401k Plan data: AAA NORTH PENN 401K PLAN plan

AAA NORTH PENN 401K PLAN 401k Plan overview

Plan Name	AAA NORTH PENN 401K PLAN
Plan identification number	002

AAA NORTH PENN 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AAA NORTH PENN has sponsored the creation of one or more 401k plans.

Company Name: AAA NORTH PENN

Employer identification number (EIN): 240637695

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Additional information about AAA NORTH PENN

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE

Incorporation Date:

Company Identification Number: 240274

More information about AAA NORTH PENN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AAA NORTH PENN 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 MARGARET MCCORMICK MARGARET MCCORMICK 2018-10-12
002 2016-01-01 MARGARET MCCORMICK MARGARET MCCORMICK 2017-10-05
002 2015-01-01 MARGARET MCCORMICK MARGARET MCCORMICK 2016-10-14
002 2014-01-01 MARGARET MCCORMICK MARGARET MCCORMICK 2015-10-09
002 2013-01-01 MARGARET MCCORMICK MARGARET MCCORMICK 2014-10-08
002 2012-01-01 MARGARET MCCORMICK MARGARET MCCORMICK 2013-10-14
002 2011-01-01 MARGARET MCCORMICK
002 2009-01-01 MARGARET MCCORMICK

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	MARGARET MCCORMICK	MARGARET MCCORMICK	2018-10-12
002	2016-01-01	MARGARET MCCORMICK	MARGARET MCCORMICK	2017-10-05
002	2015-01-01	MARGARET MCCORMICK	MARGARET MCCORMICK	2016-10-14
002	2014-01-01	MARGARET MCCORMICK	MARGARET MCCORMICK	2015-10-09
002	2013-01-01	MARGARET MCCORMICK	MARGARET MCCORMICK	2014-10-08
002	2012-01-01	MARGARET MCCORMICK	MARGARET MCCORMICK	2013-10-14
002	2011-01-01	MARGARET MCCORMICK
002	2009-01-01	MARGARET MCCORMICK

Plan Statistics for AAA NORTH PENN 401K PLAN

401k plan membership statisitcs for AAA NORTH PENN 401K PLAN

Measure Date Value
2022: AAA NORTH PENN 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 132
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 22
Total of all active and inactive participants 2022-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 155
Number of participants with account balances 2022-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: AAA NORTH PENN 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 136
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 17
Total of all active and inactive participants 2021-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 154
Number of participants with account balances 2021-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: AAA NORTH PENN 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 137
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 21
Total of all active and inactive participants 2020-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 158
Number of participants with account balances 2020-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: AAA NORTH PENN 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 135
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 20
Total of all active and inactive participants 2019-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 155
Number of participants with account balances 2019-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: AAA NORTH PENN 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 135
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 17
Total of all active and inactive participants 2018-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 153
Number of participants with account balances 2018-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: AAA NORTH PENN 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 137
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 18
Total of all active and inactive participants 2017-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 157
Number of participants with account balances 2017-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: AAA NORTH PENN 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 123
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 13
Total of all active and inactive participants 2016-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 137
Number of participants with account balances 2016-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: AAA NORTH PENN 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 123
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 134
Number of participants with account balances 2015-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: AAA NORTH PENN 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 145
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 19
Total of all active and inactive participants 2014-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 165
Number of participants with account balances 2014-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: AAA NORTH PENN 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 156
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 164
Number of participants with account balances 2013-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: AAA NORTH PENN 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 138
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 142
Number of participants with account balances 2012-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: AAA NORTH PENN 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 130
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 136
Number of participants with account balances 2011-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: AAA NORTH PENN 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 122
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 127
Number of participants with account balances 2009-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: AAA NORTH PENN 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	132
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	22
Total of all active and inactive participants	2022-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	155
Number of participants with account balances	2022-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: AAA NORTH PENN 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	136
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	17
Total of all active and inactive participants	2021-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	154
Number of participants with account balances	2021-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: AAA NORTH PENN 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	137
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	21
Total of all active and inactive participants	2020-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	158
Number of participants with account balances	2020-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: AAA NORTH PENN 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	135
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	20
Total of all active and inactive participants	2019-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	155
Number of participants with account balances	2019-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: AAA NORTH PENN 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	135
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	17
Total of all active and inactive participants	2018-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	153
Number of participants with account balances	2018-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: AAA NORTH PENN 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	137
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	18
Total of all active and inactive participants	2017-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	157
Number of participants with account balances	2017-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: AAA NORTH PENN 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	123
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	13
Total of all active and inactive participants	2016-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	137
Number of participants with account balances	2016-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: AAA NORTH PENN 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	123
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	134
Number of participants with account balances	2015-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: AAA NORTH PENN 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	145
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	19
Total of all active and inactive participants	2014-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	165
Number of participants with account balances	2014-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: AAA NORTH PENN 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	156
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	164
Number of participants with account balances	2013-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: AAA NORTH PENN 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	138
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	142
Number of participants with account balances	2012-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: AAA NORTH PENN 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	130
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	136
Number of participants with account balances	2011-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: AAA NORTH PENN 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	122
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	127
Number of participants with account balances	2009-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on AAA NORTH PENN 401K PLAN

