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WESLEY HOMES 403(B) THRIFT PLAN 401k Plan overview

Plan NameWESLEY HOMES 403(B) THRIFT PLAN
Plan identification number 001

WESLEY HOMES 403(B) THRIFT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 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.

401k Sponsoring company profile

WESLEY HOMES has sponsored the creation of one or more 401k plans.

Company Name:WESLEY HOMES
Employer identification number (EIN):910583380
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about WESLEY HOMES

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1944-07-25
Company Identification Number: 179007005
Legal Registered Office Address: 701 5TH AVE STE 3300

SEATTLE
United States of America (USA)
981047055

More information about WESLEY HOMES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESLEY HOMES 403(B) THRIFT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JIM YAMAMOTO
0012016-01-01JIM YAMAMOTO
0012015-01-01JIM YAMAMOTO
0012014-01-01JIM YAMAMOTO
0012013-01-01JIM YAMAMOTO
0012012-01-01ELLEN R.M. BOYER
0012011-01-01ELLEN R.M. BOYER
0012010-01-01ELLEN BOYER ELLEN BOYER2011-10-14
0012009-01-01AIJA STAPARS AIJA STAPARS2010-09-29

Plan Statistics for WESLEY HOMES 403(B) THRIFT PLAN

401k plan membership statisitcs for WESLEY HOMES 403(B) THRIFT PLAN

Measure Date Value
2022: WESLEY HOMES 403(B) THRIFT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01701
Total number of active participants reported on line 7a of the Form 55002022-01-01408
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01175
Total of all active and inactive participants2022-01-01586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01586
Number of participants with account balances2022-01-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: WESLEY HOMES 403(B) THRIFT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01765
Total number of active participants reported on line 7a of the Form 55002021-01-01558
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01143
Total of all active and inactive participants2021-01-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01701
Number of participants with account balances2021-01-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0130
2020: WESLEY HOMES 403(B) THRIFT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01825
Total number of active participants reported on line 7a of the Form 55002020-01-01641
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01124
Total of all active and inactive participants2020-01-01765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01765
Number of participants with account balances2020-01-01436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0138
2019: WESLEY HOMES 403(B) THRIFT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01901
Total number of active participants reported on line 7a of the Form 55002019-01-01702
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01123
Total of all active and inactive participants2019-01-01825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01825
Number of participants with account balances2019-01-01443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0129
2018: WESLEY HOMES 403(B) THRIFT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01881
Total number of active participants reported on line 7a of the Form 55002018-01-01624
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01277
Total of all active and inactive participants2018-01-01901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01901
Number of participants with account balances2018-01-01565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0145
2017: WESLEY HOMES 403(B) THRIFT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01848
Total number of active participants reported on line 7a of the Form 55002017-01-01680
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01201
Total of all active and inactive participants2017-01-01881
Total participants2017-01-01881
Number of participants with account balances2017-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01205
2016: WESLEY HOMES 403(B) THRIFT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01777
Total number of active participants reported on line 7a of the Form 55002016-01-01651
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01197
Total of all active and inactive participants2016-01-01848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01848
Number of participants with account balances2016-01-01559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0134
2015: WESLEY HOMES 403(B) THRIFT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01738
Total number of active participants reported on line 7a of the Form 55002015-01-01606
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01171
Total of all active and inactive participants2015-01-01777
Total participants2015-01-01777
Number of participants with account balances2015-01-01607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0135
2014: WESLEY HOMES 403(B) THRIFT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01673
Total number of active participants reported on line 7a of the Form 55002014-01-01584
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01154
Total of all active and inactive participants2014-01-01738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01738
Number of participants with account balances2014-01-01519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WESLEY HOMES 403(B) THRIFT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01285
Total number of active participants reported on line 7a of the Form 55002013-01-01583
Number of other retired or separated participants entitled to future benefits2013-01-0190
Total of all active and inactive participants2013-01-01673
Total participants2013-01-01673
Number of participants with account balances2013-01-01481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: WESLEY HOMES 403(B) THRIFT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01240
Total number of active participants reported on line 7a of the Form 55002012-01-01218
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0166
Total of all active and inactive participants2012-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01285
Number of participants with account balances2012-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WESLEY HOMES 403(B) THRIFT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01239
Total number of active participants reported on line 7a of the Form 55002011-01-01182
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0158
Total of all active and inactive participants2011-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01240
Number of participants with account balances2011-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WESLEY HOMES 403(B) THRIFT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01239
Total number of active participants reported on line 7a of the Form 55002010-01-01180
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0159
Total of all active and inactive participants2010-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01239
Number of participants with account balances2010-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WESLEY HOMES 403(B) THRIFT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01223
Total number of active participants reported on line 7a of the Form 55002009-01-01188
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01239
Number of participants with account balances2009-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WESLEY HOMES 403(B) THRIFT PLAN

Measure Date Value
2022 : WESLEY HOMES 403(B) THRIFT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$314
Total income from all sources (including contributions)2022-12-31$-808,751
Total of all expenses incurred2022-12-31$1,980,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,912,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,950,146
Value of total assets at end of year2022-12-31$15,403,335
Value of total assets at beginning of year2022-12-31$18,193,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$68,132
Total interest from all sources2022-12-31$10,364
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$509,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$509,938
Administrative expenses professional fees incurred2022-12-31$30,413
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,290,463
Participant contributions at end of year2022-12-31$186,035
Participant contributions at beginning of year2022-12-31$213,210
Participant contributions at end of year2022-12-31$41,951
Participant contributions at beginning of year2022-12-31$38,011
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$42,116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$214
Administrative expenses (other) incurred2022-12-31$219
Liabilities. Value of operating payables at end of year2022-12-31$150
Liabilities. Value of operating payables at beginning of year2022-12-31$100
Total non interest bearing cash at beginning of year2022-12-31$56,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,789,750
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,403,185
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,192,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,393,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,124,114
Value of interest in pooled separate accounts at end of year2022-12-31$256,782
Value of interest in pooled separate accounts at beginning of year2022-12-31$318,841
Interest on participant loans2022-12-31$10,328
Interest earned on other investments2022-12-31$36
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,493,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,418,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,418,338
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$14,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$14,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,218,808
Net investment gain/loss from pooled separate accounts2022-12-31$-60,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$617,567
Employer contributions (assets) at end of year2022-12-31$17,753
Employer contributions (assets) at beginning of year2022-12-31$9,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,912,867
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31METZ CPA
Accountancy firm EIN2022-12-31911234567
2021 : WESLEY HOMES 403(B) THRIFT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$314
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$240
Total income from all sources (including contributions)2021-12-31$4,214,535
Total of all expenses incurred2021-12-31$3,665,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,598,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,952,221
Value of total assets at end of year2021-12-31$18,193,249
Value of total assets at beginning of year2021-12-31$17,644,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$67,425
Total interest from all sources2021-12-31$10,693
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$828,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$828,581
Administrative expenses professional fees incurred2021-12-31$29,563
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,305,344
Participant contributions at end of year2021-12-31$213,210
Participant contributions at beginning of year2021-12-31$208,844
Participant contributions at end of year2021-12-31$38,011
Participant contributions at beginning of year2021-12-31$35,210
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$48,269
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$214
Administrative expenses (other) incurred2021-12-31$362
Liabilities. Value of operating payables at end of year2021-12-31$100
Liabilities. Value of operating payables at beginning of year2021-12-31$150
Total non interest bearing cash at end of year2021-12-31$56,817
Total non interest bearing cash at beginning of year2021-12-31$15,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$549,057
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,192,935
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,643,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,124,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,641,928
Value of interest in pooled separate accounts at end of year2021-12-31$318,841
Value of interest in pooled separate accounts at beginning of year2021-12-31$380,328
Interest on participant loans2021-12-31$10,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,418,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,273,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,273,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$14,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$72,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,382,518
Net investment gain/loss from pooled separate accounts2021-12-31$40,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$598,608
Employer contributions (assets) at end of year2021-12-31$9,372
Employer contributions (assets) at beginning of year2021-12-31$16,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,598,053
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$90
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS, LLP
Accountancy firm EIN2021-12-31910189318
2020 : WESLEY HOMES 403(B) THRIFT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$240
Total income from all sources (including contributions)2020-12-31$3,743,627
Total of all expenses incurred2020-12-31$742,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$678,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,830,812
Value of total assets at end of year2020-12-31$17,644,118
Value of total assets at beginning of year2020-12-31$14,642,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$63,515
Total interest from all sources2020-12-31$13,004
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$669,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$669,001
Administrative expenses professional fees incurred2020-12-31$25,907
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,191,791
Participant contributions at end of year2020-12-31$208,844
Participant contributions at beginning of year2020-12-31$214,210
Participant contributions at end of year2020-12-31$35,210
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$29,320
Administrative expenses (other) incurred2020-12-31$108
Liabilities. Value of operating payables at end of year2020-12-31$150
Total non interest bearing cash at end of year2020-12-31$15,241
Total non interest bearing cash at beginning of year2020-12-31$48,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,001,229
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,643,878
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,642,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,641,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,161,617
Value of interest in pooled separate accounts at end of year2020-12-31$380,328
Value of interest in pooled separate accounts at beginning of year2020-12-31$337,339
Interest on participant loans2020-12-31$13,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,273,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$802,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$802,767
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$72,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$78,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,175,577
Net investment gain/loss from pooled separate accounts2020-12-31$55,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$609,701
Employer contributions (assets) at end of year2020-12-31$16,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$678,883
Liabilities. Value of benefit claims payable at end of year2020-12-31$90
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS, LLP
Accountancy firm EIN2020-12-31910189318
2019 : WESLEY HOMES 403(B) THRIFT PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,043
Total income from all sources (including contributions)2019-12-31$4,085,422
Total of all expenses incurred2019-12-31$1,657,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,571,737
Value of total corrective distributions2019-12-31$5,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,678,846
Value of total assets at end of year2019-12-31$14,642,649
Value of total assets at beginning of year2019-12-31$12,215,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$80,251
Total interest from all sources2019-12-31$12,307
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$488,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$488,106
Administrative expenses professional fees incurred2019-12-31$42,751
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,089,497
Participant contributions at end of year2019-12-31$214,210
Participant contributions at beginning of year2019-12-31$200,809
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$13,117
Liabilities. Value of operating payables at beginning of year2019-12-31$225
Total non interest bearing cash at end of year2019-12-31$48,429
Total non interest bearing cash at beginning of year2019-12-31$9,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,428,037
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,642,649
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,214,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,161,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,770,838
Value of interest in pooled separate accounts at end of year2019-12-31$337,339
Value of interest in pooled separate accounts at beginning of year2019-12-31$287,719
Interest on participant loans2019-12-31$12,080
Interest earned on other investments2019-12-31$227
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$802,767
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$859,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$859,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$78,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$87,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,851,621
Net investment gain/loss from pooled separate accounts2019-12-31$54,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$576,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,571,737
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$818
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS, LLP
Accountancy firm EIN2019-12-31910189318
2018 : WESLEY HOMES 403(B) THRIFT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,043
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$703
Total income from all sources (including contributions)2018-12-31$650,218
Total of all expenses incurred2018-12-31$1,068,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$997,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,493,240
Value of total assets at end of year2018-12-31$12,215,655
Value of total assets at beginning of year2018-12-31$12,633,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$70,284
Total interest from all sources2018-12-31$10,793
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$528,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$528,330
Administrative expenses professional fees incurred2018-12-31$32,784
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$978,583
Participant contributions at end of year2018-12-31$200,809
Participant contributions at beginning of year2018-12-31$204,922
Participant contributions at beginning of year2018-12-31$3,487
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$14,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$3
Liabilities. Value of operating payables at end of year2018-12-31$225
Liabilities. Value of operating payables at beginning of year2018-12-31$700
Total non interest bearing cash at end of year2018-12-31$9,031
Total non interest bearing cash at beginning of year2018-12-31$25,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-417,794
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,214,612
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,632,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,770,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,077,379
Value of interest in pooled separate accounts at end of year2018-12-31$287,719
Value of interest in pooled separate accounts at beginning of year2018-12-31$404,682
Interest on participant loans2018-12-31$10,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$859,455
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$818,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$818,864
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$87,803
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$95,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,359,604
Net investment gain/loss from pooled separate accounts2018-12-31$-22,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$500,476
Employer contributions (assets) at beginning of year2018-12-31$2,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$997,728
Liabilities. Value of benefit claims payable at end of year2018-12-31$818
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS, LLP
Accountancy firm EIN2018-12-31910189318
2017 : WESLEY HOMES 403(B) THRIFT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$703
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,300
Total income from all sources (including contributions)2017-12-31$3,160,913
Total of all expenses incurred2017-12-31$1,130,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,069,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,497,250
Value of total assets at end of year2017-12-31$12,633,109
Value of total assets at beginning of year2017-12-31$10,603,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$60,286
Total interest from all sources2017-12-31$9,132
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$420,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$420,452
Administrative expenses professional fees incurred2017-12-31$430
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$943,721
Participant contributions at end of year2017-12-31$204,922
Participant contributions at beginning of year2017-12-31$192,830
Participant contributions at end of year2017-12-31$3,487
Participant contributions at beginning of year2017-12-31$2,515
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$54,675
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$3
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,300
Liabilities. Value of operating payables at end of year2017-12-31$700
Liabilities. Value of operating payables at beginning of year2017-12-31$1,000
Total non interest bearing cash at end of year2017-12-31$25,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,030,728
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,632,406
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,601,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$37,440
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,482,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,704,865
Interest on participant loans2017-12-31$9,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$818,864
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$557,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$557,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$95,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$144,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,185,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$498,854
Employer contributions (assets) at end of year2017-12-31$2,734
Employer contributions (assets) at beginning of year2017-12-31$1,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,069,899
Contract administrator fees2017-12-31$22,416
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS, LLP
Accountancy firm EIN2017-12-31910189318
2016 : WESLEY HOMES 403(B) THRIFT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$666
Total income from all sources (including contributions)2016-12-31$2,188,392
Total of all expenses incurred2016-12-31$918,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$853,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,412,831
Value of total assets at end of year2016-12-31$10,603,978
Value of total assets at beginning of year2016-12-31$9,332,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$64,243
Total interest from all sources2016-12-31$9,063
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$277,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$277,410
Administrative expenses professional fees incurred2016-12-31$455
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$921,324
Participant contributions at end of year2016-12-31$192,830
Participant contributions at beginning of year2016-12-31$207,401
Participant contributions at end of year2016-12-31$2,515
Participant contributions at beginning of year2016-12-31$2,664
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,342
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,300
Liabilities. Value of operating payables at end of year2016-12-31$1,000
Liabilities. Value of operating payables at beginning of year2016-12-31$666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,270,310
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,601,678
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,331,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$35,063
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,704,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,393,837
Interest on participant loans2016-12-31$9,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$557,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$572,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$572,216
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$144,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$154,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$463,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$484,165
Employer contributions (assets) at end of year2016-12-31$1,660
Employer contributions (assets) at beginning of year2016-12-31$1,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$853,839
Contract administrator fees2016-12-31$28,725
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS, LLP
Accountancy firm EIN2016-12-31910189318
2015 : WESLEY HOMES 403(B) THRIFT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$666
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,453
Total income from all sources (including contributions)2015-12-31$1,289,514
Total of all expenses incurred2015-12-31$948,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$890,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,382,702
Value of total assets at end of year2015-12-31$9,332,034
Value of total assets at beginning of year2015-12-31$8,991,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$58,570
Total interest from all sources2015-12-31$9,308
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$319,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$319,448
Administrative expenses professional fees incurred2015-12-31$510
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$892,174
Participant contributions at end of year2015-12-31$2,664
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$21,283
Assets. Loans (other than to participants) at end of year2015-12-31$207,401
Assets. Loans (other than to participants) at beginning of year2015-12-31$172,461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$28
Liabilities. Value of operating payables at end of year2015-12-31$666
Liabilities. Value of operating payables at beginning of year2015-12-31$1,425
Total non interest bearing cash at beginning of year2015-12-31$-19,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$340,850
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,331,368
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,990,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$33,187
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,393,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,148,914
Interest on participant loans2015-12-31$9,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$572,216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$504,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$504,227
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$55
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$154,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$185,386
Net gain/loss from 103.12 investment entities2015-12-31$-422,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$469,245
Employer contributions (assets) at end of year2015-12-31$1,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$890,094
Contract administrator fees2015-12-31$24,873
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS, LLP
Accountancy firm EIN2015-12-31910189318
2014 : WESLEY HOMES 403(B) THRIFT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,453
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,700
Total income from all sources (including contributions)2014-12-31$2,018,653
Total of all expenses incurred2014-12-31$817,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$775,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,506,810
Value of total assets at end of year2014-12-31$8,991,971
Value of total assets at beginning of year2014-12-31$7,791,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$42,228
Total interest from all sources2014-12-31$7,372
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$266,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$266,122
Administrative expenses professional fees incurred2014-12-31$645
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$864,128
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$152,877
Assets. Loans (other than to participants) at end of year2014-12-31$172,461
Assets. Loans (other than to participants) at beginning of year2014-12-31$170,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$28
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,450
Liabilities. Value of operating payables at end of year2014-12-31$1,425
Liabilities. Value of operating payables at beginning of year2014-12-31$250
Total non interest bearing cash at end of year2014-12-31$-19,017
Total non interest bearing cash at beginning of year2014-12-31$58,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,200,802
