401k Plan data: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. plan

RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 401k Plan overview

Plan Name	RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC.
Plan identification number	004

RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

LOYALHANNA ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: LOYALHANNA ASSOCIATION, INC.

Employer identification number (EIN): 250628278

NAIC Classification: 561600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01 ROBERT PATRICK 2024-08-01
004 2022-01-01 ROBERT PATRICK 2023-07-06
004 2021-01-01 ROBERT PATRICK 2022-07-08
004 2020-01-01 ROBERT PATRICK 2021-07-22
004 2019-01-01 ROBERT PATRICK 2020-07-20
004 2018-01-01 ROBERT PATRICK 2019-07-26
004 2017-01-01 ROBERT PATRICK 2018-07-12
004 2016-01-01 ROBERT PATRICK 2017-07-13
004 2015-01-01 ROBERT PATRICK 2016-07-22
004 2014-01-01 ROBERT PATRICK
004 2013-01-01 ROBERT PATRICK
004 2012-01-01 ROBERT PATRICK
004 2011-01-01 ROBERT PATRICK
004 2010-01-01 ROBERT PATRICK
004 2009-01-01 ROBERT J. PATRICK, JR. ROBERT J. PATRICK, JR. 2010-10-14
004 2009-01-01 ROBERT J. PATRICK, JR. ROBERT J. PATRICK, JR. 2010-10-14
004 2009-01-01 ROBERT PATRICK ROBERT PATRICK 2010-10-15
004 2009-01-01 ROBERT J. PATRICK, JR. ROBERT J. PATRICK, JR. 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2023-01-01	ROBERT PATRICK	2024-08-01
004	2022-01-01	ROBERT PATRICK	2023-07-06
004	2021-01-01	ROBERT PATRICK	2022-07-08
004	2020-01-01	ROBERT PATRICK	2021-07-22
004	2019-01-01	ROBERT PATRICK	2020-07-20
004	2018-01-01	ROBERT PATRICK	2019-07-26
004	2017-01-01	ROBERT PATRICK	2018-07-12
004	2016-01-01	ROBERT PATRICK	2017-07-13
004	2015-01-01	ROBERT PATRICK	2016-07-22
004	2014-01-01	ROBERT PATRICK
004	2013-01-01	ROBERT PATRICK
004	2012-01-01	ROBERT PATRICK
004	2011-01-01	ROBERT PATRICK
004	2010-01-01	ROBERT PATRICK
004	2009-01-01	ROBERT J. PATRICK, JR.		ROBERT J. PATRICK, JR.	2010-10-14
004	2009-01-01	ROBERT J. PATRICK, JR.		ROBERT J. PATRICK, JR.	2010-10-14
004	2009-01-01	ROBERT PATRICK		ROBERT PATRICK	2010-10-15
004	2009-01-01	ROBERT J. PATRICK, JR.		ROBERT J. PATRICK, JR.	2010-10-14

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC.

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC.