Measure	Date	Value
2022 : AAA NORTH PENN 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,418,086
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,205,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,137,506
Value of total corrective distributions	2022-12-31	$58
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$741,827
Value of total assets at end of year	2022-12-31	$13,281,913
Value of total assets at beginning of year	2022-12-31	$15,905,353
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$67,790
Total interest from all sources	2022-12-31	$49,204
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$101,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$101,898
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$513,530
Participant contributions at end of year	2022-12-31	$149,957
Participant contributions at beginning of year	2022-12-31	$93,500
Participant contributions at end of year	2022-12-31	$15,563
Participant contributions at beginning of year	2022-12-31	$16,077
Other income not declared elsewhere	2022-12-31	$16,389
Administrative expenses (other) incurred	2022-12-31	$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,623,440
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$13,281,913
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$15,905,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$16,311
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,623,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,587,935
Value of interest in pooled separate accounts at end of year	2022-12-31	$5,900,062
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$7,428,464
Interest on participant loans	2022-12-31	$6,598
Interest earned on other investments	2022-12-31	$42,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,582,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,768,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,029,756
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,297,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$228,297
Employer contributions (assets) at end of year	2022-12-31	$10,412
Employer contributions (assets) at beginning of year	2022-12-31	$10,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,137,506
Contract administrator fees	2022-12-31	$51,404
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MCGRAIL MERKEL QUINN & ASSOCIATES
Accountancy firm EIN	2022-12-31	232226550
2021 : AAA NORTH PENN 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,452,528
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$768,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$682,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$811,390
Value of total assets at end of year	2021-12-31	$15,905,353
Value of total assets at beginning of year	2021-12-31	$14,220,950
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$85,769
Total interest from all sources	2021-12-31	$47,530
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$85,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$85,290
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$491,220
Participant contributions at end of year	2021-12-31	$93,500
Participant contributions at beginning of year	2021-12-31	$89,037
Participant contributions at end of year	2021-12-31	$16,077
Participant contributions at beginning of year	2021-12-31	$13,511
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$101,359
Other income not declared elsewhere	2021-12-31	$23,156
Administrative expenses (other) incurred	2021-12-31	$85,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,684,403
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$15,905,353
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$14,220,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,587,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,063,883
Value of interest in pooled separate accounts at end of year	2021-12-31	$7,428,464
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$6,314,359
Interest on participant loans	2021-12-31	$4,686
Interest earned on other investments	2021-12-31	$42,844
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,768,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,730,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$278,901
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,206,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$218,811
Employer contributions (assets) at end of year	2021-12-31	$10,701
Employer contributions (assets) at beginning of year	2021-12-31	$9,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$682,356
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MCGRAIL MERKEL QUINN & ASSOCIATES
Accountancy firm EIN	2021-12-31	232226550
2020 : AAA NORTH PENN 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,366,492
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,265,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,204,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$693,512
Value of total assets at end of year	2020-12-31	$14,220,950
Value of total assets at beginning of year	2020-12-31	$13,120,080
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$61,195
Total interest from all sources	2020-12-31	$60,456
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$59,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$59,919
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$475,190
Participant contributions at end of year	2020-12-31	$89,037
Participant contributions at beginning of year	2020-12-31	$124,648
Participant contributions at end of year	2020-12-31	$13,511
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$5,957
Other income not declared elsewhere	2020-12-31	$24,494
Administrative expenses (other) incurred	2020-12-31	$61,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,100,870
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,220,950
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,120,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,063,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,996,809
Value of interest in pooled separate accounts at end of year	2020-12-31	$6,314,359
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$7,270,439
Interest on participant loans	2020-12-31	$6,190
Interest earned on other investments	2020-12-31	$54,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,730,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,728,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$650,146
Net investment gain/loss from pooled separate accounts	2020-12-31	$877,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$212,365
Employer contributions (assets) at end of year	2020-12-31	$9,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,204,427
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MCGRAIL MERKEL QUINN & ASSOCIATES
Accountancy firm EIN	2020-12-31	232226550
2019 : AAA NORTH PENN 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,690,894
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$407,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$378,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$695,670
Value of total assets at end of year	2019-12-31	$13,120,080
Value of total assets at beginning of year	2019-12-31	$10,836,492
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$29,289
Total interest from all sources	2019-12-31	$49,560
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$57,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$57,993
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$456,630
Participant contributions at end of year	2019-12-31	$124,648
Participant contributions at beginning of year	2019-12-31	$116,477
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$16,924
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$35,376
Other income not declared elsewhere	2019-12-31	$24,810
Administrative expenses (other) incurred	2019-12-31	$29,289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,283,588
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,120,080
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,836,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,996,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,552,009
Value of interest in pooled separate accounts at end of year	2019-12-31	$7,270,439
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$6,824,167
Interest on participant loans	2019-12-31	$7,566
Interest earned on other investments	2019-12-31	$41,994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,728,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,319,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$404,771
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,458,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$203,664
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$7,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$378,017
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MCGRAIL MERKEL QUINN & ASSOCIATES
Accountancy firm EIN	2019-12-31	232226550
2018 : AAA NORTH PENN 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$58,579
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,270,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,187,388
Expenses. Certain deemed distributions of participant loans	2018-12-31	$39,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$644,587
Value of total assets at end of year	2018-12-31	$10,836,492
Value of total assets at beginning of year	2018-12-31	$12,048,772
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$43,892
Total interest from all sources	2018-12-31	$40,646
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$41,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$41,769
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$447,935
Participant contributions at end of year	2018-12-31	$116,477
Participant contributions at beginning of year	2018-12-31	$137,550
Participant contributions at end of year	2018-12-31	$16,924
Participant contributions at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$31,891
Administrative expenses (other) incurred	2018-12-31	$43,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,212,280
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,836,492
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,048,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,552,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,237,623
Value of interest in pooled separate accounts at end of year	2018-12-31	$6,824,167
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$7,374,242
Interest on participant loans	2018-12-31	$6,361
Interest earned on other investments	2018-12-31	$34,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,319,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,295,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-80,138
Net investment gain/loss from pooled separate accounts	2018-12-31	$-620,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$196,652
Employer contributions (assets) at end of year	2018-12-31	$7,620
Employer contributions (assets) at beginning of year	2018-12-31	$3,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,187,388
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MCGRAIL MERKEL QUINN & ASSOCIATES
Accountancy firm EIN	2018-12-31	232226550
2017 : AAA NORTH PENN 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,123,361
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$855,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$835,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$657,795
Value of total assets at end of year	2017-12-31	$12,048,772
Value of total assets at beginning of year	2017-12-31	$10,780,517
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$19,614
Total interest from all sources	2017-12-31	$38,185
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$45,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$45,328
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$433,738
Participant contributions at end of year	2017-12-31	$137,550
Participant contributions at beginning of year	2017-12-31	$135,982
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$24,697
Other income not declared elsewhere	2017-12-31	$14,270
Administrative expenses (other) incurred	2017-12-31	$19,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,268,255
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,048,772
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,780,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,237,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,946,682
Value of interest in pooled separate accounts at end of year	2017-12-31	$7,374,242
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$6,401,837
Interest on participant loans	2017-12-31	$7,458
Interest earned on other investments	2017-12-31	$30,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,295,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,289,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$131,599
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,236,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$199,360
Employer contributions (assets) at end of year	2017-12-31	$3,534
Employer contributions (assets) at beginning of year	2017-12-31	$6,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$835,492
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MCGRAIL MERKEL QUINN & ASSOCIATES
Accountancy firm EIN	2017-12-31	232226550
2016 : AAA NORTH PENN 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,240,333
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$605,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$594,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$632,271
Value of total assets at end of year	2016-12-31	$10,780,517
Value of total assets at beginning of year	2016-12-31	$10,145,362
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$10,226
Total interest from all sources	2016-12-31	$36,434
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$35,560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$35,560
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$426,794
Participant contributions at end of year	2016-12-31	$135,982
Participant contributions at beginning of year	2016-12-31	$153,470
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$15,128
Administrative expenses (other) incurred	2016-12-31	$10,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$635,155
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,780,517
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,145,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,946,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,544,653
Value of interest in pooled separate accounts at end of year	2016-12-31	$6,401,837
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$5,984,572
Interest on participant loans	2016-12-31	$7,715
Interest earned on other investments	2016-12-31	$28,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$2,289,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,459,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$64,702
Net investment gain/loss from pooled separate accounts	2016-12-31	$471,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$190,349
Employer contributions (assets) at end of year	2016-12-31	$6,626
Employer contributions (assets) at beginning of year	2016-12-31	$3,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$594,952
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MCGRAIL MERKEL QUINN & ASSOCIATES
Accountancy firm EIN	2016-12-31	232226550
2015 : AAA NORTH PENN 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,792,749
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$582,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$579,293
Value of total corrective distributions	2015-12-31	$51
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,839,846
Value of total assets at end of year	2015-12-31	$10,145,362
Value of total assets at beginning of year	2015-12-31	$7,934,616
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,659
Total interest from all sources	2015-12-31	$30,757
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$27,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$27,397
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$416,487
Participant contributions at end of year	2015-12-31	$153,470
Participant contributions at beginning of year	2015-12-31	$228,966
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$2,242,468
Other income not declared elsewhere	2015-12-31	$-5
Administrative expenses (other) incurred	2015-12-31	$2,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$2,210,746
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,145,362
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,934,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,544,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,080,288
Value of interest in pooled separate accounts at end of year	2015-12-31	$5,984,572
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$5,499,568
Interest on participant loans	2015-12-31	$8,188
Interest earned on other investments	2015-12-31	$22,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,459,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,121,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-61,409
Net investment gain/loss from pooled separate accounts	2015-12-31	$-43,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$180,891
Employer contributions (assets) at end of year	2015-12-31	$3,254
Employer contributions (assets) at beginning of year	2015-12-31	$4,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$579,293
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MCGRAIL MERKEL QUINN & ASSOCIATES
Accountancy firm EIN	2015-12-31	232226550
2014 : AAA NORTH PENN 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$1,606
Total income from all sources (including contributions)	2014-12-31	$981,202
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,660,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,658,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$691,032
Value of total assets at end of year	2014-12-31	$7,934,616
Value of total assets at beginning of year	2014-12-31	$8,615,542
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,436
Total interest from all sources	2014-12-31	$29,250
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$8,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$8,395
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$423,370
Participant contributions at end of year	2014-12-31	$228,966
Participant contributions at beginning of year	2014-12-31	$243,130
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$84,305
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$1,606
Administrative expenses (other) incurred	2014-12-31	$2,436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-679,320
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,934,616
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,613,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,080,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$42,808
Value of interest in pooled separate accounts at end of year	2014-12-31	$5,499,568
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$6,593,528
Interest on participant loans	2014-12-31	$10,924
Interest earned on other investments	2014-12-31	$18,326
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,121,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,733,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$477
Net investment gain/loss from pooled separate accounts	2014-12-31	$252,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$183,357
Employer contributions (assets) at end of year	2014-12-31	$4,080
Employer contributions (assets) at beginning of year	2014-12-31	$2,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,658,086
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MCGRAIL MERKEL QUINN & ASSOCIATES
Accountancy firm EIN	2014-12-31	232226550
2013 : AAA NORTH PENN 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$1,606
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	$1,867,232
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$161,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$159,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$615,821
Value of total assets at end of year	2013-12-31	$8,615,542
Value of total assets at beginning of year	2013-12-31	$6,907,965
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,980
Total interest from all sources	2013-12-31	$36,539
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$305
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$399,728
Participant contributions at end of year	2013-12-31	$243,130
Participant contributions at beginning of year	2013-12-31	$300,884
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$47,180
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$1,606
Administrative expenses (other) incurred	2013-12-31	$1,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,705,971
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,613,936
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,907,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$42,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,406
Value of interest in pooled separate accounts at end of year	2013-12-31	$6,593,528
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$5,348,661
Interest on participant loans	2013-12-31	$12,068
Interest earned on other investments	2013-12-31	$24,471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,733,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,257,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$5,956
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,208,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$168,913
Employer contributions (assets) at end of year	2013-12-31	$2,210
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$159,281
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MCGRAIL MERKEL QUINN & ASSOCIATES
Accountancy firm EIN	2013-12-31	232226550
2012 : AAA NORTH PENN 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,123,840
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$74,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$66,471
Expenses. Certain deemed distributions of participant loans	2012-12-31	$4,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$459,158
Value of total assets at end of year	2012-12-31	$6,907,965
Value of total assets at beginning of year	2012-12-31	$5,858,400
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,078
Total interest from all sources	2012-12-31	$34,976
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$16
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$16
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$354,820
Participant contributions at end of year	2012-12-31	$300,884
Participant contributions at beginning of year	2012-12-31	$269,657
Participant contributions at beginning of year	2012-12-31	$12,819
Administrative expenses (other) incurred	2012-12-31	$3,078
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,049,565
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,907,965
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,858,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,406
Value of interest in pooled separate accounts at end of year	2012-12-31	$5,348,661
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$4,636,757
Interest on participant loans	2012-12-31	$14,487
Interest earned on other investments	2012-12-31	$20,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,257,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$934,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$27
Net investment gain/loss from pooled separate accounts	2012-12-31	$629,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$104,338
Employer contributions (assets) at beginning of year	2012-12-31	$4,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$66,471
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MCGRAIL MERKEL QUINN & ASSOCIATES
Accountancy firm EIN	2012-12-31	232226550
2011 : AAA NORTH PENN 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$363,422
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$204,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$200,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$437,845
Value of total assets at end of year	2011-12-31	$5,858,400
Value of total assets at beginning of year	2011-12-31	$5,699,366
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,914
Total interest from all sources	2011-12-31	$30,807
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$332,352
Participant contributions at end of year	2011-12-31	$269,657
Participant contributions at beginning of year	2011-12-31	$185,657
Participant contributions at end of year	2011-12-31	$12,819
Participant contributions at beginning of year	2011-12-31	$11,049
Administrative expenses (other) incurred	2011-12-31	$3,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$159,034
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,858,400
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,699,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$4,636,757
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$4,574,673
Interest on participant loans	2011-12-31	$9,710
Interest earned on other investments	2011-12-31	$21,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$934,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$923,386
Net investment gain/loss from pooled separate accounts	2011-12-31	$-105,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$105,493
Employer contributions (assets) at end of year	2011-12-31	$4,504
Employer contributions (assets) at beginning of year	2011-12-31	$4,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$200,474
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MCGRAIL MERKEL QUINN & ASSOCIATES
Accountancy firm EIN	2011-12-31	232226550
2010 : AAA NORTH PENN 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$983,030
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$42,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$40,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$431,882
Value of total assets at end of year	2010-12-31	$5,699,366
Value of total assets at beginning of year	2010-12-31	$4,759,244
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,084
Total interest from all sources	2010-12-31	$34,117
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$327,143
Participant contributions at end of year	2010-12-31	$185,657
Participant contributions at beginning of year	2010-12-31	$187,548
Participant contributions at end of year	2010-12-31	$11,049
Participant contributions at beginning of year	2010-12-31	$10,977
Administrative expenses (other) incurred	2010-12-31	$2,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$940,122
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,699,366
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,759,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$4,574,673
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$3,707,093
Interest on participant loans	2010-12-31	$11,457
Interest earned on other investments	2010-12-31	$22,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$923,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$849,067
Net investment gain/loss from pooled separate accounts	2010-12-31	$517,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$104,739
Employer contributions (assets) at end of year	2010-12-31	$4,601
Employer contributions (assets) at beginning of year	2010-12-31	$4,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$40,824
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MCGRAIL MERKEL QUINN & ASSOCIATES
Accountancy firm EIN	2010-12-31	232226550
2009 : AAA NORTH PENN 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for AAA NORTH PENN 401K PLAN

