401k Plan data: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN plan

WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 401k Plan overview

Plan Name	WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN
Plan identification number	001

WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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.

401k Sponsoring company profile

WESTERN CAROLINA COMMUNITY ACTION, INC. has sponsored the creation of one or more 401k plans.

Company Name: WESTERN CAROLINA COMMUNITY ACTION, INC.

Employer identification number (EIN): 560846319

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DAVID B. WHITE 2023-10-12
001 2022-01-01 DAVID WHITE 2024-01-30
001 2021-01-01 DAVID B. WHITE 2022-10-12
001 2020-01-01 DAVID WHITE 2021-09-03
001 2019-01-01 DAVID WHITE, CEO 2020-10-12
001 2019-01-01 DAVID WHITE, CEO 2021-10-12
001 2018-01-01 DAVID WHITE 2019-08-02
001 2018-01-01 DAVID WHITE 2020-03-26
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 SHERI J. SPARKS
001 2012-01-01 SHERI J. SPARKS
001 2011-01-01 DAVID WHITE
001 2010-01-01 DAVID WHITE
001 2009-01-01 DAVID B. WHITE
001 2009-01-01 DAVID WHITE
001 2007-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	DAVID B. WHITE	2023-10-12
001	2022-01-01	DAVID WHITE	2024-01-30
001	2021-01-01	DAVID B. WHITE	2022-10-12
001	2020-01-01	DAVID WHITE	2021-09-03
001	2019-01-01	DAVID WHITE, CEO	2020-10-12
001	2019-01-01	DAVID WHITE, CEO	2021-10-12
001	2018-01-01	DAVID WHITE	2019-08-02
001	2018-01-01	DAVID WHITE	2020-03-26
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	SHERI J. SPARKS
001	2012-01-01	SHERI J. SPARKS
001	2011-01-01	DAVID WHITE
001	2010-01-01	DAVID WHITE
001	2009-01-01	DAVID B. WHITE
001	2009-01-01	DAVID WHITE
001	2007-01-01

Plan Statistics for WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN

401k plan membership statisitcs for WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN

Measure Date Value
2022: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 339
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 168
Number of retired or separated participants receiving benefits 2022-01-01 8
Number of other retired or separated participants entitled to future benefits 2022-01-01 186
Total of all active and inactive participants 2022-01-01 362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 362
Number of participants with account balances 2022-01-01 358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 16
2021: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 346
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 173
Number of retired or separated participants receiving benefits 2021-01-01 8
Number of other retired or separated participants entitled to future benefits 2021-01-01 157
Total of all active and inactive participants 2021-01-01 338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 339
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 21
2020: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 302
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 206
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 140
Total of all active and inactive participants 2020-01-01 346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 346
Number of participants with account balances 2020-01-01 341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 213
Number of retired or separated participants receiving benefits 2019-01-01 7
Number of other retired or separated participants entitled to future benefits 2019-01-01 82
Total of all active and inactive participants 2019-01-01 302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 302
Number of participants with account balances 2019-01-01 254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 15
2018: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 268
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 206
Number of retired or separated participants receiving benefits 2018-01-01 5
Number of other retired or separated participants entitled to future benefits 2018-01-01 70
Total of all active and inactive participants 2018-01-01 281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 281
Number of participants with account balances 2018-01-01 245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 9
2017: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 239
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 202
Number of retired or separated participants receiving benefits 2017-01-01 11
Number of other retired or separated participants entitled to future benefits 2017-01-01 55
Total of all active and inactive participants 2017-01-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 268
Number of participants with account balances 2017-01-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 9
2016: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 186
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 53
Total of all active and inactive participants 2016-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 239
Number of participants with account balances 2016-01-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 211
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 167
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 43
Total of all active and inactive participants 2015-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 210
Number of participants with account balances 2015-01-01 203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 158
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 37
Total of all active and inactive participants 2014-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 195
Number of participants with account balances 2014-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 8
2013: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 161
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 28
Total of all active and inactive participants 2013-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 189
Number of participants with account balances 2013-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 147
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 0
Total of all active and inactive participants 2012-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 147
Number of participants with account balances 2012-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 141
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 4
Total of all active and inactive participants 2011-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 162
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 0
2010: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 141
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 141
Number of participants with account balances 2010-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 145
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 0
Total of all active and inactive participants 2009-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 145
Number of participants with account balances 2009-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	339
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	168
Number of retired or separated participants receiving benefits	2022-01-01	8
Number of other retired or separated participants entitled to future benefits	2022-01-01	186
Total of all active and inactive participants	2022-01-01	362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	362
Number of participants with account balances	2022-01-01	358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	16
2021: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	346
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	173
Number of retired or separated participants receiving benefits	2021-01-01	8
Number of other retired or separated participants entitled to future benefits	2021-01-01	157
Total of all active and inactive participants	2021-01-01	338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	339
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	21
2020: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	302
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	206
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	140
Total of all active and inactive participants	2020-01-01	346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	346
Number of participants with account balances	2020-01-01	341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	213
Number of retired or separated participants receiving benefits	2019-01-01	7
Number of other retired or separated participants entitled to future benefits	2019-01-01	82
Total of all active and inactive participants	2019-01-01	302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	302
Number of participants with account balances	2019-01-01	254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	15
2018: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	268
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	206
Number of retired or separated participants receiving benefits	2018-01-01	5
Number of other retired or separated participants entitled to future benefits	2018-01-01	70
Total of all active and inactive participants	2018-01-01	281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	281
Number of participants with account balances	2018-01-01	245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	9
2017: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	202
Number of retired or separated participants receiving benefits	2017-01-01	11
Number of other retired or separated participants entitled to future benefits	2017-01-01	55
Total of all active and inactive participants	2017-01-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	268
Number of participants with account balances	2017-01-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	9
2016: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	186
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	53
Total of all active and inactive participants	2016-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	239
Number of participants with account balances	2016-01-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	211
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	167
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	43
Total of all active and inactive participants	2015-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	210
Number of participants with account balances	2015-01-01	203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	158
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	37
Total of all active and inactive participants	2014-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	195
Number of participants with account balances	2014-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	8
2013: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	161
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	28
Total of all active and inactive participants	2013-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	189
Number of participants with account balances	2013-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	147
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	0
Total of all active and inactive participants	2012-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	147
Number of participants with account balances	2012-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	141
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	4
Total of all active and inactive participants	2011-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	162
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	0
2010: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	141
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	141
Number of participants with account balances	2010-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	145
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	0
Total of all active and inactive participants	2009-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	145
Number of participants with account balances	2009-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN

Measure	Date	Value
2022 : WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-251,475
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$713,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$695,033
Expenses. Certain deemed distributions of participant loans	2022-12-31	$6,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$907,873
Value of total assets at end of year	2022-12-31	$6,044,666
Value of total assets at beginning of year	2022-12-31	$7,009,860
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$12,321
Total interest from all sources	2022-12-31	$8,800
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$65,962
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	$65,962
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$439,159
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$128,428
Participant contributions at end of year	2022-12-31	$1,238
Participant contributions at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$91,081
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$5,531
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	$-965,194
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,044,666
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,009,860
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	$5,452,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,307,400
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$99,680
Interest on participant loans	2022-12-31	$5,067
Interest earned on other investments	2022-12-31	$3,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$499,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$474,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,239,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$468,714
Employer contributions (assets) at end of year	2022-12-31	$78
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$695,033
Contract administrator fees	2022-12-31	$12,321
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	CARTER, PC
Accountancy firm EIN	2022-12-31	383828234
2021 : WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,594,220
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$989,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$951,785
Expenses. Certain deemed distributions of participant loans	2021-12-31	$21,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$858,010
Value of total assets at end of year	2021-12-31	$7,009,860
Value of total assets at beginning of year	2021-12-31	$6,405,171
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$16,545
Total interest from all sources	2021-12-31	$8,194
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$125,564
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	$125,564
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$358,174
Participant contributions at end of year	2021-12-31	$128,428
Participant contributions at beginning of year	2021-12-31	$85,308
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$45,309
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	$604,689
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,009,860
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,405,171
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	$6,307,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,883,391
Value of interest in pooled separate accounts at end of year	2021-12-31	$99,680
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$4,918
Interest earned on other investments	2021-12-31	$3,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$474,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$436,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$602,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$454,527
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$951,785
Contract administrator fees	2021-12-31	$16,545
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	PETWAY MILLS & PEARSON, PA
Accountancy firm EIN	2021-12-31	202102404
2020 : WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,450,242
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$540,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$505,992
Expenses. Certain deemed distributions of participant loans	2020-12-31	$16,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$666,452
Value of total assets at end of year	2020-12-31	$6,405,171
Value of total assets at beginning of year	2020-12-31	$5,495,439
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$17,524
Total interest from all sources	2020-12-31	$13,198
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$67,931
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	$67,931
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$275,684
Participant contributions at end of year	2020-12-31	$85,308
Participant contributions at beginning of year	2020-12-31	$118,628
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$4,451
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	$909,732
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,405,171
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,495,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,883,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,870,854
Interest on participant loans	2020-12-31	$6,817
Interest earned on other investments	2020-12-31	$6,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$436,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$505,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$683,846
Net investment gain/loss from pooled separate accounts	2020-12-31	$18,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$386,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$505,992
Contract administrator fees	2020-12-31	$17,524
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PETWAY MILLS & PEARSON, PA
Accountancy firm EIN	2020-12-31	202102404
2019 : WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,435,832
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$475,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$445,149
Expenses. Certain deemed distributions of participant loans	2019-12-31	$10,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$547,757
Value of total assets at end of year	2019-12-31	$5,495,439
Value of total assets at beginning of year	2019-12-31	$4,534,710
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$19,431
Total interest from all sources	2019-12-31	$13,900
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$72,151
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	$72,151
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Contributions received from participants	2019-12-31	$207,843
Participant contributions at end of year	2019-12-31	$118,628
Participant contributions at beginning of year	2019-12-31	$123,090
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	$960,729
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,495,439
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,534,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,870,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,981,933
Interest on participant loans	2019-12-31	$7,202
