401k Plan data: THE WHALEN COMPANY PROFIT SHARING PLAN plan

THE WHALEN COMPANY PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE WHALEN COMPANY PROFIT SHARING PLAN
Plan identification number	001

THE WHALEN COMPANY PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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.

401k Sponsoring company profile

THE WHALEN COMPANY has sponsored the creation of one or more 401k plans.

Company Name: THE WHALEN COMPANY

Employer identification number (EIN): 520784012

NAIC Classification: 333410

Additional information about THE WHALEN COMPANY

Jurisdiction of Incorporation: Michigan Secretary of State

Incorporation Date: 0000-00-00

Company Identification Number: 05679M

Legal Registered Office Address: 161 COMMERCIAL AVE PAW PAW

United States of America (USA)
49079

More information about THE WHALEN COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WHALEN COMPANY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 CHRISTOPHER R. MURPHY
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 CHRISTOPHER R. MURPHY
001 2013-01-01 CHRISTOPHER R. MURPHY
001 2012-01-01 CHRISTOPHER R. MURPHY
001 2011-01-01 CHRISTOPHER R. MURPHY
001 2009-01-01 CHRISTOPHER R. MURPHY

Plan Statistics for THE WHALEN COMPANY PROFIT SHARING PLAN

401k plan membership statisitcs for THE WHALEN COMPANY PROFIT SHARING PLAN

Measure Date Value
2018: THE WHALEN COMPANY PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: THE WHALEN COMPANY PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 98
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 51
Total of all active and inactive participants 2017-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 149
Number of participants with account balances 2017-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: THE WHALEN COMPANY PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 83
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 56
Total of all active and inactive participants 2016-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 139
Number of participants with account balances 2016-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: THE WHALEN COMPANY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 85
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 54
Total of all active and inactive participants 2015-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 139
Number of participants with account balances 2015-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE WHALEN COMPANY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 80
Number of retired or separated participants receiving benefits 2014-01-01 3
Number of other retired or separated participants entitled to future benefits 2014-01-01 57
Total of all active and inactive participants 2014-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 140
Number of participants with account balances 2014-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE WHALEN COMPANY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 71
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 56
Total of all active and inactive participants 2013-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 128
Number of participants with account balances 2013-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE WHALEN COMPANY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 70
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 60
Total of all active and inactive participants 2012-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 130
Number of participants with account balances 2012-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE WHALEN COMPANY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 67
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 63
Total of all active and inactive participants 2011-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 131
Number of participants with account balances 2011-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: THE WHALEN COMPANY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 85
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 46
Total of all active and inactive participants 2009-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 131
Number of participants with account balances 2009-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2018: THE WHALEN COMPANY PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: THE WHALEN COMPANY PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	98
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	51
Total of all active and inactive participants	2017-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	149
Number of participants with account balances	2017-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: THE WHALEN COMPANY PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	83
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	56
Total of all active and inactive participants	2016-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	139
Number of participants with account balances	2016-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: THE WHALEN COMPANY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	85
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	54
Total of all active and inactive participants	2015-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	139
Number of participants with account balances	2015-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE WHALEN COMPANY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	80
Number of retired or separated participants receiving benefits	2014-01-01	3
Number of other retired or separated participants entitled to future benefits	2014-01-01	57
Total of all active and inactive participants	2014-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	140
Number of participants with account balances	2014-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE WHALEN COMPANY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	71
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	56
Total of all active and inactive participants	2013-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	128
Number of participants with account balances	2013-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE WHALEN COMPANY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	70
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	60
Total of all active and inactive participants	2012-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	130
Number of participants with account balances	2012-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE WHALEN COMPANY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	67
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	63
Total of all active and inactive participants	2011-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	131
Number of participants with account balances	2011-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: THE WHALEN COMPANY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	85
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	46
Total of all active and inactive participants	2009-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	131
Number of participants with account balances	2009-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on THE WHALEN COMPANY PROFIT SHARING PLAN

Measure	Date	Value
2018 : THE WHALEN COMPANY PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-02-28	$218,637
Total unrealized appreciation/depreciation of assets	2018-02-28	$218,637
Total transfer of assets from this plan	2018-02-28	$7,902,913
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-02-28	$0
Total income from all sources (including contributions)	2018-02-28	$239,045
Total loss/gain on sale of assets	2018-02-28	$0
Total of all expenses incurred	2018-02-28	$1,131,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-02-28	$1,106,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-02-28	$0
Value of total assets at end of year	2018-02-28	$0
Value of total assets at beginning of year	2018-02-28	$8,795,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-02-28	$24,715
Total interest from all sources	2018-02-28	$8,350
Total dividends received (eg from common stock, registered investment company shares)	2018-02-28	$12,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-02-28	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-02-28	$0
Was this plan covered by a fidelity bond	2018-02-28	Yes
Value of fidelity bond cover	2018-02-28	$750,000
If this is an individual account plan, was there a blackout period	2018-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2018-02-28	No
Assets. Other investments not covered elsewhere at beginning of year	2018-02-28	$21,746
Total non interest bearing cash at beginning of year	2018-02-28	$3,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-02-28	No
Value of net income/loss	2018-02-28	$-892,483
Value of net assets at end of year (total assets less liabilities)	2018-02-28	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-02-28	$8,795,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-02-28	No
Were any leases to which the plan was party in default or uncollectible	2018-02-28	No
Investment advisory and management fees	2018-02-28	$24,715
Income. Interest from US Government securities	2018-02-28	$2,500
Income. Interest from corporate debt instruments	2018-02-28	$5,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-02-28	$178,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-02-28	$178,626
Asset value of US Government securities at beginning of year	2018-02-28	$986,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-02-28	No
Was there a failure to transmit to the plan any participant contributions	2018-02-28	No
Has the plan failed to provide any benefit when due under the plan	2018-02-28	No
Employer contributions (assets) at beginning of year	2018-02-28	$328,385
Income. Dividends from common stock	2018-02-28	$12,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-02-28	$1,106,813
Asset. Corporate debt instrument debt (other) at beginning of year	2018-02-28	$1,452,354
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-02-28	$5,823,957
Did the plan have assets held for investment	2018-02-28	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-02-28	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-02-28	No
Opinion of an independent qualified public accountant for this plan	2018-02-28	Unqualified
Accountancy firm name	2018-02-28	GOSS, MENDELSOHN & ASSOCIATES, PA
Accountancy firm EIN	2018-02-28	520982413
2017 : THE WHALEN COMPANY PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$987,912
Total unrealized appreciation/depreciation of assets	2017-12-31	$987,912
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,498,529
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$456,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$383,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$328,385
Value of total assets at end of year	2017-12-31	$8,795,396
Value of total assets at beginning of year	2017-12-31	$7,753,763
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$73,481
Total interest from all sources	2017-12-31	$70,171
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$112,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$12,500
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$750,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$21,746
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$20,405
Total non interest bearing cash at end of year	2017-12-31	$3,492
Total non interest bearing cash at beginning of year	2017-12-31	$2,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,041,633
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,795,396
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,753,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$60,981
Income. Interest from US Government securities	2017-12-31	$14,794
Income. Interest from corporate debt instruments	2017-12-31	$55,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$178,626
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$249,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$249,784
Asset value of US Government securities at end of year	2017-12-31	$986,836
Asset value of US Government securities at beginning of year	2017-12-31	$788,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$328,385
Employer contributions (assets) at end of year	2017-12-31	$328,385
Employer contributions (assets) at beginning of year	2017-12-31	$294,764
Income. Dividends from common stock	2017-12-31	$112,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$383,415
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$1,452,354
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$1,437,544
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$5,823,957
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$4,959,560
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	GROSS, MENDELSOHN & ASSOCIATES, PA
Accountancy firm EIN	2017-12-31	520982413
2016 : THE WHALEN COMPANY PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,025,856
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,400,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,330,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$444,764
Value of total assets at end of year	2016-12-31	$7,753,763
Value of total assets at beginning of year	2016-12-31	$8,128,018
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$69,606
Total interest from all sources	2016-12-31	$34,758
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$546,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$12,000
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$750,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$20,405
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$24,122
Total non interest bearing cash at end of year	2016-12-31	$2,839
Total non interest bearing cash at beginning of year	2016-12-31	$1,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-374,255
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,753,763
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,128,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$57,606
Interest earned on other investments	2016-12-31	$20,405
Income. Interest from US Government securities	2016-12-31	$-8,849
Income. Interest from corporate debt instruments	2016-12-31	$23,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$249,784
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$72,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$72,993
Asset value of US Government securities at end of year	2016-12-31	$788,867
Asset value of US Government securities at beginning of year	2016-12-31	$797,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$444,764
Employer contributions (assets) at end of year	2016-12-31	$294,764
Employer contributions (assets) at beginning of year	2016-12-31	$267,187
Income. Dividends from common stock	2016-12-31	$546,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,330,505
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$1,437,544
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$1,798,563
