401k Plan data: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN plan

JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN
Plan identification number	001

JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

JOWONIO SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: JOWONIO SCHOOL

Employer identification number (EIN): 160981162

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2018-07-01 ROBERT D. PANDORI 2020-01-30
001 2017-07-01
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2014-07-01
001 2014-07-01
001 2014-07-01
001 2013-07-01
001 2012-07-01 KERRY DURKIN
001 2011-07-01 KERRY DURKIN
001 2009-07-01 CAROL ROGERS

Plan Statistics for JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN

401k plan membership statisitcs for JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2021: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 119
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 95
Number of retired or separated participants receiving benefits 2021-07-01 2
Number of other retired or separated participants entitled to future benefits 2021-07-01 35
Total of all active and inactive participants 2021-07-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 132
Number of participants with account balances 2021-07-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 126
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 87
Number of retired or separated participants receiving benefits 2020-07-01 2
Number of other retired or separated participants entitled to future benefits 2020-07-01 30
Total of all active and inactive participants 2020-07-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 119
Number of participants with account balances 2020-07-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 115
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 101
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 25
Total of all active and inactive participants 2019-07-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 126
Number of participants with account balances 2019-07-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 111
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 95
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 20
Total of all active and inactive participants 2018-07-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 115
Number of participants with account balances 2018-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 117
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 101
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 16
Total of all active and inactive participants 2017-07-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 117
Number of participants with account balances 2017-07-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 99
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 82
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 17
Total of all active and inactive participants 2016-07-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 99
Number of participants with account balances 2016-07-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 114
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 91
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 30
Total of all active and inactive participants 2015-07-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 121
Number of participants with account balances 2015-07-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 115
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 101
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 20
Total of all active and inactive participants 2014-07-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 121
Number of participants with account balances 2014-07-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 5
2013: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 120
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 97
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 18
Total of all active and inactive participants 2013-07-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 115
Number of participants with account balances 2013-07-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 1
2012: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 114
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 98
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 22
Total of all active and inactive participants 2012-07-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 120
Number of participants with account balances 2012-07-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 114
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 113
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 1
Total of all active and inactive participants 2011-07-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 114
Number of participants with account balances 2011-07-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 5
2009: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 115
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 94
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 94
Number of participants with account balances 2009-07-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 4

Measure	Date	Value
2021: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	119
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	95
Number of retired or separated participants receiving benefits	2021-07-01	2
Number of other retired or separated participants entitled to future benefits	2021-07-01	35
Total of all active and inactive participants	2021-07-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	132
Number of participants with account balances	2021-07-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	126
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	87
Number of retired or separated participants receiving benefits	2020-07-01	2
Number of other retired or separated participants entitled to future benefits	2020-07-01	30
Total of all active and inactive participants	2020-07-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	119
Number of participants with account balances	2020-07-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	115
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	101
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	25
Total of all active and inactive participants	2019-07-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	126
Number of participants with account balances	2019-07-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	111
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	95
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	20
Total of all active and inactive participants	2018-07-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	115
Number of participants with account balances	2018-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	117
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	101
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	16
Total of all active and inactive participants	2017-07-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	117
Number of participants with account balances	2017-07-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	99
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	82
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	17
Total of all active and inactive participants	2016-07-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	99
Number of participants with account balances	2016-07-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	114
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	91
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	30
Total of all active and inactive participants	2015-07-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	121
Number of participants with account balances	2015-07-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	115
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	101
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	20
Total of all active and inactive participants	2014-07-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	121
Number of participants with account balances	2014-07-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	5
2013: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	120
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	97
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	18
Total of all active and inactive participants	2013-07-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	115
Number of participants with account balances	2013-07-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	1
2012: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	114
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	98
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	22
Total of all active and inactive participants	2012-07-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	120
Number of participants with account balances	2012-07-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	114
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	113
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	1
Total of all active and inactive participants	2011-07-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	114
Number of participants with account balances	2011-07-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	5
2009: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	115
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	94
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	94
Number of participants with account balances	2009-07-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	4

