401k Plan data: PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN plan

PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN 401k Plan overview

Plan Name	PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN
Plan identification number	002

PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

PENN LINE SERVICE, INC. has sponsored the creation of one or more 401k plans.

Company Name: PENN LINE SERVICE, INC.

Employer identification number (EIN): 251000923

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 PAUL MONGEL PAUL MONGEL 2014-10-07
002 2012-01-01 PAUL MONGEL PAUL MONGEL 2013-08-23
002 2011-01-01 PAUL MONGEL
002 2010-01-01 JAMES WISHART
002 2009-01-01 JAMES WISHART

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2013-01-01	PAUL MONGEL	PAUL MONGEL	2014-10-07
002	2012-01-01	PAUL MONGEL	PAUL MONGEL	2013-08-23
002	2011-01-01	PAUL MONGEL
002	2010-01-01	JAMES WISHART
002	2009-01-01	JAMES WISHART

Plan Statistics for PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN

401k plan membership statisitcs for PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN

Measure Date Value
2013: PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 843
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 776
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 746
Number of other retired or separated participants entitled to future benefits 2012-01-01 33
Total of all active and inactive participants 2012-01-01 779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 779
Number of participants with account balances 2012-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 623
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 611
Number of other retired or separated participants entitled to future benefits 2011-01-01 28
Total of all active and inactive participants 2011-01-01 639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 639
Number of participants with account balances 2011-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 616
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 716
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 23
Total of all active and inactive participants 2010-01-01 739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 739
Number of participants with account balances 2010-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 603
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 630
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 24
Total of all active and inactive participants 2009-01-01 654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 654
Number of participants with account balances 2009-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	843
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	776
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	746
Number of other retired or separated participants entitled to future benefits	2012-01-01	33
Total of all active and inactive participants	2012-01-01	779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	779
Number of participants with account balances	2012-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	623
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	611
Number of other retired or separated participants entitled to future benefits	2011-01-01	28
Total of all active and inactive participants	2011-01-01	639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	639
Number of participants with account balances	2011-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	616
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	716
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	23
Total of all active and inactive participants	2010-01-01	739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	739
Number of participants with account balances	2010-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	603
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	630
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	24
Total of all active and inactive participants	2009-01-01	654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	654
Number of participants with account balances	2009-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN

Measure	Date	Value
2013 : PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$2,395,863
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$663,945
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$121,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$121,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$311,425
Value of total assets at end of year	2013-12-31	$0
Value of total assets at beginning of year	2013-12-31	$1,853,229
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$409
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 year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$311,425
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$7,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$542,634
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,853,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,799,179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$46,576
Net investment gain/loss from pooled separate accounts	2013-12-31	$352,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$121,311
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	DELISI KEENAN & ASSOCIATES, PC
Accountancy firm EIN	2013-12-31	251818418
2012 : PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$407,155
Total of all expenses incurred	2012-12-31	$79,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$79,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$235,279
Value of total assets at end of year	2012-12-31	$1,853,229
Value of total assets at beginning of year	2012-12-31	$1,525,729
Total interest from all sources	2012-12-31	$273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$227,121
Participant contributions at end of year	2012-12-31	$7,474
Participant contributions at beginning of year	2012-12-31	$3,281
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$8,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$327,500
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,853,229
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,525,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,799,179
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,488,434
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$46,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$34,014
Net investment gain/loss from pooled separate accounts	2012-12-31	$171,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$79,655
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	DELISI & ASSOCIATES, PC
Accountancy firm EIN	2012-12-31	251818418
2011 : PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$291
Total income from all sources (including contributions)	2011-12-31	$220,589
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$233,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$233,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$296,758
Value of total assets at end of year	2011-12-31	$1,525,729
Value of total assets at beginning of year	2011-12-31	$1,539,401
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$87
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$204,209
Participant contributions at end of year	2011-12-31	$3,281
Participant contributions at beginning of year	2011-12-31	$3,788
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$92,549
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-13,383
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,525,729
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,539,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,488,434
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,509,919
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$87
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$34,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$25,694
Net investment gain/loss from pooled separate accounts	2011-12-31	$-76,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$233,972
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	SCHNEIDER DOWNS & CO., INC
Accountancy firm EIN	2011-12-31	251408703
2010 : PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$291
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$16,158
Total income from all sources (including contributions)	2010-12-31	$389,637
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$68,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$68,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$223,215
Value of total assets at end of year	2010-12-31	$1,539,401
Value of total assets at beginning of year	2010-12-31	$1,233,681
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$57
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$223,215
Participant contributions at end of year	2010-12-31	$3,788
Participant contributions at beginning of year	2010-12-31	$3,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$321,587
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,539,110
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,217,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,212,416
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,509,919
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$57
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$25,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$18,065
Net investment gain/loss from pooled separate accounts	2010-12-31	$166,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$68,050
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$16,158
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN	2010-12-31	251408703
2009 : PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN

2013: PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: PENN LINE SERVICE, INC. SAVINGS & INVESTMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP33739

Policy instance

Insurance contract or identification number	GP33739
Number of Individuals Covered	147
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $7,603
Total amount of fees paid to insurance company	USD $1,385
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	25
Additional information about fees paid to insurance broker	NON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?	4
Commission paid to Insurance Broker	USD $7,603
Insurance broker name	INVESTMENT PROFESSIONALS, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP33739

Policy instance

Insurance contract or identification number	GP33739
Number of Individuals Covered	132
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $8,324
Total amount of fees paid to insurance company	USD $1,048
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP-VAR ANNUITY WITH GUAR FUND
Commission paid to Insurance Broker	USD $8,324
Amount paid for insurance broker fees	26
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSIONS
Insurance broker organization code?	4
Insurance broker name	THE ROSE FINANCIAL GROUP, LLC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP33739

Policy instance

Insurance contract or identification number	GP33739
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $7,828
Total amount of fees paid to insurance company	USD $1,144
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Other information about contract	GROUP-VAR ANNUITY WITH GUAR FUND

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP33739

Policy instance

Insurance contract or identification number	GP33739
Number of Individuals Covered	120
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $6,593
Total amount of fees paid to insurance company	USD $627
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Other information about contract	GROUP-VAR ANNUITY WITH GUAR FUND
Commission paid to Insurance Broker	USD $6,593
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSIONS
Insurance broker organization code?	4
Amount paid for insurance broker fees	627
Insurance broker name	THE ROSE FINANCIAL GROUP, LLC

Potentially related plans

PENN LINE ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN [EIN = 850756206]

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Company Name:	PENN LINE SERVICE, INC.
Employer identification number (EIN):	251000923
NAIC Classification:	238900