401k Plan data: WEALTHY & WISE 401K PLAN plan

WEALTHY & WISE 401K PLAN 401k Plan overview

Plan Name	WEALTHY & WISE 401K PLAN
Plan identification number	003

WEALTHY & WISE 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ATLANTIC COAST BANK has sponsored the creation of one or more 401k plans.

Company Name: ATLANTIC COAST BANK

Employer identification number (EIN): 580570960

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEALTHY & WISE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-01-01 STEPHANIE BANISTER
003 2017-01-01 STEPHANIE BANISTER
003 2016-01-01 STEPHANIE BANISTER
003 2015-01-01 TRACY L. KEEGAN
003 2014-01-01 TRACY L. KEEGAN
003 2013-01-01 JAY C. LENT
003 2012-01-01 THOMAS B. WAGERS, SR.
003 2011-01-01 THOMAS B. WAGERS, SR.
003 2009-01-01 THOMAS B. WAGERS, SR. THOMAS B. WAGERS, SR. 2010-08-09
003 2009-01-01 THOMAS B. WAGERS, SR. THOMAS B. WAGERS, SR. 2010-08-10

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2018-01-01	STEPHANIE BANISTER
003	2017-01-01	STEPHANIE BANISTER
003	2016-01-01	STEPHANIE BANISTER
003	2015-01-01	TRACY L. KEEGAN
003	2014-01-01	TRACY L. KEEGAN
003	2013-01-01	JAY C. LENT
003	2012-01-01	THOMAS B. WAGERS, SR.
003	2011-01-01	THOMAS B. WAGERS, SR.
003	2009-01-01	THOMAS B. WAGERS, SR.	THOMAS B. WAGERS, SR.	2010-08-09
003	2009-01-01	THOMAS B. WAGERS, SR.	THOMAS B. WAGERS, SR.	2010-08-10

Plan Statistics for WEALTHY & WISE 401K PLAN

401k plan membership statisitcs for WEALTHY & WISE 401K PLAN

Measure Date Value
2018: WEALTHY & WISE 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 265
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WEALTHY & WISE 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 274
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 164
Number of retired or separated participants receiving benefits 2017-01-01 8
Number of other retired or separated participants entitled to future benefits 2017-01-01 93
Total of all active and inactive participants 2017-01-01 265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 265
Number of participants with account balances 2017-01-01 234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WEALTHY & WISE 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 164
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 100
Total of all active and inactive participants 2016-01-01 264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 264
Number of participants with account balances 2016-01-01 251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WEALTHY & WISE 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 255
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 160
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 76
Total of all active and inactive participants 2015-01-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 236
Number of participants with account balances 2015-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 28
2014: WEALTHY & WISE 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 170
Number of retired or separated participants receiving benefits 2014-01-01 44
Number of other retired or separated participants entitled to future benefits 2014-01-01 41
Total of all active and inactive participants 2014-01-01 255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 255
Number of participants with account balances 2014-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 10
2013: WEALTHY & WISE 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 126
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 62
Total of all active and inactive participants 2013-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 188
Number of participants with account balances 2013-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 8
2012: WEALTHY & WISE 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 139
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 64
Total of all active and inactive participants 2012-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 204
Number of participants with account balances 2012-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 27
2011: WEALTHY & WISE 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 163
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 64
Total of all active and inactive participants 2011-01-01 228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 229
Number of participants with account balances 2011-01-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 26
2009: WEALTHY & WISE 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 154
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 60
Total of all active and inactive participants 2009-01-01 215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 215
Number of participants with account balances 2009-01-01 193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 11

