401k Plan data: MOMENTUM AGENCIES 403B PLAN plan

MOMENTUM AGENCIES 403B PLAN 401k Plan overview

Plan Name	MOMENTUM AGENCIES 403B PLAN
Plan identification number	002

MOMENTUM AGENCIES 403B PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

MOMENTUM AGENCIES has sponsored the creation of one or more 401k plans.

Company Name: MOMENTUM AGENCIES

Employer identification number (EIN): 951648203

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOMENTUM AGENCIES 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01 JOSEPH SIMONESCHI 2023-06-14 JOSEPH SIMONESCHI 2023-06-14
002 2020-07-01 JOSEPH SIMONESCHI 2022-04-14 JOSEPH SIMONESCHI 2022-04-14
002 2019-07-01 BARBARA CHIODO 2021-04-07 BARBARA CHIODO 2021-04-07
002 2018-07-01 BARBARA CHIODO 2020-07-15 BARBARA CHIODO 2020-07-15
002 2017-07-01 LORI ANDERSON 2019-04-04 LORI ANDERSON 2019-04-04
002 2016-07-01
002 2015-07-01
002 2014-07-01
002 2013-07-01 JAMES P. HUDSON
002 2012-07-01 JAMES P. HUDSON
002 2011-07-01 JAMES P. HUDSON
002 2010-07-01 JAMES P. HUDSON
002 2009-07-01 RONALD S. COHEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-07-01	JOSEPH SIMONESCHI	2023-06-14	JOSEPH SIMONESCHI	2023-06-14
002	2020-07-01	JOSEPH SIMONESCHI	2022-04-14	JOSEPH SIMONESCHI	2022-04-14
002	2019-07-01	BARBARA CHIODO	2021-04-07	BARBARA CHIODO	2021-04-07
002	2018-07-01	BARBARA CHIODO	2020-07-15	BARBARA CHIODO	2020-07-15
002	2017-07-01	LORI ANDERSON	2019-04-04	LORI ANDERSON	2019-04-04
002	2016-07-01
002	2015-07-01
002	2014-07-01
002	2013-07-01	JAMES P. HUDSON
002	2012-07-01	JAMES P. HUDSON
002	2011-07-01	JAMES P. HUDSON
002	2010-07-01	JAMES P. HUDSON
002	2009-07-01	RONALD S. COHEN

Plan Statistics for MOMENTUM AGENCIES 403B PLAN

401k plan membership statisitcs for MOMENTUM AGENCIES 403B PLAN

Measure Date Value
2021: MOMENTUM AGENCIES 403B PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 1,049
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 869
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 118
Total of all active and inactive participants 2021-07-01 987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 987
Number of participants with account balances 2021-07-01 312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 5
2020: MOMENTUM AGENCIES 403B PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 1,037
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 745
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 122
Total of all active and inactive participants 2020-07-01 867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 867
Number of participants with account balances 2020-07-01 300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 4
2019: MOMENTUM AGENCIES 403B PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 1,059
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 850
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 90
Total of all active and inactive participants 2019-07-01 940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 940
Number of participants with account balances 2019-07-01 285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 8
2018: MOMENTUM AGENCIES 403B PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 953
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 1,059
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 27
Total of all active and inactive participants 2018-07-01 1,086
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 1,086
Number of participants with account balances 2018-07-01 253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 2
2017: MOMENTUM AGENCIES 403B PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 855
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 880
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 73
Total of all active and inactive participants 2017-07-01 953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 953
Number of participants with account balances 2017-07-01 277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 4
2016: MOMENTUM AGENCIES 403B PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 980
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 825
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 30
Total of all active and inactive participants 2016-07-01 855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 855
Number of participants with account balances 2016-07-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 1
2015: MOMENTUM AGENCIES 403B PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 980
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 852
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 73
Total of all active and inactive participants 2015-07-01 925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 925
Number of participants with account balances 2015-07-01 262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 6
2014: MOMENTUM AGENCIES 403B PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 727
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 946
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 34
Total of all active and inactive participants 2014-07-01 980
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 980
Number of participants with account balances 2014-07-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 7
2013: MOMENTUM AGENCIES 403B PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 957
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 676
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 51
Total of all active and inactive participants 2013-07-01 727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 727
Number of participants with account balances 2013-07-01 245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: MOMENTUM AGENCIES 403B PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 987
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 919
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 38
Total of all active and inactive participants 2012-07-01 957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 957
Number of participants with account balances 2012-07-01 238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 2
2011: MOMENTUM AGENCIES 403B PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 987
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 946
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 41
Total of all active and inactive participants 2011-07-01 987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 987
Number of participants with account balances 2011-07-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 5
2010: MOMENTUM AGENCIES 403B PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 941
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 904
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 83
Total of all active and inactive participants 2010-07-01 987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 987
Number of participants with account balances 2010-07-01 283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 5
2009: MOMENTUM AGENCIES 403B PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 788
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 879
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 62
Total of all active and inactive participants 2009-07-01 941
Total participants 2009-07-01 941
Number of participants with account balances 2009-07-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2021: MOMENTUM AGENCIES 403B PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	1,049
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	869
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	118
Total of all active and inactive participants	2021-07-01	987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	987
Number of participants with account balances	2021-07-01	312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	5
2020: MOMENTUM AGENCIES 403B PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	1,037
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	745
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	122
Total of all active and inactive participants	2020-07-01	867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	867
Number of participants with account balances	2020-07-01	300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	4
2019: MOMENTUM AGENCIES 403B PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	1,059
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	850
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	90
Total of all active and inactive participants	2019-07-01	940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	940
Number of participants with account balances	2019-07-01	285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	8
2018: MOMENTUM AGENCIES 403B PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	953
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	1,059
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	27
Total of all active and inactive participants	2018-07-01	1,086
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	1,086
Number of participants with account balances	2018-07-01	253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	2
2017: MOMENTUM AGENCIES 403B PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	855
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	880
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	73
Total of all active and inactive participants	2017-07-01	953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	953
Number of participants with account balances	2017-07-01	277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	4
2016: MOMENTUM AGENCIES 403B PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	980
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	825
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	30
Total of all active and inactive participants	2016-07-01	855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	855
Number of participants with account balances	2016-07-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	1
2015: MOMENTUM AGENCIES 403B PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	980
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	852
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	73
Total of all active and inactive participants	2015-07-01	925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	925
Number of participants with account balances	2015-07-01	262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	6
2014: MOMENTUM AGENCIES 403B PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	727
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	946
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	34
Total of all active and inactive participants	2014-07-01	980
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	980
Number of participants with account balances	2014-07-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	7
2013: MOMENTUM AGENCIES 403B PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	957
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	676
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	51
Total of all active and inactive participants	2013-07-01	727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	727
Number of participants with account balances	2013-07-01	245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: MOMENTUM AGENCIES 403B PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	987
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	919
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	38
Total of all active and inactive participants	2012-07-01	957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	957
Number of participants with account balances	2012-07-01	238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	2
2011: MOMENTUM AGENCIES 403B PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	987
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	946
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	41
Total of all active and inactive participants	2011-07-01	987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	987
Number of participants with account balances	2011-07-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	5
2010: MOMENTUM AGENCIES 403B PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	941
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	904
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	83
Total of all active and inactive participants	2010-07-01	987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	987
Number of participants with account balances	2010-07-01	283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	5
2009: MOMENTUM AGENCIES 403B PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	788
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	879
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	62
Total of all active and inactive participants	2009-07-01	941
Total participants	2009-07-01	941
Number of participants with account balances	2009-07-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on MOMENTUM AGENCIES 403B PLAN

