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VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 401k Plan overview

Plan NameVIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN
Plan identification number 001

VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

VIA OF THE LEHIGH VALLEY, INC. has sponsored the creation of one or more 401k plans.

Company Name:VIA OF THE LEHIGH VALLEY, INC.
Employer identification number (EIN):231457999
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RANDALL LETTERHOUSE
0012016-01-01RANDALL LETTERHOUSE
0012015-01-01RANDALL LETTERHOUSE
0012014-01-01RANDALL LETTERHOUSE
0012013-01-01RANDALL LETTERHOUSE
0012012-01-01RANDALL LETTERHOUSE
0012011-01-01RANDALL LETTERHOUSE
0012009-01-01RANDALL LETTERHOUSE RANDALL LETTERHOUSE2010-10-15

Plan Statistics for VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN

401k plan membership statisitcs for VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN

Measure Date Value
2022: VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01221
Total number of active participants reported on line 7a of the Form 55002022-01-01191
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0127
Total of all active and inactive participants2022-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01223
Number of participants with account balances2022-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01191
Total number of active participants reported on line 7a of the Form 55002021-01-01141
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0152
Total of all active and inactive participants2021-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01197
Number of participants with account balances2021-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01242
Total number of active participants reported on line 7a of the Form 55002020-01-01142
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0153
Total of all active and inactive participants2020-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01199
Number of participants with account balances2020-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01243
Total number of active participants reported on line 7a of the Form 55002019-01-01186
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0143
Total of all active and inactive participants2019-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01232
Number of participants with account balances2019-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01280
Total number of active participants reported on line 7a of the Form 55002018-01-01199
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01246
Number of participants with account balances2018-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01304
Total number of active participants reported on line 7a of the Form 55002017-01-01205
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0178
Total of all active and inactive participants2017-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01284
Number of participants with account balances2017-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01461
Total number of active participants reported on line 7a of the Form 55002016-01-01358
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0196
Total of all active and inactive participants2016-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01456
Number of participants with account balances2016-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01274
Total number of active participants reported on line 7a of the Form 55002015-01-01211
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0188
Total of all active and inactive participants2015-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01299
Number of participants with account balances2015-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01262
Total number of active participants reported on line 7a of the Form 55002014-01-01190
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0196
Total of all active and inactive participants2014-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01286
Number of participants with account balances2014-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01250
Total number of active participants reported on line 7a of the Form 55002013-01-01163
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-0195
Total of all active and inactive participants2013-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01264
Number of participants with account balances2013-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01243
Total number of active participants reported on line 7a of the Form 55002012-01-01145
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-01102
Total of all active and inactive participants2012-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01252
Number of participants with account balances2012-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01246
Total number of active participants reported on line 7a of the Form 55002011-01-01134
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01113
Total of all active and inactive participants2011-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01247
Number of participants with account balances2011-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01252
Total number of active participants reported on line 7a of the Form 55002009-01-01112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01126
Total of all active and inactive participants2009-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01238
Number of participants with account balances2009-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0119