Measure	Date	Value
2018: WEALTHY & WISE 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	265
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WEALTHY & WISE 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	274
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	164
Number of retired or separated participants receiving benefits	2017-01-01	8
Number of other retired or separated participants entitled to future benefits	2017-01-01	93
Total of all active and inactive participants	2017-01-01	265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	265
Number of participants with account balances	2017-01-01	234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WEALTHY & WISE 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	164
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	100
Total of all active and inactive participants	2016-01-01	264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	264
Number of participants with account balances	2016-01-01	251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WEALTHY & WISE 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	255
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	160
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	76
Total of all active and inactive participants	2015-01-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	236
Number of participants with account balances	2015-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	28
2014: WEALTHY & WISE 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	170
Number of retired or separated participants receiving benefits	2014-01-01	44
Number of other retired or separated participants entitled to future benefits	2014-01-01	41
Total of all active and inactive participants	2014-01-01	255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	255
Number of participants with account balances	2014-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	10
2013: WEALTHY & WISE 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	126
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	62
Total of all active and inactive participants	2013-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	188
Number of participants with account balances	2013-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	8
2012: WEALTHY & WISE 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	139
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	64
Total of all active and inactive participants	2012-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	204
Number of participants with account balances	2012-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	27
2011: WEALTHY & WISE 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	163
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	64
Total of all active and inactive participants	2011-01-01	228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	229
Number of participants with account balances	2011-01-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	26
2009: WEALTHY & WISE 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	154
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	60
Total of all active and inactive participants	2009-01-01	215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	215
Number of participants with account balances	2009-01-01	193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	11

