401k Plan data: SPRINGWELL RETIREMENT PLAN plan

SPRINGWELL RETIREMENT PLAN 401k Plan overview

Plan Name	SPRINGWELL RETIREMENT PLAN
Plan identification number	004

SPRINGWELL RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SPRINGWELL, INC. has sponsored the creation of one or more 401k plans.

Company Name: SPRINGWELL, INC.

Employer identification number (EIN): 042616064

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPRINGWELL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-07-01
004 2021-07-01
004 2020-07-01
004 2019-07-01
004 2018-07-01
004 2017-07-01 KARA DONELLON
004 2016-07-01 KARA DONELLON
004 2015-07-01 KARA DONELLON
004 2014-07-01 CATHY PRENDERGAST
004 2013-07-01 CATHY PRENDERGAST
004 2012-07-01 CATHY PRENDERGAST
004 2011-07-01 CATHY PRENDERGAST
004 2010-07-01 SUSAN E. TEMPER 2012-01-27

Plan Statistics for SPRINGWELL RETIREMENT PLAN

401k plan membership statisitcs for SPRINGWELL RETIREMENT PLAN

Measure Date Value
2022: SPRINGWELL RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 226
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 219
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 106
Total of all active and inactive participants 2022-07-01 325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 325
Number of participants with account balances 2022-07-01 259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 16
2021: SPRINGWELL RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 215
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 130
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 96
Total of all active and inactive participants 2021-07-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 226
Number of participants with account balances 2021-07-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 14
2020: SPRINGWELL RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 203
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 133
Number of other retired or separated participants entitled to future benefits 2020-07-01 82
Total of all active and inactive participants 2020-07-01 215
Total participants 2020-07-01 215
Number of participants with account balances 2020-07-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 5
2019: SPRINGWELL RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 194
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 126
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 77
Total of all active and inactive participants 2019-07-01 203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 203
Number of participants with account balances 2019-07-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 18
2018: SPRINGWELL RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 196
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 141
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 53
Total of all active and inactive participants 2018-07-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 194
Number of participants with account balances 2018-07-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 24
2017: SPRINGWELL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 180
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 144
Number of other retired or separated participants entitled to future benefits 2017-07-01 52
Total of all active and inactive participants 2017-07-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 196
Number of participants with account balances 2017-07-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 12
2016: SPRINGWELL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 137
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 144
Number of retired or separated participants receiving benefits 2016-07-01 36
Total of all active and inactive participants 2016-07-01 180
Total participants 2016-07-01 180
Number of participants with account balances 2016-07-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 4
2015: SPRINGWELL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 160
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 137
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 137
Number of participants with account balances 2015-07-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: SPRINGWELL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 158
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 133
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 27
Total of all active and inactive participants 2014-07-01 160
Total participants 2014-07-01 160
Number of participants with account balances 2014-07-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 12
2013: SPRINGWELL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 148
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 124
Number of other retired or separated participants entitled to future benefits 2013-07-01 34
Total of all active and inactive participants 2013-07-01 158
Total participants 2013-07-01 158
Number of participants with account balances 2013-07-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 5
2012: SPRINGWELL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 144
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 120
Number of other retired or separated participants entitled to future benefits 2012-07-01 28
Total of all active and inactive participants 2012-07-01 148
Total participants 2012-07-01 148
Number of participants with account balances 2012-07-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 1
2011: SPRINGWELL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 127
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 121
Number of other retired or separated participants entitled to future benefits 2011-07-01 23
Total of all active and inactive participants 2011-07-01 144
Total participants 2011-07-01 144
Number of participants with account balances 2011-07-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 5

Measure	Date	Value
2022: SPRINGWELL RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	226
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	219
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	106
Total of all active and inactive participants	2022-07-01	325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	325
Number of participants with account balances	2022-07-01	259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	16
2021: SPRINGWELL RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	215
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	130
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	96
Total of all active and inactive participants	2021-07-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	226
Number of participants with account balances	2021-07-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	14
2020: SPRINGWELL RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	203
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	133
Number of other retired or separated participants entitled to future benefits	2020-07-01	82
Total of all active and inactive participants	2020-07-01	215
Total participants	2020-07-01	215
Number of participants with account balances	2020-07-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	5
2019: SPRINGWELL RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	194
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	126
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	77
Total of all active and inactive participants	2019-07-01	203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	203
Number of participants with account balances	2019-07-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	18
2018: SPRINGWELL RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	196
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	141
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	53
Total of all active and inactive participants	2018-07-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	194
Number of participants with account balances	2018-07-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	24
2017: SPRINGWELL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	180
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	144
Number of other retired or separated participants entitled to future benefits	2017-07-01	52
Total of all active and inactive participants	2017-07-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	196
Number of participants with account balances	2017-07-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	12
2016: SPRINGWELL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	137
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	144
Number of retired or separated participants receiving benefits	2016-07-01	36
Total of all active and inactive participants	2016-07-01	180
Total participants	2016-07-01	180
Number of participants with account balances	2016-07-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	4
2015: SPRINGWELL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	160
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	137
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	137
Number of participants with account balances	2015-07-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: SPRINGWELL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	158
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	133
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	27
Total of all active and inactive participants	2014-07-01	160
Total participants	2014-07-01	160
Number of participants with account balances	2014-07-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	12
2013: SPRINGWELL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	148
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	124
Number of other retired or separated participants entitled to future benefits	2013-07-01	34
Total of all active and inactive participants	2013-07-01	158
Total participants	2013-07-01	158
Number of participants with account balances	2013-07-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	5
2012: SPRINGWELL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	144
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	120
Number of other retired or separated participants entitled to future benefits	2012-07-01	28
Total of all active and inactive participants	2012-07-01	148
Total participants	2012-07-01	148
Number of participants with account balances	2012-07-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	1
2011: SPRINGWELL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	127
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	121
Number of other retired or separated participants entitled to future benefits	2011-07-01	23
Total of all active and inactive participants	2011-07-01	144
Total participants	2011-07-01	144
Number of participants with account balances	2011-07-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	5

Financial Data on SPRINGWELL RETIREMENT PLAN

Measure	Date	Value
2023 : SPRINGWELL RETIREMENT PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-06-30	$3,480,546
Total of all expenses incurred	2023-06-30	$667,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$600,643
Expenses. Certain deemed distributions of participant loans	2023-06-30	$5,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$2,569,005
Value of total assets at end of year	2023-06-30	$9,697,628
Value of total assets at beginning of year	2023-06-30	$6,884,318
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$61,337
Total interest from all sources	2023-06-30	$2,440
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$247,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$247,461
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$712,640
Participant contributions at end of year	2023-06-30	$41,170
Participant contributions at beginning of year	2023-06-30	$18,496
Participant contributions at end of year	2023-06-30	$30,025
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$970,325
Administrative expenses (other) incurred	2023-06-30	$61,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$2,813,310
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$9,697,628
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$6,884,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$8,575,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$6,332,873
Interest on participant loans	2023-06-30	$2,440
Value of interest in common/collective trusts at end of year	2023-06-30	$381,542
Value of interest in common/collective trusts at beginning of year	2023-06-30	$245,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$651,828
Net investment gain or loss from common/collective trusts	2023-06-30	$9,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$886,040
Employer contributions (assets) at end of year	2023-06-30	$669,803
Employer contributions (assets) at beginning of year	2023-06-30	$286,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$600,643
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	AAFCPA'S, INC.
Accountancy firm EIN	2023-06-30	042571780
2022 : SPRINGWELL RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-06-30	$-238,395
Total of all expenses incurred	2022-06-30	$219,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$173,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$891,303
Value of total assets at end of year	2022-06-30	$6,884,318
Value of total assets at beginning of year	2022-06-30	$7,342,671
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$46,732
Total interest from all sources	2022-06-30	$963
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$774,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$774,037
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$425,626
Participant contributions at end of year	2022-06-30	$18,496
Participant contributions at beginning of year	2022-06-30	$10,406
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$29,148
Administrative expenses (other) incurred	2022-06-30	$46,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-458,353
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$6,884,318
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$7,342,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$6,332,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$6,845,566
Interest on participant loans	2022-06-30	$963
Value of interest in common/collective trusts at end of year	2022-06-30	$245,975
Value of interest in common/collective trusts at beginning of year	2022-06-30	$188,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,909,107
Net investment gain or loss from common/collective trusts	2022-06-30	$4,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$436,529
Employer contributions (assets) at end of year	2022-06-30	$286,974
Employer contributions (assets) at beginning of year	2022-06-30	$298,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$173,226
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	AAFCPA'S, INC.
Accountancy firm EIN	2022-06-30	042571780
2021 : SPRINGWELL RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$2,878,446
Total of all expenses incurred	2021-06-30	$802,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$754,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,199,761
Value of total assets at end of year	2021-06-30	$7,342,671
Value of total assets at beginning of year	2021-06-30	$5,266,341
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$47,642
Total interest from all sources	2021-06-30	$810
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$203,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$203,409
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$389,255
Participant contributions at end of year	2021-06-30	$10,406
Participant contributions at beginning of year	2021-06-30	$17,345
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$405,784
Administrative expenses (other) incurred	2021-06-30	$47,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$2,076,330
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$7,342,671
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$5,266,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$6,845,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$4,857,977
Interest on participant loans	2021-06-30	$810
Value of interest in common/collective trusts at end of year	2021-06-30	$188,563
Value of interest in common/collective trusts at beginning of year	2021-06-30	$175,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,470,109
Net investment gain or loss from common/collective trusts	2021-06-30	$4,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$404,722
Employer contributions (assets) at end of year	2021-06-30	$298,136
Employer contributions (assets) at beginning of year	2021-06-30	$215,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$754,474
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	AAFCPA'S, INC.
Accountancy firm EIN	2021-06-30	042571780
2020 : SPRINGWELL RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$859,919
Total of all expenses incurred	2020-06-30	$826,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$782,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$727,808
Value of total assets at end of year	2020-06-30	$5,266,341
Value of total assets at beginning of year	2020-06-30	$5,233,407
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$44,429
Total interest from all sources	2020-06-30	$2,934
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$168,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$168,368
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$374,348
Participant contributions at end of year	2020-06-30	$17,345
Participant contributions at beginning of year	2020-06-30	$16,373
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$42,118
Administrative expenses (other) incurred	2020-06-30	$9,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$32,934
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$5,266,341
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$5,233,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$4,857,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$4,719,273
Interest on participant loans	2020-06-30	$2,934
Value of interest in common/collective trusts at end of year	2020-06-30	$175,129
Value of interest in common/collective trusts at beginning of year	2020-06-30	$211,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$-45,968
Net investment gain or loss from common/collective trusts	2020-06-30	$6,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$311,342
Employer contributions (assets) at end of year	2020-06-30	$215,890
Employer contributions (assets) at beginning of year	2020-06-30	$286,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$782,556
Contract administrator fees	2020-06-30	$35,149
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	AAFCPAS, INC.
Accountancy firm EIN	2020-06-30	042571780
2019 : SPRINGWELL RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$1,080,179
Total of all expenses incurred	2019-06-30	$709,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$632,821
Expenses. Certain deemed distributions of participant loans	2019-06-30	$44,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$801,967
Value of total assets at end of year	2019-06-30	$5,233,407
Value of total assets at beginning of year	2019-06-30	$4,862,904
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$32,332
Total interest from all sources	2019-06-30	$2,569
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$238,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$238,953
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$351,345
Participant contributions at end of year	2019-06-30	$16,373
Participant contributions at beginning of year	2019-06-30	$54,419
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$164,192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$370,503
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$5,233,407
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$4,862,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$4,719,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$4,298,052
Interest on participant loans	2019-06-30	$2,569
Value of interest in common/collective trusts at end of year	2019-06-30	$211,331
Value of interest in common/collective trusts at beginning of year	2019-06-30	$314,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$30,142
Net investment gain or loss from common/collective trusts	2019-06-30	$6,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$286,430
Employer contributions (assets) at end of year	2019-06-30	$286,430
Employer contributions (assets) at beginning of year	2019-06-30	$196,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$632,821
Contract administrator fees	2019-06-30	$32,332
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	ALEXANDER, ARONSON & FINNING
Accountancy firm EIN	2019-06-30	042571780
2018 : SPRINGWELL RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$837,525
Total of all expenses incurred	2018-06-30	$493,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$459,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$460,335
Value of total assets at end of year	2018-06-30	$4,862,904
Value of total assets at beginning of year	2018-06-30	$4,518,822
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$34,262
Total interest from all sources	2018-06-30	$2,117
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$174,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$174,512
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$251,958
Participant contributions at end of year	2018-06-30	$54,419
Participant contributions at beginning of year	2018-06-30	$48,437
Participant contributions at beginning of year	2018-06-30	$10,495
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$12,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$344,082
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$4,862,904
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$4,518,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$4,298,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$3,973,225
Interest on participant loans	2018-06-30	$2,117
Value of interest in common/collective trusts at end of year	2018-06-30	$314,094
Value of interest in common/collective trusts at beginning of year	2018-06-30	$317,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$198,468
Net investment gain or loss from common/collective trusts	2018-06-30	$2,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$196,339
Employer contributions (assets) at end of year	2018-06-30	$196,339
Employer contributions (assets) at beginning of year	2018-06-30	$169,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$459,181
Contract administrator fees	2018-06-30	$34,262
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	Yes
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	ALEXANDER, ARONSON & FINNING
Accountancy firm EIN	2018-06-30	042571780
2017 : SPRINGWELL RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$1,032,943
Total of all expenses incurred	2017-06-30	$482,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$443,305
Value of total corrective distributions	2017-06-30	$8,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$487,689
Value of total assets at end of year	2017-06-30	$4,518,822
Value of total assets at beginning of year	2017-06-30	$3,968,036
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$30,397
Total interest from all sources	2017-06-30	$2,130
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$122,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$122,708
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$270,823
Participant contributions at end of year	2017-06-30	$48,437
Participant contributions at beginning of year	2017-06-30	$50,591
Participant contributions at end of year	2017-06-30	$10,495
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$47,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$550,786
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$4,518,822
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$3,968,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Investment advisory and management fees	2017-06-30	$30,397
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$3,973,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$3,591,921
Interest on participant loans	2017-06-30	$2,130
Value of interest in common/collective trusts at end of year	2017-06-30	$317,205
Value of interest in common/collective trusts at beginning of year	2017-06-30	$182,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$419,800
Net investment gain or loss from common/collective trusts	2017-06-30	$616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$169,460
Employer contributions (assets) at end of year	2017-06-30	$169,460
Employer contributions (assets) at beginning of year	2017-06-30	$143,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$443,305
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	ALEXANDER, ARONSON, FINNING & CO.
Accountancy firm EIN	2017-06-30	042571780
2016 : SPRINGWELL RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$458,930
Total of all expenses incurred	2016-06-30	$438,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$422,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$512,862
Value of total assets at end of year	2016-06-30	$3,968,036
Value of total assets at beginning of year	2016-06-30	$3,947,484
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$16,244
Total interest from all sources	2016-06-30	$2,187
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$244,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$244,040
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$282,272
Participant contributions at end of year	2016-06-30	$50,591
Participant contributions at beginning of year	2016-06-30	$52,656
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$87,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$20,552
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$3,968,036
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$3,947,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$3,591,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$3,535,082
Income. Interest from loans (other than to participants)	2016-06-30	$2,187
Value of interest in common/collective trusts at end of year	2016-06-30	$182,454
Value of interest in common/collective trusts at beginning of year	2016-06-30	$103,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-301,278
Net investment gain or loss from common/collective trusts	2016-06-30	$1,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$143,070
Employer contributions (assets) at end of year	2016-06-30	$143,070
Employer contributions (assets) at beginning of year	2016-06-30	$256,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$422,134
Contract administrator fees	2016-06-30	$16,244
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	ALEXANDER, ARONSON, FINNING & CO.
Accountancy firm EIN	2016-06-30	042571780
2015 : SPRINGWELL RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$598,943
Total of all expenses incurred	2015-06-30	$746,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$730,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$527,423
Value of total assets at end of year	2015-06-30	$3,947,484
Value of total assets at beginning of year	2015-06-30	$4,095,082
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$16,126
Total interest from all sources	2015-06-30	$2,179
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$260,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$260,117