Interest earned on other investments	2019-12-31	$6,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$505,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$429,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$776,012
Net investment gain/loss from pooled separate accounts	2019-12-31	$26,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
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	$339,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$445,149
Contract administrator fees	2019-12-31	$19,431
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
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	CARTER, PC
Accountancy firm EIN	2019-12-31	383828234
2018 : WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$244,559
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$491,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$475,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$592,922
Value of total assets at end of year	2018-12-31	$4,469,989
Value of total assets at beginning of year	2018-12-31	$4,716,606
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$15,800
Total interest from all sources	2018-12-31	$12,762
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$8,257
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	$8,257
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$225,526
Participant contributions at end of year	2018-12-31	$123,090
Participant contributions at beginning of year	2018-12-31	$123,526
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$5,064
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	$-246,617
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,469,989
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,716,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,917,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,148,588
Interest on participant loans	2018-12-31	$6,682
Interest earned on other investments	2018-12-31	$6,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$429,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$444,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-362,195
Net investment gain/loss from pooled separate accounts	2018-12-31	$-7,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$362,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$475,376
Contract administrator fees	2018-12-31	$15,800
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CARTER, PC
Accountancy firm EIN	2018-12-31	383828234
2017 : WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,176,387
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$222,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$206,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$593,265
Value of total assets at end of year	2017-12-31	$4,716,606
Value of total assets at beginning of year	2017-12-31	$3,762,935
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$15,805
Total interest from all sources	2017-12-31	$11,015
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$76,154
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	$76,154
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$192,843
Participant contributions at end of year	2017-12-31	$123,526
Participant contributions at beginning of year	2017-12-31	$99,121
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$86,460
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	$953,671
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,716,606
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,762,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,148,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,213,138
Interest on participant loans	2017-12-31	$4,794
Interest earned on other investments	2017-12-31	$6,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$444,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$450,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$476,424
Net investment gain/loss from pooled separate accounts	2017-12-31	$19,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$313,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$206,911
Contract administrator fees	2017-12-31	$15,805
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CARTER, PC
Accountancy firm EIN	2017-12-31	383828234
2016 : WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$726,270
Total of all expenses incurred	2016-12-31	$513,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$493,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$543,832
Value of total assets at end of year	2016-12-31	$3,762,935
Value of total assets at beginning of year	2016-12-31	$3,550,093
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$19,622
Total interest from all sources	2016-12-31	$11,368
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$36,496
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	$36,496
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$186,517
Participant contributions at end of year	2016-12-31	$99,121
Participant contributions at beginning of year	2016-12-31	$104,647
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$29,847
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	$212,842
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,762,935
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,550,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,213,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,944,527
Interest on participant loans	2016-12-31	$3,837
Interest earned on other investments	2016-12-31	$7,531
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$450,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$500,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$126,579
Net investment gain/loss from pooled separate accounts	2016-12-31	$7,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$327,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$493,806
Contract administrator fees	2016-12-31	$19,622
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CARTER, PC
Accountancy firm EIN	2016-12-31	383828234
2015 : WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$467,856
Total of all expenses incurred	2015-12-31	$314,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$292,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$497,280
Value of total assets at end of year	2015-12-31	$3,550,093
Value of total assets at beginning of year	2015-12-31	$3,396,992
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$22,432
Total interest from all sources	2015-12-31	$14,782
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$192,087
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	$192,087
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$169,905
Participant contributions at end of year	2015-12-31	$104,647
Participant contributions at beginning of year	2015-12-31	$93,645
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	$153,101
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,550,093
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,396,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,944,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,701,636
Interest on participant loans	2015-12-31	$4,176
Interest earned on other investments	2015-12-31	$10,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$500,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$601,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-235,766
Net investment gain/loss from pooled separate accounts	2015-12-31	$-527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$327,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$292,323
Contract administrator fees	2015-12-31	$22,432
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CARTER, PC
Accountancy firm EIN	2015-12-31	383828234
2014 : WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$530,191
Total of all expenses incurred	2014-12-31	$99,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$80,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$382,159
Value of total assets at end of year	2014-12-31	$3,396,992
Value of total assets at beginning of year	2014-12-31	$2,966,749
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$19,363
Total interest from all sources	2014-12-31	$15,563
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$134,517
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	$134,517
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$300,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$130,147
Participant contributions at end of year	2014-12-31	$93,645
Participant contributions at beginning of year	2014-12-31	$103,527
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,332
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	$430,243
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,396,992
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,966,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,701,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,292,629
Interest on participant loans	2014-12-31	$3,969
Interest earned on other investments	2014-12-31	$11,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$601,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$558,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-10,727
Net investment gain/loss from pooled separate accounts	2014-12-31	$8,679
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	Yes
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	$250,680
Employer contributions (assets) at beginning of year	2014-12-31	$12,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$80,585
Contract administrator fees	2014-12-31	$19,363
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CARTER, PC
Accountancy firm EIN	2014-12-31	383828234
2013 : WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$724,748
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$252,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$235,947
Expenses. Certain deemed distributions of participant loans	2013-12-31	$1,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$336,399
Value of total assets at end of year	2013-12-31	$2,989,308
Value of total assets at beginning of year	2013-12-31	$2,516,941
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$16,434
Total interest from all sources	2013-12-31	$13,429
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$107,063
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	$107,063
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$200,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$110,176
Participant contributions at end of year	2013-12-31	$103,527
Participant contributions at beginning of year	2013-12-31	$48,438
Participant contributions at end of year	2013-12-31	$18
Participant contributions at beginning of year	2013-12-31	$3,759
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	$472,367
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,989,308
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,516,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,320,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,983,109
Interest on participant loans	2013-12-31	$2,725
Interest earned on other investments	2013-12-31	$10,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$558,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$466,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$228,714
Net investment gain/loss from pooled separate accounts	2013-12-31	$39,143
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	Yes
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	$226,223
Employer contributions (assets) at end of year	2013-12-31	$7,253
Employer contributions (assets) at beginning of year	2013-12-31	$15,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$235,947
Contract administrator fees	2013-12-31	$16,434
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CARTER, P.C.
Accountancy firm EIN	2013-12-31	383828234
2012 : WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$483,078
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$86,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$72,826
Expenses. Certain deemed distributions of participant loans	2012-12-31	$956
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$276,088
Value of total assets at end of year	2012-12-31	$2,469,830
Value of total assets at beginning of year	2012-12-31	$2,073,350
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$12,816
Total interest from all sources	2012-12-31	$13,740
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$21,349
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	$21,349
Administrative expenses professional fees incurred	2012-12-31	$12,309
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$200,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$84,497
Participant contributions at end of year	2012-12-31	$48,438
Participant contributions at beginning of year	2012-12-31	$31,455
Participant contributions at end of year	2012-12-31	$3,759
Administrative expenses (other) incurred	2012-12-31	$400
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	$396,480
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,469,830
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,073,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,775,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,372,984
Value of interest in pooled separate accounts at end of year	2012-12-31	$179,551
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$202,737
Interest on participant loans	2012-12-31	$2,172
Interest earned on other investments	2012-12-31	$11,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$466,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$466,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$149,642
Net investment gain/loss from pooled separate accounts	2012-12-31	$22,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$191,591
Employer contributions (assets) at end of year	2012-12-31	$15,333
Employer contributions (assets) at beginning of year	2012-12-31	$9,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$72,826
Contract administrator fees	2012-12-31	$107
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CARTER, P.C.
Accountancy firm EIN	2012-12-31	383828234
2011 : WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$198,031
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$86,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$81,259
Expenses. Certain deemed distributions of participant loans	2011-12-31	$4,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$270,079
Value of total assets at end of year	2011-12-31	$2,073,350
Value of total assets at beginning of year	2011-12-31	$1,961,561
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,983
Total interest from all sources	2011-12-31	$29,045
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$23,680
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	$23,680
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$200,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$74,741
Participant contributions at end of year	2011-12-31	$31,455
Participant contributions at beginning of year	2011-12-31	$34,334
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$6,735
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	$111,789
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,073,350
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,961,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,372,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$698,503
Value of interest in pooled separate accounts at end of year	2011-12-31	$202,737
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$698,501
Interest on participant loans	2011-12-31	$2,518
Interest earned on other investments	2011-12-31	$26,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$466,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,228,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-67,563
Net investment gain/loss from pooled separate accounts	2011-12-31	$-57,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$188,603
Employer contributions (assets) at end of year	2011-12-31	$9,135
Employer contributions (assets) at beginning of year	2011-12-31	$162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$81,259
Contract administrator fees	2011-12-31	$4,983
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CARTER, P.C.
Accountancy firm EIN	2011-12-31	383828234
2010 : WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$346,131
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$51,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$47,541
Expenses. Certain deemed distributions of participant loans	2010-12-31	$3,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$236,676
Value of total assets at end of year	2010-12-31	$1,961,811
Value of total assets at beginning of year	2010-12-31	$1,667,064
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$632
Total interest from all sources	2010-12-31	$36,616
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$150,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$66,821
Participant contributions at end of year	2010-12-31	$34,334
Participant contributions at beginning of year	2010-12-31	$26,383
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,108
Administrative expenses (other) incurred	2010-12-31	$632
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	$294,747
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,961,811
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,667,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$698,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$571,343
Interest on participant loans	2010-12-31	$2,150
Interest earned on other investments	2010-12-31	$34,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,228,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,069,338
Net investment gain/loss from pooled separate accounts	2010-12-31	$72,839
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	$168,747
Employer contributions (assets) at end of year	2010-12-31	$412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$47,541
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CARTER, P.C.
Accountancy firm EIN	2010-12-31	383828234
2009 : WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets	2009-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2009-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2009-12-31	$0
Total income from all sources (including contributions)	2009-12-31	$359,529
Total loss/gain on sale of assets	2009-12-31	$0
Total of all expenses incurred	2009-12-31	$38,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2009-12-31	$37,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2009-12-31	$216,915
Value of total assets at end of year	2009-12-31	$1,667,064
Value of total assets at beginning of year	2009-12-31	$1,345,842
Total of administrative expenses incurred including professional, contract, advisory and management fees	2009-12-31	$383
Total interest from all sources	2009-12-31	$32,315
Total dividends received (eg from common stock, registered investment company shares)	2009-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2009-12-31	No
Was this plan covered by a fidelity bond	2009-12-31	Yes
Value of fidelity bond cover	2009-12-31	$150,000
If this is an individual account plan, was there a blackout period	2009-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2009-12-31	No
Contributions received from participants	2009-12-31	$52,134
Participant contributions at end of year	2009-12-31	$26,383
Participant contributions at beginning of year	2009-12-31	$20,374
Income. Received or receivable in cash from other sources (including rollovers)	2009-12-31	$12,818
Administrative expenses (other) incurred	2009-12-31	$383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2009-12-31	No
Value of net income/loss	2009-12-31	$321,222
Value of net assets at end of year (total assets less liabilities)	2009-12-31	$1,667,064
Value of net assets at beginning of year (total assets less liabilities)	2009-12-31	$1,345,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2009-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2009-12-31	No
Were any leases to which the plan was party in default or uncollectible	2009-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2009-12-31	$571,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2009-12-31	$366,920
Interest on participant loans	2009-12-31	$1,360
Interest earned on other investments	2009-12-31	$30,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2009-12-31	$1,069,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2009-12-31	$958,548
Net investment gain/loss from pooled separate accounts	2009-12-31	$110,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2009-12-31	No
Was there a failure to transmit to the plan any participant contributions	2009-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2009-12-31	No
Contributions received in cash from employer	2009-12-31	$151,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2009-12-31	$37,924
Did the plan have assets held for investment	2009-12-31	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	2009-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2009-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2009-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2009-12-31	Disclaimer
Accountancy firm name	2009-12-31	CARTER, P.C.
Accountancy firm EIN	2009-12-31	383828234

Form 5500 Responses for WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN

2022: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – 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: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – 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: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – 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: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – 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: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – 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: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – 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: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – 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: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
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: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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
2010: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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
2007: WESTERN CAROLINA COMMUNITY ACTION INC 403(B) PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	Yes
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	351
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $1,748
Total amount of fees paid to insurance company	USD $439
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,748
Insurance broker organization code?	3
Amount paid for insurance broker fees	439
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

800598

Policy instance

Insurance contract or identification number	800598
Number of Individuals Covered	11
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $486
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $243
Insurance broker organization code?	3

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	332
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $1,635
Total amount of fees paid to insurance company	USD $393
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,635
Insurance broker organization code?	3
Amount paid for insurance broker fees	393
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

800598

Policy instance

Insurance contract or identification number	800598
Number of Individuals Covered	12
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $458
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $229
Insurance broker organization code?	3

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	341
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $1,751
Total amount of fees paid to insurance company	USD $391
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,751
Insurance broker organization code?	3
Amount paid for insurance broker fees	391
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	260
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $1,737
Total amount of fees paid to insurance company	USD $401
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,737
Insurance broker organization code?	3
Amount paid for insurance broker fees	401
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

800598

Policy instance

Insurance contract or identification number	800598
Number of Individuals Covered	13
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $502
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $251
Insurance broker organization code?	3

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

800598

Policy instance

Insurance contract or identification number	800598
Number of Individuals Covered	14
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $472
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $236
Insurance broker organization code?	3
Insurance broker name	H KUO, CFP, CHFC, CLU

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	232
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,753
Total amount of fees paid to insurance company	USD $402
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,753
Insurance broker organization code?	3
Amount paid for insurance broker fees	402
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	NEWPORT GROUP INC

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

800598

Policy instance

Insurance contract or identification number	800598
Number of Individuals Covered	21
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	188
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $1,736
Total amount of fees paid to insurance company	USD $389
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,736
Insurance broker organization code?	3
Amount paid for insurance broker fees	389
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	VERISIGHT INC

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	172
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,733
Total amount of fees paid to insurance company	USD $406
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,733
Insurance broker organization code?	3
Amount paid for insurance broker fees	406
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	VERISIGHT INC

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

800598

Policy instance

Insurance contract or identification number	800598
Number of Individuals Covered	33
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $903
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $444
Insurance broker organization code?	3
Insurance broker name	M NOEL

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	152
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $10,485
Total amount of fees paid to insurance company	USD $2,428
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,329
Insurance broker organization code?	3
Amount paid for insurance broker fees	2428
Additional information about fees paid to insurance broker	SERVICE FEE
Insurance broker name	WELLS FARGO ADVISORS INS AGENCY LLC

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

800598

Policy instance

Insurance contract or identification number	800598
Number of Individuals Covered	36
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $920
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $460
Insurance broker organization code?	3
Insurance broker name	H. KUO, CFP, CHFC, CLU

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	140
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $6,416
Total amount of fees paid to insurance company	USD $3,171
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,953
Insurance broker organization code?	3
Amount paid for insurance broker fees	3171
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	WELLS FARGO ADVISORS INS AGENCY LLC

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

800598

Policy instance

Insurance contract or identification number	800598
Number of Individuals Covered	52
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $950
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $475
Insurance broker organization code?	3
Insurance broker name	W DRAKE III

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	136
Insurance policy start date	2011-05-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,488
Total amount of fees paid to insurance company	USD $19
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

800598

Policy instance

Insurance contract or identification number	800598
Number of Individuals Covered	69
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $4,148
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

800598

Policy instance

Insurance contract or identification number	800598
Number of Individuals Covered	141
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,341
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

800598

Policy instance

Insurance contract or identification number	800598
Number of Individuals Covered	145
Insurance policy start date	2009-01-01
Insurance policy end date	2009-12-31
Total amount of commissions paid to insurance broker	USD $3,764
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,366
Insurance broker organization code?	3
Insurance broker name	M DRUMMOND

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Company Name:	WESTERN CAROLINA COMMUNITY ACTION, INC.
Employer identification number (EIN):	560846319
NAIC Classification:	624100
NAIC Description:	Individual and Family Services