Measure	Date	Value
2022 : MOMENTUM AGENCIES 403B PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$3,266
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$2,786
Total income from all sources (including contributions)	2022-06-30	$-89,295
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$714,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$709,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,033,558
Value of total assets at end of year	2022-06-30	$7,374,481
Value of total assets at beginning of year	2022-06-30	$8,177,991
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$5,482
Total interest from all sources	2022-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$11,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$11,206
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$523,989
Participant contributions at end of year	2022-06-30	$1,338
Participant contributions at beginning of year	2022-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$378,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-803,990
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$7,371,215
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$8,175,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$674,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$735,618
Value of interest in pooled separate accounts at end of year	2022-06-30	$6,393,822
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$7,202,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$304,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$239,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,134,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$131,143
Employer contributions (assets) at end of year	2022-06-30	$272
Employer contributions (assets) at beginning of year	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$709,213
Contract administrator fees	2022-06-30	$5,482
Liabilities. Value of benefit claims payable at end of year	2022-06-30	$3,266
Liabilities. Value of benefit claims payable at beginning of year	2022-06-30	$2,786
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	HINRICHER & COUSINO, LLP
Accountancy firm EIN	2022-06-30	710294566
2021 : MOMENTUM AGENCIES 403B PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$2,786
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$7,458
Total income from all sources (including contributions)	2021-06-30	$2,091,405
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$446,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$440,637
Expenses. Certain deemed distributions of participant loans	2021-06-30	$2,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$589,658
Value of total assets at end of year	2021-06-30	$8,177,991
Value of total assets at beginning of year	2021-06-30	$6,538,236
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$3,555
Total interest from all sources	2021-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$10,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$10,138
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$460,017
Participant contributions at end of year	2021-06-30	$0
Participant contributions at beginning of year	2021-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$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	2021-06-30	No
Value of net income/loss	2021-06-30	$1,644,427
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$8,175,205
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$6,530,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$735,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$570,415
Value of interest in pooled separate accounts at end of year	2021-06-30	$7,202,952
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$5,724,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$239,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$243,431
Net investment gain/loss from pooled separate accounts	2021-06-30	$1,491,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$129,641
Employer contributions (assets) at end of year	2021-06-30	$0
Employer contributions (assets) at beginning of year	2021-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$440,637
Contract administrator fees	2021-06-30	$3,555
Liabilities. Value of benefit claims payable at end of year	2021-06-30	$2,786
Liabilities. Value of benefit claims payable at beginning of year	2021-06-30	$7,458
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	HINRICHER & COUSINO, LLP
Accountancy firm EIN	2021-06-30	710294566
2020 : MOMENTUM AGENCIES 403B PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$7,458
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$7,636
Total income from all sources (including contributions)	2020-06-30	$947,784
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$1,429,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$1,420,963
Value of total corrective distributions	2020-06-30	$4,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$659,274
Value of total assets at end of year	2020-06-30	$6,538,236
Value of total assets at beginning of year	2020-06-30	$7,019,788
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$3,859
Total interest from all sources	2020-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$12,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$12,945
Administrative expenses professional fees incurred	2020-06-30	$3,859
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$512,529
Participant contributions at end of year	2020-06-30	$0
Participant contributions at beginning of year	2020-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$537
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-30	$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	2020-06-30	No
Value of net income/loss	2020-06-30	$-481,374
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$6,530,778
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$7,012,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$570,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$869,429
Value of interest in pooled separate accounts at end of year	2020-06-30	$5,724,390
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$5,563,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$243,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$586,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$275,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$146,208
Employer contributions (assets) at end of year	2020-06-30	$0
Employer contributions (assets) at beginning of year	2020-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$1,420,963
Liabilities. Value of benefit claims payable at end of year	2020-06-30	$7,458
Liabilities. Value of benefit claims payable at beginning of year	2020-06-30	$7,636
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	No
Opinion of an independent qualified public accountant for this plan	2020-06-30	Unqualified
Accountancy firm name	2020-06-30	HINRICHER & COUSINO, LLP
Accountancy firm EIN	2020-06-30	710294566
2019 : MOMENTUM AGENCIES 403B PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$7,636
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$10,192
Total income from all sources (including contributions)	2019-06-30	$1,116,467
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$985,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$969,771
Value of total corrective distributions	2019-06-30	$6,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$791,052
Value of total assets at end of year	2019-06-30	$7,019,788
Value of total assets at beginning of year	2019-06-30	$6,891,852
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$9,425
Total interest from all sources	2019-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$13,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$587,390
Participant contributions at end of year	2019-06-30	$0
Participant contributions at beginning of year	2019-06-30	$3,393
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$47,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$130,492
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$7,012,152
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$6,881,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$869,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$868,721
Value of interest in pooled separate accounts at end of year	2019-06-30	$5,563,675
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$5,486,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$586,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$532,065
Net investment gain/loss from pooled separate accounts	2019-06-30	$312,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$155,863
Employer contributions (assets) at end of year	2019-06-30	$0
Employer contributions (assets) at beginning of year	2019-06-30	$1,179
Income. Dividends from common stock	2019-06-30	$13,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$969,771
Contract administrator fees	2019-06-30	$9,425
Liabilities. Value of benefit claims payable at end of year	2019-06-30	$7,636
Liabilities. Value of benefit claims payable at beginning of year	2019-06-30	$10,192
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	No
Opinion of an independent qualified public accountant for this plan	2019-06-30	Unqualified
Accountancy firm name	2019-06-30	HINRICHER & COUSINO, LLP
Accountancy firm EIN	2019-06-30	710294566
2018 : MOMENTUM AGENCIES 403B PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$10,192
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$7,809
Total income from all sources (including contributions)	2018-06-30	$1,143,837
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$567,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$553,432
Value of total corrective distributions	2018-06-30	$10,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$671,922
Value of total assets at end of year	2018-06-30	$6,891,852
Value of total assets at beginning of year	2018-06-30	$6,312,809
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$3,553
Total interest from all sources	2018-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$13,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$13,351
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$463,942
Participant contributions at end of year	2018-06-30	$3,393
Participant contributions at beginning of year	2018-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$77,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Income. Non cash contributions	2018-06-30	$0
Value of net income/loss	2018-06-30	$576,660
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$6,881,660
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$6,305,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$3,553
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$868,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$996,553
Value of interest in pooled separate accounts at end of year	2018-06-30	$5,486,494
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$4,880,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$532,065
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$435,654
Net investment gain/loss from pooled separate accounts	2018-06-30	$458,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$130,425
Employer contributions (assets) at end of year	2018-06-30	$1,179
Employer contributions (assets) at beginning of year	2018-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$553,432
Liabilities. Value of benefit claims payable at end of year	2018-06-30	$10,192
Liabilities. Value of benefit claims payable at beginning of year	2018-06-30	$7,809
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	No
Opinion of an independent qualified public accountant for this plan	2018-06-30	Unqualified
Accountancy firm name	2018-06-30	HINRICHER & COUSINO, LLP
Accountancy firm EIN	2018-06-30	710294566
2017 : MOMENTUM AGENCIES 403B PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$7,809
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$7,020
Total income from all sources (including contributions)	2017-06-30	$1,160,460
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$895,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$881,531
Value of total corrective distributions	2017-06-30	$7,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$554,095
Value of total assets at end of year	2017-06-30	$6,312,809
Value of total assets at beginning of year	2017-06-30	$6,046,815
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$5,915
Total interest from all sources	2017-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$13,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$13,280
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$438,335
Participant contributions at end of year	2017-06-30	$0
Participant contributions at beginning of year	2017-06-30	$16,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$265,205
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$6,305,000
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$6,039,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$996,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$924,784
Value of interest in pooled separate accounts at end of year	2017-06-30	$5,316,256
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$5,100,618
Net investment gain/loss from pooled separate accounts	2017-06-30	$593,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$115,760
Employer contributions (assets) at end of year	2017-06-30	$0
Employer contributions (assets) at beginning of year	2017-06-30	$4,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$881,531
Contract administrator fees	2017-06-30	$5,915
Liabilities. Value of benefit claims payable at end of year	2017-06-30	$7,809
Liabilities. Value of benefit claims payable at beginning of year	2017-06-30	$7,020
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	No
Opinion of an independent qualified public accountant for this plan	2017-06-30	Unqualified
Accountancy firm name	2017-06-30	HINRICHER DOUGLAS & PORTER LLP
Accountancy firm EIN	2017-06-30	710294566
2016 : MOMENTUM AGENCIES 403B PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$7,020
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$17,647
Total income from all sources (including contributions)	2016-06-30	$561,734
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$454,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$445,630
Value of total corrective distributions	2016-06-30	$7,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$559,488
Value of total assets at end of year	2016-06-30	$6,046,815
Value of total assets at beginning of year	2016-06-30	$5,949,766
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$1,408
Total interest from all sources	2016-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$12,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$12,954
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$445,658
Participant contributions at end of year	2016-06-30	$16,952
Participant contributions at beginning of year	2016-06-30	$16,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$107,676
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$6,039,795
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$5,932,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$924,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$1,314,799
Value of interest in pooled separate accounts at end of year	2016-06-30	$5,100,618
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$4,614,082
Net investment gain/loss from pooled separate accounts	2016-06-30	$-10,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$113,830
Employer contributions (assets) at end of year	2016-06-30	$4,461
Employer contributions (assets) at beginning of year	2016-06-30	$4,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$445,630
Contract administrator fees	2016-06-30	$1,408
Liabilities. Value of benefit claims payable at end of year	2016-06-30	$7,020
Liabilities. Value of benefit claims payable at beginning of year	2016-06-30	$17,647
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	No
Opinion of an independent qualified public accountant for this plan	2016-06-30	Unqualified
Accountancy firm name	2016-06-30	HINRICHER DOUGLAS & PORTER LLP
Accountancy firm EIN	2016-06-30	710294566
2015 : MOMENTUM AGENCIES 403B PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$17,647
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$15,848
Total income from all sources (including contributions)	2015-06-30	$672,158
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$206,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$194,260
Value of total corrective distributions	2015-06-30	$11,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$532,268
Value of total assets at end of year	2015-06-30	$5,949,766
Value of total assets at beginning of year	2015-06-30	$5,482,495
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$1,280
Total interest from all sources	2015-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$16,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$16,427
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$411,231
Participant contributions at end of year	2015-06-30	$16,533
Participant contributions at beginning of year	2015-06-30	$15,727
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$3,187
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$9,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$465,472
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$5,932,119
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$5,466,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$1,314,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$1,139,238
Value of interest in pooled separate accounts at end of year	2015-06-30	$4,614,082
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$4,160,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$162,688
Net investment gain/loss from pooled separate accounts	2015-06-30	$123,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$117,850
Employer contributions (assets) at end of year	2015-06-30	$4,352
Employer contributions (assets) at beginning of year	2015-06-30	$4,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$194,260
Contract administrator fees	2015-06-30	$1,280
Liabilities. Value of benefit claims payable at end of year	2015-06-30	$17,647
Liabilities. Value of benefit claims payable at beginning of year	2015-06-30	$6,501
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	HINRICHER & DOUGLAS, LLP
Accountancy firm EIN	2015-06-30	710294566
2014 : MOMENTUM AGENCIES 403B PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$15,848
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$6,152
Total income from all sources (including contributions)	2014-06-30	$1,133,876
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$441,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$432,673
Value of total corrective distributions	2014-06-30	$6,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$483,927
Value of total assets at end of year	2014-06-30	$5,482,495
Value of total assets at beginning of year	2014-06-30	$4,780,021
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$1,924
Total interest from all sources	2014-06-30	$15,373
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$376,431
Participant contributions at end of year	2014-06-30	$15,727
Participant contributions at beginning of year	2014-06-30	$12,111
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$21,029
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-06-30	$9,347
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$0
Total non interest bearing cash at end of year	2014-06-30	$0
Total non interest bearing cash at beginning of year	2014-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$692,778
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$5,466,647
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$4,773,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$1,139,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$1,185,347
Value of interest in pooled separate accounts at end of year	2014-06-30	$4,160,459
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$3,398,049
Interest earned on other investments	2014-06-30	$15,373
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$162,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$160,214
Net investment gain/loss from pooled separate accounts	2014-06-30	$634,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$107,496
Employer contributions (assets) at end of year	2014-06-30	$4,383
Employer contributions (assets) at beginning of year	2014-06-30	$3,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$432,673
Contract administrator fees	2014-06-30	$1,924
Liabilities. Value of benefit claims payable at end of year	2014-06-30	$6,501
Liabilities. Value of benefit claims payable at beginning of year	2014-06-30	$6,152
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	HINRICHER & DOUGLAS, LLP
Accountancy firm EIN	2014-06-30	710294566
2013 : MOMENTUM AGENCIES 403B PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$6,152
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$1,053
Total income from all sources (including contributions)	2013-06-30	$896,490
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$832,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$824,520
Value of total corrective distributions	2013-06-30	$6,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$465,538
Value of total assets at end of year	2013-06-30	$4,780,021
Value of total assets at beginning of year	2013-06-30	$4,710,749
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$1,645
Total interest from all sources	2013-06-30	$21,909
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$356,334
Participant contributions at end of year	2013-06-30	$12,111
Participant contributions at beginning of year	2013-06-30	$12,030
Assets. Other investments not covered elsewhere at end of year	2013-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-06-30	$362,206
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$1,586
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$21,029
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$21,295
Total non interest bearing cash at end of year	2013-06-30	$0
Total non interest bearing cash at beginning of year	2013-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Income. Non cash contributions	2013-06-30	$0
Value of net income/loss	2013-06-30	$64,173
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$4,773,869
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$4,709,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$1,185,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$1,319,119
Value of interest in pooled separate accounts at end of year	2013-06-30	$3,398,049
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$2,923,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$21,909
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$160,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$72,244
Net investment gain/loss from pooled separate accounts	2013-06-30	$409,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$107,618
Employer contributions (assets) at end of year	2013-06-30	$3,271
Employer contributions (assets) at beginning of year	2013-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$824,520
Contract administrator fees	2013-06-30	$1,645
Liabilities. Value of benefit claims payable at end of year	2013-06-30	$6,152
Liabilities. Value of benefit claims payable at beginning of year	2013-06-30	$1,053
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	No
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	HINRICHER & DOUGLAS, LLP
Accountancy firm EIN	2013-06-30	710294566
2012 : MOMENTUM AGENCIES 403B PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$1,053
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$541,222
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$378,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$375,993
Value of total corrective distributions	2012-06-30	$1,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$421,162
Value of total assets at end of year	2012-06-30	$4,710,749
Value of total assets at beginning of year	2012-06-30	$4,546,764
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$1,244
Total interest from all sources	2012-06-30	$39,478
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$399,539
Participant contributions at end of year	2012-06-30	$12,030
Participant contributions at beginning of year	2012-06-30	$1,150
Assets. Other investments not covered elsewhere at end of year	2012-06-30	$362,206
Assets. Other investments not covered elsewhere at beginning of year	2012-06-30	$346,608
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$21,295
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$56,626
Total non interest bearing cash at end of year	2012-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$162,932
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$4,709,696
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$4,546,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Investment advisory and management fees	2012-06-30	$1,244
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$1,319,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$3,876,938
Value of interest in pooled separate accounts at end of year	2012-06-30	$2,923,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$39,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$72,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$265,442
Net investment gain/loss from pooled separate accounts	2012-06-30	$80,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$21,623
Employer contributions (assets) at end of year	2012-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$375,993
Liabilities. Value of benefit claims payable at end of year	2012-06-30	$1,053
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Unqualified
Accountancy firm name	2012-06-30	HINRICHER & DOUGLAS, LLP
Accountancy firm EIN	2012-06-30	710294566
2011 : MOMENTUM AGENCIES 403B PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$1,077,541
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$116,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$114,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$454,480
Value of total assets at end of year	2011-06-30	$4,546,764
Value of total assets at beginning of year	2011-06-30	$3,585,970
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$2,264
Total interest from all sources	2011-06-30	$25,928
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$0
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$431,551
Participant contributions at end of year	2011-06-30	$1,150
Participant contributions at beginning of year	2011-06-30	$14,061
Assets. Other investments not covered elsewhere at end of year	2011-06-30	$346,608
Assets. Other investments not covered elsewhere at beginning of year	2011-06-30	$331,595
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$56,626
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$960,794
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$4,546,764
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$3,585,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Investment advisory and management fees	2011-06-30	$2,264
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$3,876,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$3,178,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$62,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$62,060
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$25,928
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$265,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$597,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$22,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$114,483
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	HINRICHER & CRASNICK, LLP
Accountancy firm EIN	2011-06-30	710294566
2010 : MOMENTUM AGENCIES 403B PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for MOMENTUM AGENCIES 403B PLAN

2021: MOMENTUM AGENCIES 403B PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Mulitple employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: MOMENTUM AGENCIES 403B PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: MOMENTUM AGENCIES 403B PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: MOMENTUM AGENCIES 403B PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: MOMENTUM AGENCIES 403B PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: MOMENTUM AGENCIES 403B PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: MOMENTUM AGENCIES 403B PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: MOMENTUM AGENCIES 403B PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: MOMENTUM AGENCIES 403B PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: MOMENTUM AGENCIES 403B PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	Yes
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: MOMENTUM AGENCIES 403B PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: MOMENTUM AGENCIES 403B PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: MOMENTUM AGENCIES 403B PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	First time form 5500 has been submitted	Yes
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	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

G75949

Policy instance

Insurance contract or identification number	G75949
Number of Individuals Covered	272
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
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

G75949

Policy instance

Insurance contract or identification number	G75949
Number of Individuals Covered	236
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
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

G75949

Policy instance

Insurance contract or identification number	G75949
Number of Individuals Covered	247
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3

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

Policy contract number

G75949

Policy instance

Insurance contract or identification number	G75949
Number of Individuals Covered	252
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3

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

Policy contract number

G75949

Policy instance

Insurance contract or identification number	G75949
Number of Individuals Covered	232
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $2,250
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

G75949

Policy instance

Insurance contract or identification number	G75949
Number of Individuals Covered	218
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $12,218
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,218
Insurance broker organization code?	3
Insurance broker name	NFP INS SERVICES INC

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

Policy contract number

G75949

Policy instance

Insurance contract or identification number	G75949
Number of Individuals Covered	213
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $11,470
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,575
Insurance broker organization code?	3
Insurance broker name	JHW FINANCIAL SERVICES INC.

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

Policy contract number

G75949

Policy instance

Insurance contract or identification number	G75949
Number of Individuals Covered	209
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $9,940
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,940
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	JHW FINANCIAL SERVICES INC.

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

Policy contract number

G62236

Policy instance

Insurance contract or identification number	G62236
Number of Individuals Covered	209
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $80
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $80
Insurance broker organization code?	3
Insurance broker name	JHW FINANCAIL SERVICES INC.

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

Policy contract number

G62236

Policy instance

Insurance contract or identification number	G62236
Number of Individuals Covered	208
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $8,844
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

G62236

Policy instance

Insurance contract or identification number	G62236
Number of Individuals Covered	219
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $19,429
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	MOMENTUM AGENCIES
Employer identification number (EIN):	951648203
NAIC Classification:	624100
NAIC Description:	Individual and Family Services