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WAYNE BANK 401K PLAN 401k Plan overview

Plan NameWAYNE BANK 401K PLAN
Plan identification number 002

WAYNE BANK 401K PLAN Benefits

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

401k Sponsoring company profile

WAYNE BANK has sponsored the creation of one or more 401k plans.

Company Name:WAYNE BANK
Employer identification number (EIN):240754330
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about WAYNE BANK

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 381838

More information about WAYNE BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WAYNE BANK 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01RYAN FRENCH WILLIAM S LANCE2018-07-30
0022016-01-01RYAN FRENCH WILLIAM S LANCE2017-07-28
0022015-01-01RYAN FRENCH WILLIAM S LANCE2016-08-05
0022014-01-01RYAN FRENCH WILLIAM S LANCE2015-07-29
0022013-01-01RYAN FRENCH WILLIAM S LANCE2014-08-13
0022012-01-01SARAH J RAPP WILLIAM S LANCE2013-07-31
0022011-01-01SARAH J RAPP WILLIAM S LANCE2012-10-09
0022010-01-01SARAH J RAPP WILLIAM S LANCE2011-07-28
0022009-01-01SARAH J RAPP WILLIAM S LANCE2010-07-29
0022009-01-01SARAH J RAPP WILLIAM S LANCE2010-07-29

Plan Statistics for WAYNE BANK 401K PLAN

401k plan membership statisitcs for WAYNE BANK 401K PLAN

Measure Date Value
2022: WAYNE BANK 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01386
Total number of active participants reported on line 7a of the Form 55002022-01-01264
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01126
Total of all active and inactive participants2022-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01397
Number of participants with account balances2022-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0123
2021: WAYNE BANK 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01350
Total number of active participants reported on line 7a of the Form 55002021-01-01270
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-01108
Total of all active and inactive participants2021-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01386
Number of participants with account balances2021-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: WAYNE BANK 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01283
Total number of active participants reported on line 7a of the Form 55002020-01-01261
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0188
Total of all active and inactive participants2020-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01350
Number of participants with account balances2020-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: WAYNE BANK 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01262
Total number of active participants reported on line 7a of the Form 55002019-01-01209
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0173
Total of all active and inactive participants2019-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01283
Number of participants with account balances2019-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: WAYNE BANK 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01253
Total number of active participants reported on line 7a of the Form 55002018-01-01199
Number of retired or separated participants receiving benefits2018-01-0134
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01262
Number of participants with account balances2018-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: WAYNE BANK 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01252
Total number of active participants reported on line 7a of the Form 55002017-01-01204
Number of retired or separated participants receiving benefits2017-01-0126
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01250
Number of participants with account balances2017-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: WAYNE BANK 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01172
Total number of active participants reported on line 7a of the Form 55002016-01-01196
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-0125
Total of all active and inactive participants2016-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01233
Number of participants with account balances2016-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: WAYNE BANK 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01162
Total number of active participants reported on line 7a of the Form 55002015-01-01141
Number of retired or separated participants receiving benefits2015-01-0111
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01167
Number of participants with account balances2015-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: WAYNE BANK 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01151
Total number of active participants reported on line 7a of the Form 55002014-01-01122
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01144
Number of participants with account balances2014-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: WAYNE BANK 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01150
Total number of active participants reported on line 7a of the Form 55002013-01-01130
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01149
Number of participants with account balances2013-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: WAYNE BANK 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01142
Total number of active participants reported on line 7a of the Form 55002012-01-01121
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01145
Number of participants with account balances2012-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: WAYNE BANK 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01121
Total number of active participants reported on line 7a of the Form 55002011-01-01116
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01140
Number of participants with account balances2011-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: WAYNE BANK 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01129
Total number of active participants reported on line 7a of the Form 55002010-01-01104
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01119
Number of participants with account balances2010-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: WAYNE BANK 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01117
Total number of active participants reported on line 7a of the Form 55002009-01-01108
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01127
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on WAYNE BANK 401K PLAN

Measure Date Value
2022 : WAYNE BANK 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,311,452
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$992,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$985,978
Expenses. Certain deemed distributions of participant loans2022-12-31$1,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,361,521
Value of total assets at end of year2022-12-31$22,580,549
Value of total assets at beginning of year2022-12-31$24,884,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,500
Total interest from all sources2022-12-31$99,728
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,108,957
Participant contributions at end of year2022-12-31$207,728
Participant contributions at beginning of year2022-12-31$243,155
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$5,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,303,991
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,580,549
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,884,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,848,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,016,055
Interest on participant loans2022-12-31$13,526
Interest earned on other investments2022-12-31$86,202
Value of interest in common/collective trusts at end of year2022-12-31$3,986,005
Value of interest in common/collective trusts at beginning of year2022-12-31$4,927,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,538,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,697,956
Net investment gain/loss from pooled separate accounts2022-12-31$-2,734,657
Net investment gain or loss from common/collective trusts2022-12-31$-1,038,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,252,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$985,978
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31S.R. SNODGRASS, P.C.
Accountancy firm EIN2022-12-31251616561
2021 : WAYNE BANK 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,382,689
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,834,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,823,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,204,511
Value of total assets at end of year2021-12-31$24,884,540
Value of total assets at beginning of year2021-12-31$21,335,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,614
Total interest from all sources2021-12-31$98,320
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$990,232
Participant contributions at end of year2021-12-31$243,155
Participant contributions at beginning of year2021-12-31$195,562
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$103,684
Other income not declared elsewhere2021-12-31$29
Administrative expenses (other) incurred2021-12-31$10,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,548,599
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,884,540
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,335,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,016,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,719,747
Interest on participant loans2021-12-31$11,022
Interest earned on other investments2021-12-31$87,298
Value of interest in common/collective trusts at end of year2021-12-31$4,927,374
Value of interest in common/collective trusts at beginning of year2021-12-31$4,314,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,697,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,106,228
Net investment gain/loss from pooled separate accounts2021-12-31$3,079,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,110,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,823,476
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31S.R. SNODGRASS, P.C.
Accountancy firm EIN2021-12-31251616561
2020 : WAYNE BANK 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,473,596
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$464,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$462,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,250,989
Value of total assets at end of year2020-12-31$21,335,941
Value of total assets at beginning of year2020-12-31$16,327,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,425
Total interest from all sources2020-12-31$104,685
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$856,594
Participant contributions at end of year2020-12-31$195,562
Participant contributions at beginning of year2020-12-31$180,678
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,420,951
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,345,789
Administrative expenses (other) incurred2020-12-31$2,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,008,764
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,335,941
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,327,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,719,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$14,023
Interest earned on other investments2020-12-31$90,662
Value of interest in common/collective trusts at end of year2020-12-31$4,314,404
Value of interest in common/collective trusts at beginning of year2020-12-31$1,333,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,106,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$11,392,071
Net investment gain/loss from pooled separate accounts2020-12-31$1,956,698
Net investment gain or loss from common/collective trusts2020-12-31$161,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,048,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$462,407
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31S.R. SNODGRASS, P.C.
Accountancy firm EIN2020-12-31251616561
2019 : WAYNE BANK 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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 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$4,431,585
Total income from all sources (including contributions)2019-12-31$4,431,585
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$652,676
Total of all expenses incurred2019-12-31$652,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$642,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$642,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,814,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,814,443
Value of total assets at end of year2019-12-31$16,327,177
Value of total assets at end of year2019-12-31$16,327,177
Value of total assets at beginning of year2019-12-31$12,548,268
Value of total assets at beginning of year2019-12-31$12,548,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,860
Total interest from all sources2019-12-31$95,736
Total interest from all sources2019-12-31$95,736
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$635,735
Contributions received from participants2019-12-31$635,735
Participant contributions at end of year2019-12-31$180,678
Participant contributions at end of year2019-12-31$180,678
Participant contributions at beginning of year2019-12-31$159,082
Participant contributions at beginning of year2019-12-31$159,082
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,420,951
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,420,951
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,024,562
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,024,562
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$448,415
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$448,415
Other income not declared elsewhere2019-12-31$-75
Other income not declared elsewhere2019-12-31$-75
Administrative expenses (other) incurred2019-12-31$9,860
Administrative expenses (other) incurred2019-12-31$9,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,778,909
Value of net income/loss2019-12-31$3,778,909
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,327,177
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,327,177
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,548,268
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,548,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest on participant loans2019-12-31$11,328
Interest on participant loans2019-12-31$11,328
Interest earned on other investments2019-12-31$84,408
Interest earned on other investments2019-12-31$84,408
Value of interest in common/collective trusts at end of year2019-12-31$1,333,477
Value of interest in common/collective trusts at end of year2019-12-31$1,333,477
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,392,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,392,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,364,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,364,510
Net investment gain/loss from pooled separate accounts2019-12-31$2,416,095
Net investment gain/loss from pooled separate accounts2019-12-31$2,416,095
Net investment gain or loss from common/collective trusts2019-12-31$105,386