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$4,959,560
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$5,166,606
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	GROSS, MENDELSOHN & ASSOCIATES, PA
Accountancy firm EIN	2016-12-31	520982413
2015 : THE WHALEN COMPANY PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$655,806
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$134,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$62,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$417,187
Value of total assets at end of year	2015-12-31	$8,128,018
Value of total assets at beginning of year	2015-12-31	$7,606,312
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$71,404
Total interest from all sources	2015-12-31	$58,570
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$180,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$12,000
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$760,632
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$24,122
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$21,430
Total non interest bearing cash at end of year	2015-12-31	$1,492
Total non interest bearing cash at beginning of year	2015-12-31	$1,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$521,706
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$8,128,018
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,606,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$59,404
Interest earned on other investments	2015-12-31	$24,122
Income. Interest from US Government securities	2015-12-31	$-2,023
Income. Interest from corporate debt instruments	2015-12-31	$36,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$72,993
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$4,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$4,808
Asset value of US Government securities at end of year	2015-12-31	$797,055
Asset value of US Government securities at beginning of year	2015-12-31	$499,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$417,187
Employer contributions (assets) at end of year	2015-12-31	$267,187
Employer contributions (assets) at beginning of year	2015-12-31	$204,000
Income. Dividends from common stock	2015-12-31	$180,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$62,696
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$1,798,563
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$1,750,860
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$5,166,606
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$5,124,264
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	GROSS, MENDELSOHN & ASSOCIATES, PA
Accountancy firm EIN	2015-12-31	520982413
2014 : THE WHALEN COMPANY PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$888,629
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$449,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$381,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$354,000
Value of total assets at end of year	2014-12-31	$7,606,312
Value of total assets at beginning of year	2014-12-31	$7,167,404
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$68,614
Total interest from all sources	2014-12-31	$98,579
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$436,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$12,000
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$750,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$21,430
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$23,952
Total non interest bearing cash at end of year	2014-12-31	$1,536
Total non interest bearing cash at beginning of year	2014-12-31	$1,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$438,908
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,606,312
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,167,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$56,614
Interest earned on other investments	2014-12-31	$21,430
Income. Interest from US Government securities	2014-12-31	$-635
Income. Interest from corporate debt instruments	2014-12-31	$77,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$4,808
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$64,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$64,646
Asset value of US Government securities at end of year	2014-12-31	$499,414
Asset value of US Government securities at beginning of year	2014-12-31	$148,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$354,000
Employer contributions (assets) at end of year	2014-12-31	$204,000
Employer contributions (assets) at beginning of year	2014-12-31	$188,035
Income. Dividends from common stock	2014-12-31	$436,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$381,107
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$1,750,860
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$1,800,199
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$5,124,264
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$4,940,409
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	GROSS, MENDELSOHN & ASSOCIATES, PA
Accountancy firm EIN	2014-12-31	520982413
2013 : THE WHALEN COMPANY PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,684,638
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$581,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$519,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$338,035
Value of total assets at end of year	2013-12-31	$7,167,404
Value of total assets at beginning of year	2013-12-31	$6,064,190
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$62,344
Total interest from all sources	2013-12-31	$128,316
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,218,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$12,000
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$750,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$23,952
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$1,475
Total non interest bearing cash at beginning of year	2013-12-31	$1,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,103,214
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,167,404
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,064,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$50,344
Interest earned on other investments	2013-12-31	$23,952
Income. Interest from US Government securities	2013-12-31	$-1,291
Income. Interest from corporate debt instruments	2013-12-31	$105,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$64,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$47,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$47,224
Asset value of US Government securities at end of year	2013-12-31	$148,688
Asset value of US Government securities at beginning of year	2013-12-31	$203,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$338,035
Employer contributions (assets) at end of year	2013-12-31	$188,035
Employer contributions (assets) at beginning of year	2013-12-31	$214,772
Income. Dividends from common stock	2013-12-31	$1,218,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$519,080
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$1,800,199
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$1,602,276
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$4,940,409
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$3,994,351
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	GROSS, MENDELSOHN & ASSOCIATES, PA
Accountancy firm EIN	2013-12-31	520982413
2012 : THE WHALEN COMPANY PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$847,716
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$212,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$152,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$339,772
Value of total assets at end of year	2012-12-31	$6,064,190
Value of total assets at beginning of year	2012-12-31	$5,429,132
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$60,166
Total interest from all sources	2012-12-31	$293,555
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$214,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$12,000
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$21,247
Total non interest bearing cash at end of year	2012-12-31	$1,879
Total non interest bearing cash at beginning of year	2012-12-31	$2,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$635,058
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,064,190
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,429,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$48,166
Income. Interest from US Government securities	2012-12-31	$61,227
Income. Interest from corporate debt instruments	2012-12-31	$232,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$47,224
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$127,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$127,194
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$0
Asset value of US Government securities at end of year	2012-12-31	$203,688
Asset value of US Government securities at beginning of year	2012-12-31	$420,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$339,772
Employer contributions (assets) at end of year	2012-12-31	$214,772
Employer contributions (assets) at beginning of year	2012-12-31	$132,516
Income. Dividends from common stock	2012-12-31	$214,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$152,492
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$1,602,276
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$1,297,737
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	2012-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$3,994,351
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$3,427,521
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	GROSS, MENDELSOHN & ASSOCIATES, PA
Accountancy firm EIN	2012-12-31	520982413
2011 : THE WHALEN COMPANY PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$308,734
Total loss/gain on sale of assets	2011-12-31	$-131,452
Total of all expenses incurred	2011-12-31	$625,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$567,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$252,082
Value of total assets at end of year	2011-12-31	$5,429,132
Value of total assets at beginning of year	2011-12-31	$5,745,590
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$57,447
Total interest from all sources	2011-12-31	$90,212
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$97,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$16,584
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$21,247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$21,720
Total non interest bearing cash at end of year	2011-12-31	$2,171
Total non interest bearing cash at beginning of year	2011-12-31	$2,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-316,458
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,429,132
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,745,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$40,863
Income. Interest from corporate debt instruments	2011-12-31	$90,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$127,194
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$183,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$183,787
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$31
Asset value of US Government securities at end of year	2011-12-31	$420,746
Asset value of US Government securities at beginning of year	2011-12-31	$695,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$252,082
Employer contributions (assets) at end of year	2011-12-31	$132,516
Employer contributions (assets) at beginning of year	2011-12-31	$246,392
Income. Dividends from common stock	2011-12-31	$97,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$567,745
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$1,297,737
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$1,101,087
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$3,427,521
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$3,494,538
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$-131,452
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	GROSS, MENDELSOHN & ASSOCIATES, PA
Accountancy firm EIN	2011-12-31	520982413
2010 : THE WHALEN COMPANY PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$765,347
Total loss/gain on sale of assets	2010-12-31	$354,497
Total of all expenses incurred	2010-12-31	$55,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$490
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$246,392
Value of total assets at end of year	2010-12-31	$5,745,590
Value of total assets at beginning of year	2010-12-31	$5,035,368
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$54,635
Total interest from all sources	2010-12-31	$90,950
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$73,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$16,484
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$21,720
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$19,691
Total non interest bearing cash at end of year	2010-12-31	$2,836
Total non interest bearing cash at beginning of year	2010-12-31	$69,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$710,222
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,745,590
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,035,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$38,151
Income. Interest from US Government securities	2010-12-31	$29,595
Income. Interest from corporate debt instruments	2010-12-31	$59,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$183,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1,806
Asset value of US Government securities at end of year	2010-12-31	$695,230
Asset value of US Government securities at beginning of year	2010-12-31	$678,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$246,392
Employer contributions (assets) at end of year	2010-12-31	$246,392
Employer contributions (assets) at beginning of year	2010-12-31	$157,672
Income. Dividends from common stock	2010-12-31	$73,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$490
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$1,101,087
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$1,051,620
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$3,494,538
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$3,058,151
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$354,497
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	GROSS, MENDELSOHN & ASSOCIATES, PA
Accountancy firm EIN	2010-12-31	520982413

Form 5500 Responses for THE WHALEN COMPANY PROFIT SHARING PLAN

2018: THE WHALEN COMPANY PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE WHALEN COMPANY PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE WHALEN COMPANY PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE WHALEN COMPANY PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE WHALEN COMPANY PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE WHALEN COMPANY PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE WHALEN COMPANY PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE WHALEN COMPANY PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE WHALEN COMPANY PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE WHALEN COMPANY
Employer identification number (EIN):	520784012
NAIC Classification:	333410

Jurisdiction of Incorporation:	Michigan Secretary of State
Incorporation Date:	0000-00-00
Company Identification Number:	05679M
Legal Registered Office Address:	161 COMMERCIAL AVE PAW PAW United States of America (USA) 49079

Plan id#	Filing Submission Date	Name of Administrator
001	2018-01-01	CHRISTOPHER R. MURPHY
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	CHRISTOPHER R. MURPHY
001	2013-01-01	CHRISTOPHER R. MURPHY
001	2012-01-01	CHRISTOPHER R. MURPHY
001	2011-01-01	CHRISTOPHER R. MURPHY
001	2009-01-01	CHRISTOPHER R. MURPHY