Financial Data on JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN

Measure	Date	Value
2022 : JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-06-30	$0
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total transfer of assets to this plan	2022-06-30	$0
Total transfer of assets from this plan	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Expenses. Interest paid	2022-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-335,515
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$1,446,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,426,452
Expenses. Certain deemed distributions of participant loans	2022-06-30	$6,034
Value of total corrective distributions	2022-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$191,191
Value of total assets at end of year	2022-06-30	$3,626,934
Value of total assets at beginning of year	2022-06-30	$5,408,576
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$13,641
Total income from rents	2022-06-30	$0
Total interest from all sources	2022-06-30	$1,674
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$96,496
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	$96,496
Assets. Real estate other than employer real property at end of year	2022-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2022-06-30	$0
Administrative expenses professional fees incurred	2022-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-06-30	$0
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	$151,923
Participant contributions at end of year	2022-06-30	$40,375
Participant contributions at beginning of year	2022-06-30	$42,931
Participant contributions at end of year	2022-06-30	$0
Participant contributions at beginning of year	2022-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2022-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$382
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$0
Assets. Loans (other than to participants) at end of year	2022-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2022-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-06-30	$0
Other income not declared elsewhere	2022-06-30	$0
Administrative expenses (other) incurred	2022-06-30	$13,162
Liabilities. Value of operating payables at end of year	2022-06-30	$0
Liabilities. Value of operating payables at beginning of year	2022-06-30	$0
Total non interest bearing cash at end of year	2022-06-30	$0
Total non interest bearing cash at beginning of year	2022-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Income. Non cash contributions	2022-06-30	$0
Value of net income/loss	2022-06-30	$-1,781,642
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$3,626,934
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$5,408,576
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
Assets. partnership/joint venture interests at end of year	2022-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2022-06-30	$0
Investment advisory and management fees	2022-06-30	$479
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$3,568,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$5,352,581
Value of interest in pooled separate accounts at end of year	2022-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$0
Interest on participant loans	2022-06-30	$1,652
Income. Interest from loans (other than to participants)	2022-06-30	$0
Interest earned on other investments	2022-06-30	$0
Income. Interest from US Government securities	2022-06-30	$0
Income. Interest from corporate debt instruments	2022-06-30	$0
Value of interest in master investment trust accounts at end of year	2022-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2022-06-30	$0
Value of interest in common/collective trusts at end of year	2022-06-30	$0
Value of interest in common/collective trusts at beginning of year	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$18,396
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$13,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$13,064
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$22
Assets. Value of investments in 103.12 investment entities at end of year	2022-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$0
Asset value of US Government securities at end of year	2022-06-30	$0
Asset value of US Government securities at beginning of year	2022-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-624,876
Net investment gain/loss from pooled separate accounts	2022-06-30	$0
Net investment gain or loss from common/collective trusts	2022-06-30	$0
Net gain/loss from 103.12 investment entities	2022-06-30	$0
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	Yes
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Assets. Invements in employer securities at end of year	2022-06-30	$0
Assets. Invements in employer securities at beginning of year	2022-06-30	$0
Assets. Value of employer real property at end of year	2022-06-30	$0
Assets. Value of employer real property at beginning of year	2022-06-30	$0
Contributions received in cash from employer	2022-06-30	$38,886
Employer contributions (assets) at end of year	2022-06-30	$0
Employer contributions (assets) at beginning of year	2022-06-30	$0
Income. Dividends from preferred stock	2022-06-30	$0
Income. Dividends from common stock	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,426,452
Asset. Corporate debt instrument preferred debt at end of year	2022-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-06-30	$0
Contract administrator fees	2022-06-30	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-06-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2022-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2022-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-06-30	$0
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
Aggregate proceeds on sale of assets	2022-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2022-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-06-30	$0
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	GROSSMAN ST. AMOUR CPAS, PLLC
Accountancy firm EIN	2022-06-30	460475780
2021 : JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-06-30	$0
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total transfer of assets to this plan	2021-06-30	$0
Total transfer of assets from this plan	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Expenses. Interest paid	2021-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$1,212,671
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$291,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$277,296
Expenses. Certain deemed distributions of participant loans	2021-06-30	$0
Value of total corrective distributions	2021-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$200,834
Value of total assets at end of year	2021-06-30	$5,408,576
Value of total assets at beginning of year	2021-06-30	$4,486,987
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$13,786
Total income from rents	2021-06-30	$0
Total interest from all sources	2021-06-30	$2,250
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$123,748
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	$123,748
Assets. Real estate other than employer real property at end of year	2021-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2021-06-30	$0
Administrative expenses professional fees incurred	2021-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-06-30	$0
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$400,000
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	$165,383
Participant contributions at end of year	2021-06-30	$42,931
Participant contributions at beginning of year	2021-06-30	$17,364
Participant contributions at end of year	2021-06-30	$0
Participant contributions at beginning of year	2021-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2021-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-06-30	$0
Assets. Loans (other than to participants) at end of year	2021-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2021-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-06-30	$0
Other income not declared elsewhere	2021-06-30	$0
Administrative expenses (other) incurred	2021-06-30	$13,376
Liabilities. Value of operating payables at end of year	2021-06-30	$0
Liabilities. Value of operating payables at beginning of year	2021-06-30	$0
Total non interest bearing cash at end of year	2021-06-30	$0
Total non interest bearing cash at beginning of year	2021-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Income. Non cash contributions	2021-06-30	$0
Value of net income/loss	2021-06-30	$921,589
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$5,408,576
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$4,486,987
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
Assets. partnership/joint venture interests at end of year	2021-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2021-06-30	$0
Investment advisory and management fees	2021-06-30	$410
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$5,352,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$4,457,917
Value of interest in pooled separate accounts at end of year	2021-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$0
Interest on participant loans	2021-06-30	$2,249
Income. Interest from loans (other than to participants)	2021-06-30	$0
Interest earned on other investments	2021-06-30	$0
Income. Interest from US Government securities	2021-06-30	$0
Income. Interest from corporate debt instruments	2021-06-30	$0
Value of interest in master investment trust accounts at end of year	2021-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2021-06-30	$0
Value of interest in common/collective trusts at end of year	2021-06-30	$0
Value of interest in common/collective trusts at beginning of year	2021-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$13,064
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$11,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$11,706
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$1
Assets. Value of investments in 103.12 investment entities at end of year	2021-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$0
Asset value of US Government securities at end of year	2021-06-30	$0
Asset value of US Government securities at beginning of year	2021-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$885,839
Net investment gain/loss from pooled separate accounts	2021-06-30	$0
Net investment gain or loss from common/collective trusts	2021-06-30	$0
Net gain/loss from 103.12 investment entities	2021-06-30	$0
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	Yes
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Assets. Invements in employer securities at end of year	2021-06-30	$0
Assets. Invements in employer securities at beginning of year	2021-06-30	$0
Assets. Value of employer real property at end of year	2021-06-30	$0
Assets. Value of employer real property at beginning of year	2021-06-30	$0
Contributions received in cash from employer	2021-06-30	$35,451
Employer contributions (assets) at end of year	2021-06-30	$0
Employer contributions (assets) at beginning of year	2021-06-30	$0
Income. Dividends from preferred stock	2021-06-30	$0
Income. Dividends from common stock	2021-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$277,296
Asset. Corporate debt instrument preferred debt at end of year	2021-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-06-30	$0
Contract administrator fees	2021-06-30	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-06-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2021-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2021-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-06-30	$0
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
Aggregate proceeds on sale of assets	2021-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2021-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2021-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-06-30	$0
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	GROSSMAN ST. AMOUR CPAS, PLLC
Accountancy firm EIN	2021-06-30	460475780
2020 : JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-06-30	$0
Total plan liabilities at end of year	2020-06-30	$0
Total plan liabilities at beginning of year	2020-06-30	$0
Total income from all sources	2020-06-30	$382,979
Expenses. Total of all expenses incurred	2020-06-30	$335,099
Benefits paid (including direct rollovers)	2020-06-30	$330,224
Total plan assets at end of year	2020-06-30	$4,486,987
Total plan assets at beginning of year	2020-06-30	$4,439,107
Value of fidelity bond covering the plan	2020-06-30	$400,000
Assets. Value of tangible personal property	2020-06-30	$0
Total contributions received or receivable from participants	2020-06-30	$141,847
Assets. Value of loans (other than to participants)	2020-06-30	$0
Expenses. Other expenses not covered elsewhere	2020-06-30	$0
Contributions received from other sources (not participants or employers)	2020-06-30	$0
Other income received	2020-06-30	$209,432
Noncash contributions received	2020-06-30	$0
Net income (gross income less expenses)	2020-06-30	$47,880
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$4,486,987
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$4,439,107
Assets. Value of participant loans	2020-06-30	$17,364
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2020-06-30	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2020-06-30	$0
Assets. Value of assets in partnership/joint-venture interests	2020-06-30	$0
Assets. Value of real-estate (other than employer real property)	2020-06-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-06-30	$0
Assets. Value of employer securities	2020-06-30	$0
Assets. Value of employer real property	2020-06-30	$0
Total contributions received or receivable from employer(s)	2020-06-30	$31,700
Value of certain deemed distributions of participant loans	2020-06-30	$0
Value of corrective distributions	2020-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-06-30	$4,875
2019 : JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-06-30	$0
Total plan liabilities at end of year	2019-06-30	$0
Total plan liabilities at beginning of year	2019-06-30	$0
Total income from all sources	2019-06-30	$409,708
Expenses. Total of all expenses incurred	2019-06-30	$112,698
Benefits paid (including direct rollovers)	2019-06-30	$112,210
Total plan assets at end of year	2019-06-30	$4,439,107
Total plan assets at beginning of year	2019-06-30	$4,142,097
Value of fidelity bond covering the plan	2019-06-30	$400,000
Total contributions received or receivable from participants	2019-06-30	$135,857
Expenses. Other expenses not covered elsewhere	2019-06-30	$0
Contributions received from other sources (not participants or employers)	2019-06-30	$0
Other income received	2019-06-30	$241,460
Noncash contributions received	2019-06-30	$0
Net income (gross income less expenses)	2019-06-30	$297,010
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$4,439,107
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$4,142,097
Assets. Value of participant loans	2019-06-30	$25,580
Total contributions received or receivable from employer(s)	2019-06-30	$32,391
Value of certain deemed distributions of participant loans	2019-06-30	$0
Value of corrective distributions	2019-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-06-30	$488
2018 : JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-06-30	$0
Total plan liabilities at end of year	2018-06-30	$0
Total plan liabilities at beginning of year	2018-06-30	$0
Total income from all sources	2018-06-30	$467,895
Expenses. Total of all expenses incurred	2018-06-30	$40,152
Benefits paid (including direct rollovers)	2018-06-30	$39,651
Total plan assets at end of year	2018-06-30	$4,142,097
Total plan assets at beginning of year	2018-06-30	$3,714,354
Value of fidelity bond covering the plan	2018-06-30	$400,000
Total contributions received or receivable from participants	2018-06-30	$134,517
Expenses. Other expenses not covered elsewhere	2018-06-30	$480
Contributions received from other sources (not participants or employers)	2018-06-30	$0
Other income received	2018-06-30	$299,484
Noncash contributions received	2018-06-30	$0
Net income (gross income less expenses)	2018-06-30	$427,743
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$4,142,097
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$3,714,354
Assets. Value of participant loans	2018-06-30	$31,641
Total contributions received or receivable from employer(s)	2018-06-30	$33,894
Value of certain deemed distributions of participant loans	2018-06-30	$21
Value of corrective distributions	2018-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-06-30	$0
2017 : JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-06-30	$0
Total plan liabilities at end of year	2017-06-30	$0
Total plan liabilities at beginning of year	2017-06-30	$0
Total income from all sources	2017-06-30	$579,614
Expenses. Total of all expenses incurred	2017-06-30	$148,148
Benefits paid (including direct rollovers)	2017-06-30	$147,641
Total plan assets at end of year	2017-06-30	$3,714,354
Total plan assets at beginning of year	2017-06-30	$3,282,888
Value of fidelity bond covering the plan	2017-06-30	$400,000
Total contributions received or receivable from participants	2017-06-30	$132,810
Expenses. Other expenses not covered elsewhere	2017-06-30	$0
Contributions received from other sources (not participants or employers)	2017-06-30	$0
Other income received	2017-06-30	$411,679
Noncash contributions received	2017-06-30	$0
Net income (gross income less expenses)	2017-06-30	$431,466
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$3,714,354
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$3,282,888
Assets. Value of participant loans	2017-06-30	$22,926
Total contributions received or receivable from employer(s)	2017-06-30	$35,125
Value of certain deemed distributions of participant loans	2017-06-30	$0
Value of corrective distributions	2017-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$507
2016 : JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-06-30	$0