Net investment gain or loss from common/collective trusts2019-12-31$105,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$730,293
Contributions received in cash from employer2019-12-31$730,293
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$114
Employer contributions (assets) at beginning of year2019-12-31$114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$642,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$642,816
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31S.R. SNODGRASS, P.C.
Accountancy firm name2019-12-31S.R. SNODGRASS, P.C.
Accountancy firm EIN2019-12-31251616561
Accountancy firm EIN2019-12-31251616561
2018 : WAYNE BANK 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$724,815
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$765,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$708,976
Expenses. Certain deemed distributions of participant loans2018-12-31$41,010
Value of total corrective distributions2018-12-31$5,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,327,808
Value of total assets at end of year2018-12-31$12,548,268
Value of total assets at beginning of year2018-12-31$12,589,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,760
Total interest from all sources2018-12-31$9,746
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$589,411
Participant contributions at end of year2018-12-31$159,082
Participant contributions at beginning of year2018-12-31$205,612
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-41,092
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,548,268
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,589,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,364,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,576,507
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$9,109
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,024,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,805,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-612,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$728,292
Employer contributions (assets) at end of year2018-12-31$114
Employer contributions (assets) at beginning of year2018-12-31$1,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$708,976
Contract administrator fees2018-12-31$10,760
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31S.R. SNODGRASS, P.C.
Accountancy firm EIN2018-12-31251616561
2017 : WAYNE BANK 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,692,271
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$603,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$542,744
Expenses. Certain deemed distributions of participant loans2017-12-31$36,821
Value of total corrective distributions2017-12-31$14,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,201,383
Value of total assets at end of year2017-12-31$12,589,360
Value of total assets at beginning of year2017-12-31$10,500,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,165
Total interest from all sources2017-12-31$10,943
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$492,647
Participant contributions at end of year2017-12-31$205,612
Participant contributions at beginning of year2017-12-31$235,609
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$99,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,089,271
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,589,360
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,500,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,576,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,741,723
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$10,991
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$-48
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,805,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,522,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,479,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$609,653
Employer contributions (assets) at end of year2017-12-31$1,329
Employer contributions (assets) at beginning of year2017-12-31$568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$542,744
Contract administrator fees2017-12-31$9,165
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31S.R. SNODGRASS, P.C.
Accountancy firm EIN2017-12-31251616561
2016 : WAYNE BANK 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,427,358
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$413,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$407,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,847,999
Value of total assets at end of year2016-12-31$10,500,089
Value of total assets at beginning of year2016-12-31$8,486,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,330
Total interest from all sources2016-12-31$10,173
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$403,394
Participant contributions at end of year2016-12-31$235,609
Participant contributions at beginning of year2016-12-31$239,917
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$919,471
Other income not declared elsewhere2016-12-31$69,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,013,731
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,500,089
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,486,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,741,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,062,673
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$10,798
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$-625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,522,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,170,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$499,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$525,134
Employer contributions (assets) at end of year2016-12-31$568
Employer contributions (assets) at beginning of year2016-12-31$13,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$407,297
Contract administrator fees2016-12-31$6,330
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31S.R. SNODGRASS, P.C.
Accountancy firm EIN2016-12-31251616561
2015 : WAYNE BANK 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,028,042
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$654,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$641,432
Expenses. Certain deemed distributions of participant loans2015-12-31$7,200
Value of total corrective distributions2015-12-31$287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,037,887
Value of total assets at end of year2015-12-31$8,486,358
Value of total assets at beginning of year2015-12-31$8,113,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,910
Total interest from all sources2015-12-31$10,124
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$5,910
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$355,177
Participant contributions at end of year2015-12-31$239,917
Participant contributions at beginning of year2015-12-31$240,655
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$225,905
Other income not declared elsewhere2015-12-31$55,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$373,213
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,486,358
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,113,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,062,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,913,675
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$11,075
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,170,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,956,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-75,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$456,805
Employer contributions (assets) at end of year2015-12-31$13,318
Employer contributions (assets) at beginning of year2015-12-31$2,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$641,432
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31NORWOOD FINANCIAL CORP
Accountancy firm EIN2015-12-31233060766
2014 : WAYNE BANK 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$725
Total income from all sources (including contributions)2014-12-31$1,261,386
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$456,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$442,276
Expenses. Certain deemed distributions of participant loans2014-12-31$6,462
Value of total corrective distributions2014-12-31$963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$839,635
Value of total assets at end of year2014-12-31$8,113,145
Value of total assets at beginning of year2014-12-31$7,308,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,555
Total interest from all sources2014-12-31$7,322
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$6,555
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$329,589
Participant contributions at end of year2014-12-31$240,655
Participant contributions at beginning of year2014-12-31$172,323
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$62,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$805,130
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,113,145
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,308,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,913,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,339,796
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$8,188
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,956,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,796,621
Net investment gain/loss from pooled separate accounts2014-12-31$361,612
Net investment gain or loss from common/collective trusts2014-12-31$52,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$447,746
Employer contributions (assets) at end of year2014-12-31$2,213
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$442,276
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$725
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31NORWOOD FINANCIAL CORP
Accountancy firm EIN2014-12-31233060766
2013 : WAYNE BANK 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$725
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$1,881,420
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$473,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$439,109
Expenses. Certain deemed distributions of participant loans2013-12-31$28,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$943,989
Value of total assets at end of year2013-12-31$7,308,740
Value of total assets at beginning of year2013-12-31$5,899,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,085
Total interest from all sources2013-12-31$7,132
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$6,085
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$331,309
Participant contributions at end of year2013-12-31$172,323
Participant contributions at beginning of year2013-12-31$203,237
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$173,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,408,091
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,308,015
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,899,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,339,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,049,676
Interest on participant loans2013-12-31$8,307
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$-1,175
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,796,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,646,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$879,253
Net investment gain or loss from common/collective trusts2013-12-31$51,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$439,361
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$439,109
Liabilities. Value of benefit claims payable at end of year2013-12-31$725
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31NORWOOD FINANCIAL CORP
Accountancy firm EIN2013-12-31233060766
2012 : WAYNE BANK 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,228,507
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$249,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$244,123
Value of total corrective distributions2012-12-31$1,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$738,169
Value of total assets at end of year2012-12-31$5,899,924
Value of total assets at beginning of year2012-12-31$4,921,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,487
Total interest from all sources2012-12-31$8,522
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$4,487
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$316,858
Participant contributions at end of year2012-12-31$203,237
Participant contributions at beginning of year2012-12-31$239,171
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$21,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$978,733
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,899,924
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,921,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$4,049,676
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,281,633
Interest on participant loans2012-12-31$9,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$-987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,646,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,397,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$43,413
Net investment gain/loss from pooled separate accounts2012-12-31$438,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$421,311
Employer contributions (assets) at end of year2012-12-31$321
Employer contributions (assets) at beginning of year2012-12-31$3,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$222,900
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31NORWOOD FINANCIAL CORP
Accountancy firm EIN2012-12-31233060766
2011 : WAYNE BANK 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$612,633
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,134,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,129,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$692,830
Value of total assets at end of year2011-12-31$4,921,191
Value of total assets at beginning of year2011-12-31$5,442,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,099
Total interest from all sources2011-12-31$6,493
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$4,099
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$291,987
Participant contributions at end of year2011-12-31$239,171
Participant contributions at beginning of year2011-12-31$258,101
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$236
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-521,445
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,921,191
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,442,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,281,633
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,872,987
Interest on participant loans2011-12-31$10,635
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$-4,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,397,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,309,117
Net investment gain/loss from pooled separate accounts2011-12-31$-86,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$400,607
Employer contributions (assets) at end of year2011-12-31$3,354
Employer contributions (assets) at beginning of year2011-12-31$2,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,129,979
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31NORWOOD FINANCIAL CORP
Accountancy firm EIN2011-12-31233060766
2010 : WAYNE BANK 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$188
Total income from all sources (including contributions)2010-12-31$1,042,091
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$932,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$923,633
Expenses. Certain deemed distributions of participant loans2010-12-31$2,554
Value of total corrective distributions2010-12-31$3,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$595,651
Value of total assets at end of year2010-12-31$5,442,636
Value of total assets at beginning of year2010-12-31$5,333,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,000
Total interest from all sources2010-12-31$6,008
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$252,513
Participant contributions at end of year2010-12-31$258,101
Participant contributions at beginning of year2010-12-31$117,237
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$188
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$109,437
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,442,636
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,333,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,872,987
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,057,285
Interest on participant loans2010-12-31$9,705
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-3,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,309,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,158,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$34,396
Net investment gain or loss from common/collective trusts2010-12-31$406,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$342,950
Employer contributions (assets) at end of year2010-12-31$2,431
Employer contributions (assets) at beginning of year2010-12-31$152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$923,633
Contract administrator fees2010-12-31$3,000
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31NORWOOD FINANCIAL CORP
Accountancy firm EIN2010-12-31233060766
2009 : WAYNE BANK 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WAYNE BANK 401K PLAN

2022: WAYNE BANK 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WAYNE BANK 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WAYNE BANK 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WAYNE BANK 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WAYNE BANK 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WAYNE BANK 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WAYNE BANK 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WAYNE BANK 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WAYNE BANK 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WAYNE BANK 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WAYNE BANK 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WAYNE BANK 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WAYNE BANK 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WAYNE BANK 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH4244
Policy instance 1
Insurance contract or identification numberYH4244
Number of Individuals Covered397
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH4244
Policy instance 1
Insurance contract or identification numberYH4244
Number of Individuals Covered386
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH4244
Policy instance 1
Insurance contract or identification numberYH4244
Number of Individuals Covered350
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878498
Policy instance 2
Insurance contract or identification number878498
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-07-15
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH4244
Policy instance 1
Insurance contract or identification numberYH4244
Number of Individuals Covered283
Insurance policy start date2019-07-16
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878498
Policy instance 1
Insurance contract or identification number878498
Number of Individuals Covered258
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $31,689
Total amount of fees paid to insurance companyUSD $6,281
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,440
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878498
Policy instance 1
Insurance contract or identification number878498
Number of Individuals Covered219
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $27,636
Total amount of fees paid to insurance companyUSD $5,352
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,636
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameVALLEY FORGE PENSION MANAGEMENT
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878498
Policy instance 1
Insurance contract or identification number878498
Number of Individuals Covered147
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $19,684
Total amount of fees paid to insurance companyUSD $3,909
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,684
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameVALLEY FORGE PENSION MANAGEMENT
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878498
Policy instance 1
Insurance contract or identification number878498
Number of Individuals Covered141
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $18,068
Total amount of fees paid to insurance companyUSD $3,537
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,068
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameVALLEY FORGE PENSION MANAGEMENT
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878498
Policy instance 1
Insurance contract or identification number878498
Number of Individuals Covered148
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $15,479
Total amount of fees paid to insurance companyUSD $2,977
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,479
Insurance broker organization code?3
Amount paid for insurance broker fees2977
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM TPA
Insurance broker nameVALLEY FORGE PENSION MANAGEMENT
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878498
Policy instance 1
Insurance contract or identification number878498
Number of Individuals Covered145
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $12,542
Total amount of fees paid to insurance companyUSD $2,449
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,542
Insurance broker organization code?3
Amount paid for insurance broker fees2449
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM TPA
Insurance broker nameVALLEY FORGE PENSION MANAGEMENT
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878498
Policy instance 1
Insurance contract or identification number878498
Number of Individuals Covered139
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,605
Total amount of fees paid to insurance companyUSD $2,537
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878498
Policy instance 1
Insurance contract or identification number878498
Number of Individuals Covered118
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $11,685
Total amount of fees paid to insurance companyUSD $2,336
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,685
Insurance broker organization code?3
Amount paid for insurance broker fees2336
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM TPA ALLIANCE PROGRAM
Insurance broker nameVALLEY FORGE PENSION MANAGEMENT

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