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WENGERS OF MYERSTOWN 401(K) THRIFT PLAN 401k Plan overview

Plan NameWENGERS OF MYERSTOWN 401(K) THRIFT PLAN
Plan identification number 001

WENGERS OF MYERSTOWN 401(K) THRIFT PLAN Benefits

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

401k Sponsoring company profile

WENGERS OF MYERSTOWN has sponsored the creation of one or more 401k plans.

Company Name:WENGERS OF MYERSTOWN
Employer identification number (EIN):231527622
NAIC Classification:423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WENGERS OF MYERSTOWN 401(K) THRIFT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ROSE E. WALMER2023-10-15
0012021-01-01
0012020-01-01ROSE E. WALMER2021-10-14
0012019-01-01ROSE E. WALMER2020-10-13
0012018-01-01ROSE E. WALMER2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01GLENN T. WENGER
0012013-01-01ROSE WALMER
0012012-01-01SUSAN BAUM
0012011-01-01SUSAN BAUM
0012009-01-01SUSAN BAUM
0012009-01-01SUSAN BAUM SUSAN BAUM2010-10-13
0012009-01-01SUSAN BAUM SUSAN BAUM2010-10-13

Plan Statistics for WENGERS OF MYERSTOWN 401(K) THRIFT PLAN

401k plan membership statisitcs for WENGERS OF MYERSTOWN 401(K) THRIFT PLAN

Measure Date Value
2022: WENGERS OF MYERSTOWN 401(K) THRIFT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01153
Total number of active participants reported on line 7a of the Form 55002022-01-01136
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0125
Total of all active and inactive participants2022-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01164
Number of participants with account balances2022-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WENGERS OF MYERSTOWN 401(K) THRIFT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01143
Total number of active participants reported on line 7a of the Form 55002021-01-01126
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0121
Total of all active and inactive participants2021-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01151
Number of participants with account balances2021-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01151
2020: WENGERS OF MYERSTOWN 401(K) THRIFT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01137
Total number of active participants reported on line 7a of the Form 55002020-01-01114
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0122
Total of all active and inactive participants2020-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01140
Number of participants with account balances2020-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WENGERS OF MYERSTOWN 401(K) THRIFT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01141
Total number of active participants reported on line 7a of the Form 55002019-01-01117
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01137
Number of participants with account balances2019-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WENGERS OF MYERSTOWN 401(K) THRIFT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01141
Total number of active participants reported on line 7a of the Form 55002018-01-01117
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01136
Number of participants with account balances2018-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WENGERS OF MYERSTOWN 401(K) THRIFT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01146
Total number of active participants reported on line 7a of the Form 55002017-01-01121
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01142
Number of participants with account balances2017-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WENGERS OF MYERSTOWN 401(K) THRIFT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01148
Total number of active participants reported on line 7a of the Form 55002016-01-01120
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01144
Number of participants with account balances2016-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WENGERS OF MYERSTOWN 401(K) THRIFT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01143
Total number of active participants reported on line 7a of the Form 55002015-01-01120
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01144
Number of participants with account balances2015-01-01144
2014: WENGERS OF MYERSTOWN 401(K) THRIFT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01122
Total number of active participants reported on line 7a of the Form 55002014-01-01116
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01138
Number of participants with account balances2014-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WENGERS OF MYERSTOWN 401(K) THRIFT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01124
Total number of active participants reported on line 7a of the Form 55002013-01-01101
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01121
Number of participants with account balances2013-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WENGERS OF MYERSTOWN 401(K) THRIFT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01129
Total number of active participants reported on line 7a of the Form 55002012-01-01101
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01122
Number of participants with account balances2012-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WENGERS OF MYERSTOWN 401(K) THRIFT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01128
Total number of active participants reported on line 7a of the Form 55002011-01-01109
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01127
Number of participants with account balances2011-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WENGERS OF MYERSTOWN 401(K) THRIFT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01125
Total number of active participants reported on line 7a of the Form 55002009-01-01100
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01117
Number of participants with account balances2009-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WENGERS OF MYERSTOWN 401(K) THRIFT PLAN

Measure Date Value
2022 : WENGERS OF MYERSTOWN 401(K) THRIFT 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$13,967
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$15,237
Total income from all sources (including contributions)2022-12-31$-1,526,508
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$523,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$458,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$913,039
Value of total assets at end of year2022-12-31$12,845,975
Value of total assets at beginning of year2022-12-31$14,897,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$65,152
Total interest from all sources2022-12-31$5,793
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$479,504
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$479,504
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$253,943
Participant contributions at end of year2022-12-31$124,329
Participant contributions at beginning of year2022-12-31$129,774
Participant contributions at end of year2022-12-31$22,088
Participant contributions at beginning of year2022-12-31$30,296
Liabilities. Value of operating payables at end of year2022-12-31$13,967
Liabilities. Value of operating payables at beginning of year2022-12-31$15,237
Total non interest bearing cash at beginning of year2022-12-31$5,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,050,037
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,832,008
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,882,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$65,152
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,990,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,062,134
Interest on participant loans2022-12-31$5,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$9,623
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$9,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$9,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$24,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$45,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,924,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$659,096
Employer contributions (assets) at end of year2022-12-31$7,430
Employer contributions (assets) at beginning of year2022-12-31$14,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$458,377
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$667,643
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$599,564
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 name2022-12-31GARCIA GARMAN & SHEA PC
Accountancy firm EIN2022-12-31232871804
2021 : WENGERS OF MYERSTOWN 401(K) THRIFT 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$15,237
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$12,889
Total income from all sources (including contributions)2021-12-31$3,123,331
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$447,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$380,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$887,116
Value of total assets at end of year2021-12-31$14,897,282
Value of total assets at beginning of year2021-12-31$12,219,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$67,606
Total interest from all sources2021-12-31$9,543
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$813,637
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$813,637
Administrative expenses professional fees incurred2021-12-31$67,606
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$632,139
Participant contributions at end of year2021-12-31$129,774
Participant contributions at beginning of year2021-12-31$135,840
Participant contributions at end of year2021-12-31$30,296
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$21,197
Other income not declared elsewhere2021-12-31$1,413,035
Liabilities. Value of operating payables at end of year2021-12-31$15,237
Liabilities. Value of operating payables at beginning of year2021-12-31$12,889
Total non interest bearing cash at end of year2021-12-31$5,788
Total non interest bearing cash at beginning of year2021-12-31$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$2,675,481
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,882,045
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,206,564
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$14,062,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,355,996
Interest on participant loans2021-12-31$8,243
Interest earned on other investments2021-12-31$1,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$9,055
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$129,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$129,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$45,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$45,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$233,780
Employer contributions (assets) at end of year2021-12-31$14,935
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$380,244
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$599,564
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$551,861
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 name2021-12-31GARCIA GARMAN & SHEA PC
Accountancy firm EIN2021-12-31232871804
2020 : WENGERS OF MYERSTOWN 401(K) THRIFT 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$12,889
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$11,542
Total income from all sources (including contributions)2020-12-31$2,470,524
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$557,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$502,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$702,405
Value of total assets at end of year2020-12-31$12,219,453
Value of total assets at beginning of year2020-12-31$10,305,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$55,591
Total interest from all sources2020-12-31$5,615
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$320,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$320,088
Administrative expenses professional fees incurred2020-12-31$55,591
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$506,494
Participant contributions at end of year2020-12-31$135,840
Participant contributions at beginning of year2020-12-31$78,510
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,031
Other income not declared elsewhere2020-12-31$1,442,416
Liabilities. Value of operating payables at end of year2020-12-31$12,889
Liabilities. Value of operating payables at beginning of year2020-12-31$11,542
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$1,912,693
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,206,564
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,293,871
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$11,355,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,097,680
Interest on participant loans2020-12-31$4,056
Interest earned on other investments2020-12-31$1,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$129,907
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$41,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$41,575
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$45,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$44,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$189,880
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$12,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$502,240
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$551,861
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$1,030,029
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GARCIA GARMAN & SHEA, PC
Accountancy firm EIN2020-12-31232871804
2019 : WENGERS OF MYERSTOWN 401(K) THRIFT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$11,542
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$11,542
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,948
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,948
Total income from all sources (including contributions)2019-12-31$2,955,758
Total income from all sources (including contributions)2019-12-31$2,955,758
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,065,638
Total of all expenses incurred2019-12-31$1,065,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,008,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,008,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$907,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$907,596
Value of total assets at end of year2019-12-31$10,305,413
Value of total assets at end of year2019-12-31$10,305,413
Value of total assets at beginning of year2019-12-31$8,413,699
Value of total assets at beginning of year2019-12-31$8,413,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$56,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$56,670
Total interest from all sources2019-12-31$7,940
Total interest from all sources2019-12-31$7,940
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$255,461
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$255,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$246,396
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$246,396
Administrative expenses professional fees incurred2019-12-31$56,670
