401k Plan data: 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. plan

401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 401k Plan overview

Plan Name	401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC.
Plan identification number	003

401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

BELL SOCIALIZATION SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: BELL SOCIALIZATION SERVICES, INC.

Employer identification number (EIN): 231896438

NAIC Classification: 624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-07-01
003 2020-07-01
003 2019-07-01
003 2018-07-01
003 2017-07-01 KEVIN TRAISTER
003 2016-07-01 KEVIN D TRAISTER
003 2015-07-01 KEVIN D TRAISTER
003 2014-07-01 KEVIN D. TRAISTER

Plan Statistics for 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC.

401k plan membership statisitcs for 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC.

Measure Date Value
2021: 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2021 401k membership
Total participants, beginning-of-year 2021-07-01 403
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 211
Number of retired or separated participants receiving benefits 2021-07-01 2
Number of other retired or separated participants entitled to future benefits 2021-07-01 230
Total of all active and inactive participants 2021-07-01 443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 443
Number of participants with account balances 2021-07-01 396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 16
2020: 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2020 401k membership
Total participants, beginning-of-year 2020-07-01 444
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 256
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 184
Total of all active and inactive participants 2020-07-01 440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 1
Total participants 2020-07-01 441
Number of participants with account balances 2020-07-01 409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 39
2019: 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2019 401k membership
Total participants, beginning-of-year 2019-07-01 437
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 280
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 164
Total of all active and inactive participants 2019-07-01 444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 444
Number of participants with account balances 2019-07-01 416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 30
2018: 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2018 401k membership
Total participants, beginning-of-year 2018-07-01 426
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 272
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 164
Total of all active and inactive participants 2018-07-01 436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 1
Total participants 2018-07-01 437
Number of participants with account balances 2018-07-01 401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 30
2017: 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2017 401k membership
Total participants, beginning-of-year 2017-07-01 515
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 268
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 157
Total of all active and inactive participants 2017-07-01 425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 1
Total participants 2017-07-01 426
Number of participants with account balances 2017-07-01 380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 46
2016: 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2016 401k membership
Total participants, beginning-of-year 2016-07-01 470
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 346
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 168
Total of all active and inactive participants 2016-07-01 514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 1
Total participants 2016-07-01 515
Number of participants with account balances 2016-07-01 402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 25
2015: 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2015 401k membership
Total participants, beginning-of-year 2015-07-01 450
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 344
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 124
Total of all active and inactive participants 2015-07-01 468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 2
Total participants 2015-07-01 470
Number of participants with account balances 2015-07-01 468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 27
2014: 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2014 401k membership
Total participants, beginning-of-year 2014-07-01 0
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 309
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 140
Total of all active and inactive participants 2014-07-01 449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 1
Total participants 2014-07-01 450
Number of participants with account balances 2014-07-01 450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 31

Measure	Date	Value
2021: 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2021 401k membership
Total participants, beginning-of-year	2021-07-01	403
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	211
Number of retired or separated participants receiving benefits	2021-07-01	2
Number of other retired or separated participants entitled to future benefits	2021-07-01	230
Total of all active and inactive participants	2021-07-01	443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	443
Number of participants with account balances	2021-07-01	396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	16
2020: 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2020 401k membership
Total participants, beginning-of-year	2020-07-01	444
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	256
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	184
Total of all active and inactive participants	2020-07-01	440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	1
Total participants	2020-07-01	441
Number of participants with account balances	2020-07-01	409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	39
2019: 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2019 401k membership
Total participants, beginning-of-year	2019-07-01	437
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	280
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	164
Total of all active and inactive participants	2019-07-01	444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	444
Number of participants with account balances	2019-07-01	416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	30
2018: 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2018 401k membership
Total participants, beginning-of-year	2018-07-01	426
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	272
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	164
Total of all active and inactive participants	2018-07-01	436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	1
Total participants	2018-07-01	437
Number of participants with account balances	2018-07-01	401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	30
2017: 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2017 401k membership
Total participants, beginning-of-year	2017-07-01	515
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	268
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	157
Total of all active and inactive participants	2017-07-01	425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	1
Total participants	2017-07-01	426
Number of participants with account balances	2017-07-01	380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	46
2016: 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2016 401k membership
Total participants, beginning-of-year	2016-07-01	470
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	346
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	168
Total of all active and inactive participants	2016-07-01	514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	1
Total participants	2016-07-01	515
Number of participants with account balances	2016-07-01	402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	25
2015: 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2015 401k membership
Total participants, beginning-of-year	2015-07-01	450
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	344
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	124
Total of all active and inactive participants	2015-07-01	468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	2
Total participants	2015-07-01	470
Number of participants with account balances	2015-07-01	468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	27
2014: 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2014 401k membership
Total participants, beginning-of-year	2014-07-01	0
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	309
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	140
Total of all active and inactive participants	2014-07-01	449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	1
Total participants	2014-07-01	450
Number of participants with account balances	2014-07-01	450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	31

Financial Data on 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC.

Measure	Date	Value
2022 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-06-30	$0
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total transfer of assets to this plan	2022-06-30	$0
Total transfer of assets from this plan	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-218,468
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$787,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$766,595
Expenses. Certain deemed distributions of participant loans	2022-06-30	$16,084
Value of total corrective distributions	2022-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$712,233
Value of total assets at end of year	2022-06-30	$9,760,330
Value of total assets at beginning of year	2022-06-30	$10,765,867
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$4,390
Total interest from all sources	2022-06-30	$31,669
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$0
Assets. Real estate other than employer real property at end of year	2022-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2022-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-06-30	$0
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$205,323
Participant contributions at end of year	2022-06-30	$371,153
Participant contributions at beginning of year	2022-06-30	$273,860
Participant contributions at end of year	2022-06-30	$10,074
Participant contributions at beginning of year	2022-06-30	$10,218
Assets. Other investments not covered elsewhere at end of year	2022-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$10,098
Assets. Loans (other than to participants) at end of year	2022-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2022-06-30	$0
Other income not declared elsewhere	2022-06-30	$0
Administrative expenses (other) incurred	2022-06-30	$4,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Income. Non cash contributions	2022-06-30	$0
Value of net income/loss	2022-06-30	$-1,005,537
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$9,760,330
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$10,765,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Assets. partnership/joint venture interests at end of year	2022-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2022-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$0
Value of interest in pooled separate accounts at end of year	2022-06-30	$6,216,330
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$7,452,071
Interest on participant loans	2022-06-30	$12,853
Income. Interest from loans (other than to participants)	2022-06-30	$0
Interest earned on other investments	2022-06-30	$18,816
Income. Interest from US Government securities	2022-06-30	$0
Income. Interest from corporate debt instruments	2022-06-30	$0
Value of interest in master investment trust accounts at end of year	2022-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2022-06-30	$0
Value of interest in common/collective trusts at end of year	2022-06-30	$0
Value of interest in common/collective trusts at beginning of year	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$3,137,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$3,004,708
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$0
Asset value of US Government securities at end of year	2022-06-30	$0
Asset value of US Government securities at beginning of year	2022-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$0
Net investment gain/loss from pooled separate accounts	2022-06-30	$-962,370
Net investment gain or loss from common/collective trusts	2022-06-30	$0
Net gain/loss from 103.12 investment entities	2022-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$496,812
Employer contributions (assets) at end of year	2022-06-30	$25,475
Employer contributions (assets) at beginning of year	2022-06-30	$25,010
Income. Dividends from preferred stock	2022-06-30	$0
Income. Dividends from common stock	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$766,595
Asset. Corporate debt instrument preferred debt at end of year	2022-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-06-30	$0
Assets. Corporate common stocks other than exployer securities at end of year	2022-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-06-30	$0
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Aggregate proceeds on sale of assets	2022-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2022-06-30	$0
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	RKL LLP
Accountancy firm EIN	2022-06-30	232108173
2021 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$2,585,564
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$450,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$411,319
Expenses. Certain deemed distributions of participant loans	2021-06-30	$35,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$754,595
Value of total assets at end of year	2021-06-30	$10,765,867
Value of total assets at beginning of year	2021-06-30	$8,631,240
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$3,724
Total interest from all sources	2021-06-30	$43,441
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$208,156
Participant contributions at end of year	2021-06-30	$273,860
Participant contributions at beginning of year	2021-06-30	$269,430
Participant contributions at end of year	2021-06-30	$10,218
Participant contributions at beginning of year	2021-06-30	$10,252
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$73,500
Other income not declared elsewhere	2021-06-30	$0
Administrative expenses (other) incurred	2021-06-30	$3,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$2,134,627
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$10,765,867
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$8,631,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$7,452,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$5,401,390
Interest on participant loans	2021-06-30	$13,859
Interest earned on other investments	2021-06-30	$29,582
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$3,004,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$2,924,706
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$0
Net investment gain/loss from pooled separate accounts	2021-06-30	$1,787,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$472,939
Employer contributions (assets) at end of year	2021-06-30	$25,010
Employer contributions (assets) at beginning of year	2021-06-30	$25,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$411,319
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	RKL LLP
Accountancy firm EIN	2021-06-30	232108173
2020 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$984,900
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$230,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$205,359
Expenses. Certain deemed distributions of participant loans	2020-06-30	$21,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$717,020
Value of total assets at end of year	2020-06-30	$8,631,240
Value of total assets at beginning of year	2020-06-30	$7,876,867
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$4,020
Total interest from all sources	2020-06-30	$51,502
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$217,902
Participant contributions at end of year	2020-06-30	$269,430
Participant contributions at beginning of year	2020-06-30	$198,748
Participant contributions at end of year	2020-06-30	$10,252
Participant contributions at beginning of year	2020-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$15,929
Administrative expenses (other) incurred	2020-06-30	$4,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$754,373
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$8,631,240
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$7,876,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$5,401,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$4,866,130
Interest on participant loans	2020-06-30	$12,381
Interest earned on other investments	2020-06-30	$39,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$2,924,706
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$2,811,989
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$0
Net investment gain/loss from pooled separate accounts	2020-06-30	$216,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$483,189
Employer contributions (assets) at end of year	2020-06-30	$25,462
Employer contributions (assets) at beginning of year	2020-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$205,359
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	RKL LLP
Accountancy firm EIN	2020-06-30	232108173
2019 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$969,731
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$441,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$420,866
Expenses. Certain deemed distributions of participant loans	2019-06-30	$16,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$660,266
Value of total assets at end of year	2019-06-30	$7,876,546
Value of total assets at beginning of year	2019-06-30	$7,348,136
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$4,166
Total interest from all sources	2019-06-30	$47,907
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$179,368
Participant contributions at end of year	2019-06-30	$198,427
Participant contributions at beginning of year	2019-06-30	$235,275
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$19,063
Other income not declared elsewhere	2019-06-30	$0
Administrative expenses (other) incurred	2019-06-30	$4,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$528,410
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$7,876,546
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$7,348,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$4,866,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$4,279,179
Interest on participant loans	2019-06-30	$10,304
Interest earned on other investments	2019-06-30	$37,603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$2,811,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$2,833,682
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$0
Net investment gain/loss from pooled separate accounts	2019-06-30	$261,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$461,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$420,866
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	RKL LLP
Accountancy firm EIN	2019-06-30	232108173
2018 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$986,674
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$561,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$509,181
Expenses. Certain deemed distributions of participant loans	2018-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$590,854
Value of total assets at end of year	2018-06-30	$7,348,136
Value of total assets at beginning of year	2018-06-30	$6,922,797
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$52,154
Total interest from all sources	2018-06-30	$37,173
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$144,500
Participant contributions at end of year	2018-06-30	$235,275
Participant contributions at beginning of year	2018-06-30	$199,422
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$102,890
Other income not declared elsewhere	2018-06-30	$0
Administrative expenses (other) incurred	2018-06-30	$52,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$425,339
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$7,348,136
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$6,922,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$4,279,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$3,722,277
Interest on participant loans	2018-06-30	$8,359
Interest earned on other investments	2018-06-30	$28,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$2,833,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$3,001,098
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$0
Net investment gain/loss from pooled separate accounts	2018-06-30	$358,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$343,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$509,181
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	RKL LLP
Accountancy firm EIN	2018-06-30	232108173
2017 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,067,944
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$450,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$419,915
Expenses. Certain deemed distributions of participant loans	2017-06-30	$25,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$595,187
Value of total assets at end of year	2017-06-30	$6,922,797
Value of total assets at beginning of year	2017-06-30	$6,305,269
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$5,347
Total interest from all sources	2017-06-30	$37,277
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$135,348
Participant contributions at end of year	2017-06-30	$199,422
Participant contributions at beginning of year	2017-06-30	$220,294
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$100,259
Other income not declared elsewhere	2017-06-30	$22
Administrative expenses (other) incurred	2017-06-30	$5,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$617,528
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$6,922,797
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$6,305,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$3,722,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$3,210,283
Interest on participant loans	2017-06-30	$8,008
Interest earned on other investments	2017-06-30	$29,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$3,001,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$2,874,692
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$0
Net investment gain/loss from pooled separate accounts	2017-06-30	$435,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$359,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$419,915
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	RKL LLP
Accountancy firm EIN	2017-06-30	232108173
2016 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$1,279,973
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$189,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$184,386
Expenses. Certain deemed distributions of participant loans	2016-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,230,031
Value of total assets at end of year	2016-06-30	$6,305,269
Value of total assets at beginning of year	2016-06-30	$5,214,864
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$5,182
Total interest from all sources	2016-06-30	$35,702
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$122,359
Participant contributions at end of year	2016-06-30	$220,294
Participant contributions at beginning of year	2016-06-30	$208,854
Participant contributions at beginning of year	2016-06-30	$4,590
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$748,055
Other income not declared elsewhere	2016-06-30	$0
Administrative expenses (other) incurred	2016-06-30	$5,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$1,090,405
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$6,305,269
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$5,214,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$3,210,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$2,510,084
Interest on participant loans	2016-06-30	$9,108
Interest earned on other investments	2016-06-30	$26,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$2,874,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$2,477,327
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$0
Net investment gain/loss from pooled separate accounts	2016-06-30	$14,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$359,617
Employer contributions (assets) at beginning of year	2016-06-30	$14,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$184,386
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	RKL, LLP
Accountancy firm EIN	2016-06-30	232108173
2015 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total transfer of assets to this plan	2015-06-30	$4,732,867
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$1,006,871
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$524,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$500,856
Expenses. Certain deemed distributions of participant loans	2015-06-30	$22,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$860,906
Value of total assets at end of year	2015-06-30	$5,214,864
Value of total assets at beginning of year	2015-06-30	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$1,800
Total interest from all sources	2015-06-30	$29,770
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$128,297
Participant contributions at end of year	2015-06-30	$208,854
Participant contributions at end of year	2015-06-30	$4,590
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$404,840
Administrative expenses (other) incurred	2015-06-30	$1,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$481,997
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$5,214,864
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$2,510,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$0
Interest on participant loans	2015-06-30	$6,460
Interest earned on other investments	2015-06-30	$23,310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$2,477,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$0
Net investment gain/loss from pooled separate accounts	2015-06-30	$116,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$327,769
Employer contributions (assets) at end of year	2015-06-30	$14,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$500,856
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	REINSEL KUNTZ LESHER LLP
Accountancy firm EIN	2015-06-30	232108173

Form 5500 Responses for 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC.

2021: 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2020: 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2019: 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2018: 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2017: 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: 401(K) PROFIT-SHARING PLAN FOR EMPLOYOEES OF BELL SOCIALIZATION SERVICES, INC. 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	First time form 5500 has been submitted	Yes
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

052489J

Policy instance

Insurance contract or identification number	052489J
Number of Individuals Covered	443
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,460
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1460
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

052489J

Policy instance

Insurance contract or identification number	052489J
Number of Individuals Covered	441
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,460
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1460
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

052489J

Policy instance

Insurance contract or identification number	052489J
Number of Individuals Covered	444
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $605
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	605
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

052489J

Policy instance

Insurance contract or identification number	052489J
Number of Individuals Covered	437
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,411
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	2411
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

052489J

Policy instance

Insurance contract or identification number	052489J
Number of Individuals Covered	426
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,872
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1872
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	PHILADELPHIA REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

052489J

Policy instance

Insurance contract or identification number	052489J
Number of Individuals Covered	470
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $413
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	413
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	PHILADELPHIA REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

052489J

Policy instance

Insurance contract or identification number	052489J
Number of Individuals Covered	450
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BELL SOCIALIZATION SERVICES, INC.
Employer identification number (EIN):	231896438
NAIC Classification:	624200