Financial Data on VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN

Measure Date Value
2022 : VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-341,268
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$197,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$190,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$148,808
Value of total assets at end of year2022-12-31$2,193,630
Value of total assets at beginning of year2022-12-31$2,732,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,103
Total interest from all sources2022-12-31$373
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$240,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$148,808
Participant contributions at end of year2022-12-31$8,658
Participant contributions at beginning of year2022-12-31$19,315
Participant contributions at end of year2022-12-31$5,346
Participant contributions at beginning of year2022-12-31$4,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-538,951
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,193,630
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,732,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,136,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,663,340
Interest on participant loans2022-12-31$373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$43,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$45,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$45,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-490,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$190,580
Contract administrator fees2022-12-31$7,103
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CAMPBELL RAPPOLD & YURASITS LLP
Accountancy firm EIN2022-12-31231386942
2021 : VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$459,721
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$136,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$130,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$112,522
Value of total assets at end of year2021-12-31$2,732,581
Value of total assets at beginning of year2021-12-31$2,409,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,964
Total interest from all sources2021-12-31$967
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$270,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$112,522
Participant contributions at end of year2021-12-31$19,315
Participant contributions at beginning of year2021-12-31$30,202
Participant contributions at end of year2021-12-31$4,763
Participant contributions at beginning of year2021-12-31$3,592
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$323,176
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,732,581
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,409,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,663,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,328,757
Interest on participant loans2021-12-31$967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$45,163
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$46,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$46,854
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$346,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$130,581
Contract administrator fees2021-12-31$5,964
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CAMPBELL RAPPOLD & YURASITS LLP
Accountancy firm EIN2021-12-31231386942
2020 : VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$509,106
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$223,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$211,405
Expenses. Certain deemed distributions of participant loans2020-12-31$4,766
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$101,123
Value of total assets at end of year2020-12-31$2,409,405
Value of total assets at beginning of year2020-12-31$2,123,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,897
Total interest from all sources2020-12-31$1,814
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$240,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$101,123
Participant contributions at end of year2020-12-31$30,202
Participant contributions at beginning of year2020-12-31$41,948
Participant contributions at end of year2020-12-31$3,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$286,038
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,409,405
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,123,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,328,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,003,109
Interest on participant loans2020-12-31$1,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$46,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$78,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$78,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$406,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$211,405
Contract administrator fees2020-12-31$6,897
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CAMPBELL RAPPOLD & YURASITS LLP
Accountancy firm EIN2020-12-31231386942
2019 : VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$578,115
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$268,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$259,671
Expenses. Certain deemed distributions of participant loans2019-12-31$954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$166,971
Value of total assets at end of year2019-12-31$2,123,367
Value of total assets at beginning of year2019-12-31$1,814,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,189
Total interest from all sources2019-12-31$2,485
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$210,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$112,172
Participant contributions at end of year2019-12-31$41,948
Participant contributions at beginning of year2019-12-31$34,819
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$54,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$309,301
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,123,367
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,814,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,003,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,666,836
Interest on participant loans2019-12-31$2,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$78,310
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$112,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$112,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$408,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$259,671
Contract administrator fees2019-12-31$8,189
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CAMPBELL RAPPOLD & YURASITS LLP
Accountancy firm EIN2019-12-31231386942
2018 : VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$343,679
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$287,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$280,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$410,170
Value of total assets at end of year2018-12-31$1,814,066
Value of total assets at beginning of year2018-12-31$1,757,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,054
Total interest from all sources2018-12-31$694
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$182,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$122,692
Participant contributions at end of year2018-12-31$34,819
Participant contributions at beginning of year2018-12-31$15,260
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$287,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$56,312
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,814,066
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,757,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,666,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,604,584
Interest on participant loans2018-12-31$694
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$112,411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$54,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$54,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$83,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-67,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$280,313
Contract administrator fees2018-12-31$7,054
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CAMPBELL RAPPOLD & YURASITS LLP
Accountancy firm EIN2018-12-31231386942
2017 : VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$423,752
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$180,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$175,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$118,513
Value of total assets at end of year2017-12-31$1,757,754
Value of total assets at beginning of year2017-12-31$1,514,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,170
Total interest from all sources2017-12-31$617
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$175,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$118,513
Participant contributions at end of year2017-12-31$15,260
Participant contributions at beginning of year2017-12-31$24,412
Participant contributions at beginning of year2017-12-31$4,198
Other income not declared elsewhere2017-12-31$304,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$243,099
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,757,754
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,514,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,604,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,333,425
Interest on participant loans2017-12-31$617
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$54,222
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$55,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$55,582
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$83,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$97,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$175,483
Contract administrator fees2017-12-31$5,170
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CAMPBELL, RAPPOLD & YURASITS LLP
Accountancy firm EIN2017-12-31231386942
2016 : VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$169,993
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$136,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$132,584
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$114,574
Value of total assets at end of year2016-12-31$1,514,655
Value of total assets at beginning of year2016-12-31$1,480,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,570
Total interest from all sources2016-12-31$1,224
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$150,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$114,574
Participant contributions at end of year2016-12-31$24,412
Participant contributions at beginning of year2016-12-31$31,578
Participant contributions at end of year2016-12-31$4,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$33,839
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,514,655
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,480,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,333,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,293,582
Interest on participant loans2016-12-31$1,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$55,582
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$58,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$58,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$97,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$97,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$54,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$132,584
Contract administrator fees2016-12-31$3,570
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CAMPBELL RAPPOLD & YURASITS LLP
Accountancy firm EIN2016-12-31231386942
2015 : VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$103,549
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$153,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$150,572
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$107,915
Value of total assets at end of year2015-12-31$1,480,816
Value of total assets at beginning of year2015-12-31$1,530,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,882
Total interest from all sources2015-12-31$1,701
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$150,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$107,915
Participant contributions at end of year2015-12-31$31,578
Participant contributions at beginning of year2015-12-31$42,295
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-49,905
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,480,816
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,530,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,293,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,332,653
Interest on participant loans2015-12-31$1,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$58,031
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$59,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$59,249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$97,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$96,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$150,572
Contract administrator fees2015-12-31$2,882
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CAMPBELL RAPPOLD & YURASITS LLP
Accountancy firm EIN2015-12-31231386942
2014 : VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$164,962
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$71,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$61,295
Expenses. Certain deemed distributions of participant loans2014-12-31$5,748
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$94,620
Value of total assets at end of year2014-12-31$1,530,721
Value of total assets at beginning of year2014-12-31$1,436,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,169
Total interest from all sources2014-12-31$1,755
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$150,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$94,620
Participant contributions at end of year2014-12-31$42,295
Participant contributions at beginning of year2014-12-31$25,355
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$93,750
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,530,721
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,436,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,332,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,238,911
Interest on participant loans2014-12-31$1,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$59,249
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$64,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$64,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$96,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$107,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$68,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$61,295
Contract administrator fees2014-12-31$4,169
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CAMPBELL RAPPOLD & YURASITS LLP
Accountancy firm EIN2014-12-31231386942
2013 : VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$314,441
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$89,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$82,391
Expenses. Certain deemed distributions of participant loans2013-12-31$3,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$82,917
Value of total assets at end of year2013-12-31$1,436,971
Value of total assets at beginning of year2013-12-31$1,212,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,034
Total interest from all sources2013-12-31$1,538
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$80,243
Participant contributions at end of year2013-12-31$25,355
Participant contributions at beginning of year2013-12-31$38,749
Participant contributions at beginning of year2013-12-31$2,245
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,674
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$224,718
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,436,971
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,212,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,238,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$981,903
Interest on participant loans2013-12-31$1,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$64,946
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$68,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$68,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$107,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$120,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$229,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$82,391
Contract administrator fees2013-12-31$4,034
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CAMPBELL, RAPPOLD & YURASITS LLP
Accountancy firm EIN2013-12-31231386942
2012 : VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$182,108
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$125,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$121,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$64,516
Value of total assets at end of year2012-12-31$1,212,253
Value of total assets at beginning of year2012-12-31$1,155,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,248
Total interest from all sources2012-12-31$218
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$4,248
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$64,516
Participant contributions at end of year2012-12-31$38,749
Participant contributions at beginning of year2012-12-31$43,333
Participant contributions at end of year2012-12-31$2,245
Participant contributions at beginning of year2012-12-31$2,616
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$762
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$56,387
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,212,253
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,155,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$981,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$892,597
Interest on participant loans2012-12-31$1,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$68,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$78,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$78,814
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$-1,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$120,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$137,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$117,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$121,473
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CAMPBELL,RAPPOLD,YURASITS LLP
Accountancy firm EIN2012-12-31231386942
2011 : VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$38,010
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$152,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$146,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$77,579
Value of total assets at end of year2011-12-31$1,155,866
Value of total assets at beginning of year2011-12-31$1,270,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,654
Total interest from all sources2011-12-31$-228
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$150,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$75,804
Participant contributions at end of year2011-12-31$43,333
Participant contributions at beginning of year2011-12-31$33,022
Participant contributions at end of year2011-12-31$2,616
Participant contributions at beginning of year2011-12-31$2,092
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,775
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$626
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-114,355
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,155,866
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,270,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$892,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$986,548
Interest on participant loans2011-12-31$1,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$78,814
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$81,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$81,070
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$-1,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$137,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$167,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-39,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$146,711
Contract administrator fees2011-12-31$5,654
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CAMPBELL, RAPPOLD, YURASITS LLP
Accountancy firm EIN2011-12-31231386942
2010 : VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$154,092
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$39,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$34,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$59,108
Value of total assets at end of year2010-12-31$1,270,221
Value of total assets at beginning of year2010-12-31$1,156,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,356
Total interest from all sources2010-12-31$759
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$59,108
Participant contributions at end of year2010-12-31$33,022
Participant contributions at beginning of year2010-12-31$11,178
Participant contributions at end of year2010-12-31$2,092
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$425
Other income not declared elsewhere2010-12-31$-132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$114,214
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,270,221
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,156,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$5,356
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$986,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$865,013
Interest on participant loans2010-12-31$1,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$81,070
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$100,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$100,721
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$167,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$179,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$94,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$34,522
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CAMPBELL, RAPPOLD YURASITS LLP
Accountancy firm EIN2010-12-31231386942
2009 : VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN

2022: VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: VIA OF THE LEHIGH VALLEY, INC. 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $166
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $166
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $484
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $484
Insurance broker organization code?3
Insurance broker nameSTIFEL NICOLAUS & CO INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $505
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $505
Insurance broker organization code?3
Insurance broker nameSTIFEL NICOLAUS & CO INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered31
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $531
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $531
Insurance broker organization code?3
Insurance broker nameSTIFEL NICOLAUS & CO INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered25
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $581
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $581
Insurance broker organization code?3
Insurance broker nameSTIFEL NICOLAUS & CO INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered252
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $208
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $208
Insurance broker organization code?3
Insurance broker nameSTIFEL NICOLAUS & CO INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $123
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $78
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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