Financial Data on WEALTHY & WISE 401K PLAN

Measure	Date	Value
2018 : WEALTHY & WISE 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-10-31	$0
Total transfer of assets to this plan	2018-10-31	$3,824,836
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-10-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-10-31	$0
Total income from all sources (including contributions)	2018-10-31	$-37,867
Total loss/gain on sale of assets	2018-10-31	$0
Total of all expenses incurred	2018-10-31	$3,786,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-10-31	$3,782,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-10-31	$0
Value of total assets at end of year	2018-10-31	$0
Value of total assets at beginning of year	2018-10-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-10-31	$4,224
Total interest from all sources	2018-10-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-10-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-10-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-10-31	$0
Was this plan covered by a fidelity bond	2018-10-31	Yes
Value of fidelity bond cover	2018-10-31	$500,000
If this is an individual account plan, was there a blackout period	2018-10-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-10-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-10-31	No
Contributions received from participants	2018-10-31	$0
Total non interest bearing cash at end of year	2018-10-31	$0
Total non interest bearing cash at beginning of year	2018-10-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-10-31	No
Value of net income/loss	2018-10-31	$-3,824,836
Value of net assets at end of year (total assets less liabilities)	2018-10-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-10-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-10-31	No
Were any leases to which the plan was party in default or uncollectible	2018-10-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-10-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-10-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-10-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-10-31	$-37,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-10-31	No
Was there a failure to transmit to the plan any participant contributions	2018-10-31	No
Has the plan failed to provide any benefit when due under the plan	2018-10-31	No
Contributions received in cash from employer	2018-10-31	$0
Employer contributions (assets) at end of year	2018-10-31	$0
Employer contributions (assets) at beginning of year	2018-10-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-10-31	$3,782,745
Contract administrator fees	2018-10-31	$4,224
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	2018-10-31	No
Did the plan have assets held for investment	2018-10-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-10-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-10-31	No
Opinion of an independent qualified public accountant for this plan	2018-10-31	Unqualified
Accountancy firm name	2018-10-31	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2018-10-31	560747981
Total unrealized appreciation/depreciation of assets	2018-08-31	$0
Total transfer of assets from this plan	2018-08-31	$3,824,836
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$0
Total income from all sources (including contributions)	2018-08-31	$637,383
Total loss/gain on sale of assets	2018-08-31	$0
Total of all expenses incurred	2018-08-31	$3,844,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-08-31	$3,799,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-08-31	$380,812
Value of total assets at end of year	2018-08-31	$0
Value of total assets at beginning of year	2018-08-31	$7,031,459
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-08-31	$44,573
Total interest from all sources	2018-08-31	$3,197
Total dividends received (eg from common stock, registered investment company shares)	2018-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-08-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-08-31	$0
Administrative expenses professional fees incurred	2018-08-31	$44,573
Was this plan covered by a fidelity bond	2018-08-31	Yes
Value of fidelity bond cover	2018-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-08-31	No
Contributions received from participants	2018-08-31	$249,146
Participant contributions at end of year	2018-08-31	$0
Participant contributions at beginning of year	2018-08-31	$166,182
Participant contributions at end of year	2018-08-31	$0
Participant contributions at beginning of year	2018-08-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-08-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-08-31	$3,351,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Value of net income/loss	2018-08-31	$-3,206,623
Value of net assets at end of year (total assets less liabilities)	2018-08-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-08-31	$7,031,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-08-31	No
Were any leases to which the plan was party in default or uncollectible	2018-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-08-31	$2,301,338
Interest on participant loans	2018-08-31	$3,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-08-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-08-31	$18,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-08-31	$18,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-08-31	$253,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-08-31	No
Was there a failure to transmit to the plan any participant contributions	2018-08-31	No
Has the plan failed to provide any benefit when due under the plan	2018-08-31	No
Assets. Invements in employer securities at end of year	2018-08-31	$0
Assets. Invements in employer securities at beginning of year	2018-08-31	$1,182,286
Contributions received in cash from employer	2018-08-31	$131,666
Employer contributions (assets) at end of year	2018-08-31	$0
Employer contributions (assets) at beginning of year	2018-08-31	$12,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-08-31	$3,799,433
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	2018-08-31	No
Did the plan have assets held for investment	2018-08-31	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	2018-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-08-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-08-31	No
Opinion of an independent qualified public accountant for this plan	2018-08-31	Unqualified
Accountancy firm name	2018-08-31	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2018-08-31	560747981
2017 : WEALTHY & WISE 401K PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$315,938
Total unrealized appreciation/depreciation of assets	2017-12-31	$315,938
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	$2,044,351
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$621,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$561,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,037,712
Value of total assets at end of year	2017-12-31	$7,031,459
Value of total assets at beginning of year	2017-12-31	$5,609,074
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$60,343
Total interest from all sources	2017-12-31	$7,385
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$60,343
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$659,459
Participant contributions at end of year	2017-12-31	$166,182
Participant contributions at beginning of year	2017-12-31	$129,876
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$32
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$3,351,007
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$2,690,853
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$7,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,422,385
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,031,459
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,609,074
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	$2,301,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,665,986
Income. Interest from loans (other than to participants)	2017-12-31	$7,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$18,024
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$35,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$35,575
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$373
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$683,316
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
Assets. Invements in employer securities at end of year	2017-12-31	$1,182,286
Assets. Invements in employer securities at beginning of year	2017-12-31	$1,069,082
Contributions received in cash from employer	2017-12-31	$371,169
Employer contributions (assets) at end of year	2017-12-31	$12,622
Employer contributions (assets) at beginning of year	2017-12-31	$17,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$561,623
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	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2017-12-31	560747981
2016 : WEALTHY & WISE 401K PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$204,601
Total unrealized appreciation/depreciation of assets	2016-12-31	$204,601
Total transfer of assets to this plan	2016-12-31	$5,150,016
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,690,001
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,230,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,192,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,057,123
Value of total assets at end of year	2016-12-31	$5,609,074
Value of total assets at beginning of year	2016-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$38,185
Total interest from all sources	2016-12-31	$6,920
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
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	$662,523
Participant contributions at end of year	2016-12-31	$129,876
Participant contributions at beginning of year	2016-12-31	$0
Participant contributions at end of year	2016-12-31	$32
Participant contributions at beginning of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$2,690,853
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,050
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	$459,058
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,609,074
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$0
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	$1,665,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$6,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$35,575
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$389
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$421,357
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
Assets. Invements in employer securities at end of year	2016-12-31	$1,069,082
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$393,550
Employer contributions (assets) at end of year	2016-12-31	$17,670
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,192,758
Contract administrator fees	2016-12-31	$38,185
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	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2016-12-31	560747981
Unrealized appreciation/depreciation of other (non real estate) assets	2016-03-31	$18,027
Total unrealized appreciation/depreciation of assets	2016-03-31	$18,027
Total transfer of assets from this plan	2016-03-31	$5,150,016
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-03-31	$0
Total income from all sources (including contributions)	2016-03-31	$-145,993
Total loss/gain on sale of assets	2016-03-31	$0
Total of all expenses incurred	2016-03-31	$601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-03-31	$0
Value of total assets at end of year	2016-03-31	$0
Value of total assets at beginning of year	2016-03-31	$5,296,610
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-03-31	$601
Total interest from all sources	2016-03-31	$329
Total dividends received (eg from common stock, registered investment company shares)	2016-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-03-31	No
Was this plan covered by a fidelity bond	2016-03-31	Yes
Value of fidelity bond cover	2016-03-31	$2,000,000
If this is an individual account plan, was there a blackout period	2016-03-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2016-03-31	No
Contributions received from participants	2016-03-31	$0
Participant contributions at end of year	2016-03-31	$0
Participant contributions at beginning of year	2016-03-31	$195,105
Participant contributions at end of year	2016-03-31	$0
Participant contributions at beginning of year	2016-03-31	$14,998
Other income not declared elsewhere	2016-03-31	$4,543
Administrative expenses (other) incurred	2016-03-31	$115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-03-31	No
Value of net income/loss	2016-03-31	$-146,594
Value of net assets at end of year (total assets less liabilities)	2016-03-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-03-31	$5,296,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-03-31	No
Were any leases to which the plan was party in default or uncollectible	2016-03-31	No
Interest on participant loans	2016-03-31	$278
Value of interest in common/collective trusts at end of year	2016-03-31	$0
Value of interest in common/collective trusts at beginning of year	2016-03-31	$3,650,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-03-31	$361,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-03-31	$361,706
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-03-31	$51
Net investment gain or loss from common/collective trusts	2016-03-31	$-168,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-03-31	No
Was there a failure to transmit to the plan any participant contributions	2016-03-31	No
Has the plan failed to provide any benefit when due under the plan	2016-03-31	No
Assets. Invements in employer securities at end of year	2016-03-31	$0
Assets. Invements in employer securities at beginning of year	2016-03-31	$1,068,466
Contributions received in cash from employer	2016-03-31	$0
Employer contributions (assets) at end of year	2016-03-31	$0
Employer contributions (assets) at beginning of year	2016-03-31	$5,608
Contract administrator fees	2016-03-31	$486
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	2016-03-31	Yes
Did the plan have assets held for investment	2016-03-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-03-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-03-31	No
Opinion of an independent qualified public accountant for this plan	2016-03-31	Unqualified
Accountancy firm name	2016-03-31	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2016-03-31	560747981
2015 : WEALTHY & WISE 401K PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$263,399
Total unrealized appreciation/depreciation of assets	2015-12-31	$263,399
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,390,641
Total loss/gain on sale of assets	2015-12-31	$13,535
Total of all expenses incurred	2015-12-31	$792,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$755,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,115,068
Value of total assets at end of year	2015-12-31	$5,296,610