2022: AAA NORTH PENN 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AAA NORTH PENN 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AAA NORTH PENN 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AAA NORTH PENN 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AAA NORTH PENN 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AAA NORTH PENN 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AAA NORTH PENN 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: AAA NORTH PENN 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: AAA NORTH PENN 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: AAA NORTH PENN 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: AAA NORTH PENN 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AAA NORTH PENN 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: AAA NORTH PENN 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

039952

Policy instance

Insurance contract or identification number	039952
Number of Individuals Covered	155
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

039952

Policy instance

Insurance contract or identification number	039952
Number of Individuals Covered	154
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

039952

Policy instance

Insurance contract or identification number	039952
Number of Individuals Covered	158
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

039952

Policy instance

Insurance contract or identification number	039952
Number of Individuals Covered	155
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

039952

Policy instance

Insurance contract or identification number	039952
Number of Individuals Covered	153
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

039952

Policy instance

Insurance contract or identification number	039952
Number of Individuals Covered	157
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $6,621
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	6621
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4
Insurance broker name	TBS AGENCY

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

39952

Policy instance

Insurance contract or identification number	39952
Number of Individuals Covered	134
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $21,959
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	21959
Additional information about fees paid to insurance broker	SERVICES TO INSUSRER OR PLAN
Insurance broker organization code?	4
Insurance broker name	TBS AGENCY

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

39952

Policy instance

Insurance contract or identification number	39952
Number of Individuals Covered	165
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $22,054
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	22054
Additional information about fees paid to insurance broker	SERVICES TO INSUSRER OR PLAN
Insurance broker organization code?	4
Insurance broker name	TBS AGENCY

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

39952

Policy instance

Insurance contract or identification number	39952
Number of Individuals Covered	164
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $22,498
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	22498
Additional information about fees paid to insurance broker	SERVICES TO INSUSRER OR PLAN
Insurance broker organization code?	4
Insurance broker name	TBS AGENCY

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

39952

Policy instance

Insurance contract or identification number	39952
Number of Individuals Covered	142
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $18,445
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	18445
Additional information about fees paid to insurance broker	SERVICES TO INSUSRER OR PLAN
Insurance broker organization code?	4
Insurance broker name	TBS AGENCY

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

39952

Policy instance

Insurance contract or identification number	39952
Number of Individuals Covered	136
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $16,889
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

39952

Policy instance

Insurance contract or identification number	39952
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $14,674
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

Potentially related plans

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Company Name:	AAA NORTH PENN
Employer identification number (EIN):	240637695
NAIC Classification:	812990
NAIC Description:	All Other Personal Services

Jurisdiction of Incorporation:	COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number:	240274