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2022 401k membership
Market value of plan assets 2022-12-31 943,219
Acturial value of plan assets 2022-12-31 888,055
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 468,076
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 8,658
Active participant vested funding target 2022-12-31 308,737
Number of active participants 2022-12-31 3
Total funding liabilities for active participants 2022-12-31 315,947
Total participant count 2022-12-31 10
Total funding target for all participants 2022-12-31 792,681
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 9,744
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 10,290
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 34,671
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2021 401k membership
Market value of plan assets 2021-12-31 875,169
Acturial value of plan assets 2021-12-31 796,808
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 473,616
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 7,647
Active participant vested funding target 2021-12-31 257,973
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 257,973
Total participant count 2021-12-31 9
Total funding target for all participants 2021-12-31 739,236
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 6
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 6
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 9,896
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 9,744
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 22,555
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 9,744
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2020 401k membership
Market value of plan assets 2020-12-31 754,655
Acturial value of plan assets 2020-12-31 717,722
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 203,344
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 7,688
Active participant vested funding target 2020-12-31 515,252
Number of active participants 2020-12-31 3
Total funding liabilities for active participants 2020-12-31 515,252
Total participant count 2020-12-31 9
Total funding target for all participants 2020-12-31 726,284
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 40,186
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 39,586
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 37,869
Net shortfall amortization installment of oustanding balance 2020-12-31 8,562
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 39,580
Additional cash requirement 2020-12-31 39,580
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 39,586
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2019 401k membership
Market value of plan assets 2019-12-31 604,662
Acturial value of plan assets 2019-12-31 638,926
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 207,596
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 6,863
Active participant vested funding target 2019-12-31 441,188
Number of active participants 2019-12-31 3
Total funding liabilities for active participants 2019-12-31 441,188
Total participant count 2019-12-31 9
Total funding target for all participants 2019-12-31 655,647
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 14,876
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 15,736
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 35,554
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 35,007
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 32,290
Net shortfall amortization installment of oustanding balance 2019-12-31 16,721
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 35,007
Additional cash requirement 2019-12-31 35,007
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 35,007
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2018 401k membership
Market value of plan assets 2018-12-31 638,881
Acturial value of plan assets 2018-12-31 595,523
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 203,681
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 6,063
Active participant vested funding target 2018-12-31 368,929
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 368,929
Total participant count 2018-12-31 9
Total funding target for all participants 2018-12-31 578,673
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 21,098
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 22,360
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 27,764
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 25,790
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 27,764
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 10,914
Additional cash requirement 2018-12-31 10,914
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 25,790
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2017 401k membership
Market value of plan assets 2017-12-31 539,366
Acturial value of plan assets 2017-12-31 545,930
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 205,975
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 5,383
Active participant vested funding target 2017-12-31 311,595
Number of active participants 2017-12-31 3
Total funding liabilities for active participants 2017-12-31 311,595
Total participant count 2017-12-31 9
Total funding target for all participants 2017-12-31 522,953
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 20,575
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 21,844
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 23,833
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 21,954
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 23,833
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 856
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 856
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 21,954
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2016 401k membership
Market value of plan assets 2016-12-31 493,355
Acturial value of plan assets 2016-12-31 520,330
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 207,980
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 4,791
Active participant vested funding target 2016-12-31 261,167
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 261,167
Total participant count 2016-12-31 9
Total funding target for all participants 2016-12-31 473,938
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 17,699
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 18,823
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 21,091
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 20,575
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 21,091
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 20,575
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2014: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 4
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 4
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2010 401k membership
Total participants, beginning-of-year 2010-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of retired or separated participants receiving benefits 2010-01-01 3
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 3
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2022 401k membership
Market value of plan assets	2022-12-31	943,219
Acturial value of plan assets	2022-12-31	888,055
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	468,076
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	8,658
Active participant vested funding target	2022-12-31	308,737
Number of active participants	2022-12-31	3
Total funding liabilities for active participants	2022-12-31	315,947
Total participant count	2022-12-31	10
Total funding target for all participants	2022-12-31	792,681
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	9,744
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	10,290
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	34,671
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2021 401k membership
Market value of plan assets	2021-12-31	875,169
Acturial value of plan assets	2021-12-31	796,808
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	473,616
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	7,647
Active participant vested funding target	2021-12-31	257,973
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	257,973
Total participant count	2021-12-31	9
Total funding target for all participants	2021-12-31	739,236
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	6
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	6
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	9,896
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	9,744
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	22,555
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	9,744
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2020 401k membership
Market value of plan assets	2020-12-31	754,655
Acturial value of plan assets	2020-12-31	717,722
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	203,344
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	7,688
Active participant vested funding target	2020-12-31	515,252
Number of active participants	2020-12-31	3
Total funding liabilities for active participants	2020-12-31	515,252
Total participant count	2020-12-31	9
Total funding target for all participants	2020-12-31	726,284
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	40,186
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	39,586
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	37,869
Net shortfall amortization installment of oustanding balance	2020-12-31	8,562
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	39,580
Additional cash requirement	2020-12-31	39,580
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	39,586
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2019 401k membership
Market value of plan assets	2019-12-31	604,662
Acturial value of plan assets	2019-12-31	638,926
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	207,596
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	6,863
Active participant vested funding target	2019-12-31	441,188
Number of active participants	2019-12-31	3
Total funding liabilities for active participants	2019-12-31	441,188
Total participant count	2019-12-31	9
Total funding target for all participants	2019-12-31	655,647
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	14,876
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	15,736
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	35,554
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	35,007
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	32,290
Net shortfall amortization installment of oustanding balance	2019-12-31	16,721
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	35,007
Additional cash requirement	2019-12-31	35,007
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	35,007
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2018 401k membership
Market value of plan assets	2018-12-31	638,881
Acturial value of plan assets	2018-12-31	595,523
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	203,681
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	6,063
Active participant vested funding target	2018-12-31	368,929
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	368,929
Total participant count	2018-12-31	9
Total funding target for all participants	2018-12-31	578,673
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	21,098
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	22,360
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	27,764
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	25,790
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	27,764
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	10,914
Additional cash requirement	2018-12-31	10,914
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	25,790
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2017 401k membership
Market value of plan assets	2017-12-31	539,366
Acturial value of plan assets	2017-12-31	545,930
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	205,975
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	5,383
Active participant vested funding target	2017-12-31	311,595
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	311,595
Total participant count	2017-12-31	9
Total funding target for all participants	2017-12-31	522,953
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	20,575
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	21,844
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	23,833
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	21,954
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	23,833
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	856
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	856
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	21,954
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2016 401k membership
Market value of plan assets	2016-12-31	493,355
Acturial value of plan assets	2016-12-31	520,330
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	207,980
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	4,791
Active participant vested funding target	2016-12-31	261,167
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	261,167
Total participant count	2016-12-31	9
Total funding target for all participants	2016-12-31	473,938
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	17,699
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	18,823
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	21,091
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	20,575
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	21,091
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	20,575
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2014: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	4
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	4
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2010 401k membership
Total participants, beginning-of-year	2010-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of retired or separated participants receiving benefits	2010-01-01	3
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	3
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC.

Measure	Date	Value
2014 : RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2014 401k financial data
Total income from all sources	2014-12-31	$52,655
Expenses. Total of all expenses incurred	2014-12-31	$25,178
Benefits paid (including direct rollovers)	2014-12-31	$25,178
Total plan assets at end of year	2014-12-31	$506,202
Total plan assets at beginning of year	2014-12-31	$478,725
Value of fidelity bond covering the plan	2014-12-31	$50,000
Other income received	2014-12-31	$31,386
Net income (gross income less expenses)	2014-12-31	$27,477
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$506,202
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$478,725
Total contributions received or receivable from employer(s)	2014-12-31	$21,269
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2013 401k financial data
Total income from all sources	2013-12-31	$86,961
Expenses. Total of all expenses incurred	2013-12-31	$25,178
Benefits paid (including direct rollovers)	2013-12-31	$25,178
Total plan assets at end of year	2013-12-31	$478,725
Total plan assets at beginning of year	2013-12-31	$416,942
Value of fidelity bond covering the plan	2013-12-31	$50,000
Other income received	2013-12-31	$73,655
Net income (gross income less expenses)	2013-12-31	$61,783
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$478,725
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$416,942
Total contributions received or receivable from employer(s)	2013-12-31	$13,306
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2012 401k financial data
Total income from all sources	2012-12-31	$59,123
Expenses. Total of all expenses incurred	2012-12-31	$25,178
Benefits paid (including direct rollovers)	2012-12-31	$25,178
Total plan assets at end of year	2012-12-31	$416,942
Total plan assets at beginning of year	2012-12-31	$382,997
Value of fidelity bond covering the plan	2012-12-31	$50,000
Other income received	2012-12-31	$46,987
Net income (gross income less expenses)	2012-12-31	$33,945
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$416,942
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$382,997
Total contributions received or receivable from employer(s)	2012-12-31	$12,136
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$14,276
Expenses. Total of all expenses incurred	2011-12-31	$21,422
Benefits paid (including direct rollovers)	2011-12-31	$21,422
Total plan assets at end of year	2011-12-31	$382,997
Total plan assets at beginning of year	2011-12-31	$390,143
Value of fidelity bond covering the plan	2011-12-31	$50,000
Other income received	2011-12-31	$454
Net income (gross income less expenses)	2011-12-31	$-7,146
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$382,997
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$390,143
Total contributions received or receivable from employer(s)	2011-12-31	$13,822
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$43,477
Expenses. Total of all expenses incurred	2010-12-31	$18,017
Benefits paid (including direct rollovers)	2010-12-31	$18,017
Total plan assets at end of year	2010-12-31	$390,143
Total plan assets at beginning of year	2010-12-31	$364,683
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$43,477
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$25,460
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$390,143
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$364,683
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 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 RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC.

2014: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 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: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 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: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 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: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 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: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 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: RETIREMENT PLAN FOR EMPLOYEES OF LOYALHANNA ASSOCIATION, INC. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LOYALHANNA ASSOCIATION, INC.
Employer identification number (EIN):	250628278
NAIC Classification:	561600