401k Plan data: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN plan

H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 401k Plan overview

Plan Name	H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN
Plan identification number	001

H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BISON TRANSPORT (USA) has sponsored the creation of one or more 401k plans.

Company Name: BISON TRANSPORT (USA)

Employer identification number (EIN): 391016161

NAIC Classification: 484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DUANE GRAVES 2024-02-01 DUANE GRAVES 2024-02-01
001 2023-01-01 DUANE GRAVES 2024-03-06 DUANE GRAVES 2024-03-06
001 2018-07-01
001 2017-07-01 DON WOLDING
001 2016-07-01 DON WOLDING
001 2015-07-01 DON WOLDING
001 2014-07-01 DON WOLDING
001 2013-07-01 DON WOLDING
001 2012-07-01 DON WOLDING
001 2011-07-01 DON WOLDING DON WOLDING 2013-04-12
001 2009-07-01 DON WOLDING DON WOLDING 2011-01-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DUANE GRAVES	2024-02-01	DUANE GRAVES	2024-02-01
001	2023-01-01	DUANE GRAVES	2024-03-06	DUANE GRAVES	2024-03-06
001	2018-07-01
001	2017-07-01	DON WOLDING
001	2016-07-01	DON WOLDING
001	2015-07-01	DON WOLDING
001	2014-07-01	DON WOLDING
001	2013-07-01	DON WOLDING
001	2012-07-01	DON WOLDING
001	2011-07-01	DON WOLDING		DON WOLDING	2013-04-12
001	2009-07-01	DON WOLDING		DON WOLDING	2011-01-28

Plan Statistics for H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN

401k plan membership statisitcs for H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN

Measure Date Value
2023: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 519
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 478
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 478
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 7
2018: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 367
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 305
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 56
Total of all active and inactive participants 2018-07-01 361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 361
Number of participants with account balances 2018-07-01 236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 3
2017: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 358
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 309
Number of retired or separated participants receiving benefits 2017-07-01 48
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 357
Number of participants with account balances 2017-07-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 10
2016: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 374
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 304
Number of retired or separated participants receiving benefits 2016-07-01 4
Number of other retired or separated participants entitled to future benefits 2016-07-01 36
Total of all active and inactive participants 2016-07-01 344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 344
Number of participants with account balances 2016-07-01 224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 5
2015: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 367
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 325
Number of retired or separated participants receiving benefits 2015-07-01 6
Number of other retired or separated participants entitled to future benefits 2015-07-01 33
Total of all active and inactive participants 2015-07-01 364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 364
Number of participants with account balances 2015-07-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 5
2014: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 388
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 308
Number of retired or separated participants receiving benefits 2014-07-01 8
Number of other retired or separated participants entitled to future benefits 2014-07-01 30
Total of all active and inactive participants 2014-07-01 346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 346
Number of participants with account balances 2014-07-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 12
2013: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 392
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 338
Number of retired or separated participants receiving benefits 2013-07-01 5
Number of other retired or separated participants entitled to future benefits 2013-07-01 29
Total of all active and inactive participants 2013-07-01 372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 372
Number of participants with account balances 2013-07-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 6
2012: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 369
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 330
Number of retired or separated participants receiving benefits 2012-07-01 6
Number of other retired or separated participants entitled to future benefits 2012-07-01 32
Total of all active and inactive participants 2012-07-01 368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 368
Number of participants with account balances 2012-07-01 245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 3
2011: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 365
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 325
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 30
Total of all active and inactive participants 2011-07-01 355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 355
Number of participants with account balances 2011-07-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 6
2009: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 358
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 326
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 33
Total of all active and inactive participants 2009-07-01 359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 359
Number of participants with account balances 2009-07-01 252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 10

Measure	Date	Value
2023: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	519
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	478
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	478
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	7
2018: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	367
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	305
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	56
Total of all active and inactive participants	2018-07-01	361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	361
Number of participants with account balances	2018-07-01	236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	3
2017: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	358
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	309
Number of retired or separated participants receiving benefits	2017-07-01	48
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	357
Number of participants with account balances	2017-07-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	10
2016: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	374
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	304
Number of retired or separated participants receiving benefits	2016-07-01	4
Number of other retired or separated participants entitled to future benefits	2016-07-01	36
Total of all active and inactive participants	2016-07-01	344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	344
Number of participants with account balances	2016-07-01	224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	5
2015: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	367
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	325
Number of retired or separated participants receiving benefits	2015-07-01	6
Number of other retired or separated participants entitled to future benefits	2015-07-01	33
Total of all active and inactive participants	2015-07-01	364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	364
Number of participants with account balances	2015-07-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	5
2014: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	388
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	308
Number of retired or separated participants receiving benefits	2014-07-01	8
Number of other retired or separated participants entitled to future benefits	2014-07-01	30
Total of all active and inactive participants	2014-07-01	346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	346
Number of participants with account balances	2014-07-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	12
2013: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	392
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	338
Number of retired or separated participants receiving benefits	2013-07-01	5
Number of other retired or separated participants entitled to future benefits	2013-07-01	29
Total of all active and inactive participants	2013-07-01	372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	372
Number of participants with account balances	2013-07-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	6
2012: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	369
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	330
Number of retired or separated participants receiving benefits	2012-07-01	6
Number of other retired or separated participants entitled to future benefits	2012-07-01	32
Total of all active and inactive participants	2012-07-01	368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	368
Number of participants with account balances	2012-07-01	245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	3
2011: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	365
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	325
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	30
Total of all active and inactive participants	2011-07-01	355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	355
Number of participants with account balances	2011-07-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	6
2009: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	358
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	326
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	33
Total of all active and inactive participants	2009-07-01	359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	359
Number of participants with account balances	2009-07-01	252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	10

Financial Data on H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN

Measure	Date	Value
2023 : H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total transfer of assets to this plan	2023-06-30	$0
Total transfer of assets from this plan	2023-06-30	$9,613,005
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$1,400,923
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$3,637,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$3,604,081
Value of total corrective distributions	2023-06-30	$8,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$684,721
Value of total assets at end of year	2023-06-30	$0
Value of total assets at beginning of year	2023-06-30	$11,849,758
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$24,984
Total interest from all sources	2023-06-30	$11,230
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2023-06-30	$0
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$542,949
Participant contributions at end of year	2023-06-30	$0
Participant contributions at beginning of year	2023-06-30	$351,831
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$1,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$-2,236,753
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$11,849,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Investment advisory and management fees	2023-06-30	$9,826
Value of interest in pooled separate accounts at end of year	2023-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2023-06-30	$11,497,927
Interest on participant loans	2023-06-30	$11,230
Net investment gain/loss from pooled separate accounts	2023-06-30	$704,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$140,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$3,604,081
Contract administrator fees	2023-06-30	$11,319
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-06-30	Yes
Did the plan have assets held for investment	2023-06-30	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	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	KATZ, SAPPER & MILLER
Accountancy firm EIN	2023-06-30	351090346
2019 : H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$2,201,383
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$3,231,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$3,218,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,128,307
Value of total assets at end of year	2019-06-30	$19,877,722
Value of total assets at beginning of year	2019-06-30	$20,907,380
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$12,652
Total interest from all sources	2019-06-30	$195,805
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Administrative expenses professional fees incurred	2019-06-30	$12,652
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$897,997
Participant contributions at end of year	2019-06-30	$260,362
Participant contributions at beginning of year	2019-06-30	$265,724
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$137,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$-1,029,658
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$19,877,722
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$20,907,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in pooled separate accounts at end of year	2019-06-30	$12,483,461
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$12,862,815
Interest on participant loans	2019-06-30	$12,486
Interest earned on other investments	2019-06-30	$183,319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$7,133,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$7,778,841
Net investment gain/loss from pooled separate accounts	2019-06-30	$877,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$92,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$3,218,389
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	KERBER ROSE SC
Accountancy firm EIN	2019-06-30	391658423
2018 : H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$2,862,080
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$814,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$767,988
Expenses. Certain deemed distributions of participant loans	2018-06-30	$38,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$966,843
Value of total assets at end of year	2018-06-30	$20,907,380
Value of total assets at beginning of year	2018-06-30	$18,859,875
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$7,715
Total interest from all sources	2018-06-30	$202,439
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Administrative expenses professional fees incurred	2018-06-30	$7,715
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$864,558
Participant contributions at end of year	2018-06-30	$265,724
Participant contributions at beginning of year	2018-06-30	$336,141
Participant contributions at end of year	2018-06-30	$0
Participant contributions at beginning of year	2018-06-30	$15,561
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$1,223
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$2,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$2,047,505
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$20,907,380
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$18,859,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in pooled separate accounts at end of year	2018-06-30	$12,862,815
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$10,563,493
Interest on participant loans	2018-06-30	$12,525
Interest earned on other investments	2018-06-30	$189,914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$7,778,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$7,940,521
Net investment gain/loss from pooled separate accounts	2018-06-30	$1,692,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$101,062
Employer contributions (assets) at end of year	2018-06-30	$0
Employer contributions (assets) at beginning of year	2018-06-30	$1,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$767,988
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	KERBER ROSE SC
Accountancy firm EIN	2018-06-30	391658423
2017 : H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$2,733,744
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$2,016,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$2,008,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$936,489
Value of total assets at end of year	2017-06-30	$18,859,875
Value of total assets at beginning of year	2017-06-30	$18,142,293
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$7,506
Total interest from all sources	2017-06-30	$236,611
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Administrative expenses professional fees incurred	2017-06-30	$7,506
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$818,766
Participant contributions at end of year	2017-06-30	$336,141
Participant contributions at beginning of year	2017-06-30	$334,192
Participant contributions at end of year	2017-06-30	$15,561
Participant contributions at beginning of year	2017-06-30	$1,531
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$24,566
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$2,406
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$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	2017-06-30	No
Value of net income/loss	2017-06-30	$717,582
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$18,859,875
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$18,142,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in pooled separate accounts at end of year	2017-06-30	$10,570,241
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$9,166,704
Interest on participant loans	2017-06-30	$15,370
Interest earned on other investments	2017-06-30	$221,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$7,933,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$8,639,616
Net investment gain/loss from pooled separate accounts	2017-06-30	$1,560,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$93,157
Employer contributions (assets) at end of year	2017-06-30	$1,753
Employer contributions (assets) at beginning of year	2017-06-30	$250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$2,008,656
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	KRAUSE, HOWARD & COMPANY SC
Accountancy firm EIN	2017-06-30	391561732
2016 : H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$971,483
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$784,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$777,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$883,408
Value of total assets at end of year	2016-06-30	$18,142,293
Value of total assets at beginning of year	2016-06-30	$17,955,465
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$7,249
Total interest from all sources	2016-06-30	$226,810
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$793,982
Participant contributions at end of year	2016-06-30	$334,192
Participant contributions at beginning of year	2016-06-30	$325,087
Participant contributions at end of year	2016-06-30	$1,531
Participant contributions at beginning of year	2016-06-30	$0
Other income not declared elsewhere	2016-06-30	$77,871
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$186,828
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$18,142,293
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$17,955,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in pooled separate accounts at end of year	2016-06-30	$9,166,704
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$9,632,889
Interest on participant loans	2016-06-30	$12,725
Interest earned on other investments	2016-06-30	$214,085
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$8,639,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$7,997,489
Net investment gain/loss from pooled separate accounts	2016-06-30	$-216,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$89,426
Employer contributions (assets) at end of year	2016-06-30	$250
Employer contributions (assets) at beginning of year	2016-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$777,406
Contract administrator fees	2016-06-30	$7,249
