401k Plan data: WESLEY HALL RETIREMENT PLAN plan

WESLEY HALL RETIREMENT PLAN 401k Plan overview

Plan Name	WESLEY HALL RETIREMENT PLAN
Plan identification number	002

WESLEY HALL RETIREMENT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WESLEY COMMUNITY SERVICES ORGANIZATION has sponsored the creation of one or more 401k plans.

Company Name: WESLEY COMMUNITY SERVICES ORGANIZATION

Employer identification number (EIN): 310537097

NAIC Classification: 624200

Additional information about WESLEY COMMUNITY SERVICES ORGANIZATION

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1949-10-18

Company Identification Number: 215017

Legal Registered Office Address: 1900 FIFTH THIRD CENTER
511 WALNUT STREET
CINCINNATI
United States of America (USA)
45202

More information about WESLEY COMMUNITY SERVICES ORGANIZATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESLEY HALL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 HANS NIENABER 2013-10-14
002 2011-01-01 HANS NIENABER 2012-10-13
002 2010-01-01 HANS NIENABER 2011-10-13

Plan Statistics for WESLEY HALL RETIREMENT PLAN

401k plan membership statisitcs for WESLEY HALL RETIREMENT PLAN

Measure Date Value
2021: WESLEY HALL RETIREMENT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,264,543
Acturial value of plan assets 2021-12-31 2,135,821
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 1,205,025
Number of terminated vested participants 2021-12-31 23
Fundng target for terminated vested participants 2021-12-31 740,425
Active participant vested funding target 2021-12-31 4,807
Number of active participants 2021-12-31 1
Total funding liabilities for active participants 2021-12-31 4,807
Total participant count 2021-12-31 66
Total funding target for all participants 2021-12-31 1,950,257
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 69,602
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 73,270
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 17,910
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 17,709
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 45,000
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 17,709
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: WESLEY HALL RETIREMENT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,148,300
Acturial value of plan assets 2020-12-31 2,092,635
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 1,332,471
Number of terminated vested participants 2020-12-31 22
Fundng target for terminated vested participants 2020-12-31 605,560
Active participant vested funding target 2020-12-31 8,047
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 8,047
Total participant count 2020-12-31 67
Total funding target for all participants 2020-12-31 1,946,078
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 379,560
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 400,170
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 73,353
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 69,602
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 40,000
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 69,602
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: WESLEY HALL RETIREMENT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,549,768
Acturial value of plan assets 2019-12-31 1,644,368
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 1,267,017
Number of terminated vested participants 2019-12-31 24
Fundng target for terminated vested participants 2019-12-31 622,357
Active participant vested funding target 2019-12-31 45,068
Number of active participants 2019-12-31 4
Total funding liabilities for active participants 2019-12-31 45,068
Total participant count 2019-12-31 69
Total funding target for all participants 2019-12-31 1,934,442
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 18,121
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 19,136
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 106,352
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 97,854
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 45,000
Net shortfall amortization installment of oustanding balance 2019-12-31 290,074
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 97,803
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 97,803
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 97,854
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: WESLEY HALL RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,757,966
Acturial value of plan assets 2018-12-31 1,697,695
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 1,264,558
Number of terminated vested participants 2018-12-31 25
Fundng target for terminated vested participants 2018-12-31 543,537
Active participant vested funding target 2018-12-31 41,157
Number of active participants 2018-12-31 4
Total funding liabilities for active participants 2018-12-31 41,157
Total participant count 2018-12-31 70
Total funding target for all participants 2018-12-31 1,849,252
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 5
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 5
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 61,172
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 57,180
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 12,000
Net shortfall amortization installment of oustanding balance 2018-12-31 151,557
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 39,059
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 39,059
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 57,180
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: WESLEY HALL RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,669,091
Acturial value of plan assets 2017-12-31 1,722,178
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 1,214,431
Number of terminated vested participants 2017-12-31 26
Fundng target for terminated vested participants 2017-12-31 572,832
Active participant vested funding target 2017-12-31 54,243
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 54,243
Total participant count 2017-12-31 72
Total funding target for all participants 2017-12-31 1,841,506
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 32,585
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 29,600
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 10,000
Net shortfall amortization installment of oustanding balance 2017-12-31 119,328
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 29,595
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 29,595
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 29,600
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: WESLEY HALL RETIREMENT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,695,061
Acturial value of plan assets 2016-12-31 1,813,652
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 1,134,967
Number of terminated vested participants 2016-12-31 29
Fundng target for terminated vested participants 2016-12-31 611,461
Active participant vested funding target 2016-12-31 42,455
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 42,455
Total participant count 2016-12-31 72
Total funding target for all participants 2016-12-31 1,788,883
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 83,426
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 88,615
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 10,000
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2021: WESLEY HALL RETIREMENT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,264,543
Acturial value of plan assets	2021-12-31	2,135,821
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	1,205,025
Number of terminated vested participants	2021-12-31	23
Fundng target for terminated vested participants	2021-12-31	740,425
Active participant vested funding target	2021-12-31	4,807
Number of active participants	2021-12-31	1
Total funding liabilities for active participants	2021-12-31	4,807
Total participant count	2021-12-31	66
Total funding target for all participants	2021-12-31	1,950,257
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	69,602
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	73,270
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	17,910
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	17,709
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	45,000
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	17,709
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: WESLEY HALL RETIREMENT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,148,300
Acturial value of plan assets	2020-12-31	2,092,635
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	1,332,471
Number of terminated vested participants	2020-12-31	22
Fundng target for terminated vested participants	2020-12-31	605,560
Active participant vested funding target	2020-12-31	8,047
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	8,047
Total participant count	2020-12-31	67
Total funding target for all participants	2020-12-31	1,946,078
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	379,560
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	400,170
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	73,353
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	69,602
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	40,000
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	69,602
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: WESLEY HALL RETIREMENT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,549,768
Acturial value of plan assets	2019-12-31	1,644,368
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	1,267,017
Number of terminated vested participants	2019-12-31	24
Fundng target for terminated vested participants	2019-12-31	622,357
Active participant vested funding target	2019-12-31	45,068
Number of active participants	2019-12-31	4
Total funding liabilities for active participants	2019-12-31	45,068
Total participant count	2019-12-31	69
Total funding target for all participants	2019-12-31	1,934,442
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	18,121
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	19,136
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	106,352
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	97,854
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	45,000
Net shortfall amortization installment of oustanding balance	2019-12-31	290,074
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	97,803
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	97,803
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	97,854
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: WESLEY HALL RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,757,966
Acturial value of plan assets	2018-12-31	1,697,695
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	1,264,558
Number of terminated vested participants	2018-12-31	25
Fundng target for terminated vested participants	2018-12-31	543,537
Active participant vested funding target	2018-12-31	41,157
Number of active participants	2018-12-31	4
Total funding liabilities for active participants	2018-12-31	41,157
Total participant count	2018-12-31	70
Total funding target for all participants	2018-12-31	1,849,252
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	5
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	5
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	61,172
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	57,180
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	12,000
Net shortfall amortization installment of oustanding balance	2018-12-31	151,557
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	39,059
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	39,059
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	57,180
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: WESLEY HALL RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,669,091
Acturial value of plan assets	2017-12-31	1,722,178
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	1,214,431
Number of terminated vested participants	2017-12-31	26
Fundng target for terminated vested participants	2017-12-31	572,832
Active participant vested funding target	2017-12-31	54,243
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	54,243
Total participant count	2017-12-31	72
Total funding target for all participants	2017-12-31	1,841,506
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	32,585
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	29,600
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	10,000
Net shortfall amortization installment of oustanding balance	2017-12-31	119,328
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	29,595
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	29,595
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	29,600
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: WESLEY HALL RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,695,061
Acturial value of plan assets	2016-12-31	1,813,652
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	1,134,967
Number of terminated vested participants	2016-12-31	29
Fundng target for terminated vested participants	2016-12-31	611,461
Active participant vested funding target	2016-12-31	42,455
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	42,455
Total participant count	2016-12-31	72
Total funding target for all participants	2016-12-31	1,788,883
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	83,426
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	88,615
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	10,000
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	WESLEY COMMUNITY SERVICES ORGANIZATION
Employer identification number (EIN):	310537097
NAIC Classification:	624200

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1949-10-18
Company Identification Number:	215017
Legal Registered Office Address:	1900 FIFTH THIRD CENTER 511 WALNUT STREET CINCINNATI United States of America (USA) 45202

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	HANS NIENABER	2013-10-14
002	2011-01-01	HANS NIENABER	2012-10-13
002	2010-01-01	HANS NIENABER	2011-10-13