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THE WILLIAMSPORT HOME 403B PLAN 401k Plan overview

Plan NameTHE WILLIAMSPORT HOME 403B PLAN
Plan identification number 002

THE WILLIAMSPORT HOME 403B PLAN Benefits

401k Plan TypeDefined 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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.

401k Sponsoring company profile

THE WILLIAMSPORT HOME LIFE AND AD&D PLAN has sponsored the creation of one or more 401k plans.

Company Name:THE WILLIAMSPORT HOME LIFE AND AD&D PLAN
Employer identification number (EIN):240795507
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WILLIAMSPORT HOME 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DONALD S. POTE
0022016-01-01DONALD S. POTE
0022015-01-01DONALD S. POTE
0022014-01-01DONALD S. POTE
0022013-01-01DONALD S. POTE
0022012-01-01DONALD S. POTE
0022011-01-01DONALD S. POTE
0022009-01-01DONALD S. POTE DONALD S. POTE2010-10-14
0022007-01-01DONALD S. POTE
0022007-01-01DONALD S. POTE

Plan Statistics for THE WILLIAMSPORT HOME 403B PLAN

401k plan membership statisitcs for THE WILLIAMSPORT HOME 403B PLAN

Measure Date Value
2022: THE WILLIAMSPORT HOME 403B PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01225
Total number of active participants reported on line 7a of the Form 55002022-01-01190
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-016
Total of all active and inactive participants2022-01-01197
Total participants2022-01-01197
Number of participants with account balances2022-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE WILLIAMSPORT HOME 403B PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01251
Total number of active participants reported on line 7a of the Form 55002021-01-01207
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01223
Number of participants with account balances2021-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: THE WILLIAMSPORT HOME 403B PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01257
Total number of active participants reported on line 7a of the Form 55002020-01-01245
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01255
Number of participants with account balances2020-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE WILLIAMSPORT HOME 403B PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01257
Total number of active participants reported on line 7a of the Form 55002019-01-01249
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01258
Number of participants with account balances2019-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: THE WILLIAMSPORT HOME 403B PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01224
Total number of active participants reported on line 7a of the Form 55002018-01-01211
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01221
Number of participants with account balances2018-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: THE WILLIAMSPORT HOME 403B PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01234
Total number of active participants reported on line 7a of the Form 55002017-01-01218
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01231
Number of participants with account balances2017-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE WILLIAMSPORT HOME 403B PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01235
Total number of active participants reported on line 7a of the Form 55002016-01-01225
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01234
Number of participants with account balances2016-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: THE WILLIAMSPORT HOME 403B PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01235
Total number of active participants reported on line 7a of the Form 55002015-01-01225
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01238
Number of participants with account balances2015-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: THE WILLIAMSPORT HOME 403B PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01204
Total number of active participants reported on line 7a of the Form 55002014-01-01207
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01217
Number of participants with account balances2014-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: THE WILLIAMSPORT HOME 403B PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01208
Total number of active participants reported on line 7a of the Form 55002013-01-01195
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01205
Number of participants with account balances2013-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: THE WILLIAMSPORT HOME 403B PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01227
Total number of active participants reported on line 7a of the Form 55002012-01-01193
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01204
Number of participants with account balances2012-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: THE WILLIAMSPORT HOME 403B PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01234
Total number of active participants reported on line 7a of the Form 55002011-01-01204
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01214
Number of participants with account balances2011-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: THE WILLIAMSPORT HOME 403B PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01273
Total number of active participants reported on line 7a of the Form 55002009-01-01216
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01225
Number of participants with account balances2009-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013
2007: THE WILLIAMSPORT HOME 403B PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-01207

Financial Data on THE WILLIAMSPORT HOME 403B PLAN

Measure Date Value
2022 : THE WILLIAMSPORT HOME 403B PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,186
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,544
Total income from all sources (including contributions)2022-12-31$-88,595
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$174,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$173,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$202,383
Value of total assets at end of year2022-12-31$1,659,222
Value of total assets at beginning of year2022-12-31$1,922,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$951
Total interest from all sources2022-12-31$1,324
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$42,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$42,932
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$230,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$140,575
Participant contributions at end of year2022-12-31$2,748
Participant contributions at beginning of year2022-12-31$8,362
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$3,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-262,685
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,656,036
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,918,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,464,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,807,350
Interest on participant loans2022-12-31$286
Interest earned on other investments2022-12-31$1,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$130,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$53,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-335,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$61,808
Employer contributions (assets) at end of year2022-12-31$61,808
Employer contributions (assets) at beginning of year2022-12-31$52,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$169,745
Contract administrator fees2022-12-31$951
Liabilities. Value of benefit claims payable at end of year2022-12-31$3,186
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$3,544
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : THE WILLIAMSPORT HOME 403B PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,544
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,933
Total income from all sources (including contributions)2021-12-31$390,599
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$612,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$595,906
Expenses. Certain deemed distributions of participant loans2021-12-31$12,005
Value of total corrective distributions2021-12-31$3,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$180,268
Value of total assets at end of year2021-12-31$1,922,265
Value of total assets at beginning of year2021-12-31$2,144,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$651
Total interest from all sources2021-12-31$1,408
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$230,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$127,505
Participant contributions at end of year2021-12-31$8,362
Participant contributions at beginning of year2021-12-31$22,884
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other income not declared elsewhere2021-12-31$208,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-221,507
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,918,721
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,140,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,807,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,984,636
Interest on participant loans2021-12-31$729
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$53,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$74,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$52,763
Employer contributions (assets) at end of year2021-12-31$52,763
Employer contributions (assets) at beginning of year2021-12-31$62,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$595,906
Contract administrator fees2021-12-31$651
Liabilities. Value of benefit claims payable at end of year2021-12-31$3,544
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$3,933
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : THE WILLIAMSPORT HOME 403B PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,933
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$443,868
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$67,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$63,499
Value of total corrective distributions2020-12-31$3,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$195,948
Value of total assets at end of year2020-12-31$2,144,161
Value of total assets at beginning of year2020-12-31$1,764,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$220
Total interest from all sources2020-12-31$1,743
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$230,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$133,751
Participant contributions at end of year2020-12-31$22,884
Participant contributions at beginning of year2020-12-31$31,239
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$376,217
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,140,228
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,764,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,984,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,668,268
Interest on participant loans2020-12-31$1,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$74,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$19,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$246,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$62,197
Employer contributions (assets) at end of year2020-12-31$62,197
Employer contributions (assets) at beginning of year2020-12-31$45,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$63,499
Contract administrator fees2020-12-31$220
Liabilities. Value of benefit claims payable at end of year2020-12-31$3,933
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : THE WILLIAMSPORT HOME 403B PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$423,477
Total income from all sources (including contributions)2019-12-31$423,477
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$146,864
Total of all expenses incurred2019-12-31$146,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$136,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$142,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$142,602
Value of total assets at end of year2019-12-31$1,764,011
Value of total assets at end of year2019-12-31$1,764,011
Value of total assets at beginning of year2019-12-31$1,487,398
Value of total assets at beginning of year2019-12-31$1,487,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,125
Total interest from all sources2019-12-31$1,001
Total interest from all sources2019-12-31$1,001
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$230,000
Value of fidelity bond cover2019-12-31$230,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$97,588
Contributions received from participants2019-12-31$97,588
Participant contributions at end of year2019-12-31$31,239
Participant contributions at beginning of year2019-12-31$17,482
Participant contributions at beginning of year2019-12-31$17,482
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$1,509
Total non interest bearing cash at beginning of year2019-12-31$1,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$276,613
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,764,011
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,487,398
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,487,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,668,268
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,668,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,410,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,410,289
Interest on participant loans2019-12-31$1,001
Interest on participant loans2019-12-31$1,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$19,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$19,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$279,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$279,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$45,014
Contributions received in cash from employer2019-12-31$45,014
Employer contributions (assets) at end of year2019-12-31$45,014
Employer contributions (assets) at end of year2019-12-31$45,014
Employer contributions (assets) at beginning of year2019-12-31$58,118
Employer contributions (assets) at beginning of year2019-12-31$58,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$136,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$136,739
Contract administrator fees2019-12-31$10,125
Contract administrator fees2019-12-31$10,125
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
Accountancy firm EIN2019-12-31390859910
2018 : THE WILLIAMSPORT HOME 403B PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$77,508
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$119,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$105,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$153,947
Value of total assets at end of year2018-12-31$1,487,398
Value of total assets at beginning of year2018-12-31$1,529,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,357
Total interest from all sources2018-12-31$1,072
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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$230,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$95,829
Participant contributions at end of year2018-12-31$17,482
Participant contributions at beginning of year2018-12-31$26,486
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$1,509
Total non interest bearing cash at beginning of year2018-12-31$563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-41,613
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,487,398
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,529,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,410,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,460,272
Interest on participant loans2018-12-31$1,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-77,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$58,118
Employer contributions (assets) at end of year2018-12-31$58,118
Employer contributions (assets) at beginning of year2018-12-31$41,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$105,764
Contract administrator fees2018-12-31$13,357
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2018-12-31390859910
2017 : THE WILLIAMSPORT HOME 403B PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$352,219
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$349,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$341,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$140,128
Value of total assets at end of year2017-12-31$1,529,011
Value of total assets at beginning of year2017-12-31$1,525,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,254
Total interest from all sources2017-12-31$937
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 year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$7,254
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$230,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$96,257
Participant contributions at end of year2017-12-31$26,486
Participant contributions at beginning of year2017-12-31$26,526
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,181
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$563
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,100
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,529,011
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,525,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,460,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,420,990
Interest on participant loans2017-12-31$937
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$34,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$34,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$211,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$41,690
Employer contributions (assets) at end of year2017-12-31$41,690
Employer contributions (assets) at beginning of year2017-12-31$44,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$341,865
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2017-12-31390859910
2016 : THE WILLIAMSPORT HOME 403B PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$283,380
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$398,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$397,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$180,630
Value of total assets at end of year2016-12-31$1,525,911
Value of total assets at beginning of year2016-12-31$1,640,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,025
Total interest from all sources2016-12-31$920
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$44,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$1,025
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$230,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$96,272
Participant contributions at end of year2016-12-31$26,526
Participant contributions at beginning of year2016-12-31$24,770
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$40,006
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-114,955
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,525,911
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,640,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,420,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,540,028
Interest on participant loans2016-12-31$920
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$34,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$32,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$32,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$56,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$44,352
Employer contributions (assets) at end of year2016-12-31$44,352
Employer contributions (assets) at beginning of year2016-12-31$43,364
Income. Dividends from common stock2016-12-31$44,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$397,310
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2016-12-31390859910
2015 : THE WILLIAMSPORT HOME 403B PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$115,634
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$145,349
Value of total assets at end of year2015-12-31$1,640,866
Value of total assets at beginning of year2015-12-31$1,525,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$655
Total interest from all sources2015-12-31$1,155
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$64,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$655
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$230,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$99,266
Participant contributions at end of year2015-12-31$24,770
Participant contributions at beginning of year2015-12-31$27,417
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,719
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$114,979
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,640,866
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,525,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,540,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,427,803
Interest on participant loans2015-12-31$1,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$32,704
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$28,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$28,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-95,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$43,364
Employer contributions (assets) at end of year2015-12-31$43,364
Employer contributions (assets) at beginning of year2015-12-31$42,194
Income. Dividends from common stock2015-12-31$64,712
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2015-12-31390859910
2014 : THE WILLIAMSPORT HOME 403B PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$216,503
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$55,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$54,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$139,595
Value of total assets at end of year2014-12-31$1,525,886
Value of total assets at beginning of year2014-12-31$1,365,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,019
Total interest from all sources2014-12-31$1,145
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$61,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$61,408
Administrative expenses professional fees incurred2014-12-31$1,019
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$230,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$97,402
Participant contributions at end of year2014-12-31$27,417
Participant contributions at beginning of year2014-12-31$32,853
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$160,720
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,525,886
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,365,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,427,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,267,639
Interest on participant loans2014-12-31$1,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$28,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$23,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$23,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$14,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$42,193
Employer contributions (assets) at end of year2014-12-31$42,193
Employer contributions (assets) at beginning of year2014-12-31$40,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$54,764
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2014-12-31390859910
2013 : THE WILLIAMSPORT HOME 403B PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$440
Total income from all sources (including contributions)2013-12-31$342,711
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$53,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$47,414
Expenses. Certain deemed distributions of participant loans2013-12-31$5,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$165,494
Value of total assets at end of year2013-12-31$1,365,166
Value of total assets at beginning of year2013-12-31$1,076,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$895
Total interest from all sources2013-12-31$1,077
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$40,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$895
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$230,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$88,618
Participant contributions at end of year2013-12-31$32,853
Participant contributions at beginning of year2013-12-31$31,869
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$36,010
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$440
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$288,844
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,365,166
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,076,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,267,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$982,424
Interest on participant loans2013-12-31$1,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$23,808
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$19,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$19,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$135,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$40,866
Employer contributions (assets) at end of year2013-12-31$40,866
Employer contributions (assets) at beginning of year2013-12-31$42,896
Income. Dividends from common stock2013-12-31$40,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$47,414
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$440
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PARENTEBEARD LLC
Accountancy firm EIN2013-12-31232932984
2012 : THE WILLIAMSPORT HOME 403B PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$440
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$237,130
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$26,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$25,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$132,635
Value of total assets at end of year2012-12-31$1,076,762
Value of total assets at beginning of year2012-12-31$865,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$875
Total interest from all sources2012-12-31$974
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$21,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$875
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$230,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$89,739
Participant contributions at end of year2012-12-31$31,869
Participant contributions at beginning of year2012-12-31$23,564
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$760
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$440
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$210,504
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,076,322
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$865,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$982,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$784,924
Interest on participant loans2012-12-31$974
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$19,133
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$16,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$16,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$81,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$42,896
Employer contributions (assets) at end of year2012-12-31$42,896
Employer contributions (assets) at beginning of year2012-12-31$40,539
Income. Dividends from common stock2012-12-31$21,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$24,991
Liabilities. Value of benefit claims payable at end of year2012-12-31$440
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PARENTEBEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : THE WILLIAMSPORT HOME 403B PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$138,838
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$45,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$45,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$141,896
Value of total assets at end of year2011-12-31$865,818
Value of total assets at beginning of year2011-12-31$772,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$425
Total interest from all sources2011-12-31$888
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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$230,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$89,944
Participant contributions at end of year2011-12-31$23,564
Participant contributions at beginning of year2011-12-31$21,444
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$11,413
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$93,192
Value of net assets at end of year (total assets less liabilities)2011-12-31$865,818
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$772,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$784,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$690,369
Interest on participant loans2011-12-31$888
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$16,791
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$21,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$21,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$40,539
Employer contributions (assets) at end of year2011-12-31$40,539
Employer contributions (assets) at beginning of year2011-12-31$39,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$45,221
Contract administrator fees2011-12-31$425
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984
2010 : THE WILLIAMSPORT HOME 403B PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$181,444
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$15,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$15,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$132,153
Value of total assets at end of year2010-12-31$772,626
Value of total assets at beginning of year2010-12-31$607,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$555
Total interest from all sources2010-12-31$793
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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$230,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$92,641
Participant contributions at end of year2010-12-31$21,444
Participant contributions at beginning of year2010-12-31$12,555
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$44,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$165,452
Value of net assets at end of year (total assets less liabilities)2010-12-31$772,626
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$607,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$690,369
Interest on participant loans2010-12-31$793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$21,394
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$550,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$550,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$48,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$39,512
Employer contributions (assets) at end of year2010-12-31$39,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$15,437
Contract administrator fees2010-12-31$555
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PARENTEBEARD LLC
Accountancy firm EIN2010-12-31232932984
2009 : THE WILLIAMSPORT HOME 403B PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE WILLIAMSPORT HOME 403B PLAN

2022: THE WILLIAMSPORT HOME 403B PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE WILLIAMSPORT HOME 403B PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE WILLIAMSPORT HOME 403B PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE WILLIAMSPORT HOME 403B PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE WILLIAMSPORT HOME 403B PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE WILLIAMSPORT HOME 403B PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE WILLIAMSPORT HOME 403B PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE WILLIAMSPORT HOME 403B PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE WILLIAMSPORT HOME 403B PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE WILLIAMSPORT HOME 403B PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE WILLIAMSPORT HOME 403B PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE WILLIAMSPORT HOME 403B PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE WILLIAMSPORT HOME 403B PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2007: THE WILLIAMSPORT HOME 403B PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number501295-01
Policy instance 1
Insurance contract or identification number501295-01
Number of Individuals Covered5
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number501295-01
Policy instance 1
Insurance contract or identification number501295-01
Number of Individuals Covered3
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number501295-01
Policy instance 1
Insurance contract or identification number501295-01
Number of Individuals Covered5
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number501295-01
Policy instance 1
Insurance contract or identification number501295-01
Number of Individuals Covered4
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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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