Total plan liabilities at end of year	2016-06-30	$0
Total plan liabilities at beginning of year	2016-06-30	$0
Total income from all sources	2016-06-30	$162,000
Expenses. Total of all expenses incurred	2016-06-30	$22,898
Benefits paid (including direct rollovers)	2016-06-30	$15,068
Total plan assets at end of year	2016-06-30	$3,282,888
Total plan assets at beginning of year	2016-06-30	$3,143,786
Value of fidelity bond covering the plan	2016-06-30	$175,000
Assets. Value of tangible personal property	2016-06-30	$0
Total contributions received or receivable from participants	2016-06-30	$112,180
Assets. Value of loans (other than to participants)	2016-06-30	$0
Expenses. Other expenses not covered elsewhere	2016-06-30	$0
Contributions received from other sources (not participants or employers)	2016-06-30	$0
Other income received	2016-06-30	$18,968
Noncash contributions received	2016-06-30	$0
Net income (gross income less expenses)	2016-06-30	$139,102
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$3,282,888
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$3,143,786
Assets. Value of participant loans	2016-06-30	$40,152
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2016-06-30	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2016-06-30	$0
Assets. Value of assets in partnership/joint-venture interests	2016-06-30	$0
Assets. Value of real-estate (other than employer real property)	2016-06-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-06-30	$0
Assets. Value of employer securities	2016-06-30	$0
Assets. Value of employer real property	2016-06-30	$0
Total contributions received or receivable from employer(s)	2016-06-30	$30,852
Value of certain deemed distributions of participant loans	2016-06-30	$7,448
Value of corrective distributions	2016-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$382
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
2015 : JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-06-30	$0
Total plan liabilities at end of year	2015-06-30	$0
Total plan liabilities at beginning of year	2015-06-30	$0
Total income from all sources	2015-06-30	$177,199
Expenses. Total of all expenses incurred	2015-06-30	$19,847
Benefits paid (including direct rollovers)	2015-06-30	$19,506
Total plan assets at end of year	2015-06-30	$3,143,786
Total plan assets at beginning of year	2015-06-30	$2,986,434
Value of fidelity bond covering the plan	2015-06-30	$175,000
Assets. Value of tangible personal property	2015-06-30	$0
Total contributions received or receivable from participants	2015-06-30	$114,499
Assets. Value of loans (other than to participants)	2015-06-30	$0
Expenses. Other expenses not covered elsewhere	2015-06-30	$0
Contributions received from other sources (not participants or employers)	2015-06-30	$0
Other income received	2015-06-30	$33,974
Noncash contributions received	2015-06-30	$0
Net income (gross income less expenses)	2015-06-30	$157,352
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$3,143,786
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$2,986,434
Assets. Value of participant loans	2015-06-30	$31,115
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2015-06-30	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2015-06-30	$0
Assets. Value of assets in partnership/joint-venture interests	2015-06-30	$0
Assets. Value of real-estate (other than employer real property)	2015-06-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-06-30	$0
Assets. Value of employer securities	2015-06-30	$0
Assets. Value of employer real property	2015-06-30	$0
Total contributions received or receivable from employer(s)	2015-06-30	$28,726
Value of certain deemed distributions of participant loans	2015-06-30	$0
Value of corrective distributions	2015-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$341
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
2014 : JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-06-30	$0
Total plan liabilities at end of year	2014-06-30	$0
Total plan liabilities at beginning of year	2014-06-30	$0
Total income from all sources	2014-06-30	$646,624
Expenses. Total of all expenses incurred	2014-06-30	$38,194
Benefits paid (including direct rollovers)	2014-06-30	$38,069
Total plan assets at end of year	2014-06-30	$2,986,434
Total plan assets at beginning of year	2014-06-30	$2,378,004
Value of fidelity bond covering the plan	2014-06-30	$175,000
Assets. Value of tangible personal property	2014-06-30	$0
Total contributions received or receivable from participants	2014-06-30	$142,388
Assets. Value of loans (other than to participants)	2014-06-30	$0
Expenses. Other expenses not covered elsewhere	2014-06-30	$0
Contributions received from other sources (not participants or employers)	2014-06-30	$71,305
Other income received	2014-06-30	$402,437
Noncash contributions received	2014-06-30	$0
Net income (gross income less expenses)	2014-06-30	$608,430
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$2,986,434
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$2,378,004
Assets. Value of participant loans	2014-06-30	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2014-06-30	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2014-06-30	$0
Assets. Value of assets in partnership/joint-venture interests	2014-06-30	$0
Assets. Value of real-estate (other than employer real property)	2014-06-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-06-30	$0
Assets. Value of employer securities	2014-06-30	$0
Assets. Value of employer real property	2014-06-30	$0
Total contributions received or receivable from employer(s)	2014-06-30	$30,494
Value of certain deemed distributions of participant loans	2014-06-30	$0
Value of corrective distributions	2014-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$125
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2014-06-30	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
2013 : JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-06-30	$0
Total plan liabilities at end of year	2013-06-30	$0