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$270,120
Participant contributions at end of year	2015-06-30	$52,656
Participant contributions at beginning of year	2015-06-30	$48,333
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-147,598
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$3,947,484
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$4,095,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Investment advisory and management fees	2015-06-30	$16,126
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$3,535,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$3,727,554
Interest on participant loans	2015-06-30	$2,179
Value of interest in common/collective trusts at end of year	2015-06-30	$103,360
Value of interest in common/collective trusts at beginning of year	2015-06-30	$154,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$-191,641
Net investment gain or loss from common/collective trusts	2015-06-30	$865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$256,386
Employer contributions (assets) at end of year	2015-06-30	$256,386
Employer contributions (assets) at beginning of year	2015-06-30	$164,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$730,415
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	ALEXANDER, ARONSON, FINNING & CO
Accountancy firm EIN	2015-06-30	042571780
2014 : SPRINGWELL RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-06-30	$1,036,998
Total of all expenses incurred	2014-06-30	$514,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$499,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$471,192
Value of total assets at end of year	2014-06-30	$4,095,082
Value of total assets at beginning of year	2014-06-30	$3,573,040
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$15,424
Total interest from all sources	2014-06-30	$2,091
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$155,495
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$155,495
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$274,511
Participant contributions at end of year	2014-06-30	$48,333
Participant contributions at beginning of year	2014-06-30	$49,376
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$32,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$522,042
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$4,095,082
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$3,573,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$3,727,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$3,188,985
Interest on participant loans	2014-06-30	$2,091
Value of interest in common/collective trusts at end of year	2014-06-30	$154,577
Value of interest in common/collective trusts at beginning of year	2014-06-30	$144,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$407,639
Net investment gain or loss from common/collective trusts	2014-06-30	$581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$164,618
Employer contributions (assets) at end of year	2014-06-30	$164,618
Employer contributions (assets) at beginning of year	2014-06-30	$189,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$499,532
Contract administrator fees	2014-06-30	$15,424
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	ALEXANDER, ARONSON, FINNING & CO
Accountancy firm EIN	2014-06-30	042571780
2013 : SPRINGWELL RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-06-30	$828,951
Total of all expenses incurred	2013-06-30	$137,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$122,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$434,693
Value of total assets at end of year	2013-06-30	$3,573,040
Value of total assets at beginning of year	2013-06-30	$2,881,359
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$14,402
Total interest from all sources	2013-06-30	$2,443
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$103,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$103,024
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$300,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$241,386
Participant contributions at end of year	2013-06-30	$49,376
Participant contributions at beginning of year	2013-06-30	$52,691
Participant contributions at beginning of year	2013-06-30	$9,255
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$3,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$691,681
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$3,573,040
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$2,881,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$3,188,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$2,458,199
Interest on participant loans	2013-06-30	$2,443
Value of interest in common/collective trusts at end of year	2013-06-30	$144,731
Value of interest in common/collective trusts at beginning of year	2013-06-30	$210,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$287,828
Net investment gain or loss from common/collective trusts	2013-06-30	$963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$189,948
Employer contributions (assets) at end of year	2013-06-30	$189,948
Employer contributions (assets) at beginning of year	2013-06-30	$150,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$122,868
Contract administrator fees	2013-06-30	$14,402
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	ALEXANDER, ARONSON, FINNING, & CO.
Accountancy firm EIN	2013-06-30	042571780
2012 : SPRINGWELL RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-06-30	$483,631
Total of all expenses incurred	2012-06-30	$291,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$291,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$522,740
Value of total assets at end of year	2012-06-30	$2,881,359
Value of total assets at beginning of year	2012-06-30	$2,689,551
Total interest from all sources	2012-06-30	$143
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$109,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$109,267
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$300,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$265,124
Participant contributions at end of year	2012-06-30	$52,691
Participant contributions at beginning of year	2012-06-30	$718
Participant contributions at end of year	2012-06-30	$9,255
Participant contributions at beginning of year	2012-06-30	$9,821
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$107,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$191,808
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$2,881,359
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$2,689,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$2,458,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$2,315,678
Interest on participant loans	2012-06-30	$143
Value of interest in common/collective trusts at end of year	2012-06-30	$210,677
Value of interest in common/collective trusts at beginning of year	2012-06-30	$236,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-158,318
Net investment gain or loss from common/collective trusts	2012-06-30	$9,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$150,537
Employer contributions (assets) at end of year	2012-06-30	$150,537
Employer contributions (assets) at beginning of year	2012-06-30	$126,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$291,823
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	ALEXANDER, ARONSON, FINNING & CO
Accountancy firm EIN	2012-06-30	042571780

Form 5500 Responses for SPRINGWELL RETIREMENT PLAN

2022: SPRINGWELL RETIREMENT PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: SPRINGWELL RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: SPRINGWELL RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: SPRINGWELL RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: SPRINGWELL RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: SPRINGWELL RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: SPRINGWELL RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: SPRINGWELL RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: SPRINGWELL RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: SPRINGWELL RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: SPRINGWELL RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: SPRINGWELL RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SPRINGWELL, INC.
Employer identification number (EIN):	042616064
NAIC Classification:	624100
NAIC Description:	Individual and Family Services