401k Plan data: W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN plan

W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN 401k Plan overview

Plan Name	W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN
Plan identification number	002

W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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

W.E. BOWERS & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: W.E. BOWERS & ASSOCIATES, INC.

Employer identification number (EIN): 521339598

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 RICHARD HARRINGTON 2018-07-20 RICHARD HARRINGTON 2018-07-20
002 2016-01-01 RICHARD HARRINGTON 2017-10-03
002 2015-01-01 RICHARD HARRINGTON 2016-08-15
002 2014-01-01 RICHARD HARRINGTON 2015-06-29
002 2013-01-01 RICHARD HARRINGTON 2014-06-09
002 2012-01-01 RICHARD HARRINGTON 2013-06-18
002 2011-01-01 RICHARD HARRINGTON 2012-05-24
002 2010-01-01 RICHARD HARRINGTON 2011-08-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	RICHARD HARRINGTON	2018-07-20	RICHARD HARRINGTON	2018-07-20
002	2016-01-01	RICHARD HARRINGTON	2017-10-03
002	2015-01-01	RICHARD HARRINGTON	2016-08-15
002	2014-01-01	RICHARD HARRINGTON	2015-06-29
002	2013-01-01	RICHARD HARRINGTON	2014-06-09
002	2012-01-01	RICHARD HARRINGTON	2013-06-18
002	2011-01-01	RICHARD HARRINGTON	2012-05-24
002	2010-01-01	RICHARD HARRINGTON	2011-08-11

Plan Statistics for W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN

401k plan membership statisitcs for W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN

Measure Date Value
2022: W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 151
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 28
Total of all active and inactive participants 2022-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 179
Number of participants with account balances 2022-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 14
2021: W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 159
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 24
Total of all active and inactive participants 2021-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 183
Number of participants with account balances 2021-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 10
2020: W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 146
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 14
Total of all active and inactive participants 2020-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 160
Number of participants with account balances 2020-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 136
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 15
Total of all active and inactive participants 2019-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 151
Number of participants with account balances 2019-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 112
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 20
Total of all active and inactive participants 2018-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 132
Number of participants with account balances 2018-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2

Measure	Date	Value
2022: W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	151
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	28
Total of all active and inactive participants	2022-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	179
Number of participants with account balances	2022-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	14
2021: W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	159
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	24
Total of all active and inactive participants	2021-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	183
Number of participants with account balances	2021-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	10
2020: W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	146
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	14
Total of all active and inactive participants	2020-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	160
Number of participants with account balances	2020-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	136
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	15
Total of all active and inactive participants	2019-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	151
Number of participants with account balances	2019-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	112
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	20
Total of all active and inactive participants	2018-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	132
Number of participants with account balances	2018-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2

Financial Data on W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN

Measure	Date	Value
2022 : W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,440,795
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,078,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,016,141
Expenses. Certain deemed distributions of participant loans	2022-12-31	$4,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,859,440
Value of total assets at end of year	2022-12-31	$20,184,362
Value of total assets at beginning of year	2022-12-31	$22,703,534
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$57,653
Total interest from all sources	2022-12-31	$19,232
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$658,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$658,944
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,185,213
Participant contributions at end of year	2022-12-31	$391,383
Participant contributions at beginning of year	2022-12-31	$268,149
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$486,243
Other income not declared elsewhere	2022-12-31	$3,127
Administrative expenses (other) incurred	2022-12-31	$57,653
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,519,172
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$20,184,362
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$22,703,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$19,345,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$22,212,255
Interest on participant loans	2022-12-31	$19,232
Value of interest in common/collective trusts at end of year	2022-12-31	$447,882
Value of interest in common/collective trusts at beginning of year	2022-12-31	$223,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,986,935
Net investment gain or loss from common/collective trusts	2022-12-31	$5,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,187,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,016,141
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FAW, CASSON & CO., LLP
Accountancy firm EIN	2022-12-31	520619968
2021 : W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,022,257
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,045,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$947,706
Expenses. Certain deemed distributions of participant loans	2021-12-31	$43,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,370,986
Value of total assets at end of year	2021-12-31	$22,703,534
Value of total assets at beginning of year	2021-12-31	$18,726,939
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$54,389
Total interest from all sources	2021-12-31	$15,290
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,279,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,279,213
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,103,532
Participant contributions at end of year	2021-12-31	$268,149
Participant contributions at beginning of year	2021-12-31	$251,738
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$59,891
Other income not declared elsewhere	2021-12-31	$300
Administrative expenses (other) incurred	2021-12-31	$54,389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,976,595
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$22,703,534
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$18,726,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$22,212,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$18,302,915
Interest on participant loans	2021-12-31	$15,290
Value of interest in common/collective trusts at end of year	2021-12-31	$223,130
Value of interest in common/collective trusts at beginning of year	2021-12-31	$172,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$352,186
Net investment gain or loss from common/collective trusts	2021-12-31	$4,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,207,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$947,706
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LANIGAN, RYAN P.C.
Accountancy firm EIN	2021-12-31	521259972
2020 : W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,455,217
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,297,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,242,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,338,220
Value of total assets at end of year	2020-12-31	$18,726,939
Value of total assets at beginning of year	2020-12-31	$14,569,490
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$55,465
Total interest from all sources	2020-12-31	$14,810
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$616,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$616,345
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,254,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$918,319
Participant contributions at end of year	2020-12-31	$251,738
Participant contributions at beginning of year	2020-12-31	$170,240
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$647,924
Other income not declared elsewhere	2020-12-31	$17,670
Administrative expenses (other) incurred	2020-12-31	$55,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$4,157,449
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$18,726,939
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$14,569,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$18,302,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,442,665
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,828,195
Interest on participant loans	2020-12-31	$14,810
Value of interest in common/collective trusts at end of year	2020-12-31	$172,286
Value of interest in common/collective trusts at beginning of year	2020-12-31	$7,934,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$194,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,466,257
Net investment gain or loss from common/collective trusts	2020-12-31	$1,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$771,977
Employer contributions (assets) at beginning of year	2020-12-31	$771,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,242,303
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	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	LANIGAN RYAN, P.C.
Accountancy firm EIN	2020-12-31	521259972
2019 : W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,672,543
Total income from all sources (including contributions)	2019-12-31	$4,672,543
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$784,651
Total of all expenses incurred	2019-12-31	$784,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$738,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$738,515
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,077,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,077,505
Value of total assets at end of year	2019-12-31	$15,341,467
Value of total assets at end of year	2019-12-31	$15,341,467
Value of total assets at beginning of year	2019-12-31	$11,453,575
Value of total assets at beginning of year	2019-12-31	$11,453,575
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$46,136
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$46,136
Total income from rents	2019-12-31	$0
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$14,577
Total interest from all sources	2019-12-31	$14,577
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$64,145
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$64,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$64,145
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$64,145
Administrative expenses professional fees incurred	2019-12-31	$1,297
Administrative expenses professional fees incurred	2019-12-31	$1,297
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$808,465
Contributions received from participants	2019-12-31	$808,465
Participant contributions at end of year	2019-12-31	$170,240
Participant contributions at end of year	2019-12-31	$170,240
Participant contributions at beginning of year	2019-12-31	$191,512
Participant contributions at beginning of year	2019-12-31	$191,512
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$497,063
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$497,063
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,887,892
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,341,467
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,341,467
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,453,575
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,453,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$1,297
Investment advisory and management fees	2019-12-31	$1,297
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,442,665
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,442,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,012,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,012,925
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,828,195
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,828,195
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,254,192
Interest on participant loans	2019-12-31	$12,225
Interest on participant loans	2019-12-31	$12,225
Income. Interest from loans (other than to participants)	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$2,352
Interest earned on other investments	2019-12-31	$2,352
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$7,934,322
Value of interest in common/collective trusts at end of year	2019-12-31	$7,934,322
Value of interest in common/collective trusts at beginning of year	2019-12-31	$6,302,494
Value of interest in common/collective trusts at beginning of year	2019-12-31	$6,302,494
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$194,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$194,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$26,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$26,689
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$820,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$820,653
Net investment gain/loss from pooled separate accounts	2019-12-31	$361,888
Net investment gain/loss from pooled separate accounts	2019-12-31	$361,888
Net investment gain or loss from common/collective trusts	2019-12-31	$1,333,775
Net investment gain or loss from common/collective trusts	2019-12-31	$1,333,775
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$771,977
Contributions received in cash from employer	2019-12-31	$771,977
Employer contributions (assets) at end of year	2019-12-31	$771,977
Employer contributions (assets) at end of year	2019-12-31	$771,977
Employer contributions (assets) at beginning of year	2019-12-31	$665,763
Employer contributions (assets) at beginning of year	2019-12-31	$665,763
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$738,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$738,515
Contract administrator fees	2019-12-31	$43,542
Contract administrator fees	2019-12-31	$43,542
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LANIGAN, RYAN, MALCOLM AND DOYLE
Accountancy firm name	2019-12-31	LANIGAN, RYAN, MALCOLM AND DOYLE
Accountancy firm EIN	2019-12-31	521259972
Accountancy firm EIN	2019-12-31	521259972
2018 : W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$666,833
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$215,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$168,123
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,419,107
Value of total assets at end of year	2018-12-31	$11,453,575
Value of total assets at beginning of year	2018-12-31	$11,002,412
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$47,547
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$13,089
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$50,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$50,222
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Amount of non-exempt transactions with any party-in-interest	2018-12-31	$0
Contributions received from participants	2018-12-31	$640,864
Participant contributions at end of year	2018-12-31	$191,512
Participant contributions at beginning of year	2018-12-31	$246,417
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$112,480
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$451,163
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,453,575
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,002,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,012,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,731,716
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,254,192
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,194,009
Interest on participant loans	2018-12-31	$12,945
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$144
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$6,302,494
Value of interest in common/collective trusts at beginning of year	2018-12-31	$6,270,426
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$26,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$4,380
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-236,243
Net investment gain/loss from pooled separate accounts	2018-12-31	$-107,995
Net investment gain or loss from common/collective trusts	2018-12-31	$-471,347
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$665,763
Employer contributions (assets) at end of year	2018-12-31	$665,763
Employer contributions (assets) at beginning of year	2018-12-31	$555,464
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$168,123
Contract administrator fees	2018-12-31	$47,547
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	LANIGAN, RYAN, MALCOLM & DOYLE, P.C
Accountancy firm EIN	2018-12-31	521259972

Form 5500 Responses for W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN

2022: W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: W.E. BOWERS AND ASSOCIATES, INC. NON-UNION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-07-12
Total amount of commissions paid to insurance broker	USD $0
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?	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?	Yes

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	151
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $236
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $236
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

530457

Policy instance

Insurance contract or identification number	530457
Number of Individuals Covered	151
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $3,457
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,457
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

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Company Name:	W.E. BOWERS & ASSOCIATES, INC.
Employer identification number (EIN):	521339598
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors