401k Plan data: WHA PLAN FOR LIVING 401(K) AND TRUST plan

WHA PLAN FOR LIVING 401(K) AND TRUST 401k Plan overview

Plan Name	WHA PLAN FOR LIVING 401(K) AND TRUST
Plan identification number	001

WHA PLAN FOR LIVING 401(K) AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Stock bonus
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.
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Life insurance

401k Sponsoring company profile

WORTH HIGGINS ASSOCIATES INC. has sponsored the creation of one or more 401k plans.

Company Name: WORTH HIGGINS ASSOCIATES INC.

Employer identification number (EIN): 540880197

NAIC Classification: 323100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHA PLAN FOR LIVING 401(K) AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LISA STANFIELD LISA STANFIELD 2018-09-11
001 2016-01-01 LISA STANFIELD LISA STANFIELD 2017-10-16
001 2016-01-01 LISA STANFIELD 2017-08-22
001 2015-01-01 LISA STANFIELD LISA STANFIELD 2016-10-14
001 2014-01-01 LISA STANFIELD LISA STANFIELD 2015-10-15
001 2013-01-01 LINDSAY THOMAS LINDSAY THOMAS 2014-10-15
001 2012-01-01 LINDSAY THOMAS LINDSAY THOMAS 2013-10-09
001 2011-01-01 LINDSAY THOMAS LINDSAY THOMAS 2012-10-11
001 2009-01-01 LINDSAY THOMAS LINDSAY THOMAS 2010-10-14
001 2009-01-01 LINDSAY THOMAS LINDSAY THOMAS 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	LISA STANFIELD	LISA STANFIELD	2018-09-11
001	2016-01-01	LISA STANFIELD	LISA STANFIELD	2017-10-16
001	2016-01-01		LISA STANFIELD	2017-08-22
001	2015-01-01	LISA STANFIELD	LISA STANFIELD	2016-10-14
001	2014-01-01	LISA STANFIELD	LISA STANFIELD	2015-10-15
001	2013-01-01	LINDSAY THOMAS	LINDSAY THOMAS	2014-10-15
001	2012-01-01	LINDSAY THOMAS	LINDSAY THOMAS	2013-10-09
001	2011-01-01	LINDSAY THOMAS	LINDSAY THOMAS	2012-10-11
001	2009-01-01	LINDSAY THOMAS	LINDSAY THOMAS	2010-10-14
001	2009-01-01	LINDSAY THOMAS	LINDSAY THOMAS	2010-10-13

Plan Statistics for WHA PLAN FOR LIVING 401(K) AND TRUST

401k plan membership statisitcs for WHA PLAN FOR LIVING 401(K) AND TRUST

Measure Date Value
2022: WHA PLAN FOR LIVING 401(K) AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 223
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 173
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 39
Total of all active and inactive participants 2022-01-01 212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 212
Number of participants with account balances 2022-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 17
2021: WHA PLAN FOR LIVING 401(K) AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 179
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 42
Total of all active and inactive participants 2021-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 221
Number of participants with account balances 2021-01-01 214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 13
2020: WHA PLAN FOR LIVING 401(K) AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 171
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 38
Total of all active and inactive participants 2020-01-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 209
Number of participants with account balances 2020-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 19
2019: WHA PLAN FOR LIVING 401(K) AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 185
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 33
Total of all active and inactive participants 2019-01-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 218
Number of participants with account balances 2019-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WHA PLAN FOR LIVING 401(K) AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 190
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 23
Total of all active and inactive participants 2018-01-01 213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 213
Number of participants with account balances 2018-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WHA PLAN FOR LIVING 401(K) AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 196
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 20
Total of all active and inactive participants 2017-01-01 216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 216
Number of participants with account balances 2017-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WHA PLAN FOR LIVING 401(K) AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 175
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 13
Total of all active and inactive participants 2016-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 188
Number of participants with account balances 2016-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WHA PLAN FOR LIVING 401(K) AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 154
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 17
Total of all active and inactive participants 2015-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 171
Number of participants with account balances 2015-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: WHA PLAN FOR LIVING 401(K) AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 161
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 12
Total of all active and inactive participants 2014-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 174
Number of participants with account balances 2014-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WHA PLAN FOR LIVING 401(K) AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 157
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 166
Number of participants with account balances 2013-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5
2012: WHA PLAN FOR LIVING 401(K) AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 161
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 165
Number of participants with account balances 2012-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7
2011: WHA PLAN FOR LIVING 401(K) AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 158
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 164
Number of participants with account balances 2011-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2009: WHA PLAN FOR LIVING 401(K) AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 125
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 29
Total of all active and inactive participants 2009-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 154
Number of participants with account balances 2009-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 10

Measure	Date	Value
2022: WHA PLAN FOR LIVING 401(K) AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	223
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	173
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	39
Total of all active and inactive participants	2022-01-01	212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	212
Number of participants with account balances	2022-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	17
2021: WHA PLAN FOR LIVING 401(K) AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	179
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	42
Total of all active and inactive participants	2021-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	221
Number of participants with account balances	2021-01-01	214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	13
2020: WHA PLAN FOR LIVING 401(K) AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	171
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	38
Total of all active and inactive participants	2020-01-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	209
Number of participants with account balances	2020-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	19
2019: WHA PLAN FOR LIVING 401(K) AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	185
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	33
Total of all active and inactive participants	2019-01-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	218
Number of participants with account balances	2019-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WHA PLAN FOR LIVING 401(K) AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	190
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	23
Total of all active and inactive participants	2018-01-01	213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	213
Number of participants with account balances	2018-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WHA PLAN FOR LIVING 401(K) AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	196
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	20
Total of all active and inactive participants	2017-01-01	216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	216
Number of participants with account balances	2017-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WHA PLAN FOR LIVING 401(K) AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	175
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	13
Total of all active and inactive participants	2016-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	188
Number of participants with account balances	2016-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WHA PLAN FOR LIVING 401(K) AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	154
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	17
Total of all active and inactive participants	2015-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	171
Number of participants with account balances	2015-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: WHA PLAN FOR LIVING 401(K) AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	161
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	12
Total of all active and inactive participants	2014-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	174
Number of participants with account balances	2014-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WHA PLAN FOR LIVING 401(K) AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	157
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	166
Number of participants with account balances	2013-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5
2012: WHA PLAN FOR LIVING 401(K) AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	161
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	165
Number of participants with account balances	2012-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7
2011: WHA PLAN FOR LIVING 401(K) AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	158
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	164
Number of participants with account balances	2011-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2009: WHA PLAN FOR LIVING 401(K) AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	125
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	29
Total of all active and inactive participants	2009-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	154
Number of participants with account balances	2009-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	10

Financial Data on WHA PLAN FOR LIVING 401(K) AND TRUST

Measure	Date	Value
2022 : WHA PLAN FOR LIVING 401(K) AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,025,231
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,152,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,094,361
Expenses. Certain deemed distributions of participant loans	2022-12-31	$3,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$881,735
Value of total assets at end of year	2022-12-31	$11,836,082
Value of total assets at beginning of year	2022-12-31	$16,013,759
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$54,807
Total interest from all sources	2022-12-31	$12,934
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$201,892
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	$201,892
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$742,293
Participant contributions at end of year	2022-12-31	$194,749
Participant contributions at beginning of year	2022-12-31	$252,573
Participant contributions at end of year	2022-12-31	$31,914
Participant contributions at beginning of year	2022-12-31	$22,961
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$88,658
Other income not declared elsewhere	2022-12-31	$-4,467
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	$-4,177,677
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,836,082
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$16,013,759
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	$10,655,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$14,942,533
Interest on participant loans	2022-12-31	$12,934
Value of interest in common/collective trusts at end of year	2022-12-31	$951,555
Value of interest in common/collective trusts at beginning of year	2022-12-31	$794,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,132,168
Net investment gain or loss from common/collective trusts	2022-12-31	$14,843
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	Yes
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	$50,784
Employer contributions (assets) at end of year	2022-12-31	$2,092
Employer contributions (assets) at beginning of year	2022-12-31	$1,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,094,361
Contract administrator fees	2022-12-31	$54,807
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	ADAMS, JENINS & CHEATHAM, PC
Accountancy firm EIN	2022-12-31	541320089
2021 : WHA PLAN FOR LIVING 401(K) AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,210,956
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,166,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,101,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,136,385
Value of total assets at end of year	2021-12-31	$16,013,759
Value of total assets at beginning of year	2021-12-31	$13,969,325
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$64,965
Total interest from all sources	2021-12-31	$19,112
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$199,351
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	$199,351
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$653,877
Participant contributions at end of year	2021-12-31	$252,573
Participant contributions at beginning of year	2021-12-31	$261,793
Participant contributions at end of year	2021-12-31	$22,961
Participant contributions at beginning of year	2021-12-31	$58,607
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$436,161
Other income not declared elsewhere	2021-12-31	$85
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	$2,044,434
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$16,013,759
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$13,969,325
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	$14,942,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$13,000,928
Interest on participant loans	2021-12-31	$19,112
Value of interest in common/collective trusts at end of year	2021-12-31	$794,042
Value of interest in common/collective trusts at beginning of year	2021-12-31	$643,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,845,263
Net investment gain or loss from common/collective trusts	2021-12-31	$10,760
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	Yes
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	$46,347
Employer contributions (assets) at end of year	2021-12-31	$1,650
Employer contributions (assets) at beginning of year	2021-12-31	$4,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,101,557
Contract administrator fees	2021-12-31	$64,965
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	ADAMS, JENKINS AND CHEATHAM
2020 : WHA PLAN FOR LIVING 401(K) AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to 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	$3,449,180
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$788,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$736,195
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,032,101
Value of total assets at end of year	2020-12-31	$13,969,325
Value of total assets at beginning of year	2020-12-31	$11,308,210
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$51,870
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$14,673
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$167,897
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	$167,897
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$564,627
Participant contributions at end of year	2020-12-31	$261,793
Participant contributions at beginning of year	2020-12-31	$251,087
Participant contributions at end of year	2020-12-31	$58,607
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$425,127
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$2,661,115
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$13,969,325
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$11,308,210
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
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	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$13,000,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,118,455
Interest on participant loans	2020-12-31	$14,673
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$643,520
Value of interest in common/collective trusts at beginning of year	2020-12-31	$4,938,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,220,177
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$14,332
Net gain/loss from 103.12 investment entities	2020-12-31	$0
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	Yes
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	$42,347
Employer contributions (assets) at end of year	2020-12-31	$4,477
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$736,195
Contract administrator fees	2020-12-31	$51,870
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
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
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ADAMS, JENKINS AND CHEATHAM
Accountancy firm EIN	2020-12-31	541320089
2019 : WHA PLAN FOR LIVING 401(K) AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of 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 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 beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$15,626
Total income from all sources (including contributions)	2019-12-31	$2,857,377
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$854,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$789,602
Expenses. Certain deemed distributions of participant loans	2019-12-31	$4,189
Value of total corrective distributions	2019-12-31	$10,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$599,363
Value of total assets at end of year	2019-12-31	$11,308,210