Total plan liabilities at beginning of year	2013-06-30	$0
Total income from all sources	2013-06-30	$448,251
Expenses. Total of all expenses incurred	2013-06-30	$179,563
Benefits paid (including direct rollovers)	2013-06-30	$179,493
Total plan assets at end of year	2013-06-30	$2,378,004
Total plan assets at beginning of year	2013-06-30	$2,109,316
Value of fidelity bond covering the plan	2013-06-30	$175,000
Assets. Value of tangible personal property	2013-06-30	$0
Total contributions received or receivable from participants	2013-06-30	$140,764
Assets. Value of loans (other than to participants)	2013-06-30	$22,819
Expenses. Other expenses not covered elsewhere	2013-06-30	$0
Contributions received from other sources (not participants or employers)	2013-06-30	$0
Other income received	2013-06-30	$271,921
Noncash contributions received	2013-06-30	$0
Net income (gross income less expenses)	2013-06-30	$268,688
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$2,378,004
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$2,109,316
Assets. Value of participant loans	2013-06-30	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2013-06-30	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2013-06-30	$0
Assets. Value of assets in partnership/joint-venture interests	2013-06-30	$0
Assets. Value of real-estate (other than employer real property)	2013-06-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-06-30	$0
Assets. Value of employer securities	2013-06-30	$0
Assets. Value of employer real property	2013-06-30	$0
Total contributions received or receivable from employer(s)	2013-06-30	$35,566
Value of certain deemed distributions of participant loans	2013-06-30	$0
Value of corrective distributions	2013-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$70
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2013-06-30	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-06-30	$0
Total plan liabilities at end of year	2012-06-30	$0
Total plan liabilities at beginning of year	2012-06-30	$0
Total income from all sources	2012-06-30	$143,388
Expenses. Total of all expenses incurred	2012-06-30	$50,038
Benefits paid (including direct rollovers)	2012-06-30	$49,031
Total plan assets at end of year	2012-06-30	$2,109,316
Total plan assets at beginning of year	2012-06-30	$2,015,966
Value of fidelity bond covering the plan	2012-06-30	$175,000
Assets. Value of tangible personal property	2012-06-30	$0
Total contributions received or receivable from participants	2012-06-30	$122,909
Assets. Value of loans (other than to participants)	2012-06-30	$0
Expenses. Other expenses not covered elsewhere	2012-06-30	$0
Contributions received from other sources (not participants or employers)	2012-06-30	$0
Other income received	2012-06-30	$-9,959
Noncash contributions received	2012-06-30	$0
Net income (gross income less expenses)	2012-06-30	$93,350
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$2,109,316
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$2,015,966
Assets. Value of participant loans	2012-06-30	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2012-06-30	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2012-06-30	$0
Assets. Value of assets in partnership/joint-venture interests	2012-06-30	$0
Assets. Value of real-estate (other than employer real property)	2012-06-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-06-30	$0
Assets. Value of employer securities	2012-06-30	$0
Assets. Value of employer real property	2012-06-30	$0
Total contributions received or receivable from employer(s)	2012-06-30	$30,438
Value of certain deemed distributions of participant loans	2012-06-30	$739
Value of corrective distributions	2012-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$268
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2012-06-30	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-06-30	$0
Total plan liabilities at end of year	2011-06-30	$0
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$472,154
Expenses. Total of all expenses incurred	2011-06-30	$70,701
Benefits paid (including direct rollovers)	2011-06-30	$64,629
Total plan assets at end of year	2011-06-30	$2,015,966
Total plan assets at beginning of year	2011-06-30	$1,614,513
Value of fidelity bond covering the plan	2011-06-30	$175,000
Assets. Value of tangible personal property	2011-06-30	$32,171
Total contributions received or receivable from participants	2011-06-30	$120,279
Assets. Value of loans (other than to participants)	2011-06-30	$0
Expenses. Other expenses not covered elsewhere	2011-06-30	$0
Contributions received from other sources (not participants or employers)	2011-06-30	$727
Other income received	2011-06-30	$316,263
Noncash contributions received	2011-06-30	$0
Net income (gross income less expenses)	2011-06-30	$401,453
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$2,015,966
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$1,614,513
Assets. Value of participant loans	2011-06-30	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2011-06-30	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2011-06-30	$0
Assets. Value of assets in partnership/joint-venture interests	2011-06-30	$0
Assets. Value of real-estate (other than employer real property)	2011-06-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-06-30	$0
Assets. Value of employer securities	2011-06-30	$0
Assets. Value of employer real property	2011-06-30	$0
Total contributions received or receivable from employer(s)	2011-06-30	$34,885
Value of certain deemed distributions of participant loans	2011-06-30	$6,072
Value of corrective distributions	2011-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$0
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2011-06-30	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
2010 : JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2010 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2010-06-30	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$0
Amount contributed by the employer to the plan for this plan year	2010-06-30	$0