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,990,518
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,789,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$30,866
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,148,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,926,695
Interest on participant loans2014-12-31$7,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$504,227
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$459,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$459,906
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$47
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$185,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$176,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$32,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$489,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$775,623
Contract administrator fees2014-12-31$10,717
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS, LLP
Accountancy firm EIN2014-12-31910189318
2013 : WESLEY HOMES 403(B) THRIFT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$889
Total income from all sources (including contributions)2013-12-31$2,224,483
Total of all expenses incurred2013-12-31$1,192,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,177,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,207,813
Value of total assets at end of year2013-12-31$7,791,416
Value of total assets at beginning of year2013-12-31$6,758,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,146
Total interest from all sources2013-12-31$7,941
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$108,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$108,259
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$746,648
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$36,831
Assets. Loans (other than to participants) at end of year2013-12-31$170,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$889
Other income not declared elsewhere2013-12-31$889
Administrative expenses (other) incurred2013-12-31$409
Liabilities. Value of operating payables at end of year2013-12-31$250
Total non interest bearing cash at end of year2013-12-31$58,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,032,028
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,789,716
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,757,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$13,579
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,926,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,479,657
Interest on participant loans2013-12-31$7,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$459,906
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$32
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$176,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,278,920
Net investment gain/loss from pooled separate accounts2013-12-31$899,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$424,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,177,309
Contract administrator fees2013-12-31$1,158
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS, LLP
Accountancy firm EIN2013-12-31910189318
2012 : WESLEY HOMES 403(B) THRIFT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$889
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,511,854
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$909,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$909,063
Expenses. Certain deemed distributions of participant loans2012-12-31$889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$980,689
Value of total assets at end of year2012-12-31$6,758,577
Value of total assets at beginning of year2012-12-31$6,155,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$39,845
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$538,234
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$159,393
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$889
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$601,902
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,757,688
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,155,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,479,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,696,605
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$39,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,278,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,459,181
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$491,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$283,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$909,063
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS, LLP
Accountancy firm EIN2012-12-31910189318
2011 : WESLEY HOMES 403(B) THRIFT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$723,596
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$441,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$441,513
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$776,004
Value of total assets at end of year2011-12-31$6,155,786
Value of total assets at beginning of year2011-12-31$5,873,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$45,285
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$400,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$467,367
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$62,461
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$282,083
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,155,786
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,873,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,696,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,648,945
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$45,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,459,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,224,758
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-97,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$246,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$441,513
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS, LLP
Accountancy firm EIN2011-12-31910189318
2010 : WESLEY HOMES 403(B) THRIFT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,207,841
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$410,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$410,495
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$661,332
Value of total assets at end of year2010-12-31$5,873,703
Value of total assets at beginning of year2010-12-31$5,076,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$58,669
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$428,901
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,762
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$797,346
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,873,703
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,076,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,648,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,960,216
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$58,669
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,224,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,116,141
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$487,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$229,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$410,495
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS, LLP
Accountancy firm EIN2010-12-31910189318
2009 : WESLEY HOMES 403(B) THRIFT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WESLEY HOMES 403(B) THRIFT PLAN

2022: WESLEY HOMES 403(B) THRIFT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WESLEY HOMES 403(B) THRIFT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WESLEY HOMES 403(B) THRIFT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WESLEY HOMES 403(B) THRIFT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WESLEY HOMES 403(B) THRIFT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WESLEY HOMES 403(B) THRIFT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WESLEY HOMES 403(B) THRIFT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WESLEY HOMES 403(B) THRIFT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WESLEY HOMES 403(B) THRIFT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WESLEY HOMES 403(B) THRIFT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WESLEY HOMES 403(B) THRIFT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: WESLEY HOMES 403(B) THRIFT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: WESLEY HOMES 403(B) THRIFT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: WESLEY HOMES 403(B) THRIFT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055117J
Policy instance 1
Insurance contract or identification number055117J
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055117J
Policy instance 1
Insurance contract or identification number055117J
Contracts With Unallocated Funds Deposit Administration1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055117J
Policy instance 1
Insurance contract or identification number055117J
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Contracts With Unallocated Funds Deposit Administration1
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055117J
Policy instance 1
Insurance contract or identification number055117J
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055117J
Policy instance 1
Insurance contract or identification number055117J
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055117J
Policy instance 1
Insurance contract or identification number055117J
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Contracts With Unallocated Funds Deposit Administration1
Insurance broker organization code?3
Insurance broker nameSEATTLE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055117J
Policy instance 1
Insurance contract or identification number055117J
Number of Individuals Covered45
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $192
Contracts With Unallocated Funds Deposit Administration1
Amount paid for insurance broker fees192
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker organization code?3
Insurance broker nameSEATTLE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055117J
Policy instance 1
Insurance contract or identification number055117J
Number of Individuals Covered53
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $1,999
Contracts With Unallocated Funds Deposit Administration1
Amount paid for insurance broker fees1999
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSEATTLE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055117J
Policy instance 1
Insurance contract or identification number055117J
Number of Individuals Covered62
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $759
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees759
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE PROGRAM
Insurance broker organization code?3
Insurance broker nameSEATTLE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055117J
Policy instance 1
Insurance contract or identification number055117J
Number of Individuals Covered285
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $853
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees238
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameADAM REUGH
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055117C
Policy instance 1
Insurance contract or identification number055117C
Number of Individuals Covered240
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,395
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055117C
Policy instance 1
Insurance contract or identification number055117C
Number of Individuals Covered239
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $657
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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