Administrative expenses professional fees incurred2019-12-31$56,670
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$451,901
Contributions received from participants2019-12-31$451,901
Participant contributions at end of year2019-12-31$78,510
Participant contributions at end of year2019-12-31$78,510
Participant contributions at beginning of year2019-12-31$126,952
Participant contributions at beginning of year2019-12-31$126,952
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$278,106
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$278,106
Other income not declared elsewhere2019-12-31$1,784,761
Other income not declared elsewhere2019-12-31$1,784,761
Liabilities. Value of operating payables at end of year2019-12-31$11,542
Liabilities. Value of operating payables at end of year2019-12-31$11,542
Liabilities. Value of operating payables at beginning of year2019-12-31$9,948
Liabilities. Value of operating payables at beginning of year2019-12-31$9,948
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
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$1,890,120
Value of net income/loss2019-12-31$1,890,120
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,293,871
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,293,871
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,403,751
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,403,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$9,097,680
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,097,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,957,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,957,028
Interest on participant loans2019-12-31$5,315
Interest on participant loans2019-12-31$5,315
Interest earned on other investments2019-12-31$1,581
Interest earned on other investments2019-12-31$1,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$41,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$41,575
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$29,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$29,972
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$29,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$29,972
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,044
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,044
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$44,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$44,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$51,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$51,545
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$177,589
Contributions received in cash from employer2019-12-31$177,589
Employer contributions (assets) at end of year2019-12-31$12,934
Employer contributions (assets) at end of year2019-12-31$12,934
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from common stock2019-12-31$9,065
Income. Dividends from common stock2019-12-31$9,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,008,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,008,968
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,030,029
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,030,029
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$2,248,202
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$2,248,202
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
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)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31GARCIA GARMAN & SHEA, PC
Accountancy firm name2019-12-31GARCIA GARMAN & SHEA, PC
Accountancy firm EIN2019-12-31232871804
Accountancy firm EIN2019-12-31232871804
2018 : WENGERS OF MYERSTOWN 401(K) THRIFT 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$9,948
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$18,625
Total income from all sources (including contributions)2018-12-31$32,283
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$711,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$659,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$577,630
Value of total assets at end of year2018-12-31$8,413,699
Value of total assets at beginning of year2018-12-31$9,101,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$51,749
Total interest from all sources2018-12-31$9,319
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$160,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$144,210
Administrative expenses professional fees incurred2018-12-31$51,749
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$406,254
Participant contributions at end of year2018-12-31$126,952
Participant contributions at beginning of year2018-12-31$141,701
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-715,628
Liabilities. Value of operating payables at end of year2018-12-31$9,948
Liabilities. Value of operating payables at beginning of year2018-12-31$18,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-678,876
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,403,751
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,082,627
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$5,957,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,320,724
Interest on participant loans2018-12-31$7,116
Interest earned on other investments2018-12-31$1,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$29,972
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$69,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$69,429
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$657
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$51,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$50,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$171,376
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$12,707
Income. Dividends from common stock2018-12-31$16,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$659,410
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$2,248,202
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$2,506,365
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31GARCIA GARMAN & SHEA, PC
Accountancy firm EIN2018-12-31232871804
2017 : WENGERS OF MYERSTOWN 401(K) THRIFT 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$18,625
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,001
Total income from all sources (including contributions)2017-12-31$2,027,459
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$662,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$611,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$585,852
Value of total assets at end of year2017-12-31$9,101,252
Value of total assets at beginning of year2017-12-31$7,726,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$51,147
Total interest from all sources2017-12-31$8,768
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$144,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$120,268
Administrative expenses professional fees incurred2017-12-31$51,147
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$413,099
Participant contributions at end of year2017-12-31$141,701
Participant contributions at beginning of year2017-12-31$129,173
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$1,288,446
Liabilities. Value of operating payables at end of year2017-12-31$18,625
Liabilities. Value of operating payables at beginning of year2017-12-31$9,001
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$1,365,182
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,082,627
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,717,445
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$6,320,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,295,396
Interest on participant loans2017-12-31$7,016
Interest earned on other investments2017-12-31$1,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$69,429
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$54,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$54,158
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$50,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$49,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$172,753
Employer contributions (assets) at end of year2017-12-31$12,707
Employer contributions (assets) at beginning of year2017-12-31$14,720
Income. Dividends from common stock2017-12-31$24,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$611,130
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$2,506,365
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$2,183,946
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31GARCIA GARMAN & SHEA, PC
Accountancy firm EIN2017-12-31232871804
2016 : WENGERS OF MYERSTOWN 401(K) THRIFT 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$9,001
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,660
Total income from all sources (including contributions)2016-12-31$1,469,449
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$890,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$843,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$574,853
Value of total assets at end of year2016-12-31$7,726,446
Value of total assets at beginning of year2016-12-31$7,146,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$46,220
Total interest from all sources2016-12-31$5,815
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$155,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$131,390
Administrative expenses professional fees incurred2016-12-31$46,220
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$401,761
Participant contributions at end of year2016-12-31$129,173
Participant contributions at beginning of year2016-12-31$96,859
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$732,865
Liabilities. Value of operating payables at end of year2016-12-31$9,001
Liabilities. Value of operating payables at beginning of year2016-12-31$8,660
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$579,347
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,717,445
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,138,098
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$5,295,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,393,728
Interest on participant loans2016-12-31$4,201
Interest earned on other investments2016-12-31$1,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$54,158
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$64,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$64,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$49,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$47,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$173,092
Employer contributions (assets) at end of year2016-12-31$14,720
Employer contributions (assets) at beginning of year2016-12-31$239
Income. Dividends from common stock2016-12-31$24,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$843,882
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$2,183,946
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$2,543,347
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GARCIA GARMAN & SHEA, PC
Accountancy firm EIN2016-12-31232871804
2015 : WENGERS OF MYERSTOWN 401(K) THRIFT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-433,083
Total unrealized appreciation/depreciation of assets2015-12-31$-433,083
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,660
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,352
Total income from all sources (including contributions)2015-12-31$282,950
Total loss/gain on sale of assets2015-12-31$59,085
Total of all expenses incurred2015-12-31$590,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$544,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$491,715
Value of total assets at end of year2015-12-31$7,146,758
Value of total assets at beginning of year2015-12-31$7,455,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$46,054
Total interest from all sources2015-12-31$7,152
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$158,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$116,751
Administrative expenses professional fees incurred2015-12-31$46,054
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$318,505
Participant contributions at end of year2015-12-31$96,859
Participant contributions at beginning of year2015-12-31$106,433
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$13,894
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,831
Liabilities. Value of operating payables at end of year2015-12-31$8,660
Liabilities. Value of operating payables at beginning of year2015-12-31$10,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-307,426
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,138,098
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,445,524
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$4,393,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,408,168
Interest on participant loans2015-12-31$5,655
Interest earned on other investments2015-12-31$1,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$64,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$58,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$58,514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$47,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$46,663
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
Contributions received in cash from employer2015-12-31$171,379
Employer contributions (assets) at end of year2015-12-31$239
Employer contributions (assets) at beginning of year2015-12-31$15,711
Income. Dividends from common stock2015-12-31$41,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$544,322
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$2,543,347
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$2,806,493
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
Aggregate proceeds on sale of assets2015-12-31$1,274,724
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,215,639
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31GARCIA GARMAN & SHEA, PC
Accountancy firm EIN2015-12-31232871804
2014 : WENGERS OF MYERSTOWN 401(K) THRIFT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$159,801
Total unrealized appreciation/depreciation of assets2014-12-31$159,801
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,352
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,406
Total income from all sources (including contributions)2014-12-31$1,201,774
Total loss/gain on sale of assets2014-12-31$449,289
Total of all expenses incurred2014-12-31$383,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$334,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$443,579
Value of total assets at end of year2014-12-31$7,455,876
Value of total assets at beginning of year2014-12-31$6,637,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$49,016
Total interest from all sources2014-12-31$6,723
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$142,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$107,319
Administrative expenses professional fees incurred2014-12-31$49,016
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$266,530
Participant contributions at end of year2014-12-31$106,433
Participant contributions at beginning of year2014-12-31$99,937
Participant contributions at end of year2014-12-31$13,894
Participant contributions at beginning of year2014-12-31$10,826
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$27,878
Liabilities. Value of operating payables at end of year2014-12-31$10,352
Liabilities. Value of operating payables at beginning of year2014-12-31$9,406
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$817,870
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,445,524
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,627,654
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$4,408,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,567,013
Interest on participant loans2014-12-31$5,226
Interest earned on other investments2014-12-31$1,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$58,514
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$84,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$84,251
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$46,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$45,517
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$149,171
Employer contributions (assets) at end of year2014-12-31$15,711
Employer contributions (assets) at beginning of year2014-12-31$11,331
Income. Dividends from common stock2014-12-31$35,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$334,888
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$2,806,493
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$2,818,185
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
Aggregate proceeds on sale of assets2014-12-31$5,254,823
Aggregate carrying amount (costs) on sale of assets2014-12-31$4,805,534
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31GARCIA GARMAN & SHEA, PC
Accountancy firm EIN2014-12-31232871804
2013 : WENGERS OF MYERSTOWN 401(K) THRIFT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$947,310
Total unrealized appreciation/depreciation of assets2013-12-31$947,310
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,406
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$1,651,945
Total loss/gain on sale of assets2013-12-31$194,082
Total of all expenses incurred2013-12-31$576,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$531,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$382,763
Value of total assets at end of year2013-12-31$6,637,060
Value of total assets at beginning of year2013-12-31$5,552,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$45,269
Total interest from all sources2013-12-31$4,245
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$123,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$77,319
Administrative expenses professional fees incurred2013-12-31$45,269
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$246,169
Participant contributions at end of year2013-12-31$99,937
Participant contributions at beginning of year2013-12-31$83,930
Participant contributions at end of year2013-12-31$10,826
Participant contributions at beginning of year2013-12-31$11,603
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,648
Liabilities. Value of operating payables at end of year2013-12-31$9,406