Value of total assets at beginning of year	2015-12-31	$4,698,330
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$36,970
Total interest from all sources	2015-12-31	$9,886
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
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	$508,498
Participant contributions at end of year	2015-12-31	$195,105
Participant contributions at beginning of year	2015-12-31	$227,191
Participant contributions at end of year	2015-12-31	$14,998
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$448,649
Administrative expenses (other) incurred	2015-12-31	$9,461
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	$598,280
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,296,610
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,698,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$3,592
Interest on participant loans	2015-12-31	$8,876
Value of interest in common/collective trusts at end of year	2015-12-31	$3,650,727
Value of interest in common/collective trusts at beginning of year	2015-12-31	$3,470,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$361,706
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$495,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$495,636
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1,010
Net investment gain or loss from common/collective trusts	2015-12-31	$-11,247
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
Assets. Invements in employer securities at end of year	2015-12-31	$1,068,466
Assets. Invements in employer securities at beginning of year	2015-12-31	$505,389
Contributions received in cash from employer	2015-12-31	$157,921
Employer contributions (assets) at end of year	2015-12-31	$5,608
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$755,391
Contract administrator fees	2015-12-31	$23,917
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$56,883
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$43,348
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2015-12-31	560747981
2014 : WEALTHY & WISE 401K PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-44,028
Total unrealized appreciation/depreciation of assets	2014-12-31	$-44,028
Total transfer of assets to this plan	2014-12-31	$8,792
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$757,092
Total loss/gain on sale of assets	2014-12-31	$-5,949
Total of all expenses incurred	2014-12-31	$723,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$687,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$511,621
Value of total assets at end of year	2014-12-31	$4,698,330
Value of total assets at beginning of year	2014-12-31	$4,655,806
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$35,952
Total interest from all sources	2014-12-31	$9,898
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$891
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	$891
Administrative expenses professional fees incurred	2014-12-31	$33,167
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$385,805
Participant contributions at end of year	2014-12-31	$227,191
Participant contributions at beginning of year	2014-12-31	$248,688
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$5,301
Other income not declared elsewhere	2014-12-31	$-5,573
Administrative expenses (other) incurred	2014-12-31	$2,785
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	$33,732
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,698,330
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,655,806
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
Interest on participant loans	2014-12-31	$9,828
Value of interest in common/collective trusts at end of year	2014-12-31	$3,470,114
Value of interest in common/collective trusts at beginning of year	2014-12-31	$3,248,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$495,636
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$671,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$671,843
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$70
Net investment gain or loss from common/collective trusts	2014-12-31	$290,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$505,389
Assets. Invements in employer securities at beginning of year	2014-12-31	$486,657
Contributions received in cash from employer	2014-12-31	$120,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$687,408
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$263,093
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$269,042
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2014-12-31	560747981
2013 : WEALTHY & WISE 401K PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$220,007
Total unrealized appreciation/depreciation of assets	2013-12-31	$220,007
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,237,510
Total loss/gain on sale of assets	2013-12-31	$63,101
Total of all expenses incurred	2013-12-31	$347,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$315,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$422,865
Value of total assets at end of year	2013-12-31	$4,655,806
Value of total assets at beginning of year	2013-12-31	$3,765,960
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$32,387
Total interest from all sources	2013-12-31	$10,688
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$316,976
Participant contributions at end of year	2013-12-31	$248,688
Participant contributions at beginning of year	2013-12-31	$236,412
Administrative expenses (other) incurred	2013-12-31	$6,384
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	$889,846
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,655,806
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,765,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$3,734
Income. Interest from loans (other than to participants)	2013-12-31	$9,395
Value of interest in common/collective trusts at end of year	2013-12-31	$3,248,618
Value of interest in common/collective trusts at beginning of year	2013-12-31	$2,656,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$671,843
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$622,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$622,744
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$1,293
Net investment gain or loss from common/collective trusts	2013-12-31	$520,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$486,657
Assets. Invements in employer securities at beginning of year	2013-12-31	$250,639
Contributions received in cash from employer	2013-12-31	$105,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$315,277
Contract administrator fees	2013-12-31	$22,269
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$130,566
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$67,465
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	MCGLADREY LLP
Accountancy firm EIN	2013-12-31	420714325
2012 : WEALTHY & WISE 401K PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$-84,065
Total unrealized appreciation/depreciation of assets	2012-12-31	$-84,065
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	$622,609
Total loss/gain on sale of assets	2012-12-31	$-12,947
Total of all expenses incurred	2012-12-31	$705,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$677,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$428,725
Value of total assets at end of year	2012-12-31	$3,765,960
Value of total assets at beginning of year	2012-12-31	$3,848,683
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$28,205
Total interest from all sources	2012-12-31	$12,738
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$374,992
Participant contributions at end of year	2012-12-31	$236,412
Participant contributions at beginning of year	2012-12-31	$259,552
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,099
Administrative expenses (other) incurred	2012-12-31	$6,478
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	$-82,723
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,765,960
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,848,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$3,456
Income. Interest from loans (other than to participants)	2012-12-31	$10,873
Value of interest in common/collective trusts at end of year	2012-12-31	$2,656,165
Value of interest in common/collective trusts at beginning of year	2012-12-31	$2,599,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$622,744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$668,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$668,519
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$1,865
Net investment gain or loss from common/collective trusts	2012-12-31	$278,158
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
Assets. Invements in employer securities at end of year	2012-12-31	$250,639
Assets. Invements in employer securities at beginning of year	2012-12-31	$321,446
Contributions received in cash from employer	2012-12-31	$52,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$677,127
Contract administrator fees	2012-12-31	$18,271
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$59,583
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$72,530
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	MCGLADREY LLP
Accountancy firm EIN	2012-12-31	420714325
2011 : WEALTHY & WISE 401K PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-445,103
Total unrealized appreciation/depreciation of assets	2011-12-31	$-445,103
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	$376,085
Total loss/gain on sale of assets	2011-12-31	$-124,670
Total of all expenses incurred	2011-12-31	$658,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$624,644
Value of total corrective distributions	2011-12-31	$2,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$882,930
Value of total assets at end of year	2011-12-31	$3,848,683
Value of total assets at beginning of year	2011-12-31	$4,130,696
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$31,231
Total interest from all sources	2011-12-31	$13,189
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$433,178
Participant contributions at end of year	2011-12-31	$259,552
Participant contributions at beginning of year	2011-12-31	$264,614
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$301,670
Administrative expenses (other) incurred	2011-12-31	$7,160
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	$-282,013
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,848,683
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,130,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$3,530
Interest on participant loans	2011-12-31	$11,186
Value of interest in common/collective trusts at end of year	2011-12-31	$2,599,166
Value of interest in common/collective trusts at beginning of year	2011-12-31	$2,218,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$668,519
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$742,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$742,475
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$2,003
Net investment gain or loss from common/collective trusts	2011-12-31	$49,739
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
Assets. Invements in employer securities at end of year	2011-12-31	$321,446
Assets. Invements in employer securities at beginning of year	2011-12-31	$905,274
Contributions received in cash from employer	2011-12-31	$148,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$624,644
Contract administrator fees	2011-12-31	$20,541
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$262,972
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$387,642
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	MCGLADREY LLP
Accountancy firm EIN	2011-12-31	420714325
2010 : WEALTHY & WISE 401K PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$67,995
Total unrealized appreciation/depreciation of assets	2010-12-31	$67,995
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	$282
Total income from all sources (including contributions)	2010-12-31	$799,524
Total loss/gain on sale of assets	2010-12-31	$7,893
Total of all expenses incurred	2010-12-31	$427,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$399,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$429,767
Value of total assets at end of year	2010-12-31	$4,130,696
Value of total assets at beginning of year	2010-12-31	$3,759,059
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$28,479
Total interest from all sources	2010-12-31	$17,684
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	$2,000,000
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	$362,699
Participant contributions at end of year	2010-12-31	$264,614
Participant contributions at beginning of year	2010-12-31	$245,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$282
Administrative expenses (other) incurred	2010-12-31	$5,926
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	$371,919
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,130,696
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,758,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$2,782
Interest on participant loans	2010-12-31	$13,388
Value of interest in common/collective trusts at end of year	2010-12-31	$2,218,333
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,930,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$742,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$882,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$882,731
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$4,296
Net investment gain or loss from common/collective trusts	2010-12-31	$276,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$905,274
Assets. Invements in employer securities at beginning of year	2010-12-31	$700,720
Contributions received in cash from employer	2010-12-31	$67,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$399,126
Contract administrator fees	2010-12-31	$19,771
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$75,931
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$68,038
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	MCGLADREY & PULLEN, LLP
Accountancy firm EIN	2010-12-31	420714325
2009 : WEALTHY & WISE 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WEALTHY & WISE 401K PLAN

2018: WEALTHY & WISE 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WEALTHY & WISE 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WEALTHY & WISE 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	First time form 5500 has been submitted	Yes
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WEALTHY & WISE 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WEALTHY & WISE 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WEALTHY & WISE 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WEALTHY & WISE 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WEALTHY & WISE 401K 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WEALTHY & WISE 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ATLANTIC COAST BANK
Employer identification number (EIN):	580570960
NAIC Classification:	522110
NAIC Description:	Commercial Banking