Value of total assets at beginning of year	2019-12-31	$9,321,134
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$50,525
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$15,061
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$94,905
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	$94,905
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$500,099
Participant contributions at end of year	2019-12-31	$251,087
Participant contributions at beginning of year	2019-12-31	$246,643
Participant contributions at end 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	$99,264
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 beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$15,626
Other income not declared elsewhere	2019-12-31	$15,626
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables 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
Value of net income/loss	2019-12-31	$2,002,702
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,308,210
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,305,508
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
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
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	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,118,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,712,961
Interest on participant loans	2019-12-31	$15,061
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	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	$4,938,668
Value of interest in common/collective trusts at beginning of year	2019-12-31	$4,361,530
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	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	$1,310,125
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$822,297
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
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$0
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from preferred 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	$789,602
Contract administrator fees	2019-12-31	$50,525
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 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
Aggregate proceeds 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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ADAMS, JENKINS & CHEATHAM
Accountancy firm EIN	2019-12-31	541320089
2018 : WHA PLAN FOR LIVING 401(K) AND TRUST 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	$15,626
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	$209,610
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,193,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,149,020
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	$816,022
Value of total assets at end of year	2018-12-31	$9,321,134
Value of total assets at beginning of year	2018-12-31	$10,288,990
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$44,072
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$13,095
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$89,077
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	$89,077
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	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Amount of non-exempt transactions with any party-in-interest	2018-12-31	$0
Contributions received from participants	2018-12-31	$565,585
Participant contributions at end of year	2018-12-31	$246,643
Participant contributions at beginning of year	2018-12-31	$237,144
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$20,475
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$250,437
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$1,164
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 end of year	2018-12-31	$15,626
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
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	$-983,482
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,305,508
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,288,990
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	$4,712,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,874,357
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$13,095
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
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	$4,361,530
Value of interest in common/collective trusts at beginning of year	2018-12-31	$5,157,014
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-408,327
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$-300,257
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	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$0
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
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	$1,147,856
Contract administrator fees	2018-12-31	$44,072
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	ADAMS, JENKINS & CHEATHAM
Accountancy firm EIN	2018-12-31	541320089
2017 : WHA PLAN FOR LIVING 401(K) AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$0
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,987,175
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$224,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$172,824
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$2,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$491,596
Value of total assets at end of year	2017-12-31	$10,288,990
Value of total assets at beginning of year	2017-12-31	$8,526,008
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$48,420
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$12,480
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$58,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$58,208
Administrative expenses professional fees incurred	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	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
Amount of non-exempt transactions with any party-in-interest	2017-12-31	$0
Contributions received from participants	2017-12-31	$465,306
Participant contributions at end of year	2017-12-31	$237,144
Participant contributions at beginning of year	2017-12-31	$255,605
Participant contributions at end of year	2017-12-31	$20,475
Participant contributions at beginning of year	2017-12-31	$3,434
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$26,290
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$5
Administrative expenses (other) incurred	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$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	2017-12-31	No
Value of net income/loss	2017-12-31	$1,762,982
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$10,288,990
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,526,008
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
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	2017-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-12-31	$0
Investment advisory and management fees	2017-12-31	$13,337
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,874,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,382,846
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$3,755,251
Interest on participant loans	2017-12-31	$12,480
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$0
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$5,157,014
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,128,872
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$757,972
Net investment gain/loss from pooled separate accounts	2017-12-31	$513,974
Net investment gain or loss from common/collective trusts	2017-12-31	$152,940
Net gain/loss from 103.12 investment entities	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$0
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$172,824
Contract administrator fees	2017-12-31	$35,083
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
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
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ADAMS, JENKINS & CHEATHAM
Accountancy firm EIN	2017-12-31	541320089
2016 : WHA PLAN FOR LIVING 401(K) AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	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	$1,241,374
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$508,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$476,184
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$501,251
Value of total assets at end of year	2016-12-31	$8,526,008
Value of total assets at beginning of year	2016-12-31	$7,793,063
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$32,245
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$14,466
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$63,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$63,799
Administrative expenses professional fees incurred	2016-12-31	$7,087
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Amount of non-exempt transactions with any party-in-interest	2016-12-31	$0
Contributions received from participants	2016-12-31	$412,397
Participant contributions at end of year	2016-12-31	$255,605
Participant contributions at beginning of year	2016-12-31	$264,887
Participant contributions at end of year	2016-12-31	$3,434
Participant contributions at beginning of year	2016-12-31	$2,476
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$42,363
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$88,854
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$152,407
Administrative expenses (other) incurred	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$732,945
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$8,526,008
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,793,063
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
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	2016-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,382,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,671,514
Value of interest in pooled separate accounts at end of year	2016-12-31	$3,755,251
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$3,550,639
Interest on participant loans	2016-12-31	$14,466
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$0
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$1,128,872
Value of interest in common/collective trusts at beginning of year	2016-12-31	$261,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$249,462
Net investment gain/loss from pooled separate accounts	2016-12-31	$253,549
Net investment gain or loss from common/collective trusts	2016-12-31	$6,440
Net gain/loss from 103.12 investment entities	2016-12-31	$0
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	Yes
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	$0
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$0
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$476,184
Contract administrator fees	2016-12-31	$25,158
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
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
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Qualified
Accountancy firm name	2016-12-31	JOHN CHEATHAM
Accountancy firm EIN	2016-12-31	541320089
2015 : WHA PLAN FOR LIVING 401(K) AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$0
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	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	$472,106
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,230,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,225,463
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$508,843
Value of total assets at end of year	2015-12-31	$7,793,063
Value of total assets at beginning of year	2015-12-31	$8,551,956
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$5,536
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$12,660
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$57,958
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$57,958
Administrative expenses professional fees incurred	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Amount of non-exempt transactions with any party-in-interest	2015-12-31	$0
Contributions received from participants	2015-12-31	$428,147
Participant contributions at end of year	2015-12-31	$264,887
Participant contributions at beginning of year	2015-12-31	$212,959
Participant contributions at end of year	2015-12-31	$2,476
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$42,363
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$41,211
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$80,696
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$49
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$-398
Administrative expenses (other) incurred	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-758,893
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,793,063
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,551,956
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
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	2015-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,671,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,052,053
Value of interest in pooled separate accounts at end of year	2015-12-31	$3,550,639
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$3,839,298
Interest on participant loans	2015-12-31	$12,660
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$0
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$261,184
Value of interest in common/collective trusts at beginning of year	2015-12-31	$406,435
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-51,484
Net investment gain/loss from pooled separate accounts	2015-12-31	$-54,651
Net investment gain or loss from common/collective trusts	2015-12-31	$-822
Net gain/loss from 103.12 investment entities	2015-12-31	$0
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	Yes
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	$0
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,225,414
Contract administrator fees	2015-12-31	$5,536
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
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
Aggregate proceeds on sale of assets	2015-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	ADAMS, JENKINS AND CHEATHAM, PC
Accountancy firm EIN	2015-12-31	541320089
2014 : WHA PLAN FOR LIVING 401(K) AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$0
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	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	$888,848
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$674,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$669,620
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$424,971
Value of total assets at end of year	2014-12-31	$8,551,956
Value of total assets at beginning of year	2014-12-31	$8,337,651
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,923
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$10,859
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$56,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$56,699
Administrative expenses professional fees incurred	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Amount of non-exempt transactions with any party-in-interest	2014-12-31	$0
Contributions received from participants	2014-12-31	$416,564
Participant contributions at end of year	2014-12-31	$212,959
Participant contributions at beginning of year	2014-12-31	$190,910
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$3,002
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$41,211
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$41,200
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$8,177
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$-973
Administrative expenses (other) incurred	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$214,305
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,551,956
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,337,651
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
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	2014-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,052,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,184,280
Value of interest in pooled separate accounts at end of year	2014-12-31	$3,839,298
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$3,429,507
Interest on participant loans	2014-12-31	$10,859
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$0
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$406,435
Value of interest in common/collective trusts at beginning of year	2014-12-31	$488,752
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$180,617
Net investment gain/loss from pooled separate accounts	2014-12-31	$213,270
Net investment gain or loss from common/collective trusts	2014-12-31	$3,405
Net gain/loss from 103.12 investment entities	2014-12-31	$0
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	$230
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$0
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$669,620
Contract administrator fees	2014-12-31	$4,923
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	ADAMS, JENKINS AND CHEATHAM, PC
Accountancy firm EIN	2014-12-31	541320089
2013 : WHA PLAN FOR LIVING 401(K) AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$0
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	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	$1,905,041
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$454,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$450,124
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$486,795
Value of total assets at end of year	2013-12-31	$8,337,651
Value of total assets at beginning of year	2013-12-31	$6,886,804
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,070
Total income from rents	2013-12-31	$0
Total interest from all sources	2013-12-31	$10,158
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$52,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$52,795
Administrative expenses professional fees incurred	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Amount of non-exempt transactions with any party-in-interest	2013-12-31	$0
Contributions received from participants	2013-12-31	$419,025
Participant contributions at end of year	2013-12-31	$190,910
Participant contributions at beginning of year	2013-12-31	$221,395
Participant contributions at end of year	2013-12-31	$3,002
Participant contributions at beginning of year	2013-12-31	$2,833
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$41,200
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$41,040
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$65,463
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$217
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$-2,735
Administrative expenses (other) incurred	2013-12-31	$0
Liabilities. Value of operating payables at beginning of year	2013-12-31	$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	2013-12-31	No
Value of net income/loss	2013-12-31	$1,450,847
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,337,651
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,886,804
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
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	2013-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,184,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,996,064
Value of interest in pooled separate accounts at end of year	2013-12-31	$3,429,507
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$3,302,107
Interest on participant loans	2013-12-31	$10,158
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$0
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$488,752
Value of interest in common/collective trusts at beginning of year	2013-12-31	$323,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$797,197
Net investment gain/loss from pooled separate accounts	2013-12-31	$562,935
Net investment gain or loss from common/collective trusts	2013-12-31	$-2,104
Net gain/loss from 103.12 investment entities	2013-12-31	$0
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	$2,307
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$0
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$449,907
Contract administrator fees	2013-12-31	$4,070
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
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
Aggregate proceeds on sale of assets	2013-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2013-12-31	560747981
2012 : WHA PLAN FOR LIVING 401(K) AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$0
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,374,717
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$632,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$629,240
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$488,145
Value of total assets at end of year	2012-12-31	$6,886,804
Value of total assets at beginning of year	2012-12-31	$6,144,732
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,405
Total income from rents	2012-12-31	$0
Total interest from all sources	2012-12-31	$12,672
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$51,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$51,617
Administrative expenses professional fees incurred	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Amount of non-exempt transactions with any party-in-interest	2012-12-31	$0
Contributions received from participants	2012-12-31	$467,539
Participant contributions at end of year	2012-12-31	$221,395
Participant contributions at beginning of year	2012-12-31	$233,641
Participant contributions at end of year	2012-12-31	$2,833
Participant contributions at beginning of year	2012-12-31	$2,554
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$41,040
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$40,308
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$20,606
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$43
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	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$-959
Administrative expenses (other) incurred	2012-12-31	$0
Liabilities. Value of operating payables at beginning of year	2012-12-31	$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	2012-12-31	No
Value of net income/loss	2012-12-31	$742,072
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,886,804
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,144,732
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
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	2012-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2012-12-31	$0
Investment advisory and management fees	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,996,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,015,119
Value of interest in pooled separate accounts at end of year	2012-12-31	$3,302,107
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$3,340,399
Interest on participant loans	2012-12-31	$12,672
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$0
Income. Interest from US Government securities	2012-12-31	$0
Income. Interest from corporate debt instruments	2012-12-31	$0
Value of interest in common/collective trusts at end of year	2012-12-31	$323,365
Value of interest in common/collective trusts at beginning of year	2012-12-31	$512,711
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$321,448
Net investment gain/loss from pooled separate accounts	2012-12-31	$501,355
Net investment gain or loss from common/collective trusts	2012-12-31	$439
Net gain/loss from 103.12 investment entities	2012-12-31	$0
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	Yes
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	$0
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$0
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$629,197
Contract administrator fees	2012-12-31	$3,405
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
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
Aggregate proceeds on sale of assets	2012-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2012-12-31	560747981
2011 : WHA PLAN FOR LIVING 401(K) AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$0
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	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	$348,512
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$122,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$119,076
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$511,210
Value of total assets at end of year	2011-12-31	$6,144,732
Value of total assets at beginning of year	2011-12-31	$5,918,567
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,271
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$12,448
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$36,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$36,643
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
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
Amount of non-exempt transactions with any party-in-interest	2011-12-31	$0
Contributions received from participants	2011-12-31	$476,485
Participant contributions at end of year	2011-12-31	$233,641
Participant contributions at beginning of year	2011-12-31	$170,085
Participant contributions at end of year	2011-12-31	$2,554
Participant contributions at beginning of year	2011-12-31	$3,012
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$40,308
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$39,364
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$34,725
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$-1,143
Administrative expenses (other) incurred	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$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	2011-12-31	No
Value of net income/loss	2011-12-31	$226,165
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,144,732
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,918,567
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
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	2011-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2011-12-31	$0
Investment advisory and management fees	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,015,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,839,822
Value of interest in pooled separate accounts at end of year	2011-12-31	$3,340,399
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$3,318,412
Interest on participant loans	2011-12-31	$12,448
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$0
Income. Interest from US Government securities	2011-12-31	$0
Income. Interest from corporate debt instruments	2011-12-31	$0
Value of interest in common/collective trusts at end of year	2011-12-31	$512,711
Value of interest in common/collective trusts at beginning of year	2011-12-31	$547,872
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-96,731
Net investment gain/loss from pooled separate accounts	2011-12-31	$-122,625
Net investment gain or loss from common/collective trusts	2011-12-31	$8,710
Net gain/loss from 103.12 investment entities	2011-12-31	$0
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	Yes
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	$0
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$0
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$119,076
Contract administrator fees	2011-12-31	$3,271
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
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	$0
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2011-12-31	560747981
2010 : WHA PLAN FOR LIVING 401(K) AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$29,826
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,107,872
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$348,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$342,356
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$4
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$444,151
Value of total assets at end of year	2010-12-31	$5,918,567
Value of total assets at beginning of year	2010-12-31	$5,129,322
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$6,093
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$12,317
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$34,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$34,223
Administrative expenses professional fees incurred	2010-12-31	$0
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
Amount of non-exempt transactions with any party-in-interest	2010-12-31	$0
Contributions received from participants	2010-12-31	$444,151
Participant contributions at end of year	2010-12-31	$170,085
Participant contributions at beginning of year	2010-12-31	$190,095
Participant contributions at end of year	2010-12-31	$3,012
Participant contributions at beginning of year	2010-12-31	$32,737
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$39,364
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$38,181
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$-1,034
Administrative expenses (other) incurred	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$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	2010-12-31	No
Value of net income/loss	2010-12-31	$759,419
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,918,567
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,129,322
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
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	2010-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,839,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,469,325
Value of interest in pooled separate accounts at end of year	2010-12-31	$3,318,412
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$3,398,984
Interest on participant loans	2010-12-31	$12,317
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$0
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$547,872
Value of interest in common/collective trusts 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	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$178,811
Net investment gain/loss from pooled separate accounts	2010-12-31	$424,418
Net investment gain or loss from common/collective trusts	2010-12-31	$14,986
Net gain/loss from 103.12 investment entities	2010-12-31	$0
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	Yes
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	$0
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$342,356
Contract administrator fees	2010-12-31	$6,093
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
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	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2010-12-31	560747981
2009 : WHA PLAN FOR LIVING 401(K) AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WHA PLAN FOR LIVING 401(K) AND TRUST

2022: WHA PLAN FOR LIVING 401(K) AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WHA PLAN FOR LIVING 401(K) AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WHA PLAN FOR LIVING 401(K) AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
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: WHA PLAN FOR LIVING 401(K) AND TRUST 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: WHA PLAN FOR LIVING 401(K) AND TRUST 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
2017: WHA PLAN FOR LIVING 401(K) AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WHA PLAN FOR LIVING 401(K) AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WHA PLAN FOR LIVING 401(K) AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WHA PLAN FOR LIVING 401(K) AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WHA PLAN FOR LIVING 401(K) AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WHA PLAN FOR LIVING 401(K) AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WHA PLAN FOR LIVING 401(K) AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WHA PLAN FOR LIVING 401(K) AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	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

454665

Policy instance

Insurance contract or identification number	454665
Number of Individuals Covered	213
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
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

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

Policy contract number

454665

Policy instance

Insurance contract or identification number	454665
Number of Individuals Covered	216
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $5,142
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 $2,795
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	SECURIAN FINANCIAL SERVICES INC

UNITED INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 65765 )

Policy contract number

05416

Policy instance

Insurance contract or identification number	05416
Number of Individuals Covered	3
Insurance policy start date	2009-01-01
Insurance policy end date	2009-12-31
Total amount of commissions paid to insurance broker	USD $105
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
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,506
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $105
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	JOHN MORGAN

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

Policy contract number

454665

Policy instance

Insurance contract or identification number	454665
Number of Individuals Covered	171
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $9,382
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 $6,755
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	SECURIAN FINANCIAL SERVICES INC

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

Policy contract number

454665

Policy instance

Insurance contract or identification number	454665
Number of Individuals Covered	174
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $9,063
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 $6,525
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	SECURIAN FINANCIAL SERVICES INC

UNITED INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 65765 )

Policy contract number

05416

Policy instance

Insurance contract or identification number	05416
Number of Individuals Covered	3
Insurance policy start date	2009-01-01
Insurance policy end date	2009-12-31
Total amount of commissions paid to insurance broker	USD $9
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
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $984
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	JOHN MORGAN

UNITED INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 65765 )

Policy contract number

05416

Policy instance

Insurance contract or identification number	05416
Number of Individuals Covered	4
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $220
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
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $4,614
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $127
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	JOHN MORGAN

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

Policy contract number

454665

Policy instance

Insurance contract or identification number	454665
Number of Individuals Covered	166
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $9,114
Total amount of fees paid to insurance company	USD $8,537
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 $6,562
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	MML INVESTORS SERVICES LLC

UNITED INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 65765 )

Policy contract number

05416

Policy instance

Insurance contract or identification number	05416
Number of Individuals Covered	5
Insurance policy start date	2009-01-01
Insurance policy end date	2009-12-31
Total amount of commissions paid to insurance broker	USD $199
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
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,998
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $119
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	WILLIAM ROBERSON

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

Policy contract number

454665

Policy instance

Insurance contract or identification number	454665
Number of Individuals Covered	165
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $10,551
Total amount of fees paid to insurance company	USD $1,861
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 $4,946
Amount paid for insurance broker fees	1340
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	MML INVESTORS SERVICES LLC

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

Policy contract number

454665

Policy instance

Insurance contract or identification number	454665
Number of Individuals Covered	164
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $11,538
Total amount of fees paid to insurance company	USD $5,072
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

UNITED INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 65765 )

Policy contract number

05416

Policy instance

Insurance contract or identification number	05416
Number of Individuals Covered	5
Insurance policy start date	2009-01-01
Insurance policy end date	2009-12-31
Total amount of commissions paid to insurance broker	USD $162
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
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $2,088
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

454665

Policy instance

Insurance contract or identification number	454665
Number of Individuals Covered	147
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $9,661
Total amount of fees paid to insurance company	USD $4,219
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 $6,956
Amount paid for insurance broker fees	3038
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	SECURIAN FINANCIAL SERVICES INC

UNITED INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 65765 )

Policy contract number

05416

Policy instance

Insurance contract or identification number	05416
Number of Individuals Covered	5
Insurance policy start date	2009-01-01
Insurance policy end date	2009-12-31
Total amount of commissions paid to insurance broker	USD $70
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
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $2,217
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $43
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	JOHN MORGAN

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Company Name:	WORTH HIGGINS ASSOCIATES INC.
Employer identification number (EIN):	540880197
NAIC Classification:	323100