401k Plan data: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN plan

PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN
Plan identification number	001

PACIFIC UNION COMPANY 401(K) RETIREMENT 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PACIFIC UNION COMPANY has sponsored the creation of one or more 401k plans.

Company Name: PACIFIC UNION COMPANY

Employer identification number (EIN): 942321747

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LILY CRONWALL LILY CRONWALL 2018-10-05
001 2017-01-01 LILY CRONWALL LILY CRONWALL 2018-10-05
001 2016-01-01 LILY CRONWALL LILY CRONWALL 2017-10-11
001 2015-01-01 LILY CRONWALL LILY CRONWALL 2016-10-13
001 2014-01-01 LILY CRONWALL LILY CRONWALL 2015-10-08
001 2013-01-01 LILY CRONWALL LILY CRONWALL 2014-09-30
001 2012-01-01 LILY CRONWALL LILY CRONWALL 2013-10-07
001 2011-01-01 LILY CRONWALL LILY CRONWALL 2012-06-26
001 2010-01-01 LILY LEE CRONWALL LILY LEE CRONWALL 2011-06-09
001 2009-01-01 LILY CRONWALL LILY CRONWALL 2010-08-17

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	LILY CRONWALL	LILY CRONWALL	2018-10-05
001	2017-01-01	LILY CRONWALL	LILY CRONWALL	2018-10-05
001	2016-01-01	LILY CRONWALL	LILY CRONWALL	2017-10-11
001	2015-01-01	LILY CRONWALL	LILY CRONWALL	2016-10-13
001	2014-01-01	LILY CRONWALL	LILY CRONWALL	2015-10-08
001	2013-01-01	LILY CRONWALL	LILY CRONWALL	2014-09-30
001	2012-01-01	LILY CRONWALL	LILY CRONWALL	2013-10-07
001	2011-01-01	LILY CRONWALL	LILY CRONWALL	2012-06-26
001	2010-01-01	LILY LEE CRONWALL	LILY LEE CRONWALL	2011-06-09
001	2009-01-01	LILY CRONWALL	LILY CRONWALL	2010-08-17

Plan Statistics for PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN

401k plan membership statisitcs for PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN

Measure Date Value
2022: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 170
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 31
Total of all active and inactive participants 2022-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 201
Number of participants with account balances 2022-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 147
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 31
Total of all active and inactive participants 2021-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 178
Number of participants with account balances 2021-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 152
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 22
Total of all active and inactive participants 2020-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 174
Number of participants with account balances 2020-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 149
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 18
Total of all active and inactive participants 2019-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 167
Number of participants with account balances 2019-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 134
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 23
Total of all active and inactive participants 2018-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 157
Number of participants with account balances 2018-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 133
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 17
Total of all active and inactive participants 2017-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 150
Number of participants with account balances 2017-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 108
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 19
Total of all active and inactive participants 2016-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 127
Number of participants with account balances 2016-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 97
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 16
Total of all active and inactive participants 2015-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 113
Number of participants with account balances 2015-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 95
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 15
Total of all active and inactive participants 2014-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 110
Number of participants with account balances 2014-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 84
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 18
Total of all active and inactive participants 2013-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 102
Number of participants with account balances 2013-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 82
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 19
Total of all active and inactive participants 2012-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 101
Number of participants with account balances 2012-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 100
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 23
Total of all active and inactive participants 2011-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 123
Number of participants with account balances 2011-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 109
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 9
Total of all active and inactive participants 2010-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 118
Number of participants with account balances 2010-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 91
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 10
Total of all active and inactive participants 2009-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 101
Number of participants with account balances 2009-01-01 48
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: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	170
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	31
Total of all active and inactive participants	2022-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	201
Number of participants with account balances	2022-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	147
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	31
Total of all active and inactive participants	2021-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	178
Number of participants with account balances	2021-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	152
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	22
Total of all active and inactive participants	2020-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	174
Number of participants with account balances	2020-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	149
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	18
Total of all active and inactive participants	2019-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	167
Number of participants with account balances	2019-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	134
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	23
Total of all active and inactive participants	2018-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	157
Number of participants with account balances	2018-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	133
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	17
Total of all active and inactive participants	2017-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	150
Number of participants with account balances	2017-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	108
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	19
Total of all active and inactive participants	2016-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	127
Number of participants with account balances	2016-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	97
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	16
Total of all active and inactive participants	2015-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	113
Number of participants with account balances	2015-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	95
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	15
Total of all active and inactive participants	2014-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	110
Number of participants with account balances	2014-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	84
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	18
Total of all active and inactive participants	2013-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	102
Number of participants with account balances	2013-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	82
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	19
Total of all active and inactive participants	2012-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	101
Number of participants with account balances	2012-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	100
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	23
Total of all active and inactive participants	2011-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	123
Number of participants with account balances	2011-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	109
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	9
Total of all active and inactive participants	2010-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	118
Number of participants with account balances	2010-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	91
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	10
Total of all active and inactive participants	2009-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	101
Number of participants with account balances	2009-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : PACIFIC UNION COMPANY 401(K) RETIREMENT 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	$-443,083
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,664,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,661,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,029,040
Value of total assets at end of year	2022-12-31	$8,344,018
Value of total assets at beginning of year	2022-12-31	$10,451,535
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$2,675
Total interest from all sources	2022-12-31	$4,639
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
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	$732,983
Participant contributions at end of year	2022-12-31	$123,253
Participant contributions at beginning of year	2022-12-31	$62,646
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,107,517
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,344,018
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,451,535
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 pooled separate accounts at end of year	2022-12-31	$7,102,307
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$9,514,121
Interest on participant loans	2022-12-31	$4,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,118,458
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$874,768
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,476,762
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	$296,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,661,759
Contract administrator fees	2022-12-31	$2,675
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	ELSENER & ELSENER
Accountancy firm EIN	2022-12-31	680038828
2021 : PACIFIC UNION COMPANY 401(K) RETIREMENT 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	$892
Total income from all sources (including contributions)	2021-12-31	$2,383,279
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$926,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$923,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,163,118
Value of total assets at end of year	2021-12-31	$10,451,535
Value of total assets at beginning of year	2021-12-31	$8,995,345
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,850
Total interest from all sources	2021-12-31	$3,886
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$0
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	$725,318
Participant contributions at end of year	2021-12-31	$62,646
Participant contributions at beginning of year	2021-12-31	$77,988
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$141,156
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$892
Administrative expenses (other) incurred	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,457,082
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,451,535
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,994,453
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 pooled separate accounts at end of year	2021-12-31	$9,514,121
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$7,970,294
Interest on participant loans	2021-12-31	$3,886
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$874,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$947,063
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,216,275
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	$296,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$923,347
Contract administrator fees	2021-12-31	$2,850
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ELSENER & ELSENER
Accountancy firm EIN	2021-12-31	680038828
2020 : PACIFIC UNION COMPANY 401(K) RETIREMENT 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	$892
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	$1,963,382
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$883,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$877,174
Value of total corrective distributions	2020-12-31	$892
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$966,360
Value of total assets at end of year	2020-12-31	$8,995,344
Value of total assets at beginning of year	2020-12-31	$7,914,111
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$4,975
Total interest from all sources	2020-12-31	$6,765
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$689,111
Participant contributions at end of year	2020-12-31	$77,987
Participant contributions at beginning of year	2020-12-31	$161,161
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$892
Administrative expenses (other) incurred	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,080,341
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,994,452
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,914,111
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 beginning of year	2020-12-31	$7,752,950
Value of interest in pooled separate accounts at end of year	2020-12-31	$7,970,294
Interest on participant loans	2020-12-31	$6,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$947,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$324,244
Net investment gain/loss from pooled separate accounts	2020-12-31	$666,013
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	$277,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$877,174
Contract administrator fees	2020-12-31	$4,975
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ELSENER & ELSENER
Accountancy firm EIN	2020-12-31	680038828
2019 : PACIFIC UNION COMPANY 401(K) RETIREMENT 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	$2,149,692
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$401,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$393,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$850,306
Value of total assets at end of year	2019-12-31	$7,914,111
Value of total assets at beginning of year	2019-12-31	$6,166,220
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,025
Total interest from all sources	2019-12-31	$10,180
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$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	$603,615
Participant contributions at end of year	2019-12-31	$161,161
Participant contributions at beginning of year	2019-12-31	$74,309
Participant contributions at beginning of year	2019-12-31	$1,100
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$13,836
Administrative expenses (other) incurred	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,747,891
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,914,111
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,166,220
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	$7,752,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,090,811
Interest on participant loans	2019-12-31	$10,180
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,289,206
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	$232,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$393,776
Contract administrator fees	2019-12-31	$8,025
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	ELSENER & ELSENER
Accountancy firm EIN	2019-12-31	680038828
2018 : PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$767,087
Total of all expenses incurred	2018-12-31	$170,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$161,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,012,891
Value of total assets at end of year	2018-12-31	$6,166,220
Value of total assets at beginning of year	2018-12-31	$5,569,285
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$8,510
Total interest from all sources	2018-12-31	$4,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$8,510
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	$543,559
Participant contributions at end of year	2018-12-31	$74,309
Participant contributions at beginning of year	2018-12-31	$72,360
Participant contributions at end of year	2018-12-31	$1,100
Participant contributions at beginning of year	2018-12-31	$9,077
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$253,899
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	$596,935
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,166,220
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,569,285
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	$6,090,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,485,662
Interest on participant loans	2018-12-31	$4,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-250,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$215,433
Employer contributions (assets) at beginning of year	2018-12-31	$2,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$161,642
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	ELSENER & ELSENER
Accountancy firm EIN	2018-12-31	680038828
2017 : PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,438,495
Total of all expenses incurred	2017-12-31	$873,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$865,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$750,058
Value of total assets at end of year	2017-12-31	$5,569,285
Value of total assets at beginning of year	2017-12-31	$5,004,159
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$7,530
Total interest from all sources	2017-12-31	$4,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
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	$476,432
Participant contributions at end of year	2017-12-31	$72,360
Participant contributions at beginning of year	2017-12-31	$66,280
Participant contributions at end of year	2017-12-31	$9,077
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$94,954
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	$565,126
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,569,285
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,004,159
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	$5,485,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,937,879
Interest on participant loans	2017-12-31	$4,237
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$684,200
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	$178,672
Employer contributions (assets) at end of year	2017-12-31	$2,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$865,839
Contract administrator fees	2017-12-31	$7,530
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	ELSENER & ELSENER
Accountancy firm EIN	2017-12-31	680038828
2016 : PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$954,953
Total of all expenses incurred	2016-12-31	$678,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$672,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$567,360
Value of total assets at end of year	2016-12-31	$5,004,159
Value of total assets at beginning of year	2016-12-31	$4,728,174
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$6,350
Total interest from all sources	2016-12-31	$4,799
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$106,277
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	$106,277
Administrative expenses professional fees incurred	2016-12-31	$6,350
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	Yes
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	$391,123
Participant contributions at end of year	2016-12-31	$66,280
Participant contributions at beginning of year	2016-12-31	$83,553
Participant contributions at beginning of year	2016-12-31	$11,527
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$13,295
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	$275,985
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,004,159
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,728,174
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	$4,937,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,465,105
Income. Interest from loans (other than to participants)	2016-12-31	$4,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$166,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$166,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$276,517
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	$162,942
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$1,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$672,618
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	Yes
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	ELSENER & ELSENER
Accountancy firm EIN	2016-12-31	680038828
2015 : PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$444,360
Total of all expenses incurred	2015-12-31	$392,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$385,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$436,332
Value of total assets at end of year	2015-12-31	$4,728,174
Value of total assets at beginning of year	2015-12-31	$4,675,937
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$6,235
Total interest from all sources	2015-12-31	$3,219
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$89,826
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	$89,826
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	Yes
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	$319,332
Participant contributions at end of year	2015-12-31	$83,553
Participant contributions at beginning of year	2015-12-31	$48,489
Participant contributions at end of year	2015-12-31	$11,527
Participant contributions at beginning of year	2015-12-31	$8,429
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	$52,237
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,728,174
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,675,937
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	$4,465,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,416,390
Interest on participant loans	2015-12-31	$3,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$166,968
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$201,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$201,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-85,017
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	$117,000
Employer contributions (assets) at end of year	2015-12-31	$1,021
Employer contributions (assets) at beginning of year	2015-12-31	$910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$385,888
Contract administrator fees	2015-12-31	$6,235
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	2015-12-31	Yes
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	ELSENER & ELSENER
Accountancy firm EIN	2015-12-31	680038828
2014 : PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2014 401k financial data
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	$770,094
Total of all expenses incurred	2014-12-31	$62,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$57,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$443,613
Value of total assets at end of year	2014-12-31	$4,675,937
Value of total assets at beginning of year	2014-12-31	$3,968,769
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$5,265
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$1,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$317,936
Participant contributions at end of year	2014-12-31	$48,489
Participant contributions at beginning of year	2014-12-31	$23,128
Participant contributions at end of year	2014-12-31	$8,429
Participant contributions at beginning of year	2014-12-31	$7,757
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$4,420
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	$707,168
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,675,937
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,968,769
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	$4,416,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,775,770
Interest on participant loans	2014-12-31	$1,844
Interest earned on other investments	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$201,719
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$160,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$160,814
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$324,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$121,257
Employer contributions (assets) at end of year	2014-12-31	$910
Employer contributions (assets) at beginning of year	2014-12-31	$1,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$57,661
Contract administrator fees	2014-12-31	$5,265
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	ELSENER & ELSENER
Accountancy firm EIN	2014-12-31	680038828
2013 : PACIFIC UNION COMPANY 401(K) RETIREMENT 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	$895,827
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$246,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$243,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$376,143
Value of total assets at end of year	2013-12-31	$3,968,769
Value of total assets at beginning of year	2013-12-31	$3,318,991
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,810
Total interest from all sources	2013-12-31	$1,399
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	$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	$267,049
Participant contributions at end of year	2013-12-31	$23,128
Participant contributions at beginning of year	2013-12-31	$46,707
Participant contributions at end of year	2013-12-31	$7,757
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$454
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	$649,778
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,968,769
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,318,991
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	$3,775,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,141,800
Interest on participant loans	2013-12-31	$1,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$160,814
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$130,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$130,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$518,285
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	$108,640
Employer contributions (assets) at end of year	2013-12-31	$1,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$243,239
Contract administrator fees	2013-12-31	$2,810
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	ELSENER & ELSENER
Accountancy firm EIN	2013-12-31	680038828
2012 : PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$724,075
Total of all expenses incurred	2012-12-31	$1,049,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,047,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$385,060
Value of total assets at end of year	2012-12-31	$3,318,991
Value of total assets at beginning of year	2012-12-31	$3,644,364
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,375
Total interest from all sources	2012-12-31	$1,490
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$81,720
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	$81,720
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$277,826
Participant contributions at end of year	2012-12-31	$46,707
Participant contributions at beginning of year	2012-12-31	$15,169
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,326
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	$-325,373
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,318,991
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,644,364
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	$3,141,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,536,128
Interest on participant loans	2012-12-31	$1,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$130,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$93,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$93,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$255,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
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	$105,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,047,073
Contract administrator fees	2012-12-31	$2,375
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	ELSENER & ELSENER
Accountancy firm EIN	2012-12-31	680038828
2011 : PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$640,326
Expenses. Total of all expenses incurred	2011-12-31	$190,328
Benefits paid (including direct rollovers)	2011-12-31	$189,338
Total plan assets at end of year	2011-12-31	$3,644,364
Total plan assets at beginning of year	2011-12-31	$3,194,366
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$389,355
Contributions received from other sources (not participants or employers)	2011-12-31	$56,159
Other income received	2011-12-31	$61,973
Net income (gross income less expenses)	2011-12-31	$449,998
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,644,364
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,194,366
Assets. Value of participant loans	2011-12-31	$15,170
Total contributions received or receivable from employer(s)	2011-12-31	$132,839
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$990
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$703,233
Expenses. Total of all expenses incurred	2010-12-31	$570,321
Benefits paid (including direct rollovers)	2010-12-31	$567,955
Total plan assets at end of year	2010-12-31	$3,194,366
Total plan assets at beginning of year	2010-12-31	$3,061,454
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$306,551
Contributions received from other sources (not participants or employers)	2010-12-31	$14,026
Other income received	2010-12-31	$274,647
Net income (gross income less expenses)	2010-12-31	$132,912
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,194,366
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,061,454
Assets. Value of participant loans	2010-12-31	$25,578
Total contributions received or receivable from employer(s)	2010-12-31	$108,009
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,366
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : PACIFIC UNION COMPANY 401(K) RETIREMENT 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 PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN

2022: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – 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: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – 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: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PACIFIC UNION COMPANY 401(K) RETIREMENT 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PACIFIC UNION COMPANY 401(K) RETIREMENT 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PACIFIC UNION COMPANY 401(K) RETIREMENT 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: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple 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: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple 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: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple 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: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple 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: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple employer plan
2010-01-01	Submission has been amended	No
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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple 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

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G39891

Policy instance

Insurance contract or identification number	G39891
Number of Individuals Covered	138
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G39891

Policy instance

Insurance contract or identification number	G39891
Number of Individuals Covered	125
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G39891

Policy instance

Insurance contract or identification number	G39891
Number of Individuals Covered	116
Insurance policy start date	2020-04-01
Insurance policy end date	2020-12-31
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

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Company Name:	PACIFIC UNION COMPANY
Employer identification number (EIN):	942321747
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate