401k Plan data: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN plan

WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 401k Plan overview

Plan Name	WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN
Plan identification number	001

WESTERN MANAGEMENT, INC. PROFIT SHARING & 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WESTERN MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: WESTERN MANAGEMENT, INC.

Employer identification number (EIN): 341427510

NAIC Classification: 322200

Additional information about WESTERN MANAGEMENT, INC.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1992-03-29

Company Identification Number: 19921028392

Legal Registered Office Address: 0340 ANTLER RD

Dillon
United States of America (USA)
80435

More information about WESTERN MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 STEVEN J. PERNEY, TREASURER STEVEN J. PERNEY, TREASURER 2018-10-15
001 2016-01-01 STEVEN J. PERNEY, TREASURER STEVEN J. PERNEY, TREASURER 2017-10-11
001 2015-01-01 STEVEN J. PERNEY STEVEN J. PERNEY 2016-10-13
001 2014-01-01 STEVEN J. PERNEY, TREASURER
001 2013-01-01 STEVEN J. PERNEY STEVEN J. PERNEY 2014-10-11
001 2012-01-01 JOHN TURK
001 2011-01-01 JOHN TURK
001 2009-01-01 JOHN TURK

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	STEVEN J. PERNEY, TREASURER	STEVEN J. PERNEY, TREASURER	2018-10-15
001	2016-01-01	STEVEN J. PERNEY, TREASURER	STEVEN J. PERNEY, TREASURER	2017-10-11
001	2015-01-01	STEVEN J. PERNEY	STEVEN J. PERNEY	2016-10-13
001	2014-01-01	STEVEN J. PERNEY, TREASURER
001	2013-01-01	STEVEN J. PERNEY	STEVEN J. PERNEY	2014-10-11
001	2012-01-01	JOHN TURK
001	2011-01-01	JOHN TURK
001	2009-01-01	JOHN TURK

Plan Statistics for WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN

401k plan membership statisitcs for WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN

Measure Date Value
2022: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 452
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 286
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 140
Total of all active and inactive participants 2022-01-01 432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 432
Number of participants with account balances 2022-01-01 414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 48
2021: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 464
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 298
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 140
Total of all active and inactive participants 2021-01-01 441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 441
Number of participants with account balances 2021-01-01 421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 50
2020: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 450
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 403
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 46
Total of all active and inactive participants 2020-01-01 452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 452
Number of participants with account balances 2020-01-01 442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 44
2019: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 336
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 402
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 24
Total of all active and inactive participants 2019-01-01 429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 429
Number of participants with account balances 2019-01-01 424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 44
2018: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 489
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 326
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 138
Total of all active and inactive participants 2018-01-01 464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 4
Total participants 2018-01-01 468
Number of participants with account balances 2018-01-01 459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 40
2017: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 539
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 319
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 148
Total of all active and inactive participants 2017-01-01 467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 468
Number of participants with account balances 2017-01-01 452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 34
2016: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 502
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 335
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 189
Total of all active and inactive participants 2016-01-01 524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 525
Number of participants with account balances 2016-01-01 508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 37
2015: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 542
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 326
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 159
Total of all active and inactive participants 2015-01-01 485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 487
Number of participants with account balances 2015-01-01 477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 36
2014: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 418
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 388
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 131
Total of all active and inactive participants 2014-01-01 519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 521
Number of participants with account balances 2014-01-01 418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 23
2013: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 438
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 291
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 120
Total of all active and inactive participants 2013-01-01 411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 411
Number of participants with account balances 2013-01-01 403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 36
2012: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 410
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 332
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 90
Total of all active and inactive participants 2012-01-01 422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 422
Number of participants with account balances 2012-01-01 369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 23
2011: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 397
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 333
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 65
Total of all active and inactive participants 2011-01-01 398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 398
Number of participants with account balances 2011-01-01 337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 13
2009: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 437
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 279
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 73
Total of all active and inactive participants 2009-01-01 352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 352
Number of participants with account balances 2009-01-01 341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 10

Measure	Date	Value
2022: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	452
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	286
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	140
Total of all active and inactive participants	2022-01-01	432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	432
Number of participants with account balances	2022-01-01	414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	48
2021: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	464
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	298
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	140
Total of all active and inactive participants	2021-01-01	441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	441
Number of participants with account balances	2021-01-01	421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	50
2020: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	450
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	403
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	46
Total of all active and inactive participants	2020-01-01	452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	452
Number of participants with account balances	2020-01-01	442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	44
2019: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	336
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	402
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	24
Total of all active and inactive participants	2019-01-01	429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	429
Number of participants with account balances	2019-01-01	424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	44
2018: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	489
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	326
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	138
Total of all active and inactive participants	2018-01-01	464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	4
Total participants	2018-01-01	468
Number of participants with account balances	2018-01-01	459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	40
2017: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	539
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	319
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	148
Total of all active and inactive participants	2017-01-01	467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	468
Number of participants with account balances	2017-01-01	452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	34
2016: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	502
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	335
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	189
Total of all active and inactive participants	2016-01-01	524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	525
Number of participants with account balances	2016-01-01	508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	37
2015: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	542
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	326
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	159
Total of all active and inactive participants	2015-01-01	485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	487
Number of participants with account balances	2015-01-01	477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	36
2014: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	418
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	388
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	131
Total of all active and inactive participants	2014-01-01	519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	521
Number of participants with account balances	2014-01-01	418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	23
2013: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	438
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	291
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	120
Total of all active and inactive participants	2013-01-01	411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	411
Number of participants with account balances	2013-01-01	403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	36
2012: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	410
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	332
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	90
Total of all active and inactive participants	2012-01-01	422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	422
Number of participants with account balances	2012-01-01	369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	23
2011: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	397
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	333
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	65
Total of all active and inactive participants	2011-01-01	398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	398
Number of participants with account balances	2011-01-01	337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	13
2009: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	437
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	279
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	73
Total of all active and inactive participants	2009-01-01	352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	352
Number of participants with account balances	2009-01-01	341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	10

Financial Data on WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN

Measure	Date	Value
2022 : WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,202,829
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,497,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,492,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,110,857
Value of total assets at end of year	2022-12-31	$14,916,814
Value of total assets at beginning of year	2022-12-31	$20,616,773
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$4,946
Total interest from all sources	2022-12-31	$15,100
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$655,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$655,368
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$734,084
Participant contributions at end of year	2022-12-31	$275,881
Participant contributions at beginning of year	2022-12-31	$397,825
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	$-5,699,959
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$14,916,814
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$20,616,773
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	$13,532,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$20,039,057
Income. Interest from loans (other than to participants)	2022-12-31	$15,100
Value of interest in common/collective trusts at end of year	2022-12-31	$17,087
Value of interest in common/collective trusts at beginning of year	2022-12-31	$129,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,007,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,984,154
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	$376,773
Employer contributions (assets) at end of year	2022-12-31	$83,380
Employer contributions (assets) at beginning of year	2022-12-31	$49,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,492,184
Contract administrator fees	2022-12-31	$4,946
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	BOBER, MARKEY, FEDOROVICH & CO.
Accountancy firm EIN	2022-12-31	341523030
2021 : WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,939,639
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,043,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,015,880
Value of total corrective distributions	2021-12-31	$10,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,096,086
Value of total assets at end of year	2021-12-31	$20,616,773
Value of total assets at beginning of year	2021-12-31	$19,720,213
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$17,083
Total interest from all sources	2021-12-31	$45,089
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan 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	$500,000
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	$773,358
Participant contributions at end of year	2021-12-31	$397,825
Participant contributions at beginning of year	2021-12-31	$399,935
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$896,560
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$20,616,773
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$19,720,213
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
Investment advisory and management fees	2021-12-31	$5,083
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$20,039,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$19,045,380
Interest on participant loans	2021-12-31	$25,514
Interest earned on other investments	2021-12-31	$19,575
Value of interest in common/collective trusts at end of year	2021-12-31	$129,980
Value of interest in common/collective trusts at beginning of year	2021-12-31	$274,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,798,464
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	$322,728
Employer contributions (assets) at end of year	2021-12-31	$49,911
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	$3,015,880
Contract administrator fees	2021-12-31	$12,000
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	Disclaimer
Accountancy firm name	2021-12-31	MCMANUS DOSEN & CO
Accountancy firm EIN	2021-12-31	341639529
2020 : WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,318,256
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$611,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$581,927
Value of total corrective distributions	2020-12-31	$14,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,374,481
Value of total assets at end of year	2020-12-31	$19,720,213
Value of total assets at beginning of year	2020-12-31	$16,013,535
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$15,104
Total interest from all sources	2020-12-31	$23,855
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan 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	$500,000
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	$752,210
Participant contributions at end of year	2020-12-31	$399,935
Participant contributions at beginning of year	2020-12-31	$480,746
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$437,584
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	$3,706,678
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$19,720,213
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$16,013,535
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
Investment advisory and management fees	2020-12-31	$4,271
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$19,045,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$15,263,757
Interest on participant loans	2020-12-31	$23,855
Value of interest in common/collective trusts at end of year	2020-12-31	$274,898
Value of interest in common/collective trusts at beginning of year	2020-12-31	$269,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,919,920
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	$184,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$581,927
Contract administrator fees	2020-12-31	$10,833
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	MCMANUS DOSEN & CO
Accountancy firm EIN	2020-12-31	341639529
2019 : WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,010,200
Total income from all sources (including contributions)	2019-12-31	$4,010,200
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$675,059
Total of all expenses incurred	2019-12-31	$675,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$635,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$635,445
Expenses. Certain deemed distributions of participant loans	2019-12-31	$12,247
Expenses. Certain deemed distributions of participant loans	2019-12-31	$12,247
Value of total corrective distributions	2019-12-31	$4,062
Value of total corrective distributions	2019-12-31	$4,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,118,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,118,987
Value of total assets at end of year	2019-12-31	$16,013,535
Value of total assets at end of year	2019-12-31	$16,013,535
Value of total assets at beginning of year	2019-12-31	$12,678,394
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$23,305
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$23,305
Total interest from all sources	2019-12-31	$23,698
Total interest from all sources	2019-12-31	$23,698
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	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	$749,946
Contributions received from participants	2019-12-31	$749,946
Participant contributions at end of year	2019-12-31	$480,746
Participant contributions at end of year	2019-12-31	$480,746
Participant contributions at beginning of year	2019-12-31	$457,342
Participant contributions at beginning of year	2019-12-31	$457,342
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$52,903
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$52,903
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
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	$3,335,141
Value of net income/loss	2019-12-31	$3,335,141
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$16,013,535
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$16,013,535
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,678,394
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,678,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$15,263,757
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$15,263,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$11,959,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$11,959,457
Interest on participant loans	2019-12-31	$23,698
Interest on participant loans	2019-12-31	$23,698
Value of interest in common/collective trusts at end of year	2019-12-31	$269,032
Value of interest in common/collective trusts at end of year	2019-12-31	$269,032
Value of interest in common/collective trusts at beginning of year	2019-12-31	$261,595
Value of interest in common/collective trusts at beginning of year	2019-12-31	$261,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,867,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,867,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$316,138
Contributions received in cash from employer	2019-12-31	$316,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$635,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$635,445
Contract administrator fees	2019-12-31	$23,305
Contract administrator fees	2019-12-31	$23,305
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MCMANUS DOSEN & CO
Accountancy firm name	2019-12-31	MCMANUS DOSEN & CO
Accountancy firm EIN	2019-12-31	341639529
Accountancy firm EIN	2019-12-31	341639529
2018 : WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$537,231
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$604,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$577,838
Expenses. Certain deemed distributions of participant loans	2018-12-31	$2,000
Value of total corrective distributions	2018-12-31	$1,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,102,156
Value of total assets at end of year	2018-12-31	$12,678,394
Value of total assets at beginning of year	2018-12-31	$12,745,491
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$23,223
Total interest from all sources	2018-12-31	$21,700
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$199,608
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	$199,608
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
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	$660,383
Participant contributions at end of year	2018-12-31	$457,342
Participant contributions at beginning of year	2018-12-31	$444,546
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$61,315
Other income not declared elsewhere	2018-12-31	$2,922
Administrative expenses (other) incurred	2018-12-31	$23,223
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	$-67,097
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$12,678,394
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,745,491
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	$11,959,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$12,180,925
Interest on participant loans	2018-12-31	$21,700
Value of interest in common/collective trusts at end of year	2018-12-31	$261,595
Value of interest in common/collective trusts at beginning of year	2018-12-31	$120,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-795,757
Net investment gain or loss from common/collective trusts	2018-12-31	$6,602
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	No
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	$380,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$577,838
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	MCMANUS DOSEN & CO
Accountancy firm EIN	2018-12-31	341639529
2017 : WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,790,070
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,018,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$994,618
Expenses. Certain deemed distributions of participant loans	2017-12-31	$-2,000
Value of total corrective distributions	2017-12-31	$1,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$935,595
Value of total assets at end of year	2017-12-31	$12,745,491
Value of total assets at beginning of year	2017-12-31	$10,973,979
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$24,337
Total interest from all sources	2017-12-31	$17,071
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$162,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$162,013
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
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	$591,698
Participant contributions at end of year	2017-12-31	$444,546
Participant contributions at beginning of year	2017-12-31	$374,864
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$6,332
Other income not declared elsewhere	2017-12-31	$54,078
Administrative expenses (other) incurred	2017-12-31	$24,337
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	$1,771,512
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,745,491
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,973,979
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	$12,180,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,599,115
Interest on participant loans	2017-12-31	$17,071
Value of interest in common/collective trusts at end of year	2017-12-31	$120,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,618,789
Net investment gain or loss from common/collective trusts	2017-12-31	$2,524
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	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$337,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$994,618
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	MCMANUS DOSEN & CO
Accountancy firm EIN	2017-12-31	341639529
2016 : WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,580,979
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,139,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,121,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$940,916
Value of total assets at end of year	2016-12-31	$10,973,979
Value of total assets at beginning of year	2016-12-31	$10,532,184
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$18,089
Total interest from all sources	2016-12-31	$15,916
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$151,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$151,230
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$643,062
Participant contributions at end of year	2016-12-31	$374,864
Participant contributions at beginning of year	2016-12-31	$409,142
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$2,064
Other income not declared elsewhere	2016-12-31	$94
Administrative expenses (other) incurred	2016-12-31	$18,089
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	$441,795
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,973,979
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,532,184
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	$10,599,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$10,123,042
Interest on participant loans	2016-12-31	$15,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$472,823
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
Contributions received in cash from employer	2016-12-31	$295,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,121,095
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	MCMANUS DOSEN & CO
Accountancy firm EIN	2016-12-31	341639529
2015 : WESTERN MANAGEMENT, INC. PROFIT SHARING & 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,189,932
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$217,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$202,168
Value of total corrective distributions	2015-12-31	$462
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,165,827
Value of total assets at end of year	2015-12-31	$10,532,184
Value of total assets at beginning of year	2015-12-31	$9,559,297
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$14,415
Total interest from all sources	2015-12-31	$18,684
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$125,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$125,839
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
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	$622,767
Participant contributions at end of year	2015-12-31	$409,142
Participant contributions at beginning of year	2015-12-31	$430,723
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$109,379
Other income not declared elsewhere	2015-12-31	$5
Administrative expenses (other) incurred	2015-12-31	$14,415
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	$972,887
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,532,184
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,559,297
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 registered invesment companies (eg mutual funds) at end of year	2015-12-31	$10,123,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,128,574
Interest on participant loans	2015-12-31	$18,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-120,423
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
Contributions received in cash from employer	2015-12-31	$433,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$202,168
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	MCMANUS DOSEN & CO
Accountancy firm EIN	2015-12-31	341639529
2014 : WESTERN MANAGEMENT, INC. PROFIT SHARING & 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,779,473
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$408,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$376,955
Expenses. Certain deemed distributions of participant loans	2014-12-31	$2,000
Value of total corrective distributions	2014-12-31	$14,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,000,387
Value of total assets at end of year	2014-12-31	$9,559,297
Value of total assets at beginning of year	2014-12-31	$8,187,847
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$14,108
Total interest from all sources	2014-12-31	$15,080
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$355,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$355,602
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
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	$544,601
Participant contributions at end of year	2014-12-31	$430,723
Participant contributions at beginning of year	2014-12-31	$353,891
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$8,127
Other income not declared elsewhere	2014-12-31	$1,622
Administrative expenses (other) incurred	2014-12-31	$14,108
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	$1,371,450
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,559,297
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,187,847
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 registered invesment companies (eg mutual funds) at end of year	2014-12-31	$9,128,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$6,789,908
Interest on participant loans	2014-12-31	$15,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,044,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,044,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$406,782
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
Contributions received in cash from employer	2014-12-31	$447,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$376,955
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	MCMANUS DOSEN & CO.
Accountancy firm EIN	2014-12-31	341639529
2013 : WESTERN MANAGEMENT, INC. PROFIT SHARING & 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	$0
Total income from all sources (including contributions)	2013-12-31	$2,438,914
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$865,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$847,296
Value of total corrective distributions	2013-12-31	$5,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,112,442
Value of total assets at end of year	2013-12-31	$8,187,847
Value of total assets at beginning of year	2013-12-31	$6,614,460
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$12,783
Total interest from all sources	2013-12-31	$12,581
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$94,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$94,079
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
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	$520,573
Participant contributions at end of year	2013-12-31	$353,891
Participant contributions at beginning of year	2013-12-31	$262,356
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$155,678
Other income not declared elsewhere	2013-12-31	$2,591
Administrative expenses (other) incurred	2013-12-31	$12,783
Total non interest bearing cash at beginning of year	2013-12-31	$127
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	$1,573,387
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,187,847
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,614,460
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 registered invesment companies (eg mutual funds) at end of year	2013-12-31	$6,789,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,478,710
Interest on participant loans	2013-12-31	$12,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,044,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$873,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$873,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,217,221
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
Contributions received in cash from employer	2013-12-31	$436,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$847,296
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	MCMANUS, DOSEN & CO.
Accountancy firm EIN	2013-12-31	341639529
2012 : WESTERN MANAGEMENT, INC. PROFIT SHARING & 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,611,472
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$338,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$310,599
Expenses. Certain deemed distributions of participant loans	2012-12-31	$16,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$913,132
Value of total assets at end of year	2012-12-31	$6,614,460
Value of total assets at beginning of year	2012-12-31	$5,340,988
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$11,117
Total interest from all sources	2012-12-31	$10,312
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$74,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$74,701
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
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	$478,712
Participant contributions at end of year	2012-12-31	$262,356
Participant contributions at beginning of year	2012-12-31	$224,696
Other income not declared elsewhere	2012-12-31	$52
Administrative expenses (other) incurred	2012-12-31	$11,117
Total non interest bearing cash at end of year	2012-12-31	$127
Total non interest bearing cash at beginning of year	2012-12-31	$20
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	$1,273,472
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,614,460
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,340,988
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 registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,478,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$5,116,272
Interest on participant loans	2012-12-31	$10,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$873,267
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$613,275
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
Contributions received in cash from employer	2012-12-31	$434,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$310,599
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	MCMANUS, DOSEN & CO.
Accountancy firm EIN	2012-12-31	341639529
2011 : WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$792,425
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$101,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$86,807
Value of total corrective distributions	2011-12-31	$21
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$740,905
Value of total assets at end of year	2011-12-31	$5,340,988
Value of total assets at beginning of year	2011-12-31	$4,650,313
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$14,922
Total interest from all sources	2011-12-31	$9,354
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$54,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$54,364
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$427,742
Participant contributions at end of year	2011-12-31	$224,696
Participant contributions at beginning of year	2011-12-31	$193,851
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$874
Other income not declared elsewhere	2011-12-31	$3,367
Administrative expenses (other) incurred	2011-12-31	$14,922
Total non interest bearing cash at end of year	2011-12-31	$20
Total non interest bearing cash at beginning of year	2011-12-31	$290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$690,675
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,340,988
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,650,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$5,116,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,456,172
Interest on participant loans	2011-12-31	$9,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-15,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$312,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$86,807
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MCMANUS, DOSEN & CO.
Accountancy firm EIN	2011-12-31	341639529
2010 : WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,085,420
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$218,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$216,078
Value of total corrective distributions	2010-12-31	$136
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$581,636
Value of total assets at end of year	2010-12-31	$4,650,313
Value of total assets at beginning of year	2010-12-31	$3,783,248
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,141
Total interest from all sources	2010-12-31	$9,917
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$51,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$51,913
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$376,455
Participant contributions at end of year	2010-12-31	$193,851
Participant contributions at beginning of year	2010-12-31	$176,750
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$20,011
Other income not declared elsewhere	2010-12-31	$21,838
Administrative expenses (other) incurred	2010-12-31	$2,141
Total non interest bearing cash at end of year	2010-12-31	$290
Total non interest bearing cash at beginning of year	2010-12-31	$254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$867,065
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,650,313
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,783,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,456,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,606,244
Interest on participant loans	2010-12-31	$9,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$420,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$185,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$216,078
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MCMANUS, DOSEN & CO.
Accountancy firm EIN	2010-12-31	341639529
2009 : WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN

2022: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
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: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WESTERN MANAGEMENT, INC. PROFIT SHARING & 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WESTERN MANAGEMENT, INC. PROFIT SHARING & 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WESTERN MANAGEMENT, INC. PROFIT SHARING & 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WESTERN MANAGEMENT, INC. PROFIT SHARING & 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

505182

Policy instance

Insurance contract or identification number	505182
Number of Individuals Covered	414
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

505182

Policy instance

Insurance contract or identification number	505182
Number of Individuals Covered	101
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

505182

Policy instance

Insurance contract or identification number	505182
Number of Individuals Covered	442
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

505182

Policy instance

Insurance contract or identification number	505182
Number of Individuals Covered	103
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	WESTERN MANAGEMENT, INC.
Employer identification number (EIN):	341427510
NAIC Classification:	322200

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1992-03-29
Company Identification Number:	19921028392
Legal Registered Office Address:	0340 ANTLER RD Dillon United States of America (USA) 80435