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,074,975
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,627,654
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,552,679
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$3,567,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,609,749
Interest on participant loans2013-12-31$4,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$84,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$83,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$83,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$45,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$53,959
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$134,946
Employer contributions (assets) at end of year2013-12-31$11,331
Employer contributions (assets) at beginning of year2013-12-31$10,776
Income. Dividends from common stock2013-12-31$46,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$531,701
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$2,818,185
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$2,699,488
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
Aggregate proceeds on sale of assets2013-12-31$1,971,066
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,776,984
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31GARCIA GARMAN & SHEA, PC
Accountancy firm EIN2013-12-31232871804
2012 : WENGERS OF MYERSTOWN 401(K) THRIFT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$134,248
Total unrealized appreciation/depreciation of assets2012-12-31$134,248
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$1,235,838
Total loss/gain on sale of assets2012-12-31$388,645
Total of all expenses incurred2012-12-31$1,006,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,006,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$410,033
Value of total assets at end of year2012-12-31$5,552,679
Value of total assets at beginning of year2012-12-31$5,323,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$4,524
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$126,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$65,215
Administrative expenses professional fees incurred2012-12-31$42,702
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$140,378
Participant contributions at end of year2012-12-31$83,930
Participant contributions at beginning of year2012-12-31$98,597
Participant contributions at end of year2012-12-31$11,603
Participant contributions at beginning of year2012-12-31$16,505
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$269,655
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$42,702
Other income not declared elsewhere2012-12-31$2,200
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$229,194
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,552,679
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,323,485
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$2,609,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,158,992
Interest on participant loans2012-12-31$4,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$83,174
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$25,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$25,421
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$53,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$62,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$170,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$140,378
Employer contributions (assets) at end of year2012-12-31$10,776
Employer contributions (assets) at beginning of year2012-12-31$18,300
Income. Dividends from common stock2012-12-31$60,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$963,942
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,699,488
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,943,579
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
Aggregate proceeds on sale of assets2012-12-31$2,791,474
Aggregate carrying amount (costs) on sale of assets2012-12-31$2,402,829
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31GARCIA GARMAN & SHEA, PC
Accountancy firm EIN2012-12-31232871804
2011 : WENGERS OF MYERSTOWN 401(K) THRIFT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-148,446
Total unrealized appreciation/depreciation of assets2011-12-31$-148,446
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$507,113
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$388,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$349,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$497,901
Value of total assets at end of year2011-12-31$5,323,485
Value of total assets at beginning of year2011-12-31$5,204,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$38,997
Total interest from all sources2011-12-31$4,986
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$100,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$51,352
Administrative expenses professional fees incurred2011-12-31$38,997
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$282,841
Participant contributions at end of year2011-12-31$98,597
Participant contributions at beginning of year2011-12-31$88,883
Participant contributions at end of year2011-12-31$16,505
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$53,029
Other income not declared elsewhere2011-12-31$1,553
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$118,537
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,323,485
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,204,948
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$2,158,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,102,410
Interest on participant loans2011-12-31$4,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$25,421
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$25,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$25,679
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$62,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$61,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$50,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$162,031
Employer contributions (assets) at end of year2011-12-31$18,300
Income. Dividends from common stock2011-12-31$49,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$349,579
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$2,943,579
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$2,926,512
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31GARCIA GARMAN & SHEA, PC
Accountancy firm EIN2011-12-31232871804
2010 : WENGERS OF MYERSTOWN 401(K) THRIFT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$281,025
Total unrealized appreciation/depreciation of assets2010-12-31$281,025
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,084,145
Total loss/gain on sale of assets2010-12-31$38,737
Total of all expenses incurred2010-12-31$105,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$70,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$367,654
Value of total assets at end of year2010-12-31$5,204,948
Value of total assets at beginning of year2010-12-31$4,225,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$34,498
Total interest from all sources2010-12-31$4,924
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$83,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$42,561
Administrative expenses professional fees incurred2010-12-31$34,498
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$230,994
Participant contributions at end of year2010-12-31$88,883
Participant contributions at beginning of year2010-12-31$93,904
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,339
Other income not declared elsewhere2010-12-31$1,100
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$979,096
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,204,948
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,225,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,102,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,671,839
Interest on participant loans2010-12-31$4,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$25,679
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$116,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$116,221
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$61,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$66,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$306,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$128,321
Income. Dividends from common stock2010-12-31$41,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$70,551
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$2,926,512
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$2,277,184
Did the plan have assets held for investment2010-12-31No
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
Aggregate proceeds on sale of assets2010-12-31$1,366,059
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,327,322
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31GARCIA GARMAN MCCARTHY & SHEA, PC
Accountancy firm EIN2010-12-31232871804
2009 : WENGERS OF MYERSTOWN 401(K) THRIFT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WENGERS OF MYERSTOWN 401(K) THRIFT PLAN