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	KRAUSE, HOWARD & COMPANY SC
Accountancy firm EIN	2016-06-30	391561732
2015 : H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$1,388,885
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$1,242,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$1,232,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$864,548
Value of total assets at end of year	2015-06-30	$17,955,465
Value of total assets at beginning of year	2015-06-30	$17,808,749
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$9,868
Total interest from all sources	2015-06-30	$229,722
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$773,950
Participant contributions at end of year	2015-06-30	$325,087
Participant contributions at beginning of year	2015-06-30	$290,344
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$1,388
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$4,802
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$146,716
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$17,955,465
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$17,808,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in pooled separate accounts at end of year	2015-06-30	$9,632,889
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$9,075,677
Interest on participant loans	2015-06-30	$14,274
Interest earned on other investments	2015-06-30	$215,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$7,997,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$8,441,116
Net investment gain/loss from pooled separate accounts	2015-06-30	$294,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$85,796
Employer contributions (assets) at end of year	2015-06-30	$0
Employer contributions (assets) at beginning of year	2015-06-30	$224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$1,232,301
Contract administrator fees	2015-06-30	$9,868
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	KRAUSE, HOWARD & COMPANY SC
Accountancy firm EIN	2015-06-30	391561732
2014 : H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$2,673,488
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$1,317,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$1,308,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$820,214
Value of total assets at end of year	2014-06-30	$17,808,749
Value of total assets at beginning of year	2014-06-30	$16,452,535
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$8,666
Total interest from all sources	2014-06-30	$268,535
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$738,038
Participant contributions at end of year	2014-06-30	$290,344
Participant contributions at beginning of year	2014-06-30	$323,987
Participant contributions at end of year	2014-06-30	$1,388
Participant contributions at beginning of year	2014-06-30	$14,356
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$2,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$1,356,214
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$17,808,749
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$16,452,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in pooled separate accounts at end of year	2014-06-30	$9,075,677
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$6,745,735
Interest on participant loans	2014-06-30	$13,091
Interest earned on other investments	2014-06-30	$255,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$8,441,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$9,364,304
Net investment gain/loss from pooled separate accounts	2014-06-30	$1,584,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$82,176
Employer contributions (assets) at end of year	2014-06-30	$224
Employer contributions (assets) at beginning of year	2014-06-30	$1,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$1,308,608
Contract administrator fees	2014-06-30	$8,666
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	KRAUSE, HOWARD & COMPANY SC
Accountancy firm EIN	2014-06-30	391561732
2013 : H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$2,096,291
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$883,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$880,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$841,179
Value of total assets at end of year	2013-06-30	$16,452,535
Value of total assets at beginning of year	2013-06-30	$15,239,849
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$3,376
Total interest from all sources	2013-06-30	$288,204
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$731,962
Participant contributions at end of year	2013-06-30	$323,987
Participant contributions at beginning of year	2013-06-30	$310,767
Participant contributions at end of year	2013-06-30	$14,356
Participant contributions at beginning of year	2013-06-30	$15,845
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$20,329
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$2,410
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$2,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Income. Non cash contributions	2013-06-30	$0
Value of net income/loss	2013-06-30	$1,212,686
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$16,452,535
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$15,239,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in pooled separate accounts at end of year	2013-06-30	$6,745,735
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$6,168,541
Interest on participant loans	2013-06-30	$12,813
Interest earned on other investments	2013-06-30	$275,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$9,364,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$8,740,370
Net investment gain/loss from pooled separate accounts	2013-06-30	$966,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$88,888
Employer contributions (assets) at end of year	2013-06-30	$1,743
Employer contributions (assets) at beginning of year	2013-06-30	$1,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$880,229
Contract administrator fees	2013-06-30	$3,376
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	KRAUSE, HOWARD & COMPANY SC
Accountancy firm EIN	2013-06-30	391561732
2012 : H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$1,158,437
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$533,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$529,130
Expenses. Certain deemed distributions of participant loans	2012-06-30	$671
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$1,073,913
Value of total assets at end of year	2012-06-30	$15,239,849
Value of total assets at beginning of year	2012-06-30	$14,614,513
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$3,300
Total interest from all sources	2012-06-30	$286,547
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$739,182
Participant contributions at end of year	2012-06-30	$310,767
Participant contributions at beginning of year	2012-06-30	$389,099
Participant contributions at end of year	2012-06-30	$15,845
Participant contributions at beginning of year	2012-06-30	$6,748
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$245,582
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$2,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$625,336
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$15,239,849
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$14,614,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in pooled separate accounts at end of year	2012-06-30	$6,168,541
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$6,915,987
Interest on participant loans	2012-06-30	$12,618
Interest earned on other investments	2012-06-30	$273,929
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$8,740,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$7,302,679
Net investment gain/loss from pooled separate accounts	2012-06-30	$-202,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$89,149
Employer contributions (assets) at end of year	2012-06-30	$1,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$529,130
Contract administrator fees	2012-06-30	$3,300
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	KRAUSE, HOWARD & COMPANY, S.C.
Accountancy firm EIN	2012-06-30	391561732
2011 : H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$2,488,080
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$1,241,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$1,173,030
Expenses. Certain deemed distributions of participant loans	2011-06-30	$52,535
Value of total corrective distributions	2011-06-30	$8,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$670,090
Value of total assets at end of year	2011-06-30	$14,614,513
Value of total assets at beginning of year	2011-06-30	$13,367,760
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$7,457
Total interest from all sources	2011-06-30	$294,869
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$670,090
Participant contributions at end of year	2011-06-30	$389,099
Participant contributions at beginning of year	2011-06-30	$443,888
Participant contributions at end of year	2011-06-30	$6,748
Participant contributions at beginning of year	2011-06-30	$23,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$1,246,753
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$14,614,513
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$13,367,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in pooled separate accounts at end of year	2011-06-30	$6,915,987
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$6,244,637
Interest on participant loans	2011-06-30	$25,075
Interest earned on other investments	2011-06-30	$269,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$7,302,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$6,655,481
Net investment gain/loss from pooled separate accounts	2011-06-30	$1,523,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$1,173,030
Contract administrator fees	2011-06-30	$7,457
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	KRAUSE, HOWARD & COMPANY, S.C.
Accountancy firm EIN	2011-06-30	391561732
2010 : H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN

2023: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2018: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2009: H. O. WOLDING, INC. EMPLOYEES' 401(K)PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

93114

Policy instance

Insurance contract or identification number	93114
Insurance policy start date	2023-01-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,754
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-EC-BR48

Policy instance

Insurance contract or identification number	GAP-EC-BR48
Number of Individuals Covered	305
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $2,768
Total amount of fees paid to insurance company	USD $0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,768
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-44-H341

Policy instance

Insurance contract or identification number	GAP-44-H341
Number of Individuals Covered	305
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $4,625
Total amount of fees paid to insurance company	USD $1,304
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,625
Amount paid for insurance broker fees	1304
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-EC-BR48

Policy instance

Insurance contract or identification number	GAP-EC-BR48
Number of Individuals Covered	357
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $9,454
Total amount of fees paid to insurance company	USD $0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-44-H341

Policy instance

Insurance contract or identification number	GAP-44-H341
Number of Individuals Covered	357
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $14,270
Total amount of fees paid to insurance company	USD $3,962
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-44-H341

Policy instance

Insurance contract or identification number	GAP-44-H341
Number of Individuals Covered	365
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $11,293
Total amount of fees paid to insurance company	USD $4,034
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,293
Insurance broker organization code?	3
Amount paid for insurance broker fees	4034
Additional information about fees paid to insurance broker	ADMIN OVERRIDE
Insurance broker name	NEPSIS RETIREMENT SERVICES

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-EC-BR48

Policy instance

Insurance contract or identification number	GAP-EC-BR48
Number of Individuals Covered	365
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $9,744
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,744
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL LLC

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-44-H341

Policy instance

Insurance contract or identification number	GAP-44-H341
Number of Individuals Covered	346
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $11,322
Total amount of fees paid to insurance company	USD $4,104
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,322
Insurance broker organization code?	3
Amount paid for insurance broker fees	4104
Additional information about fees paid to insurance broker	ADMIN OVERRIDE
Insurance broker name	NEPSIS RETIREMENT SERVICES

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-EC-BR48

Policy instance

Insurance contract or identification number	GAP-EC-BR48
Number of Individuals Covered	346
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $9,798
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,798
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL LLC

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-EC-BR48

Policy instance

Insurance contract or identification number	GAP-EC-BR48
Number of Individuals Covered	372
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $10,593
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,593
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL LLC

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-44-H341

Policy instance

Insurance contract or identification number	GAP-44-H341
Number of Individuals Covered	372
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $9,652
Total amount of fees paid to insurance company	USD $4,450
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,652
Insurance broker organization code?	3
Amount paid for insurance broker fees	4450
Additional information about fees paid to insurance broker	ADMIN OVERRIDE
Insurance broker name	NEPSIS RETIREMENT SERVICES

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-44-H341

Policy instance

Insurance contract or identification number	GAP-44-H341
Number of Individuals Covered	368
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $7,750
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,750
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL LLC

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-EC-BR48

Policy instance

Insurance contract or identification number	GAP-EC-BR48
Number of Individuals Covered	368
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $11,231
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,231
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL LLC

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-44-H341

Policy instance

Insurance contract or identification number	GAP-44-H341
Number of Individuals Covered	355
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $10,469
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-EC-BR48

Policy instance

Insurance contract or identification number	GAP-EC-BR48
Number of Individuals Covered	355
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $17,520
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-44-H341

Policy instance

Insurance contract or identification number	GAP-44-H341
Number of Individuals Covered	352
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $13,175
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-EC-BR48

Policy instance

Insurance contract or identification number	GAP-EC-BR48
Number of Individuals Covered	352
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $15,063
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	BISON TRANSPORT (USA)
Employer identification number (EIN):	391016161
NAIC Classification:	484120
NAIC Description:	General Freight Trucking, Long-Distance