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WESLEYLIFE 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWESLEYLIFE 401(K) PROFIT SHARING PLAN
Plan identification number 005

WESLEYLIFE 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:WESLEYLIFE
Employer identification number (EIN):300577845
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about WESLEYLIFE

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 2009-06-25
Company Identification Number: 382756
Legal Registered Office Address: 5508 NW 88TH ST STE 120

JOHNSTON
United States of America (USA)
50131

More information about WESLEYLIFE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESLEYLIFE 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01HEIDI HUNTER
0052016-01-01HEIDI HUNTER
0052015-01-01FRANK TALLERICO FRANK TALLERICO2016-07-29
0052014-01-01FRANK TALLERICO FRANK TALLERICO2015-10-15
0052013-01-01FRANK TALLERICO FRANK TALLERICO2014-10-14
0052012-01-01FRANK TALLERICO FRANK TALLERICO2013-09-30

Plan Statistics for WESLEYLIFE 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WESLEYLIFE 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: WESLEYLIFE 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,944
Total number of active participants reported on line 7a of the Form 55002022-01-011,167
Number of retired or separated participants receiving benefits2022-01-0135
Number of other retired or separated participants entitled to future benefits2022-01-01812
Total of all active and inactive participants2022-01-012,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-012,015
Number of participants with account balances2022-01-012,001
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WESLEYLIFE 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,022
Total number of active participants reported on line 7a of the Form 55002021-01-011,138
Number of retired or separated participants receiving benefits2021-01-0129
Number of other retired or separated participants entitled to future benefits2021-01-01654
Total of all active and inactive participants2021-01-011,821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,822
Number of participants with account balances2021-01-011,797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: WESLEYLIFE 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,882
Total number of active participants reported on line 7a of the Form 55002020-01-011,261
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01596
Total of all active and inactive participants2020-01-011,864
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,866
Number of participants with account balances2020-01-011,860
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WESLEYLIFE 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,761
Total number of active participants reported on line 7a of the Form 55002019-01-011,328
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-01435
Total of all active and inactive participants2019-01-011,771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,772
Number of participants with account balances2019-01-011,763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WESLEYLIFE 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,685
Total number of active participants reported on line 7a of the Form 55002018-01-011,219
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-01385
Total of all active and inactive participants2018-01-011,614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,615
Number of participants with account balances2018-01-011,592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WESLEYLIFE 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,975
Total number of active participants reported on line 7a of the Form 55002017-01-011,234
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-01326
Total of all active and inactive participants2017-01-011,566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,567
Number of participants with account balances2017-01-011,538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WESLEYLIFE 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,609
Total number of active participants reported on line 7a of the Form 55002016-01-011,175
Number of retired or separated participants receiving benefits2016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-01646
Total of all active and inactive participants2016-01-011,833
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,834
Number of participants with account balances2016-01-011,463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WESLEYLIFE 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,565
Total number of active participants reported on line 7a of the Form 55002015-01-011,171
Number of retired or separated participants receiving benefits2015-01-0117
Number of other retired or separated participants entitled to future benefits2015-01-01323
Total of all active and inactive participants2015-01-011,511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,511
Number of participants with account balances2015-01-011,469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: WESLEYLIFE 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,427
Total number of active participants reported on line 7a of the Form 55002014-01-011,168
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-01270
Total of all active and inactive participants2014-01-011,444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,444
Number of participants with account balances2014-01-011,409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WESLEYLIFE 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,318
Total number of active participants reported on line 7a of the Form 55002013-01-011,109
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-01212
Total of all active and inactive participants2013-01-011,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,327
Number of participants with account balances2013-01-011,257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: WESLEYLIFE 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,275
Total number of active participants reported on line 7a of the Form 55002012-01-01992
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-01227
Total of all active and inactive participants2012-01-011,225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,226
Number of participants with account balances2012-01-011,158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012

Financial Data on WESLEYLIFE 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : WESLEYLIFE 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-1,328,570
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,253,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,189,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,652,191
Value of total assets at end of year2022-12-31$28,762,698
Value of total assets at beginning of year2022-12-31$32,344,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$64,209
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$444,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$444,916
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,005,675
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,228,886
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,623,307
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$495,494
Other income not declared elsewhere2022-12-31$-457,287
Administrative expenses (other) incurred2022-12-31$64,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,581,813
Value of net assets at end of year (total assets less liabilities)2022-12-31$28,762,698
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,344,511
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$26,875,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$30,128,192
Value of interest in common/collective trusts at end of year2022-12-31$658,531
Value of interest in common/collective trusts at beginning of year2022-12-31$593,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,979,006
Net investment gain or loss from common/collective trusts2022-12-31$10,616
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$1,151,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,189,034
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 name2022-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2022-12-31410746749
2021 : WESLEYLIFE 401(K) PROFIT SHARING 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$13,981
Total income from all sources (including contributions)2021-12-31$8,502,369
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,096,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,897,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,465,805
Value of total assets at end of year2021-12-31$32,344,511
Value of total assets at beginning of year2021-12-31$27,952,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$198,731
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$577,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$577,245
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,861,135
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$91,977
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,623,307
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,180,271
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$485,528
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$13,981
Other income not declared elsewhere2021-12-31$395,086
Administrative expenses (other) incurred2021-12-31$198,731
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$4,405,784
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,344,511
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,938,727
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$30,128,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$26,014,321
Value of interest in common/collective trusts at end of year2021-12-31$593,012
Value of interest in common/collective trusts at beginning of year2021-12-31$602,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,057,058
Net investment gain or loss from common/collective trusts2021-12-31$7,175
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$1,119,142
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$63,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,897,854
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 name2021-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2021-12-31410746749
2020 : WESLEYLIFE 401(K) PROFIT SHARING 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$13,981
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$9,249,048
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,527,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,322,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,994,394
Value of total assets at end of year2020-12-31$27,952,708
Value of total assets at beginning of year2020-12-31$21,216,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$204,225
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$536,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$536,784
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,716,196
Participant contributions at end of year2020-12-31$91,977
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,180,271
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$878,047
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$160,097
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$13,981
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$254,340
Administrative expenses (other) incurred2020-12-31$204,225
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$6,722,003
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,938,727
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,216,724
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$26,014,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,661,025
Value of interest in common/collective trusts at end of year2020-12-31$602,707
Value of interest in common/collective trusts at beginning of year2020-12-31$652,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,450,436
Net investment gain or loss from common/collective trusts2020-12-31$13,094
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$1,118,101
Employer contributions (assets) at end of year2020-12-31$63,432
Employer contributions (assets) at beginning of year2020-12-31$25,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,322,820
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 name2020-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2020-12-31410746749
2019 : WESLEYLIFE 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,013,235
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,082,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,915,594
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,458,213
Value of total assets at end of year2019-12-31$21,216,724
Value of total assets at beginning of year2019-12-31$17,286,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$167,375
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$754,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$754,465
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,281,366
Assets. Other investments not covered elsewhere at end of year2019-12-31$878,047
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$726,964
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$191,471
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$167,375
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$3,930,266
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,216,724
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,286,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,661,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,880,379
Value of interest in common/collective trusts at end of year2019-12-31$652,227
Value of interest in common/collective trusts at beginning of year2019-12-31$12,660,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,800,557
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$985,376
Employer contributions (assets) at end of year2019-12-31$25,425
Employer contributions (assets) at beginning of year2019-12-31$18,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,915,594
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2019-12-31410746749
2018 : WESLEYLIFE 401(K) PROFIT SHARING 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$2,089,411
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,367,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,244,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,217,533
Value of total assets at end of year2018-12-31$17,286,458
Value of total assets at beginning of year2018-12-31$17,564,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$123,637
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$128,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$128,859
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,003,597
Assets. Other investments not covered elsewhere at end of year2018-12-31$726,964
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$759,442
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$298,037
Other income not declared elsewhere2018-12-31$48,925
Administrative expenses (other) incurred2018-12-31$123,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-278,275
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,286,458
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,564,733
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$3,880,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,072,022
Value of interest in common/collective trusts at end of year2018-12-31$12,660,832
Value of interest in common/collective trusts at beginning of year2018-12-31$12,726,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-525,204
Net investment gain or loss from common/collective trusts2018-12-31$-780,702
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$915,899
Employer contributions (assets) at end of year2018-12-31$18,283
Employer contributions (assets) at beginning of year2018-12-31$7,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,244,049
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 name2018-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2018-12-31410746749
2017 : WESLEYLIFE 401(K) PROFIT SHARING 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$4,841,901
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,633,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,512,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,800,875
Value of total assets at end of year2017-12-31$17,564,733
Value of total assets at beginning of year2017-12-31$14,356,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$120,832
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$111,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$111,383
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,588,448
Assets. Other investments not covered elsewhere at end of year2017-12-31$759,442
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$616,644
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$379,585
Other income not declared elsewhere2017-12-31$100,446
Administrative expenses (other) incurred2017-12-31$120,832
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$3,208,079
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,564,733
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,356,654
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$4,072,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,347,482
Value of interest in common/collective trusts at end of year2017-12-31$12,726,160
Value of interest in common/collective trusts at beginning of year2017-12-31$10,380,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$475,414
Net investment gain or loss from common/collective trusts2017-12-31$1,353,783
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$832,842
Employer contributions (assets) at end of year2017-12-31$7,109
Employer contributions (assets) at beginning of year2017-12-31$12,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,512,990
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 name2017-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : WESLEYLIFE 401(K) PROFIT SHARING 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$2,991,412
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,107,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,992,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,361,955
Value of total assets at end of year2016-12-31$14,356,654
Value of total assets at beginning of year2016-12-31$13,472,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$114,889
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$86,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$86,197
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,355,502
Assets. Other investments not covered elsewhere at end of year2016-12-31$616,644
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$565,286
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$205,878
Other income not declared elsewhere2016-12-31$175,043
Administrative expenses (other) incurred2016-12-31$114,889
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$884,049
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,356,654
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,472,605
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$3,347,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,037,579
Value of interest in common/collective trusts at end of year2016-12-31$10,380,029
Value of interest in common/collective trusts at beginning of year2016-12-31$859,177
Net investment gain or loss from common/collective trusts2016-12-31$368,217
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$800,575
Employer contributions (assets) at end of year2016-12-31$12,499
Employer contributions (assets) at beginning of year2016-12-31$10,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,992,474
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 name2016-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : WESLEYLIFE 401(K) PROFIT SHARING 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$2,259,253
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,337,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,213,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,362,113
Value of total assets at end of year2015-12-31$13,472,605
Value of total assets at beginning of year2015-12-31$12,550,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$123,251
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$349,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$349,944
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,297,370
Assets. Other investments not covered elsewhere at end of year2015-12-31$565,286
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$543,767
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$253,792
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$123,251
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$922,006
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,472,605
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,550,599
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$12,037,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,140,116
Value of interest in common/collective trusts at end of year2015-12-31$859,177
Value of interest in common/collective trusts at beginning of year2015-12-31$849,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-451,715
Net investment gain or loss from common/collective trusts2015-12-31$-1,089
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$810,951
Employer contributions (assets) at end of year2015-12-31$10,563
Employer contributions (assets) at beginning of year2015-12-31$17,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,213,996
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 name2015-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2015-12-31410746749
2014 : WESLEYLIFE 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,927,439
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,436,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,324,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,281,525
Value of total assets at end of year2014-12-31$12,550,599
Value of total assets at beginning of year2014-12-31$11,060,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$112,903
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$311,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$311,767
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$550,000
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$1,177,848
Assets. Other investments not covered elsewhere at end of year2014-12-31$543,767
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$349,093
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$112,903
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$1,490,441
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,550,599
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,060,158
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$11,140,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,279,311
Value of interest in common/collective trusts at end of year2014-12-31$849,040
Value of interest in common/collective trusts at beginning of year2014-12-31$763,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$318,165
Net investment gain or loss from common/collective trusts2014-12-31$15,982
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$754,584
Employer contributions (assets) at end of year2014-12-31$17,676
Employer contributions (assets) at beginning of year2014-12-31$17,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,324,095
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 name2014-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2014-12-31410746749
2013 : WESLEYLIFE 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,350,224
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,898,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,793,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,865,322
Value of total assets at end of year2013-12-31$11,060,158
Value of total assets at beginning of year2013-12-31$9,608,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$104,227
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$1,010,528
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$150,259
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$104,227
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$1,452,123
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,060,158
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,608,035
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$10,279,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,406,551
Value of interest in common/collective trusts at end of year2013-12-31$763,086
Value of interest in common/collective trusts at beginning of year2013-12-31$3,186,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,450,704
Net investment gain or loss from common/collective trusts2013-12-31$34,198
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$704,535
Employer contributions (assets) at end of year2013-12-31$17,761
Employer contributions (assets) at beginning of year2013-12-31$15,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,793,874
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 name2013-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2013-12-31410746749
2012 : WESLEYLIFE 401(K) PROFIT SHARING 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$2,210
Total income from all sources (including contributions)2012-12-31$2,983,058
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,771,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,670,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,937,946
Value of total assets at end of year2012-12-31$9,608,035
Value of total assets at beginning of year2012-12-31$8,398,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$100,355
Total interest from all sources2012-12-31$0
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
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$550,000
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$1,052,899
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$145,608
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,210
Administrative expenses (other) incurred2012-12-31$100,355
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$1,211,992
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,608,035
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,396,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,406,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,604,036
Value of interest in common/collective trusts at end of year2012-12-31$3,186,477
Value of interest in common/collective trusts at beginning of year2012-12-31$2,781,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$851,913
Net investment gain or loss from common/collective trusts2012-12-31$193,199
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$739,439
Employer contributions (assets) at end of year2012-12-31$15,007
Employer contributions (assets) at beginning of year2012-12-31$12,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,670,711
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 name2012-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2012-12-31410746749

Form 5500 Responses for WESLEYLIFE 401(K) PROFIT SHARING PLAN

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

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