401k Plan data: VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN plan

VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 401k Plan overview

Plan Name	VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN
Plan identification number	002

VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

VALLEY FORGE FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: VALLEY FORGE FINANCIAL GROUP, INC.

Employer identification number (EIN): 231933104

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 TRINA HANNA 2024-09-04 TRINA HANNA 2024-09-04
002 2022-01-01 TRINA MENTA HANNA 2023-10-12 TRINA MENTA HANNA 2023-10-12
002 2021-01-01 TRINA MENTA HANNA 2022-10-11 TRINA MENTA HANNA 2022-10-11
002 2020-01-01 TRINA MENTA HANNA 2021-10-01 TRINA MENTA HANNA 2021-10-01
002 2019-01-01 TRINA HANNA 2020-07-27 TRINA HANNA 2020-07-27
002 2018-01-01 EDWARD MCNICHOLAS 2019-10-11 EDWARD MCNICHOLAS 2019-10-11
002 2017-01-01 EDWARD MCNICHOLAS 2018-07-31 EDWARD MCNICHOLAS 2018-07-31
002 2016-01-01 ED MCNNICHOLAS
002 2015-01-01 ED MCNNICHOLAS
002 2014-01-01 EDWARD MCNICHOLAS
002 2013-01-01 ED MCNNICHOLAS
002 2012-01-01 EDWARD MCNICHOLAS
002 2011-01-01 EDWARD MCNICHOLAS
002 2010-01-01 EDWARD MCNICHOLAS
002 2009-01-01 EDWARD MCNICHOLAS
002 2009-01-01 EDWARD MCNICHOLAS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	TRINA HANNA	2024-09-04	TRINA HANNA	2024-09-04
002	2022-01-01	TRINA MENTA HANNA	2023-10-12	TRINA MENTA HANNA	2023-10-12
002	2021-01-01	TRINA MENTA HANNA	2022-10-11	TRINA MENTA HANNA	2022-10-11
002	2020-01-01	TRINA MENTA HANNA	2021-10-01	TRINA MENTA HANNA	2021-10-01
002	2019-01-01	TRINA HANNA	2020-07-27	TRINA HANNA	2020-07-27
002	2018-01-01	EDWARD MCNICHOLAS	2019-10-11	EDWARD MCNICHOLAS	2019-10-11
002	2017-01-01	EDWARD MCNICHOLAS	2018-07-31	EDWARD MCNICHOLAS	2018-07-31
002	2016-01-01	ED MCNNICHOLAS
002	2015-01-01	ED MCNNICHOLAS
002	2014-01-01	EDWARD MCNICHOLAS
002	2013-01-01	ED MCNNICHOLAS
002	2012-01-01	EDWARD MCNICHOLAS
002	2011-01-01	EDWARD MCNICHOLAS
002	2010-01-01	EDWARD MCNICHOLAS
002	2009-01-01	EDWARD MCNICHOLAS
002	2009-01-01	EDWARD MCNICHOLAS

Plan Statistics for VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN

401k plan membership statisitcs for VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN

Measure Date Value
2016: VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 47
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 56
Number of participants with account balances 2016-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 45
Number of retired or separated participants receiving benefits 2015-01-01 5
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 56
Number of participants with account balances 2015-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 43
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 54
Number of participants with account balances 2014-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 48
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 16
Total of all active and inactive participants 2013-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 65
Number of participants with account balances 2013-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 48
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 15
Total of all active and inactive participants 2012-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 66
Number of participants with account balances 2012-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 69
Number of retired or separated participants receiving benefits 2011-01-01 4
Number of other retired or separated participants entitled to future benefits 2011-01-01 9
Total of all active and inactive participants 2011-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 82
Number of participants with account balances 2011-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 69
Number of retired or separated participants receiving benefits 2010-01-01 4
Number of other retired or separated participants entitled to future benefits 2010-01-01 9
Total of all active and inactive participants 2010-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 82
Number of participants with account balances 2010-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 66
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 13
Total of all active and inactive participants 2009-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 79
Number of participants with account balances 2009-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	47
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	56
Number of participants with account balances	2016-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	45
Number of retired or separated participants receiving benefits	2015-01-01	5
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	56
Number of participants with account balances	2015-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	43
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	54
Number of participants with account balances	2014-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	48
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	16
Total of all active and inactive participants	2013-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	65
Number of participants with account balances	2013-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	48
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	15
Total of all active and inactive participants	2012-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	66
Number of participants with account balances	2012-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	69
Number of retired or separated participants receiving benefits	2011-01-01	4
Number of other retired or separated participants entitled to future benefits	2011-01-01	9
Total of all active and inactive participants	2011-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	82
Number of participants with account balances	2011-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	69
Number of retired or separated participants receiving benefits	2010-01-01	4
Number of other retired or separated participants entitled to future benefits	2010-01-01	9
Total of all active and inactive participants	2010-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	82
Number of participants with account balances	2010-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	66
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	13
Total of all active and inactive participants	2009-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	79
Number of participants with account balances	2009-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN

Measure	Date	Value
2016 : VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,054,383
Expenses. Total of all expenses incurred	2016-12-31	$118,044
Benefits paid (including direct rollovers)	2016-12-31	$105,015
Total plan assets at end of year	2016-12-31	$7,744,738
Total plan assets at beginning of year	2016-12-31	$6,808,399
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$356,572
Other income received	2016-12-31	$582,735
Net income (gross income less expenses)	2016-12-31	$936,339
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$7,744,738
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$6,808,399
Assets. Value of participant loans	2016-12-31	$115,075
Total contributions received or receivable from employer(s)	2016-12-31	$115,076
Value of corrective distributions	2016-12-31	$13,029
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$424,243
Expenses. Total of all expenses incurred	2015-12-31	$232,667
Benefits paid (including direct rollovers)	2015-12-31	$232,667
Total plan assets at end of year	2015-12-31	$6,808,399
Total plan assets at beginning of year	2015-12-31	$6,616,823
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$316,367
Contributions received from other sources (not participants or employers)	2015-12-31	$29,507
Other income received	2015-12-31	$-32,894
Net income (gross income less expenses)	2015-12-31	$191,576
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,808,399
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,616,823
Assets. Value of participant loans	2015-12-31	$74,861
Total contributions received or receivable from employer(s)	2015-12-31	$111,263
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$788,317
Expenses. Total of all expenses incurred	2014-12-31	$133,290
Benefits paid (including direct rollovers)	2014-12-31	$123,219
Total plan assets at end of year	2014-12-31	$6,616,823
Total plan assets at beginning of year	2014-12-31	$5,961,796
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$333,033
Other income received	2014-12-31	$349,619
Net income (gross income less expenses)	2014-12-31	$655,027
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,616,823
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,961,796
Assets. Value of participant loans	2014-12-31	$101,119
Total contributions received or receivable from employer(s)	2014-12-31	$105,665
Value of certain deemed distributions of participant loans	2014-12-31	$9,944
Value of corrective distributions	2014-12-31	$127
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,506,775
Expenses. Total of all expenses incurred	2013-12-31	$397,298
Benefits paid (including direct rollovers)	2013-12-31	$391,952
Total plan assets at end of year	2013-12-31	$5,961,796
Total plan assets at beginning of year	2013-12-31	$4,852,319
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$320,429
Contributions received from other sources (not participants or employers)	2013-12-31	$33,882
Other income received	2013-12-31	$1,073,478
Net income (gross income less expenses)	2013-12-31	$1,109,477
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,961,796
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,852,319
Assets. Value of participant loans	2013-12-31	$109,112
Total contributions received or receivable from employer(s)	2013-12-31	$78,986
Value of corrective distributions	2013-12-31	$5,304
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$42
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$935,335
Expenses. Total of all expenses incurred	2012-12-31	$475,997
Benefits paid (including direct rollovers)	2012-12-31	$475,982
Total plan assets at end of year	2012-12-31	$4,852,319
Total plan assets at beginning of year	2012-12-31	$4,392,981
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$256,365
Contributions received from other sources (not participants or employers)	2012-12-31	$9,100
Other income received	2012-12-31	$608,631
Net income (gross income less expenses)	2012-12-31	$459,338
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,852,319
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,392,981
Assets. Value of participant loans	2012-12-31	$104,210
Total contributions received or receivable from employer(s)	2012-12-31	$61,239
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$15
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$191,826
Expenses. Total of all expenses incurred	2011-12-31	$1,068,772
Benefits paid (including direct rollovers)	2011-12-31	$1,068,772
Total plan assets at end of year	2011-12-31	$4,392,981
Total plan assets at beginning of year	2011-12-31	$5,269,927
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$334,165
Contributions received from other sources (not participants or employers)	2011-12-31	$41,839
Other income received	2011-12-31	$-243,006
Net income (gross income less expenses)	2011-12-31	$-876,946
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,392,981
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,269,927
Assets. Value of participant loans	2011-12-31	$77,959
Total contributions received or receivable from employer(s)	2011-12-31	$58,828
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$955,801
Expenses. Total of all expenses incurred	2010-12-31	$244,871
Benefits paid (including direct rollovers)	2010-12-31	$244,871
Total plan assets at end of year	2010-12-31	$5,269,927
Total plan assets at beginning of year	2010-12-31	$4,558,997
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$279,559
Other income received	2010-12-31	$579,353
Net income (gross income less expenses)	2010-12-31	$710,930
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,269,927
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,558,997
Assets. Value of participant loans	2010-12-31	$129,367
Total contributions received or receivable from employer(s)	2010-12-31	$96,889
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN

2016: VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: VALLEY FORGE FINANCIAL GROUP, INC. 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	VALLEY FORGE FINANCIAL GROUP, INC.
Employer identification number (EIN):	231933104
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages