401k Plan data: TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL plan

TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 401k Plan overview

Plan Name	TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL
Plan identification number	001

TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WEBSTER-CANTRELL HALL has sponsored the creation of one or more 401k plans.

Company Name: WEBSTER-CANTRELL HALL

Employer identification number (EIN): 370982024

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-07-01 CAROL BAUGHMAN 2022-05-16
001 2018-01-01 CAROL BAUGHMAN 2019-07-17
001 2017-07-01 CAROL BAUGHMAN
001 2017-01-01 CAROL BAUGHMAN 2018-07-24
001 2016-07-01 CAROL BAUGHMAN
001 2016-01-01 CAROL BAUGHMAN 2017-07-25 CAROL BAUGHMAN 2017-07-25
001 2015-07-01 CAROL BAUGHMAN
001 2014-07-01 CAROL BAUGHMAN
001 2014-01-01 CAROL BAUGHMAN 2015-07-28 CAROL BAUGHMAN 2015-07-28
001 2013-07-01 CAROL BAUGHMAN
001 2013-01-01 CAROL BAUGHMAN 2014-07-30 CAROL BAUGHMAN 2014-07-30
001 2012-07-01 CAROL BAUGHMAN
001 2012-01-01 CAROL BAUGHMAN 2013-07-30 CAROL BAUGHMAN 2013-07-30
001 2011-07-01 CAROL BAUGHMAN CAROL BAUGHMAN 2013-01-28
001 2011-01-01 CAROL BAUGHMAN 2012-07-27 CAROL BAUGHMAN 2012-07-27
001 2010-01-01 CAROL BAUGHMAN 2011-07-14 CAROL BAUGHMAN 2011-07-14
001 2009-07-01 ROBIN J. CROWE CAROL BAUGHMAN 2011-04-08
001 2008-07-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-07-01	CAROL BAUGHMAN	2022-05-16
001	2018-01-01	CAROL BAUGHMAN	2019-07-17
001	2017-07-01	CAROL BAUGHMAN
001	2017-01-01	CAROL BAUGHMAN	2018-07-24
001	2016-07-01	CAROL BAUGHMAN
001	2016-01-01	CAROL BAUGHMAN	2017-07-25	CAROL BAUGHMAN	2017-07-25
001	2015-07-01	CAROL BAUGHMAN
001	2014-07-01	CAROL BAUGHMAN
001	2014-01-01	CAROL BAUGHMAN	2015-07-28	CAROL BAUGHMAN	2015-07-28
001	2013-07-01	CAROL BAUGHMAN
001	2013-01-01	CAROL BAUGHMAN	2014-07-30	CAROL BAUGHMAN	2014-07-30
001	2012-07-01	CAROL BAUGHMAN
001	2012-01-01	CAROL BAUGHMAN	2013-07-30	CAROL BAUGHMAN	2013-07-30
001	2011-07-01	CAROL BAUGHMAN		CAROL BAUGHMAN	2013-01-28
001	2011-01-01	CAROL BAUGHMAN	2012-07-27	CAROL BAUGHMAN	2012-07-27
001	2010-01-01	CAROL BAUGHMAN	2011-07-14	CAROL BAUGHMAN	2011-07-14
001	2009-07-01	ROBIN J. CROWE		CAROL BAUGHMAN	2011-04-08
001	2008-07-01

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL

Measure Date Value
2017: TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2017 401k membership
Total participants, beginning-of-year 2017-07-01 169
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 96
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 37
Total of all active and inactive participants 2017-07-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 133
Number of participants with account balances 2017-07-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 1
2016: TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2016 401k membership
Total participants, beginning-of-year 2016-07-01 187
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 125
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 37
Total of all active and inactive participants 2016-07-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 162
Number of participants with account balances 2016-07-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2015 401k membership
Total participants, beginning-of-year 2015-07-01 170
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 127
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 48
Total of all active and inactive participants 2015-07-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 175
Number of participants with account balances 2015-07-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2014 401k membership
Total participants, beginning-of-year 2014-07-01 178
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 118
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 47
Total of all active and inactive participants 2014-07-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 165
Number of participants with account balances 2014-07-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 2
2013: TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2013 401k membership
Total participants, beginning-of-year 2013-07-01 194
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 131
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 39
Total of all active and inactive participants 2013-07-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 170
Number of participants with account balances 2013-07-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2012 401k membership
Total participants, beginning-of-year 2012-07-01 157
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 111
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 73
Total of all active and inactive participants 2012-07-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 184
Number of participants with account balances 2012-07-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 12
2011: TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2011 401k membership
Total participants, beginning-of-year 2011-07-01 162
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 112
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 31
Total of all active and inactive participants 2011-07-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 143
Number of participants with account balances 2011-07-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 8
2009: TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2009 401k membership
Total participants, beginning-of-year 2009-07-01 127
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 116
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 26
Total of all active and inactive participants 2009-07-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 142
Number of participants with account balances 2009-07-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 9

Measure	Date	Value
2017: TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2017 401k membership
Total participants, beginning-of-year	2017-07-01	169
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	96
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	37
Total of all active and inactive participants	2017-07-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	133
Number of participants with account balances	2017-07-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	1
2016: TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2016 401k membership
Total participants, beginning-of-year	2016-07-01	187
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	125
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	37
Total of all active and inactive participants	2016-07-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	162
Number of participants with account balances	2016-07-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2015 401k membership
Total participants, beginning-of-year	2015-07-01	170
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	127
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	48
Total of all active and inactive participants	2015-07-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	175
Number of participants with account balances	2015-07-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2014 401k membership
Total participants, beginning-of-year	2014-07-01	178
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	118
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	47
Total of all active and inactive participants	2014-07-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	165
Number of participants with account balances	2014-07-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	2
2013: TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2013 401k membership
Total participants, beginning-of-year	2013-07-01	194
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	131
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	39
Total of all active and inactive participants	2013-07-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	170
Number of participants with account balances	2013-07-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2012 401k membership
Total participants, beginning-of-year	2012-07-01	157
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	111
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	73
Total of all active and inactive participants	2012-07-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	184
Number of participants with account balances	2012-07-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	12
2011: TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2011 401k membership
Total participants, beginning-of-year	2011-07-01	162
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	112
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	31
Total of all active and inactive participants	2011-07-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	143
Number of participants with account balances	2011-07-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	8
2009: TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2009 401k membership
Total participants, beginning-of-year	2009-07-01	127
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	116
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	26
Total of all active and inactive participants	2009-07-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	142
Number of participants with account balances	2009-07-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	9

Financial Data on TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL

Measure	Date	Value
2019 : TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$35,527
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$105,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$98,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$19,583
Value of total assets at end of year	2019-06-30	$237,290
Value of total assets at beginning of year	2019-06-30	$307,516
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$7,243
Total interest from all sources	2019-06-30	$102
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$6,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$6,438
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$250,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$19,583
Participant contributions at end of year	2019-06-30	$573
Participant contributions at beginning of year	2019-06-30	$741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$-70,226
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$237,290
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$307,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$235,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$303,770
Interest on participant loans	2019-06-30	$0
Income. Interest from loans (other than to participants)	2019-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$1,340
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$3,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$3,005
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$102
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$9,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$98,510
Contract administrator fees	2019-06-30	$7,243
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	MCK CPAS & ADVISORS
Accountancy firm EIN	2019-06-30	371074029
2018 : TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$42,396
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$41,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$32,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$20,469
Value of total assets at end of year	2018-06-30	$307,516
Value of total assets at beginning of year	2018-06-30	$306,242
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$8,497
Total interest from all sources	2018-06-30	$63
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$5,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$5,883
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$250,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$20,469
Participant contributions at end of year	2018-06-30	$741
Participant contributions at beginning of year	2018-06-30	$780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$1,274
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$307,516
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$306,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$3,006
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$303,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$302,981
Interest on participant loans	2018-06-30	$0
Income. Interest from loans (other than to participants)	2018-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$3,005
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$2,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$2,481
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$63
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$15,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$32,625
Contract administrator fees	2018-06-30	$5,491
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	MAY, COCAGNE & KING, P.C.
Accountancy firm EIN	2018-06-30	371074029
2017 : TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$54,372
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$169,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$158,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$19,630
Value of total assets at end of year	2017-06-30	$306,242
Value of total assets at beginning of year	2017-06-30	$420,933
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$10,357
Total interest from all sources	2017-06-30	$97
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$5,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$5,991
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$250,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$19,630
Participant contributions at end of year	2017-06-30	$780
Participant contributions at beginning of year	2017-06-30	$1,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$-114,691
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$306,242
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$420,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$302,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$402,669
Interest on participant loans	2017-06-30	$0
Income. Interest from loans (other than to participants)	2017-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$2,481
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$16,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$16,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$97
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$28,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$158,706
Contract administrator fees	2017-06-30	$10,357
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	MAY, COCAGNE & KING, P.C.
Accountancy firm EIN	2017-06-30	371074029
2016 : TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$27,535
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$89,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$78,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$25,605
Value of total assets at end of year	2016-06-30	$420,933
Value of total assets at beginning of year	2016-06-30	$482,428
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$10,936
Total interest from all sources	2016-06-30	$62
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$8,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$8,494
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$250,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$25,605
Participant contributions at end of year	2016-06-30	$1,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-61,495
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$420,933
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$482,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$402,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$464,037
Interest on participant loans	2016-06-30	$0
Income. Interest from loans (other than to participants)	2016-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$16,698
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$18,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$18,391
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$62
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-6,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$78,094
Contract administrator fees	2016-06-30	$10,936
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	MAY, COCAGNE & KING, P.C.
Accountancy firm EIN	2016-06-30	371074029
2015 : TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$59,110
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$175,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$162,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$41,879
Value of total assets at end of year	2015-06-30	$482,428
Value of total assets at beginning of year	2015-06-30	$598,419
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$13,030
Total interest from all sources	2015-06-30	$33
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$9,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$9,558
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$250,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$31,512
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$10,367
Administrative expenses (other) incurred	2015-06-30	$4,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-115,991
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$482,428
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$598,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$464,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$536,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$18,391
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$62,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$62,148
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$33
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$7,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$162,071
Contract administrator fees	2015-06-30	$8,365
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	MAY, COCAGNE & KING, P.C.
Accountancy firm EIN	2015-06-30	371074029
2014 : TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$93,461
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$96,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$84,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$20,879
Value of total assets at end of year	2014-06-30	$598,419
Value of total assets at beginning of year	2014-06-30	$601,712
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$11,909
Total interest from all sources	2014-06-30	$2,069
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$8,387
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$8,387
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$250,000
If this is an individual account plan, was there a blackout period	2014-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$20,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$-3,293
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$598,419
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$601,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$536,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$598,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$62,148
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$3,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$3,113
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$2,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$62,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2014-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$84,845
Contract administrator fees	2014-06-30	$11,909
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-06-30	Yes
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	MAY, COCAGNE & KING, P.C.
Accountancy firm EIN	2014-06-30	371074029
2013 : TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$16,453
Total unrealized appreciation/depreciation of assets	2013-06-30	$16,453
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$67,858
Total loss/gain on sale of assets	2013-06-30	$10,934
Total of all expenses incurred	2013-06-30	$52,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$52,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$0
Value of total assets at end of year	2013-06-30	$601,712
Value of total assets at beginning of year	2013-06-30	$586,739
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$350
Total interest from all sources	2013-06-30	$21,370
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$19,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$19,101
Administrative expenses professional fees incurred	2013-06-30	$350
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$250,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$14,973
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$601,712
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$586,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$598,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$584,229
Interest earned on other investments	2013-06-30	$21,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$3,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$2,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$2,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$52,535
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Aggregate proceeds on sale of assets	2013-06-30	$455,082
Aggregate carrying amount (costs) on sale of assets	2013-06-30	$444,148
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	MAY,COCAGNE & KING, P.C.
Accountancy firm EIN	2013-06-30	371074029
2012 : TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-06-30	$831
Total unrealized appreciation/depreciation of assets	2012-06-30	$831
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$19,814
Total loss/gain on sale of assets	2012-06-30	$-1,953
Total of all expenses incurred	2012-06-30	$20,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$15,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$0
Value of total assets at end of year	2012-06-30	$586,739
Value of total assets at beginning of year	2012-06-30	$587,815
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$5,625
Total interest from all sources	2012-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$20,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$20,936
Administrative expenses professional fees incurred	2012-06-30	$5,625
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$250,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-1,076
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$586,739
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$587,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$584,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$585,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$2,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$2,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$2,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$15,265
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Aggregate proceeds on sale of assets	2012-06-30	$200,512
Aggregate carrying amount (costs) on sale of assets	2012-06-30	$202,465
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	MAY,COCAGNE & KING, P.C.
Accountancy firm EIN	2012-06-30	371074029
2011 : TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-06-30	$64,066
Total unrealized appreciation/depreciation of assets	2011-06-30	$64,066
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$86,260
Total loss/gain on sale of assets	2011-06-30	$4,755
Total of all expenses incurred	2011-06-30	$49,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$45,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$0
Value of total assets at end of year	2011-06-30	$587,815
Value of total assets at beginning of year	2011-06-30	$550,713
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$3,400
Total interest from all sources	2011-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$17,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$17,439
Assets. Real estate other than employer real property at beginning of year	2011-06-30	$0
Administrative expenses professional fees incurred	2011-06-30	$3,400
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-06-30	$0
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$250,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Participant contributions at beginning of year	2011-06-30	$0
Participant contributions at beginning of year	2011-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2011-06-30	$0
Total non interest bearing cash at beginning of year	2011-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$37,102
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$587,815
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$550,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Assets. partnership/joint venture interests at beginning of year	2011-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$585,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$547,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$2,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$2,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$2,767
Asset value of US Government securities at beginning of year	2011-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Assets. Invements in employer securities at beginning of year	2011-06-30	$0
Assets. Value of employer real property at beginning of year	2011-06-30	$0
Employer contributions (assets) at beginning of year	2011-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$45,758
Asset. Corporate debt instrument preferred debt at beginning of year	2011-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2011-06-30	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	No
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-06-30	$0
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Aggregate proceeds on sale of assets	2011-06-30	$366,071
Aggregate carrying amount (costs) on sale of assets	2011-06-30	$361,316
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	MAY, COCAGNE & KING, P.C.
Accountancy firm EIN	2011-06-30	371074029
2010 : TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL

2017: TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes
2008: TAX DEFERRED ANNUITY PLAN OF WEBSTER-CANTRELL HALL 2008 form 5500 responses
2008-07-01	Type of plan entity	Single employer plan
2008-07-01	Submission has been amended	No
2008-07-01	This submission is the final filing	No
2008-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-07-01	Plan is a collectively bargained plan	No

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Company Name:	WEBSTER-CANTRELL HALL
Employer identification number (EIN):	370982024
NAIC Classification:	624100
NAIC Description:	Individual and Family Services