Form 5500 Responses for JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN

2021: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: JOWONIO SCHOOL EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

380412-01

Policy instance

Insurance contract or identification number	380412-01
Number of Individuals Covered	0
Insurance policy start date	2019-07-01
Insurance policy end date	2019-11-30
Total amount of commissions paid to insurance broker	USD $5,481
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

380412-01

Policy instance

Insurance contract or identification number	380412-01
Number of Individuals Covered	72
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $12,208
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,208
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

380412-01

Policy instance

Insurance contract or identification number	380412-01
Number of Individuals Covered	73
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $11,729
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

380412-01

Policy instance

Insurance contract or identification number	380412-01
Number of Individuals Covered	77
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $9,270
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,635
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	BRENT KESSLER

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

380412-01

Policy instance

Insurance contract or identification number	380412-01
Number of Individuals Covered	77
Total amount of commissions paid to insurance broker	USD $9,054
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,527
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	BRENT KESSLER

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

380412-01

Policy instance

Insurance contract or identification number	380412-01
Number of Individuals Covered	88
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $7,930
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,965
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	BRENT KESSLER

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

84368

Policy instance

Insurance contract or identification number	84368
Number of Individuals Covered	0
Insurance policy start date	2012-07-01
Insurance policy end date	2012-10-29
Total amount of commissions paid to insurance broker	USD $1,603
Total amount of fees paid to insurance company	USD $0
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?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GUARANTEED INTEREST
Commission paid to Insurance Broker	USD $1,603
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	NEW ENGLAND SECURITIES

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

380412-01

Policy instance

Insurance contract or identification number	380412-01
Number of Individuals Covered	93
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $15,423
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,423
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	NEW ENGLAND SECURITIES

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

84368

Policy instance

Insurance contract or identification number	84368
Number of Individuals Covered	93
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $6,532
Total amount of fees paid to insurance company	USD $15
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?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GUARANTEED INTEREST

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

84368

Policy instance

Insurance contract or identification number	84368
Number of Individuals Covered	102
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GUARANTEED INTEREST

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Company Name:	JOWONIO SCHOOL
Employer identification number (EIN):	160981162
NAIC Classification:	611000