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WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN 401k Plan overview

Plan NameWEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN
Plan identification number 001

WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

WEST CHESTER PROTECTIVE GEAR has sponsored the creation of one or more 401k plans.

Company Name:WEST CHESTER PROTECTIVE GEAR
Employer identification number (EIN):311440199
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Additional information about WEST CHESTER PROTECTIVE GEAR

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1995-04-12
Company Identification Number: 901056
Legal Registered Office Address: ONE EAST FOURTH STREET
SUITE 1400
CINCINNATI
United States of America (USA)
45202

More information about WEST CHESTER PROTECTIVE GEAR

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01SHARON SOUDER2020-10-14
0012018-01-01SHARON SOUDER2019-10-11
0012018-01-01SHARON SOUDER2019-10-11
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01SHARON SOUDER
0012013-01-01SHARON SOUDER
0012012-01-01SHARON SOUDER
0012011-01-01SHARON SOUDER
0012010-01-01SHARON SOUDER SHARON SOUDER2011-10-14
0012009-01-01SHARON SOUDER SHARON SOUDER2010-09-29

Plan Statistics for WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN

401k plan membership statisitcs for WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN

Measure Date Value
2019: WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01217
Total number of active participants reported on line 7a of the Form 55002019-01-01123
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0136
Total of all active and inactive participants2019-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01159
Number of participants with account balances2019-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01202
Total number of active participants reported on line 7a of the Form 55002018-01-01193
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01217
Number of participants with account balances2018-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01142
Total number of active participants reported on line 7a of the Form 55002017-01-01169
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01202
Number of participants with account balances2017-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01145
Total number of active participants reported on line 7a of the Form 55002016-01-01130
Number of retired or separated participants receiving benefits2016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01142
Number of participants with account balances2016-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01133
Total number of active participants reported on line 7a of the Form 55002015-01-01132
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01126
Total number of active participants reported on line 7a of the Form 55002014-01-01118
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01133
Number of participants with account balances2014-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01124
Total number of active participants reported on line 7a of the Form 55002013-01-01115
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01126
Number of participants with account balances2013-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01110
Total number of active participants reported on line 7a of the Form 55002012-01-01107
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01124
Number of participants with account balances2012-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01111
Total number of active participants reported on line 7a of the Form 55002011-01-01101
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01110
Number of participants with account balances2011-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01118
Total number of active participants reported on line 7a of the Form 55002010-01-01102
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01111
Number of participants with account balances2010-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01119
Total number of active participants reported on line 7a of the Form 55002009-01-01112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01118
Number of participants with account balances2009-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN

Measure Date Value
2019 : WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$20,527
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$20,527
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,947
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,947
Total income from all sources (including contributions)2019-12-31$3,824,289
Total income from all sources (including contributions)2019-12-31$3,824,289
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$314,584
Total of all expenses incurred2019-12-31$314,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$278,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$278,716
Value of total corrective distributions2019-12-31$20,527
Value of total corrective distributions2019-12-31$20,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,036,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,036,973
Value of total assets at end of year2019-12-31$14,386,681
Value of total assets at end of year2019-12-31$14,386,681
Value of total assets at beginning of year2019-12-31$10,880,396
Value of total assets at beginning of year2019-12-31$10,880,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,341
Total interest from all sources2019-12-31$7,258
Total interest from all sources2019-12-31$7,258
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$592,923
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$592,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$592,923
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$592,923
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$622,928
Contributions received from participants2019-12-31$622,928
Participant contributions at end of year2019-12-31$130,801
Participant contributions at end of year2019-12-31$130,801
Participant contributions at beginning of year2019-12-31$125,507
Participant contributions at beginning of year2019-12-31$125,507
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$3,379
Participant contributions at beginning of year2019-12-31$3,379
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$152,209
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$152,209
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$20,527
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$20,527
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$23,947
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$23,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,509,705
Value of net income/loss2019-12-31$3,509,705
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,366,154
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,366,154
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,856,449
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,856,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$15,230
Investment advisory and management fees2019-12-31$15,230
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,742,626
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,742,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,351,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,351,607
Interest on participant loans2019-12-31$7,258
Interest on participant loans2019-12-31$7,258
Value of interest in common/collective trusts at end of year2019-12-31$305,301
Value of interest in common/collective trusts at end of year2019-12-31$305,301
Value of interest in common/collective trusts at beginning of year2019-12-31$245,958
Value of interest in common/collective trusts at beginning of year2019-12-31$245,958
Asset value of US Government securities at end of year2019-12-31$108,132
Asset value of US Government securities at end of year2019-12-31$108,132
Asset value of US Government securities at beginning of year2019-12-31$93,450
Asset value of US Government securities at beginning of year2019-12-31$93,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,182,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,182,538
Net investment gain or loss from common/collective trusts2019-12-31$4,597
Net investment gain or loss from common/collective trusts2019-12-31$4,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$261,836
Contributions received in cash from employer2019-12-31$261,836
Employer contributions (assets) at end of year2019-12-31$99,821
Employer contributions (assets) at end of year2019-12-31$99,821
Employer contributions (assets) at beginning of year2019-12-31$60,495
Employer contributions (assets) at beginning of year2019-12-31$60,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$278,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$278,716
Contract administrator fees2019-12-31$111
Contract administrator fees2019-12-31$111
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31UHY LLP
Accountancy firm name2019-12-31UHY LLP
Accountancy firm EIN2019-12-31364272852
Accountancy firm EIN2019-12-31364272852
2018 : WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT 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$23,947
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$49,820
Total income from all sources (including contributions)2018-12-31$-66,377
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,019,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$970,056
Value of total corrective distributions2018-12-31$23,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$777,658
Value of total assets at end of year2018-12-31$10,880,396
Value of total assets at beginning of year2018-12-31$11,992,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$25,408
Total interest from all sources2018-12-31$6,906
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$978,565
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$978,565
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$547,713
Participant contributions at end of year2018-12-31$125,507
Participant contributions at beginning of year2018-12-31$73,764
Participant contributions at end of year2018-12-31$3,379
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,762
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$23,947
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$49,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,085,788
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,856,449
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,942,237
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
Investment advisory and management fees2018-12-31$20,931
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,351,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,336,516
Interest on participant loans2018-12-31$4,046
Income. Interest from US Government securities2018-12-31$2,860
Value of interest in common/collective trusts at end of year2018-12-31$245,958
Value of interest in common/collective trusts at beginning of year2018-12-31$305,449
Asset value of US Government securities at end of year2018-12-31$93,450
Asset value of US Government securities at beginning of year2018-12-31$84,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,832,981
Net investment gain or loss from common/collective trusts2018-12-31$3,475
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$224,183
Employer contributions (assets) at end of year2018-12-31$60,495
Employer contributions (assets) at beginning of year2018-12-31$191,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$970,056
Contract administrator fees2018-12-31$4,477
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 name2018-12-31UHY LLP
Accountancy firm EIN2018-12-31364272852
2017 : WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT 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$49,820
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$39,638
Total income from all sources (including contributions)2017-12-31$2,678,647
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$125,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$59,208
Value of total corrective distributions2017-12-31$49,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$718,975
Value of total assets at end of year2017-12-31$11,992,057
Value of total assets at beginning of year2017-12-31$9,428,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,232
Total interest from all sources2017-12-31$5,170
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$662,474
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$662,474
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$513,323
Participant contributions at end of year2017-12-31$73,764
Participant contributions at beginning of year2017-12-31$66,268
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$24,166
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$49,820
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$39,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,553,387
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,942,237
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,388,850
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
Investment advisory and management fees2017-12-31$2,270
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,336,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,822,570
Interest on participant loans2017-12-31$2,653
Income. Interest from US Government securities2017-12-31$2,517
Value of interest in common/collective trusts at end of year2017-12-31$305,449
Value of interest in common/collective trusts at beginning of year2017-12-31$281,871
Asset value of US Government securities at end of year2017-12-31$84,547
Asset value of US Government securities at beginning of year2017-12-31$99,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,288,822
Net investment gain or loss from common/collective trusts2017-12-31$3,206
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$181,486
Employer contributions (assets) at end of year2017-12-31$191,781
Employer contributions (assets) at beginning of year2017-12-31$158,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$59,208
Contract administrator fees2017-12-31$13,962
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 name2017-12-31CASSADY SCHILLER & ASSOCIATES, INC.
Accountancy firm EIN2017-12-31311311065
2016 : WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT 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$39,638
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$38,863
Total income from all sources (including contributions)2016-12-31$1,397,896
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$188,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$138,372
Value of total corrective distributions2016-12-31$39,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$616,645
Value of total assets at end of year2016-12-31$9,428,488
Value of total assets at beginning of year2016-12-31$8,217,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,069
Total interest from all sources2016-12-31$5,407
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$329,459
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$329,459
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$458,302
Participant contributions at end of year2016-12-31$66,268
Participant contributions at beginning of year2016-12-31$65,934
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$39,638
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$38,863
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$1,209,817
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,388,850
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,179,033
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
Investment advisory and management fees2016-12-31$4,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,822,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,551,722
Interest on participant loans2016-12-31$2,188
Income. Interest from US Government securities2016-12-31$3,219
Value of interest in common/collective trusts at end of year2016-12-31$281,871
Value of interest in common/collective trusts at beginning of year2016-12-31$344,222
Asset value of US Government securities at end of year2016-12-31$99,436
Asset value of US Government securities at beginning of year2016-12-31$104,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$443,209
Net investment gain or loss from common/collective trusts2016-12-31$3,176
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$158,343
Employer contributions (assets) at end of year2016-12-31$158,343
Employer contributions (assets) at beginning of year2016-12-31$151,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$138,372
Contract administrator fees2016-12-31$5,569
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 name2016-12-31CASSADY SCHILLER & ASSOCIATES, INC.
Accountancy firm EIN2016-12-31311311065
2015 : WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT 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$38,863
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$50,496
Total income from all sources (including contributions)2015-12-31$465,106
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$279,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$226,025
Value of total corrective distributions2015-12-31$38,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$563,141
Value of total assets at end of year2015-12-31$8,217,896
Value of total assets at beginning of year2015-12-31$8,043,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,494
Total interest from all sources2015-12-31$5,437
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$540,266
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$540,266
Administrative expenses professional fees incurred2015-12-31$4,700
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$412,088
Participant contributions at end of year2015-12-31$65,934
Participant contributions at beginning of year2015-12-31$79,938
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$38,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$50,496
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$185,724
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,179,033
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,993,309
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
Investment advisory and management fees2015-12-31$4,626
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,551,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,406,554
Interest on participant loans2015-12-31$2,784
Income. Interest from US Government securities2015-12-31$2,653
Value of interest in common/collective trusts at end of year2015-12-31$344,222
Value of interest in common/collective trusts at beginning of year2015-12-31$315,664
Asset value of US Government securities at end of year2015-12-31$104,965
Asset value of US Government securities at beginning of year2015-12-31$75,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-646,444
Net investment gain or loss from common/collective trusts2015-12-31$2,706
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$151,053
Employer contributions (assets) at end of year2015-12-31$151,053
Employer contributions (assets) at beginning of year2015-12-31$165,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$226,025
Contract administrator fees2015-12-31$5,168
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 name2015-12-31CASSADY SCHILLER & ASSOCIATES, INC.
Accountancy firm EIN2015-12-31311311065
2014 : WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT 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$50,496
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$53,502
Total income from all sources (including contributions)2014-12-31$1,002,900
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$196,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$132,359
Value of total corrective distributions2014-12-31$50,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$601,159
Value of total assets at end of year2014-12-31$8,043,805
Value of total assets at beginning of year2014-12-31$7,240,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,095
Total interest from all sources2014-12-31$6,175
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$693,655
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$693,655
Administrative expenses professional fees incurred2014-12-31$9,200
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$435,197
Participant contributions at end of year2014-12-31$79,938
Participant contributions at beginning of year2014-12-31$112,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$50,496
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$53,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$805,950
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,993,309
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,187,359
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$7,406,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,608,021
Interest on participant loans2014-12-31$3,689
Income. Interest from US Government securities2014-12-31$2,486
Value of interest in common/collective trusts at end of year2014-12-31$315,664
Value of interest in common/collective trusts at beginning of year2014-12-31$301,503
Asset value of US Government securities at end of year2014-12-31$75,687
Asset value of US Government securities at beginning of year2014-12-31$64,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-300,230
Net investment gain or loss from common/collective trusts2014-12-31$2,141
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$165,962
Employer contributions (assets) at end of year2014-12-31$165,962
Employer contributions (assets) at beginning of year2014-12-31$154,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$132,359
Contract administrator fees2014-12-31$4,895
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 name2014-12-31CASSADY SCHILLER & ASSOCIATES, INC.
Accountancy firm EIN2014-12-31311311065
2013 : WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT 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$53,502
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$42,603
Total income from all sources (including contributions)2013-12-31$1,925,933
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$124,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$53,139
Value of total corrective distributions2013-12-31$53,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$536,877
Value of total assets at end of year2013-12-31$7,240,861
Value of total assets at beginning of year2013-12-31$5,428,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,131
Total interest from all sources2013-12-31$7,599
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$364,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$364,968
Administrative expenses professional fees incurred2013-12-31$9,500
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$380,062
Participant contributions at end of year2013-12-31$112,523
Participant contributions at beginning of year2013-12-31$117,441
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$8,493
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,128
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$53,502
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$42,603
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$1,801,161
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,187,359
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,386,198
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
Investment advisory and management fees2013-12-31$3,563
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,608,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,867,320
Interest on participant loans2013-12-31$5,135
Income. Interest from US Government securities2013-12-31$2,464
Value of interest in common/collective trusts at end of year2013-12-31$301,503
Value of interest in common/collective trusts at beginning of year2013-12-31$222,592
Asset value of US Government securities at end of year2013-12-31$64,127
Asset value of US Government securities at beginning of year2013-12-31$71,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,014,212
Net investment gain or loss from common/collective trusts2013-12-31$2,277
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$154,687
Employer contributions (assets) at end of year2013-12-31$154,687
Employer contributions (assets) at beginning of year2013-12-31$141,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$53,139
Contract administrator fees2013-12-31$5,068
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 name2013-12-31CASSADY SCHILLER & ASSOCIATES, INC.
Accountancy firm EIN2013-12-31311311065
2012 : WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT 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$42,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$32,267
Total income from all sources (including contributions)2012-12-31$1,152,347
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$163,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$102,504
Value of total corrective distributions2012-12-31$42,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$503,744
Value of total assets at end of year2012-12-31$5,428,801
Value of total assets at beginning of year2012-12-31$4,429,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,657
Total interest from all sources2012-12-31$6,815
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$136,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$136,259
Administrative expenses professional fees incurred2012-12-31$9,750
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$362,475
Participant contributions at end of year2012-12-31$117,441
Participant contributions at beginning of year2012-12-31$91,585
Participant contributions at end of year2012-12-31$8,493
Participant contributions at beginning of year2012-12-31$1,775
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$42,603
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$32,267
Administrative expenses (other) incurred2012-12-31$1,000
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$988,583
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,386,198
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,397,615
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
Investment advisory and management fees2012-12-31$3,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,867,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,921,890
Interest on participant loans2012-12-31$4,262
Income. Interest from US Government securities2012-12-31$2,553
Value of interest in common/collective trusts at end of year2012-12-31$222,592
Value of interest in common/collective trusts at beginning of year2012-12-31$212,481
Asset value of US Government securities at end of year2012-12-31$71,700
Asset value of US Government securities at beginning of year2012-12-31$69,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$502,924
Net investment gain or loss from common/collective trusts2012-12-31$2,605
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$141,269
Employer contributions (assets) at end of year2012-12-31$141,255
Employer contributions (assets) at beginning of year2012-12-31$132,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$102,504
Contract administrator fees2012-12-31$4,907
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 name2012-12-31CASSADY SCHILLER & ASSOCIATES, INC.
Accountancy firm EIN2012-12-31311311065
2011 : WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$32,267
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$50,635
Total income from all sources (including contributions)2011-12-31$439,554
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$253,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$202,468
Value of total corrective distributions2011-12-31$32,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$523,551
Value of total assets at end of year2011-12-31$4,429,882
Value of total assets at beginning of year2011-12-31$4,261,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,560
Total interest from all sources2011-12-31$8,575
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$89,728
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$89,728
Administrative expenses professional fees incurred2011-12-31$10,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$363,472
Participant contributions at end of year2011-12-31$91,585
Participant contributions at beginning of year2011-12-31$93,994
Participant contributions at end of year2011-12-31$1,775
Participant contributions at beginning of year2011-12-31$7,878
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$26,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$32,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$50,635
Administrative expenses (other) incurred2011-12-31$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$186,259
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,397,615
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,211,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$3,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,921,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,636,872
Interest on participant loans2011-12-31$4,464
Income. Interest from US Government securities2011-12-31$4,111
Value of interest in common/collective trusts at end of year2011-12-31$212,481
Value of interest in common/collective trusts at beginning of year2011-12-31$338,677
Asset value of US Government securities at end of year2011-12-31$69,868
Asset value of US Government securities at beginning of year2011-12-31$62,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-184,621
Net investment gain or loss from common/collective trusts2011-12-31$2,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$133,218
Employer contributions (assets) at end of year2011-12-31$132,283
Employer contributions (assets) at beginning of year2011-12-31$122,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$202,468
Contract administrator fees2011-12-31$4,560
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CASSADY SCHILLER & ASSOCIATES, INC.
Accountancy firm EIN2011-12-31311311065
2010 : WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$50,635
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$21,220
Total income from all sources (including contributions)2010-12-31$894,812
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$86,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$17,359
Value of total corrective distributions2010-12-31$50,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$414,304
Value of total assets at end of year2010-12-31$4,261,991
Value of total assets at beginning of year2010-12-31$3,424,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$18,586
Total interest from all sources2010-12-31$4,897
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$9,500
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$292,186
Participant contributions at end of year2010-12-31$93,994
Participant contributions at beginning of year2010-12-31$78,899
Participant contributions at end of year2010-12-31$7,878
Participant contributions at beginning of year2010-12-31$13,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$50,635
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$21,220
Administrative expenses (other) incurred2010-12-31$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$808,232
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,211,356
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,403,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$3,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,636,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,852,318
Interest on participant loans2010-12-31$4,897
Value of interest in common/collective trusts at end of year2010-12-31$338,677
Value of interest in common/collective trusts at beginning of year2010-12-31$409,657
Asset value of US Government securities at end of year2010-12-31$62,452
Asset value of US Government securities at beginning of year2010-12-31$69,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$469,342
Net investment gain or loss from common/collective trusts2010-12-31$6,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$122,118
Employer contributions (assets) at end of year2010-12-31$122,118
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$17,359
Contract administrator fees2010-12-31$5,086
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CASSADY SCHILLER & ASSOCIATES, INC.
Accountancy firm EIN2010-12-31311311065
2009 : WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN

2019: WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT 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: WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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: WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT 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: WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT 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: WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT 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: WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT 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: WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT 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: WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT 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
2011: WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WEST CHESTER HOLDINGS, INC. SAVINGS AND INVESTMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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