2022: WENGERS OF MYERSTOWN 401(K) THRIFT 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WENGERS OF MYERSTOWN 401(K) THRIFT 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WENGERS OF MYERSTOWN 401(K) THRIFT 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WENGERS OF MYERSTOWN 401(K) THRIFT 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WENGERS OF MYERSTOWN 401(K) THRIFT 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 funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WENGERS OF MYERSTOWN 401(K) THRIFT 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 funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WENGERS OF MYERSTOWN 401(K) THRIFT 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 funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WENGERS OF MYERSTOWN 401(K) THRIFT 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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WENGERS OF MYERSTOWN 401(K) THRIFT 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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WENGERS OF MYERSTOWN 401(K) THRIFT 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WENGERS OF MYERSTOWN 401(K) THRIFT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WENGERS OF MYERSTOWN 401(K) THRIFT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WENGERS OF MYERSTOWN 401(K) THRIFT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract number775801
Policy instance 1
Insurance contract or identification number775801
Number of Individuals Covered4
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract number775801
Policy instance 1
Insurance contract or identification number775801
Number of Individuals Covered4
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberESP 7580
Policy instance 1
Insurance contract or identification numberESP 7580
Number of Individuals Covered5
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberESP 7580
Policy instance 1
Insurance contract or identification numberESP 7580
Number of Individuals Covered5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberESP 7580
Policy instance 1
Insurance contract or identification numberESP 7580
Number of Individuals Covered8
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberESP 7580
Policy instance 1
Insurance contract or identification numberESP 7580
Number of Individuals Covered8
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberESP 7580
Policy instance 1
Insurance contract or identification numberESP 7580
Number of Individuals Covered9
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberESP 7580
Policy instance 1
Insurance contract or identification numberESP 7580
Number of Individuals Covered9
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberESP 7580
Policy instance 1
Insurance contract or identification numberESP 7580
Number of Individuals Covered10
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Total amount of commissions paid to insurance brokerUSD $19,388
Total amount of fees paid to insurance companyUSD $7,116
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $265,314
Commission paid to Insurance BrokerUSD $12,809
Amount paid for insurance broker fees7116
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberESP 7580
Policy instance 1
Insurance contract or identification numberESP 7580
Number of Individuals Covered14
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberESP 7580
Policy instance 1
Insurance contract or identification numberESP 7580
Number of Individuals Covered19
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberESP 7580
Policy instance 1
Insurance contract or identification numberESP 7580
Number of Individuals Covered21
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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