401k Plan data: WESTPORT PROPERTIES, INC. 401(K) PLAN plan

WESTPORT PROPERTIES, INC. 401(K) PLAN 401k Plan overview

Plan Name	WESTPORT PROPERTIES, INC. 401(K) PLAN
Plan identification number	002

WESTPORT PROPERTIES, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

WESTPORT PROPERTIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: WESTPORT PROPERTIES, INC.

Employer identification number (EIN): 330223829

NAIC Classification: 531130
NAIC Description: Lessors of Miniwarehouses and Self-Storage Units

Additional information about WESTPORT PROPERTIES, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1998-03-20

Company Identification Number: CP11075

Legal Registered Office Address: 5385 LEATHERWOOD DR
-
WEST CHESTER
United States of America (USA)
45069

More information about WESTPORT PROPERTIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTPORT PROPERTIES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 VENA JORDAN 2023-09-13
002 2021-01-01 VENA JORDAN 2022-10-12
002 2020-01-01 VENA JORDAN 2021-10-15
002 2019-01-01
002 2018-01-01 VIVIEN BROWN
002 2017-01-01 VIVIEN BROWN
002 2016-01-01 VIVIEN BROWN
002 2015-01-01
002 2014-01-01 CHARLES K. BYERLY
002 2013-01-01 CHARLES K. BYERLY
002 2012-01-01 CHARLES K. BYERLY
002 2011-01-01 CHARLES K. BYERLY 2012-09-26
002 2010-01-01 CHARLES K. BYERLY 2011-10-03
002 2007-01-01 CHARLES BYERLY CHARLES BYERLY 2010-05-28
002 2006-01-01 CHARLES BYERLY CHARLES BYERLY 2010-05-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	VENA JORDAN	2023-09-13
002	2021-01-01	VENA JORDAN	2022-10-12
002	2020-01-01	VENA JORDAN	2021-10-15
002	2019-01-01
002	2018-01-01	VIVIEN BROWN
002	2017-01-01	VIVIEN BROWN
002	2016-01-01	VIVIEN BROWN
002	2015-01-01
002	2014-01-01	CHARLES K. BYERLY
002	2013-01-01	CHARLES K. BYERLY
002	2012-01-01	CHARLES K. BYERLY
002	2011-01-01	CHARLES K. BYERLY	2012-09-26
002	2010-01-01	CHARLES K. BYERLY	2011-10-03
002	2007-01-01	CHARLES BYERLY		CHARLES BYERLY	2010-05-28
002	2006-01-01	CHARLES BYERLY		CHARLES BYERLY	2010-05-28

Plan Statistics for WESTPORT PROPERTIES, INC. 401(K) PLAN

401k plan membership statisitcs for WESTPORT PROPERTIES, INC. 401(K) PLAN

Measure Date Value
2022: WESTPORT PROPERTIES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 383
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 410
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 19
Total of all active and inactive participants 2022-01-01 430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 430
Number of participants with account balances 2022-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WESTPORT PROPERTIES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 352
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 347
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 16
Total of all active and inactive participants 2021-01-01 364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 364
Number of participants with account balances 2021-01-01 193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 39
2020: WESTPORT PROPERTIES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 369
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 335
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 13
Total of all active and inactive participants 2020-01-01 349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 349
Number of participants with account balances 2020-01-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 36
2019: WESTPORT PROPERTIES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 360
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 338
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 16
Total of all active and inactive participants 2019-01-01 354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 354
Number of participants with account balances 2019-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WESTPORT PROPERTIES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 315
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 340
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 17
Total of all active and inactive participants 2018-01-01 357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 357
Number of participants with account balances 2018-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WESTPORT PROPERTIES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 272
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 258
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 15
Total of all active and inactive participants 2017-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 273
Number of participants with account balances 2017-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WESTPORT PROPERTIES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 239
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 270
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 279
Number of participants with account balances 2016-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WESTPORT PROPERTIES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 233
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 239
Number of participants with account balances 2015-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WESTPORT PROPERTIES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 192
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 195
Number of participants with account balances 2014-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WESTPORT PROPERTIES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 183
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 184
Number of participants with account balances 2013-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WESTPORT PROPERTIES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 151
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 155
Number of participants with account balances 2012-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2007: WESTPORT PROPERTIES, INC. 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 103
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 1
Total of all active and inactive participants 2007-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 104
Number of participants with account balances 2007-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0
2006: WESTPORT PROPERTIES, INC. 401(K) PLAN 2006 401k membership
Total participants, beginning-of-year 2006-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 103
Number of retired or separated participants receiving benefits 2006-01-01 0
Number of other retired or separated participants entitled to future benefits 2006-01-01 0
Total of all active and inactive participants 2006-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-01-01 0
Total participants 2006-01-01 103
Number of participants with account balances 2006-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-01-01 0

Measure	Date	Value
2022: WESTPORT PROPERTIES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	383
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	410
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	19
Total of all active and inactive participants	2022-01-01	430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	430
Number of participants with account balances	2022-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WESTPORT PROPERTIES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	352
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	347
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	16
Total of all active and inactive participants	2021-01-01	364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	364
Number of participants with account balances	2021-01-01	193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	39
2020: WESTPORT PROPERTIES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	369
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	335
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	13
Total of all active and inactive participants	2020-01-01	349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	349
Number of participants with account balances	2020-01-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	36
2019: WESTPORT PROPERTIES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	360
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	338
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	16
Total of all active and inactive participants	2019-01-01	354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	354
Number of participants with account balances	2019-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WESTPORT PROPERTIES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	315
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	340
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	17
Total of all active and inactive participants	2018-01-01	357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	357
Number of participants with account balances	2018-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WESTPORT PROPERTIES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	272
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	258
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	15
Total of all active and inactive participants	2017-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	273
Number of participants with account balances	2017-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WESTPORT PROPERTIES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	270
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	279
Number of participants with account balances	2016-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WESTPORT PROPERTIES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	233
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	239
Number of participants with account balances	2015-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WESTPORT PROPERTIES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	192
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	195
Number of participants with account balances	2014-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WESTPORT PROPERTIES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	183
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	184
Number of participants with account balances	2013-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WESTPORT PROPERTIES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	151
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	155
Number of participants with account balances	2012-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2007: WESTPORT PROPERTIES, INC. 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	103
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	1
Total of all active and inactive participants	2007-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	104
Number of participants with account balances	2007-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0
2006: WESTPORT PROPERTIES, INC. 401(K) PLAN 2006 401k membership
Total participants, beginning-of-year	2006-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	103
Number of retired or separated participants receiving benefits	2006-01-01	0
Number of other retired or separated participants entitled to future benefits	2006-01-01	0
Total of all active and inactive participants	2006-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-01-01	0
Total participants	2006-01-01	103
Number of participants with account balances	2006-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-01-01	0

Financial Data on WESTPORT PROPERTIES, INC. 401(K) PLAN

Measure	Date	Value
2022 : WESTPORT PROPERTIES, INC. 401(K) PLAN 2022 401k financial data
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	$86,682
Total of all expenses incurred	2022-12-31	$294,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$240,607
Value of total corrective distributions	2022-12-31	$49,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$588,729
Value of total assets at end of year	2022-12-31	$2,915,932
Value of total assets at beginning of year	2022-12-31	$3,123,426
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$4,394
Total interest from all sources	2022-12-31	$2,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$539,852
Participant contributions at end of year	2022-12-31	$63,567
Participant contributions at beginning of year	2022-12-31	$23,598
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$9,967
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$2,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-207,494
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,915,932
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,123,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,598,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,868,882
Interest on participant loans	2022-12-31	$2,334
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$254,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$230,946
Net investment gain/loss from pooled separate accounts	2022-12-31	$-506,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$38,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$240,607
Contract administrator fees	2022-12-31	$4,394
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2022-12-31	300840934
2021 : WESTPORT PROPERTIES, INC. 401(K) PLAN 2021 401k financial data
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	$563
Total income from all sources (including contributions)	2021-12-31	$940,094
Total of all expenses incurred	2021-12-31	$296,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$252,765
Value of total corrective distributions	2021-12-31	$40,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$562,513
Value of total assets at end of year	2021-12-31	$3,123,426
Value of total assets at beginning of year	2021-12-31	$2,480,698
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$3,171
Total interest from all sources	2021-12-31	$1,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$513,134
Participant contributions at end of year	2021-12-31	$23,598
Participant contributions at beginning of year	2021-12-31	$37,399
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$13,401
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$563
Other income not declared elsewhere	2021-12-31	$2,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$643,291
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,123,426
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,480,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,868,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,217,799
Interest on participant loans	2021-12-31	$1,893
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$230,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$225,500
Net investment gain/loss from pooled separate accounts	2021-12-31	$373,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$35,978
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$252,765
Contract administrator fees	2021-12-31	$3,171
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2021-12-31	300840934
2020 : WESTPORT PROPERTIES, INC. 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$563
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$822
Total income from all sources (including contributions)	2020-12-31	$777,774
Total of all expenses incurred	2020-12-31	$195,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$129,249
Value of total corrective distributions	2020-12-31	$62,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$489,667
Value of total assets at end of year	2020-12-31	$2,480,698
Value of total assets at beginning of year	2020-12-31	$1,899,096
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,779
Total interest from all sources	2020-12-31	$1,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$430,826
Participant contributions at end of year	2020-12-31	$37,399
Participant contributions at beginning of year	2020-12-31	$26,319
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$317
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$25,831
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$822
Other income not declared elsewhere	2020-12-31	$3,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$581,861
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,480,135
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,898,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,217,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,872,460
Interest on participant loans	2020-12-31	$1,600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$225,500
Net investment gain/loss from pooled separate accounts	2020-12-31	$283,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$33,010
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$129,249
Contract administrator fees	2020-12-31	$3,779
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2020-12-31	300840934
2019 : WESTPORT PROPERTIES, INC. 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$822
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$808
Total income from all sources (including contributions)	2019-12-31	$617,112
Total of all expenses incurred	2019-12-31	$117,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$66,815
Value of total corrective distributions	2019-12-31	$49,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$302,821
Value of total assets at end of year	2019-12-31	$1,899,096
Value of total assets at beginning of year	2019-12-31	$1,399,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$993
Total interest from all sources	2019-12-31	$2,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$302,821
Participant contributions at end of year	2019-12-31	$26,319
Participant contributions at beginning of year	2019-12-31	$39,000
Participant contributions at end of year	2019-12-31	$317
Participant contributions at beginning of year	2019-12-31	$11,032
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$822
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$499,690
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,898,274
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,398,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,872,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,349,360
Interest on participant loans	2019-12-31	$2,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$312,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$66,815
Contract administrator fees	2019-12-31	$993
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2019-12-31	300840934
2018 : WESTPORT PROPERTIES, INC. 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$808
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$509
Total income from all sources (including contributions)	2018-12-31	$197,166
Total of all expenses incurred	2018-12-31	$76,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$36,306
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$39,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$287,681
Value of total assets at end of year	2018-12-31	$1,399,392
Value of total assets at beginning of year	2018-12-31	$1,277,948
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$300
Total interest from all sources	2018-12-31	$1,526
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$300
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$259,464
Participant contributions at end of year	2018-12-31	$39,000
Participant contributions at beginning of year	2018-12-31	$29,737
Participant contributions at end of year	2018-12-31	$11,032
Participant contributions at beginning of year	2018-12-31	$192
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$28,217
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$808
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$121,145
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,398,584
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,277,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,349,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,248,019
Interest on participant loans	2018-12-31	$1,526
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-92,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$0
Employer contributions (assets) at end of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$36,306
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2018-12-31	300840934
2017 : WESTPORT PROPERTIES, INC. 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$509
Total income from all sources (including contributions)	2017-12-31	$372,485
Total of all expenses incurred	2017-12-31	$152,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$151,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$210,993
Value of total assets at end of year	2017-12-31	$1,277,948
Value of total assets at beginning of year	2017-12-31	$1,056,993
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$585
Total interest from all sources	2017-12-31	$903
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$210,993
Participant contributions at end of year	2017-12-31	$29,737
Participant contributions at beginning of year	2017-12-31	$22,140
Participant contributions at end of year	2017-12-31	$192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$509
Other income not declared elsewhere	2017-12-31	$91
Administrative expenses (other) incurred	2017-12-31	$585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$220,446
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,277,439
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,056,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,248,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,034,853
Interest on participant loans	2017-12-31	$903
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$148,566
Net investment gain/loss from pooled separate accounts	2017-12-31	$11,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$151,454
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2017-12-31	300840934
2016 : WESTPORT PROPERTIES, INC. 401(K) PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$20,062
Total income from all sources (including contributions)	2016-12-31	$224,418
Total of all expenses incurred	2016-12-31	$23,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$14,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$151,052
Value of total assets at end of year	2016-12-31	$1,056,993
Value of total assets at beginning of year	2016-12-31	$875,986
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$8,909
Total interest from all sources	2016-12-31	$1,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$150
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$136,870
Participant contributions at end of year	2016-12-31	$22,140
Participant contributions at beginning of year	2016-12-31	$35,696
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$14,182
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$201,069
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,056,993
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$855,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,034,853
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$840,290
Interest on participant loans	2016-12-31	$1,174
Net investment gain/loss from pooled separate accounts	2016-12-31	$72,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$14,440
Contract administrator fees	2016-12-31	$8,759
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$20,062
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2016-12-31	300840934
2015 : WESTPORT PROPERTIES, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$20,062
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$5,447
Total income from all sources (including contributions)	2015-12-31	$125,358
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$59,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$30,159
Value of total corrective distributions	2015-12-31	$20,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$150,249
Value of total assets at end of year	2015-12-31	$875,986
Value of total assets at beginning of year	2015-12-31	$795,434
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$9,200
Total interest from all sources	2015-12-31	$830
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$125
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$125,917
Participant contributions at end of year	2015-12-31	$35,696
Participant contributions at beginning of year	2015-12-31	$23,046
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$4,087
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$24,332
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$65,937
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$855,924
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$789,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$840,290
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$768,301
Interest on participant loans	2015-12-31	$830
Net investment gain/loss from pooled separate accounts	2015-12-31	$-25,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$30,159
Contract administrator fees	2015-12-31	$9,075
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$20,062
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$5,447
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	LUCAS, HORSFALL, MURPHY AND PINDROH
Accountancy firm EIN	2015-12-31	954659692
2014 : WESTPORT PROPERTIES, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$5,447
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	$194,560
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$85,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$71,247
Value of total corrective distributions	2014-12-31	$5,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$166,899
Value of total assets at end of year	2014-12-31	$795,434
Value of total assets at beginning of year	2014-12-31	$680,447
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$8,326
Total interest from all sources	2014-12-31	$1,467
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Administrative expenses professional fees incurred	2014-12-31	$50
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$101,927
Participant contributions at end of year	2014-12-31	$23,046
Participant contributions at beginning of year	2014-12-31	$50,420
Participant contributions at end of year	2014-12-31	$4,087
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$64,972
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$109,540
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$789,987
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$680,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$768,301
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$630,027
Interest on participant loans	2014-12-31	$1,467
Net investment gain/loss from pooled separate accounts	2014-12-31	$26,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$71,247
Contract administrator fees	2014-12-31	$8,276
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$5,447
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	LUCAS, HORSFALL, MURPHY AND PINDROH
Accountancy firm EIN	2014-12-31	954659692
2013 : WESTPORT PROPERTIES, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$9,532
Total income from all sources (including contributions)	2013-12-31	$160,110
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$9,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$76,841
Value of total assets at end of year	2013-12-31	$680,447
Value of total assets at beginning of year	2013-12-31	$539,381
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$7,055
Total interest from all sources	2013-12-31	$1,547
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Administrative expenses professional fees incurred	2013-12-31	$225
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$76,081
Participant contributions at end of year	2013-12-31	$50,420
Participant contributions at beginning of year	2013-12-31	$29,175
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$760
Other income not declared elsewhere	2013-12-31	$-264
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$150,598
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$680,447
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$529,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$630,027
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$509,942
Interest on participant loans	2013-12-31	$1,547
Net investment gain/loss from pooled separate accounts	2013-12-31	$81,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,457
Contract administrator fees	2013-12-31	$6,830
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$9,532
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	LUCAS, HORSFALL, MURPHY AND PINDROH
Accountancy firm EIN	2013-12-31	954659692
2012 : WESTPORT PROPERTIES, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$9,532
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$17,947
Total income from all sources (including contributions)	2012-12-31	$181,473
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$19,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$4,275
Value of total corrective distributions	2012-12-31	$9,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$123,767
Value of total assets at end of year	2012-12-31	$539,381
Value of total assets at beginning of year	2012-12-31	$385,788
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$5,658
Total interest from all sources	2012-12-31	$605
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Administrative expenses professional fees incurred	2012-12-31	$325
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$77,705
Participant contributions at end of year	2012-12-31	$29,175
Participant contributions at beginning of year	2012-12-31	$10,374
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$46,062
Administrative expenses (other) incurred	2012-12-31	$2
Total non interest bearing cash at end of year	2012-12-31	$264
Total non interest bearing cash at beginning of year	2012-12-31	$264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$162,008
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$529,849
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$367,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$509,942
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$375,150
Interest on participant loans	2012-12-31	$605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$57,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$4,275
Contract administrator fees	2012-12-31	$5,331
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$9,532
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$17,947
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	LUCAS, HORSFALL, MURPHY AND PINDROH
Accountancy firm EIN	2012-12-31	954659692

Form 5500 Responses for WESTPORT PROPERTIES, INC. 401(K) PLAN

2022: WESTPORT PROPERTIES, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WESTPORT PROPERTIES, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WESTPORT PROPERTIES, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WESTPORT PROPERTIES, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WESTPORT PROPERTIES, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WESTPORT PROPERTIES, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WESTPORT PROPERTIES, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WESTPORT PROPERTIES, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WESTPORT PROPERTIES, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WESTPORT PROPERTIES, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WESTPORT PROPERTIES, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2007: WESTPORT PROPERTIES, INC. 401(K) PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes
2006: WESTPORT PROPERTIES, INC. 401(K) PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G38453

Policy instance

Insurance contract or identification number	G38453
Number of Individuals Covered	180
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G38453

Policy instance

Insurance contract or identification number	G38453
Number of Individuals Covered	192
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G38453

Policy instance

Insurance contract or identification number	G38453
Number of Individuals Covered	181
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G38453

Policy instance

Insurance contract or identification number	G38453
Number of Individuals Covered	146
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G38453

Policy instance

Insurance contract or identification number	G38453
Number of Individuals Covered	86
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $430
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $430
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	4

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G37370

Policy instance

Insurance contract or identification number	G37370
Number of Individuals Covered	62
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $30,102
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $30,102
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	4
Insurance broker name	KESTRA INVESTMENT SERVICES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

96426

Policy instance

Insurance contract or identification number	96426
Number of Individuals Covered	47
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $4,638
Total amount of fees paid to insurance company	USD $125
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,214
Insurance broker organization code?	3
Amount paid for insurance broker fees	125
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	PENSION BENEFITS UNLIMITED, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

96426

Policy instance

Insurance contract or identification number	96426
Number of Individuals Covered	34
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $3,763
Total amount of fees paid to insurance company	USD $482
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,763
Insurance broker organization code?	3
Amount paid for insurance broker fees	482
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	PENSION BENEFITS UNLIMITED, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

96426

Policy instance

Insurance contract or identification number	96426
Number of Individuals Covered	31
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $2,986
Total amount of fees paid to insurance company	USD $513
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,986
Insurance broker organization code?	3
Amount paid for insurance broker fees	513
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	PENSION BENEFITS UNLIMITED, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

96426

Policy instance

Insurance contract or identification number	96426
Number of Individuals Covered	28
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $2,276
Total amount of fees paid to insurance company	USD $542
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,276
Insurance broker organization code?	3
Amount paid for insurance broker fees	325
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	FIDELITY MGMT. & RESEARCH CO.

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Company Name:	WESTPORT PROPERTIES, INC.
Employer identification number (EIN):	330223829
NAIC Classification:	531130
NAIC Description:	Lessors of Miniwarehouses and Self-Storage Units

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1998-03-20
Company Identification Number:	CP11075
Legal Registered Office Address:	5385 LEATHERWOOD DR - WEST CHESTER United States of America (USA) 45069