,826
Contributions received from other sources (not participants or employers)	2015-12-31	$35,186
Other income received	2015-12-31	$-59,907
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$230,255
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,756,210
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,525,955
Assets. Value of participant loans	2015-12-31	$97,963
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$850,000
Total contributions received or receivable from employer(s)	2015-12-31	$322,721
Value of certain deemed distributions of participant loans	2015-12-31	$100
Value of corrective distributions	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$550,338
Expenses. Total of all expenses incurred	2014-12-31	$1,336,505
Benefits paid (including direct rollovers)	2014-12-31	$1,336,034
Total plan assets at end of year	2014-12-31	$5,525,955
Total plan assets at beginning of year	2014-12-31	$6,312,122
Value of fidelity bond covering the plan	2014-12-31	$2,200,000
Total contributions received or receivable from participants	2014-12-31	$81,454
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$203,070
Net income (gross income less expenses)	2014-12-31	$-786,167
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,525,955
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,312,122
Assets. Value of participant loans	2014-12-31	$140,520
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$812,000
Total contributions received or receivable from employer(s)	2014-12-31	$265,814
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$471
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$801,958
Expenses. Total of all expenses incurred	2013-12-31	$76,656
Benefits paid (including direct rollovers)	2013-12-31	$76,238
Total plan assets at end of year	2013-12-31	$6,312,122
Total plan assets at beginning of year	2013-12-31	$5,586,820
Value of fidelity bond covering the plan	2013-12-31	$2,200,000
Total contributions received or receivable from participants	2013-12-31	$102,040
Assets. Value of loans (other than to participants)	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$364,528
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$725,302
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,312,122
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,586,820
Assets. Value of participant loans	2013-12-31	$151,769
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$850,000
Total contributions received or receivable from employer(s)	2013-12-31	$335,390
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$418
2012 : SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$672,243
Expenses. Total of all expenses incurred	2012-12-31	$12,840
Benefits paid (including direct rollovers)	2012-12-31	$12,488
Total plan assets at end of year	2012-12-31	$5,586,820
Total plan assets at beginning of year	2012-12-31	$4,927,417
Value of fidelity bond covering the plan	2012-12-31	$2,200,000
Total contributions received or receivable from participants	2012-12-31	$86,315
Assets. Value of loans (other than to participants)	2012-12-31	$29,383
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$288,741
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$659,403
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,586,820
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,927,417
Assets. Value of participant loans	2012-12-31	$121,239
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$850,000
Total contributions received or receivable from employer(s)	2012-12-31	$297,187
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$352
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$182,454
Expenses. Total of all expenses incurred	2011-12-31	$2,279
Benefits paid (including direct rollovers)	2011-12-31	$2,003
Total plan assets at end of year	2011-12-31	$4,927,417
Total plan assets at beginning of year	2011-12-31	$4,747,242
Value of fidelity bond covering the plan	2011-12-31	$1,300,000
Total contributions received or receivable from participants	2011-12-31	$77,762
Assets. Value of loans (other than to participants)	2011-12-31	$30,102
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-149,459
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$180,175
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,927,417
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,747,242
Assets. Value of participant loans	2011-12-31	$106,625
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$886,000
Total contributions received or receivable from employer(s)	2011-12-31	$254,151
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$276
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$1,016,137
Expenses. Total of all expenses incurred	2010-12-31	$42,467
Benefits paid (including direct rollovers)	2010-12-31	$42,185
Total plan assets at end of year	2010-12-31	$4,747,242
Total plan assets at beginning of year	2010-12-31	$3,773,572
Value of fidelity bond covering the plan	2010-12-31	$1,300,000
Total contributions received or receivable from participants	2010-12-31	$73,540
Assets. Value of loans (other than to participants)	2010-12-31	$38,399
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$705,555
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$973,670
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,747,242
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,773,572
Assets. Value of participant loans	2010-12-31	$73,422
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$886,000
Total contributions received or receivable from employer(s)	2010-12-31	$237,042
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	$282
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 SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN

2022: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SOMMER UDALL LAW FIRM 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SOMMER UDALL LAW FIRM 401(K) 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 - Trust	Yes
2013: SOMMER UDALL LAW FIRM 401(K) 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 - Trust	Yes
2012: SOMMER UDALL LAW FIRM 401(K) 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 - Trust	Yes
2011: SOMMER UDALL LAW FIRM 401(K) 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

151227

Policy instance

Insurance contract or identification number	151227
Number of Individuals Covered	19
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $9,666
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	9666
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

151227

Policy instance

Insurance contract or identification number	151227
Number of Individuals Covered	20
Insurance policy start date	2021-09-17
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $18,077
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	18077
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5

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Company Name:	SOMMER UDALL LAW FIRM, P.A.
Employer identification number (EIN):	850216342
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers