401k Plan data: SULLIVANCURTISMONROE 401(K)PLAN plan

SULLIVANCURTISMONROE 401(K)PLAN 401k Plan overview

Plan Name	SULLIVANCURTISMONROE 401(K)PLAN
Plan identification number	001

SULLIVANCURTISMONROE 401(K)PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

SULLIVAN CURTIS MONROE INSURANCE SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name: SULLIVAN CURTIS MONROE INSURANCE SERVICES, LLC

Employer identification number (EIN): 954076864

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SULLIVANCURTISMONROE 401(K)PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 DAVID KUMMER 2021-12-14
001 2020-01-01 DAVID KUMMER 2021-08-27
001 2020-01-01 DAVID KUMMER 2021-12-14
001 2019-01-01 MARK ECKENWEILER 2020-10-08
001 2018-01-01 MARK ECKENWEILER 2019-10-04
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 MARK ECKENWEILER
001 2013-01-01 MARK ECKENWEILER
001 2012-01-01 MARK ECKENWEILER
001 2011-01-01 MARK ECKENWEILER
001 2010-01-01 MARK ECKENWEILER
001 2009-07-01 MARK ECKENWEILER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01	DAVID KUMMER	2021-12-14
001	2020-01-01	DAVID KUMMER	2021-08-27
001	2020-01-01	DAVID KUMMER	2021-12-14
001	2019-01-01	MARK ECKENWEILER	2020-10-08
001	2018-01-01	MARK ECKENWEILER	2019-10-04
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	MARK ECKENWEILER
001	2013-01-01	MARK ECKENWEILER
001	2012-01-01	MARK ECKENWEILER
001	2011-01-01	MARK ECKENWEILER
001	2010-01-01	MARK ECKENWEILER
001	2009-07-01	MARK ECKENWEILER

Plan Statistics for SULLIVANCURTISMONROE 401(K)PLAN

401k plan membership statisitcs for SULLIVANCURTISMONROE 401(K)PLAN

Measure Date Value
2021: SULLIVANCURTISMONROE 401(K)PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
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 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SULLIVANCURTISMONROE 401(K)PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 141
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 57
Total of all active and inactive participants 2020-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 198
Number of participants with account balances 2020-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: SULLIVANCURTISMONROE 401(K)PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 158
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 66
Total of all active and inactive participants 2019-01-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 224
Number of participants with account balances 2019-01-01 193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: SULLIVANCURTISMONROE 401(K)PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 168
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 72
Total of all active and inactive participants 2018-01-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 240
Number of participants with account balances 2018-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 11
2017: SULLIVANCURTISMONROE 401(K)PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 232
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 169
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 58
Total of all active and inactive participants 2017-01-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 227
Number of participants with account balances 2017-01-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: SULLIVANCURTISMONROE 401(K)PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 231
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 172
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 60
Total of all active and inactive participants 2016-01-01 232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 232
Number of participants with account balances 2016-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
2015: SULLIVANCURTISMONROE 401(K)PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 170
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 61
Total of all active and inactive participants 2015-01-01 231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 231
Number of participants with account balances 2015-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: SULLIVANCURTISMONROE 401(K)PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 233
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 169
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 58
Total of all active and inactive participants 2014-01-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 227
Number of participants with account balances 2014-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 10
2013: SULLIVANCURTISMONROE 401(K)PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 211
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 172
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 61
Total of all active and inactive participants 2013-01-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 233
Number of participants with account balances 2013-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: SULLIVANCURTISMONROE 401(K)PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 251
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 146
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 65
Total of all active and inactive participants 2012-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 211
Number of participants with account balances 2012-01-01 187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: SULLIVANCURTISMONROE 401(K)PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 188
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 63
Total of all active and inactive participants 2011-01-01 251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 251
Number of participants with account balances 2011-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
2010: SULLIVANCURTISMONROE 401(K)PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 221
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 158
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 52
Total of all active and inactive participants 2010-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 210
Number of participants with account balances 2010-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: SULLIVANCURTISMONROE 401(K)PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 167
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 156
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 61
Total of all active and inactive participants 2009-07-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 217
Number of participants with account balances 2009-07-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 4

Measure	Date	Value
2021: SULLIVANCURTISMONROE 401(K)PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
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	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SULLIVANCURTISMONROE 401(K)PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	141
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	57
Total of all active and inactive participants	2020-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	198
Number of participants with account balances	2020-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: SULLIVANCURTISMONROE 401(K)PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	158
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	66
Total of all active and inactive participants	2019-01-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	224
Number of participants with account balances	2019-01-01	193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: SULLIVANCURTISMONROE 401(K)PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	168
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	72
Total of all active and inactive participants	2018-01-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	240
Number of participants with account balances	2018-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	11
2017: SULLIVANCURTISMONROE 401(K)PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	232
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	169
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	58
Total of all active and inactive participants	2017-01-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	227
Number of participants with account balances	2017-01-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: SULLIVANCURTISMONROE 401(K)PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	231
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	172
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	60
Total of all active and inactive participants	2016-01-01	232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	232
Number of participants with account balances	2016-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
2015: SULLIVANCURTISMONROE 401(K)PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	170
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	61
Total of all active and inactive participants	2015-01-01	231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	231
Number of participants with account balances	2015-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: SULLIVANCURTISMONROE 401(K)PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	233
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	169
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	58
Total of all active and inactive participants	2014-01-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	227
Number of participants with account balances	2014-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	10
2013: SULLIVANCURTISMONROE 401(K)PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	211
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	172
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	61
Total of all active and inactive participants	2013-01-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	233
Number of participants with account balances	2013-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: SULLIVANCURTISMONROE 401(K)PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	251
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	146
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	65
Total of all active and inactive participants	2012-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	211
Number of participants with account balances	2012-01-01	187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: SULLIVANCURTISMONROE 401(K)PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	188
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	63
Total of all active and inactive participants	2011-01-01	251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	251
Number of participants with account balances	2011-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
2010: SULLIVANCURTISMONROE 401(K)PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	221
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	158
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	52
Total of all active and inactive participants	2010-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	210
Number of participants with account balances	2010-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: SULLIVANCURTISMONROE 401(K)PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	167
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	156
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	61
Total of all active and inactive participants	2009-07-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	217
Number of participants with account balances	2009-07-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	4

Financial Data on SULLIVANCURTISMONROE 401(K)PLAN

Measure	Date	Value
2021 : SULLIVANCURTISMONROE 401(K)PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-02-28	$-3,026,951
Total unrealized appreciation/depreciation of assets	2021-02-28	$-3,026,951
Total transfer of assets from this plan	2021-02-28	$20,831,157
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-02-28	$0
Total income from all sources (including contributions)	2021-02-28	$1,663
Total loss/gain on sale of assets	2021-02-28	$3,018,060
Total of all expenses incurred	2021-02-28	$2,031,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-02-28	$2,025,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-02-28	$0
Value of total assets at end of year	2021-02-28	$0
Value of total assets at beginning of year	2021-02-28	$22,861,023
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-02-28	$5,957
Total interest from all sources	2021-02-28	$94
Total dividends received (eg from common stock, registered investment company shares)	2021-02-28	$9,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-02-28	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-02-28	$0
Total dividends received from registered investment company shares (eg mutual funds)	2021-02-28	$9,320
Was this plan covered by a fidelity bond	2021-02-28	Yes
Value of fidelity bond cover	2021-02-28	$500,000
If this is an individual account plan, was there a blackout period	2021-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2021-02-28	No
Participant contributions at end of year	2021-02-28	$0
Participant contributions at beginning of year	2021-02-28	$45,194
Assets. Other investments not covered elsewhere at end of year	2021-02-28	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-02-28	$158,635
Other income not declared elsewhere	2021-02-28	$1,140
Administrative expenses (other) incurred	2021-02-28	$5,957
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-02-28	No
Value of net income/loss	2021-02-28	$-2,029,866
Value of net assets at end of year (total assets less liabilities)	2021-02-28	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-02-28	$22,861,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-02-28	No
Were any leases to which the plan was party in default or uncollectible	2021-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-02-28	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-02-28	$20,847,905
Interest on participant loans	2021-02-28	$94
Value of interest in common/collective trusts at end of year	2021-02-28	$0
Value of interest in common/collective trusts at beginning of year	2021-02-28	$1,622,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-02-28	No
Was there a failure to transmit to the plan any participant contributions	2021-02-28	Yes
Has the plan failed to provide any benefit when due under the plan	2021-02-28	No
Employer contributions (assets) at end of year	2021-02-28	$0
Employer contributions (assets) at beginning of year	2021-02-28	$186,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-02-28	$2,025,572
Did the plan have assets held for investment	2021-02-28	No
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	2021-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-02-28	Yes
Aggregate proceeds on sale of assets	2021-02-28	$3,018,060
Opinion of an independent qualified public accountant for this plan	2021-02-28	Unqualified
Accountancy firm name	2021-02-28	WRIGHT FORD YOUNG & CO.
Accountancy firm EIN	2021-02-28	953288054
2020 : SULLIVANCURTISMONROE 401(K)PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$2,378,936
Total unrealized appreciation/depreciation of assets	2020-12-31	$2,378,936
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	$3,925,497
Total loss/gain on sale of assets	2020-12-31	$76,853
Total of all expenses incurred	2020-12-31	$4,518,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,421,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,374,474
Value of total assets at end of year	2020-12-31	$22,861,023
Value of total assets at beginning of year	2020-12-31	$23,454,110
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$97,277
Total interest from all sources	2020-12-31	$2,607
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$7,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$7,076
Administrative expenses professional fees incurred	2020-12-31	$147
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	$1,092,418
Participant contributions at end of year	2020-12-31	$45,194
Participant contributions at beginning of year	2020-12-31	$72,866
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$22,724
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$158,635
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$3,334,882
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$95,204
Other income not declared elsewhere	2020-12-31	$85,551
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	$-593,087
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$22,861,023
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$23,454,110
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
Investment advisory and management fees	2020-12-31	$87,623
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$20,847,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$18,151,056
Interest on participant loans	2020-12-31	$2,607
Value of interest in common/collective trusts at end of year	2020-12-31	$1,622,437
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,447,136
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	$186,852
Employer contributions (assets) at end of year	2020-12-31	$186,852
Employer contributions (assets) at beginning of year	2020-12-31	$425,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,421,307
Contract administrator fees	2020-12-31	$9,507
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
Aggregate proceeds on sale of assets	2020-12-31	$76,853
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WRIGHT FORD YOUNG & CO.
Accountancy firm EIN	2020-12-31	953288054
2019 : SULLIVANCURTISMONROE 401(K)PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$302,313
Total unrealized appreciation/depreciation of assets	2019-12-31	$302,313
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	$5,167,554
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,039,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,974,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,569,121
Value of total assets at end of year	2019-12-31	$23,454,110
Value of total assets at beginning of year	2019-12-31	$20,326,326
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$65,731
Total interest from all sources	2019-12-31	$26,831
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
Administrative expenses professional fees incurred	2019-12-31	$1,005
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	$1,088,886
Participant contributions at end of year	2019-12-31	$72,866
Participant contributions at beginning of year	2019-12-31	$99,110
Participant contributions at end of year	2019-12-31	$22,724
Participant contributions at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$3,334,882
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$2,945,874
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$54,789
Other income not declared elsewhere	2019-12-31	$3,248,359
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$6,927
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	$3,127,784
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$23,454,110
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$20,326,326
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
Investment advisory and management fees	2019-12-31	$6,431
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$18,151,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$15,556,682
Interest on participant loans	2019-12-31	$3,931
Income. Interest from corporate debt instruments	2019-12-31	$22,900
Value of interest in common/collective trusts at end of year	2019-12-31	$1,447,136
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,326,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$10,192
Net investment gain/loss from pooled separate accounts	2019-12-31	$20,930
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	Yes
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	$425,446
Employer contributions (assets) at end of year	2019-12-31	$425,446
Employer contributions (assets) at beginning of year	2019-12-31	$381,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,974,039
Contract administrator fees	2019-12-31	$58,295
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	WRIGHT FORD YOUNG & CO.
Accountancy firm EIN	2019-12-31	953288054
2018 : SULLIVANCURTISMONROE 401(K)PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-212,667
Total unrealized appreciation/depreciation of assets	2018-12-31	$-212,667
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	$1,322,923
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,033,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,984,856
Value of total corrective distributions	2018-12-31	$20,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,339,602
Value of total assets at end of year	2018-12-31	$20,326,326
Value of total assets at beginning of year	2018-12-31	$22,036,783
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$28,074
Total interest from all sources	2018-12-31	$6,114
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
Administrative expenses professional fees incurred	2018-12-31	$2,535
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
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	$1,237,577
Participant contributions at end of year	2018-12-31	$99,110
Participant contributions at beginning of year	2018-12-31	$143,693
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$2,945,874
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$3,075,327
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$479,759
Total non interest bearing cash at end of year	2018-12-31	$6,927
Total non interest bearing cash at beginning of year	2018-12-31	$6,838
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	$-1,710,457
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$20,326,326
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$22,036,783
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
Investment advisory and management fees	2018-12-31	$25,013
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$15,556,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$17,859,520
Interest on participant loans	2018-12-31	$5,968
Income. Interest from corporate debt instruments	2018-12-31	$146
Value of interest in common/collective trusts at end of year	2018-12-31	$1,326,261
Value of interest in common/collective trusts at beginning of year	2018-12-31	$942,796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$10,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$8,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-880,093
Net investment gain/loss from pooled separate accounts	2018-12-31	$52,369
Net investment gain or loss from common/collective trusts	2018-12-31	$17,598
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	$622,266
Employer contributions (assets) at end of year	2018-12-31	$381,280
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,984,856
Contract administrator fees	2018-12-31	$526
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	WRIGHT FORD YOUNG & CO.
Accountancy firm EIN	2018-12-31	953288054
2017 : SULLIVANCURTISMONROE 401(K)PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$21,993
Total unrealized appreciation/depreciation of assets	2017-12-31	$21,993
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,441,426
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,779,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,757,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,514,524
Value of total assets at end of year	2017-12-31	$22,036,783
Value of total assets at beginning of year	2017-12-31	$20,374,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$22,139
Total interest from all sources	2017-12-31	$6,742
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$4,885
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,120,169
Participant contributions at end of year	2017-12-31	$143,693
Participant contributions at beginning of year	2017-12-31	$130,142
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$3,075,327
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$2,967,834
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$158,777
Total non interest bearing cash at end of year	2017-12-31	$6,838
Total non interest bearing cash at beginning of year	2017-12-31	$1,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$1,661,927
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$22,036,783
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$20,374,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$9,849
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$17,859,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$16,111,196
Income. Interest from loans (other than to participants)	2017-12-31	$6,649
Income. Interest from corporate debt instruments	2017-12-31	$93
Value of interest in common/collective trusts at end of year	2017-12-31	$942,796
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,163,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$8,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,835,247
Net investment gain/loss from pooled separate accounts	2017-12-31	$48,342
Net investment gain or loss from common/collective trusts	2017-12-31	$14,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$235,578
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,757,360
Contract administrator fees	2017-12-31	$7,405
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WRIGHT FORD YOUNG & CO.
Accountancy firm EIN	2017-12-31	953288054
2016 : SULLIVANCURTISMONROE 401(K)PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$252,833
Total unrealized appreciation/depreciation of assets	2016-12-31	$252,833
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,694,236
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,852,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,833,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,337,251
Value of total assets at end of year	2016-12-31	$20,374,856
Value of total assets at beginning of year	2016-12-31	$19,532,650
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$18,950
Total interest from all sources	2016-12-31	$6,637
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$3,005
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,092,606
Participant contributions at end of year	2016-12-31	$130,142
Participant contributions at beginning of year	2016-12-31	$184,372
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$2,967,834
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$2,629,501
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$22,650
Other income not declared elsewhere	2016-12-31	$1,695
Administrative expenses (other) incurred	2016-12-31	$19
Total non interest bearing cash at end of year	2016-12-31	$1,835
Total non interest bearing cash at beginning of year	2016-12-31	$1,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$842,206
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$20,374,856
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$19,532,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$16,111,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$15,763,720
Interest on participant loans	2016-12-31	$6,637
Value of interest in common/collective trusts at end of year	2016-12-31	$1,163,849
Value of interest in common/collective trusts at beginning of year	2016-12-31	$953,986
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,037,480
Net investment gain/loss from pooled separate accounts	2016-12-31	$44,083
Net investment gain or loss from common/collective trusts	2016-12-31	$14,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$221,995
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,833,080
Contract administrator fees	2016-12-31	$15,926
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WRIGHT FORD YOUNG & CO.
Accountancy firm EIN	2016-12-31	953288054
2015 : SULLIVANCURTISMONROE 401(K)PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-134,238
Total unrealized appreciation/depreciation of assets	2015-12-31	$-134,238
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,244,030
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,146,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,127,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,379,928
Value of total assets at end of year	2015-12-31	$19,532,650
Value of total assets at beginning of year	2015-12-31	$20,434,863
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$19,216
Total interest from all sources	2015-12-31	$6,835
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$2,875
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,022,545
Participant contributions at end of year	2015-12-31	$184,372
Participant contributions at beginning of year	2015-12-31	$151,255
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$2,629,501
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$2,678,613
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$174,784
Other income not declared elsewhere	2015-12-31	$54
Total non interest bearing cash at end of year	2015-12-31	$1,071
Total non interest bearing cash at beginning of year	2015-12-31	$4,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-902,213
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$19,532,650
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$20,434,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$15,763,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$16,205,037
Interest on participant loans	2015-12-31	$6,835
Value of interest in common/collective trusts at end of year	2015-12-31	$953,986
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,395,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-69,005
Net investment gain/loss from pooled separate accounts	2015-12-31	$44,914
Net investment gain or loss from common/collective trusts	2015-12-31	$15,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$182,599
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,127,027
Contract administrator fees	2015-12-31	$16,341
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WRIGHT FORD YOUNG & CO.
Accountancy firm EIN	2015-12-31	953288054
2014 : SULLIVANCURTISMONROE 401(K)PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,740,704
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$3,316,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,298,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,505,767
Value of total assets at end of year	2014-12-31	$20,434,863
Value of total assets at beginning of year	2014-12-31	$21,010,744
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$18,331
Total interest from all sources	2014-12-31	$10,026
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$130,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$4,140
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$883,904
Participant contributions at end of year	2014-12-31	$151,255
Participant contributions at beginning of year	2014-12-31	$93,451
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$2,678,613
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$2,469,533
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$621,863
Other income not declared elsewhere	2014-12-31	$4,694
Total non interest bearing cash at end of year	2014-12-31	$4,694
Total non interest bearing cash at beginning of year	2014-12-31	$378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-575,881
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$20,434,863
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$21,010,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$16,205,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$16,810,603
Interest on participant loans	2014-12-31	$6,474
Interest earned on other investments	2014-12-31	$3,550
Value of interest in common/collective trusts at end of year	2014-12-31	$1,395,264
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,463,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$183
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,041,306
Net investment gain/loss from pooled separate accounts	2014-12-31	$28,529
Net investment gain or loss from common/collective trusts	2014-12-31	$19,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$173,198
Income. Dividends from common stock	2014-12-31	$130,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,298,254
Contract administrator fees	2014-12-31	$14,191
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WRIGHT FORD YOUNG & CO.
Accountancy firm EIN	2014-12-31	953288054
2013 : SULLIVANCURTISMONROE 401(K)PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$4,100,974
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,260,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,256,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,131,360
Value of total assets at end of year	2013-12-31	$21,010,744
Value of total assets at beginning of year	2013-12-31	$18,169,907
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,104
Total interest from all sources	2013-12-31	$19,055
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$36,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$3,530
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$769,121
Participant contributions at end of year	2013-12-31	$93,451
Participant contributions at beginning of year	2013-12-31	$97,541
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$2,469,533
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$2,364,577
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$189,041
Total non interest bearing cash at end of year	2013-12-31	$378
Total non interest bearing cash at beginning of year	2013-12-31	$12,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,840,837
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$21,010,744
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$18,169,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$16,810,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$14,235,292
Interest on participant loans	2013-12-31	$4,408
Interest earned on other investments	2013-12-31	$14,309
Value of interest in common/collective trusts at end of year	2013-12-31	$1,463,398
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,173,011
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$338
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$138,651
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,891,839
Net investment gain or loss from common/collective trusts	2013-12-31	$21,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$173,198
Employer contributions (assets) at end of year	2013-12-31	$173,198
Employer contributions (assets) at beginning of year	2013-12-31	$148,730
Income. Dividends from common stock	2013-12-31	$36,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,256,033
Contract administrator fees	2013-12-31	$574
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WRIGHT FORD YOUNG & CO.
Accountancy firm EIN	2013-12-31	953288054
2012 : SULLIVANCURTISMONROE 401(K)PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$3,209,594
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$7,057,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$7,051,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,093,082
Value of total assets at end of year	2012-12-31	$18,169,907
Value of total assets at beginning of year	2012-12-31	$22,017,813
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$5,737
Total interest from all sources	2012-12-31	$15,362
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$3,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$2,500
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$788,613
Participant contributions at end of year	2012-12-31	$97,541
Participant contributions at beginning of year	2012-12-31	$141,796
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$2,364,577
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$151,608
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$39,651
Other income not declared elsewhere	2012-12-31	$1
Total non interest bearing cash at end of year	2012-12-31	$12,105
Total non interest bearing cash at beginning of year	2012-12-31	$24,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-3,847,906
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$18,169,907
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$22,017,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$14,235,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$19,545,339
Interest on participant loans	2012-12-31	$6,112
Interest earned on other investments	2012-12-31	$7,399
Value of interest in common/collective trusts at end of year	2012-12-31	$1,173,011
Value of interest in common/collective trusts at beginning of year	2012-12-31	$2,005,335
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$1,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$138,651
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$106,994
Net investment gain/loss from pooled separate accounts	2012-12-31	$2,068,470
Net investment gain or loss from common/collective trusts	2012-12-31	$29,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$152,861
Employer contributions (assets) at end of year	2012-12-31	$148,730
Employer contributions (assets) at beginning of year	2012-12-31	$153,871
Income. Dividends from common stock	2012-12-31	$3,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$7,051,763
Contract administrator fees	2012-12-31	$3,237
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WRIGHT FORD YOUNG & CO.
Accountancy firm EIN	2012-12-31	953288054
2011 : SULLIVANCURTISMONROE 401(K)PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,124,446
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$866,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$856,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,253,927
Value of total assets at end of year	2011-12-31	$22,017,813
Value of total assets at beginning of year	2011-12-31	$21,759,612
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$10,243
Total interest from all sources	2011-12-31	$10,916
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$2,360
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$789,917
Participant contributions at end of year	2011-12-31	$141,796
Participant contributions at beginning of year	2011-12-31	$177,787
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$310,139
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$39,651
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$39,651
Administrative expenses (other) incurred	2011-12-31	$485
Total non interest bearing cash at end of year	2011-12-31	$24,827
Total non interest bearing cash at beginning of year	2011-12-31	$26,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$258,201
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$22,017,813
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$21,759,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$19,545,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$21,291,378
Interest on participant loans	2011-12-31	$9,058
Value of interest in common/collective trusts at end of year	2011-12-31	$2,005,335
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$1,858
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$106,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$98,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-223,569
Net investment gain or loss from common/collective trusts	2011-12-31	$43,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$153,871
Employer contributions (assets) at end of year	2011-12-31	$153,871
Employer contributions (assets) at beginning of year	2011-12-31	$165,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$856,002
Contract administrator fees	2011-12-31	$7,398
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WRIGHT FORD YOUNG & CO.
Accountancy firm EIN	2011-12-31	953288054
2010 : SULLIVANCURTISMONROE 401(K)PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$3,395,446
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$376,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$341,380
Expenses. Certain deemed distributions of participant loans	2010-12-31	$18,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,213,814
Value of total assets at end of year	2010-12-31	$21,759,612
Value of total assets at beginning of year	2010-12-31	$18,740,946
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$17,196
Total interest from all sources	2010-12-31	$14,967
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$769,985
Participant contributions at end of year	2010-12-31	$177,787
Participant contributions at beginning of year	2010-12-31	$210,179
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$278,440
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$17,196
Total non interest bearing cash at end of year	2010-12-31	$26,316
Total non interest bearing cash at beginning of year	2010-12-31	$1,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$3,018,666
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$21,759,612
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$18,740,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$21,291,378
Value of interest in pooled separate accounts at end of year	2010-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$18,302,762
Interest on participant loans	2010-12-31	$13,497
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1,470
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$98,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$60,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,166,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$165,389
Employer contributions (assets) at end of year	2010-12-31	$165,389
Employer contributions (assets) at beginning of year	2010-12-31	$165,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$341,380
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WRIGHT FORD YOUNG & CO.
Accountancy firm EIN	2010-12-31	953288054
2009 : SULLIVANCURTISMONROE 401(K)PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SULLIVANCURTISMONROE 401(K)PLAN

2021: SULLIVANCURTISMONROE 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	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: SULLIVANCURTISMONROE 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 - Trust	Yes
2019: SULLIVANCURTISMONROE 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 - Trust	Yes
2018: SULLIVANCURTISMONROE 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 - Trust	Yes
2017: SULLIVANCURTISMONROE 401(K)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 - Trust	Yes
2016: SULLIVANCURTISMONROE 401(K)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 - Trust	Yes
2015: SULLIVANCURTISMONROE 401(K)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: SULLIVANCURTISMONROE 401(K)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: SULLIVANCURTISMONROE 401(K)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: SULLIVANCURTISMONROE 401(K)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: SULLIVANCURTISMONROE 401(K)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
2010: SULLIVANCURTISMONROE 401(K)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 – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SULLIVANCURTISMONROE 401(K)PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	First time form 5500 has been submitted	Yes
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	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

23836

Policy instance

Insurance contract or identification number	23836
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,043
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	4043
Additional information about fees paid to insurance broker	TPA COMP, TPA FEES AND OTHER ALLOWANCES
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

23836

Policy instance

Insurance contract or identification number	23836
Number of Individuals Covered	212
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $8,113
Total amount of fees paid to insurance company	USD $18,909
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	12159
Additional information about fees paid to insurance broker	TPA COMP, TPA FEES AND OTHER ALLOWANCES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $8,113

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

Policy contract number

23836

Policy instance

Insurance contract or identification number	23836
Number of Individuals Covered	205
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $8,133
Total amount of fees paid to insurance company	USD $22,163
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	14113
Additional information about fees paid to insurance broker	TPA COMP, TPA FEES AND OTHER ALLOWANCES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $8,133
Insurance broker name	WRIGHT FORD YOUNG

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

Policy contract number

23836

Policy instance

Insurance contract or identification number	23836
Number of Individuals Covered	201
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $15,595
Total amount of fees paid to insurance company	USD $21,862
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,595
Insurance broker organization code?	3
Amount paid for insurance broker fees	11612
Additional information about fees paid to insurance broker	TPA COMP, TPA FEES AND OTHER ALLOWANCES
Insurance broker name	WRIGHT FORD YOUNG

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

Policy contract number

23836

Policy instance

Insurance contract or identification number	23836
Number of Individuals Covered	199
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $12,031
Total amount of fees paid to insurance company	USD $20,093
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	13084
Additional information about fees paid to insurance broker	TPA COMP, TPA FEES AND OTHER ALLOWANCES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $12,031
Insurance broker name	WRIGHT FORD YOUNG

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

Policy contract number

23836

Policy instance

Insurance contract or identification number	23836
Number of Individuals Covered	202
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $12,131
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	12131
Additional information about fees paid to insurance broker	TPA COMP, TPA FEES AND OTHER ALLOWANCES
Insurance broker organization code?	5
Insurance broker name	ACTUARIAL BENEFITS CORP.

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

Policy contract number

23836

Policy instance

Insurance contract or identification number	23836
Number of Individuals Covered	191
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $19,171
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	12421
Additional information about fees paid to insurance broker	TPA COMP
Insurance broker organization code?	5
Insurance broker name	WRIGHT FORD YOUNG & CO

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

Policy contract number

23836

Policy instance

Insurance contract or identification number	23836
Number of Individuals Covered	195
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $14,512
Total amount of fees paid to insurance company	USD $20,529
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

23836

Policy instance

Insurance contract or identification number	23836
Number of Individuals Covered	182
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $25,139
Total amount of fees paid to insurance company	USD $11,619
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SULLIVAN CURTIS MONROE INSURANCE SERVICES, LLC
Employer identification number (EIN):	954076864
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages