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401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 401k Plan overview

Plan Name401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA
Plan identification number 002

401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA Benefits

401k Plan TypeDefined 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.
  • 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

POLISH NATIONAL ALLIANCE OF THE has sponsored the creation of one or more 401k plans.

Company Name:POLISH NATIONAL ALLIANCE OF THE
Employer identification number (EIN):361635410
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01FRAMK SPULA FRANK SPULA2018-10-12
0022016-01-01MARLENE JOHNSON FRANK J SPULA2017-10-12
0022015-01-01MARLENE JOHNSON
0022014-01-01FRANK J SPULA FRANK J SPUAL2015-10-14
0022013-01-01FRANK J SPULA
0022012-01-01FRANK J SPULA
0022011-01-01FRANK J SPULA
0022009-01-01FRANK J SPULA

Plan Statistics for 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA

401k plan membership statisitcs for 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA

Measure Date Value
2023: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2023 401k membership
Total participants, beginning-of-year2023-01-01116
Total number of active participants reported on line 7a of the Form 55002023-01-0157
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0155
Total of all active and inactive participants2023-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01113
Number of participants with account balances2023-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2022 401k membership
Total participants, beginning-of-year2022-01-01117
Total number of active participants reported on line 7a of the Form 55002022-01-0158
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0156
Total of all active and inactive participants2022-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01116
Number of participants with account balances2022-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2021 401k membership
Total participants, beginning-of-year2021-01-01117
Total number of active participants reported on line 7a of the Form 55002021-01-0163
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0152
Total of all active and inactive participants2021-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01117
Number of participants with account balances2021-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2020 401k membership
Total participants, beginning-of-year2020-01-01122
Total number of active participants reported on line 7a of the Form 55002020-01-0167
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0149
Total of all active and inactive participants2020-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01117
Number of participants with account balances2020-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2019 401k membership
Total participants, beginning-of-year2019-01-01122
Total number of active participants reported on line 7a of the Form 55002019-01-0170
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0149
Total of all active and inactive participants2019-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01121
Number of participants with account balances2019-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2018 401k membership
Total participants, beginning-of-year2018-01-01120
Total number of active participants reported on line 7a of the Form 55002018-01-0167
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0150
Total of all active and inactive participants2018-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01121
Number of participants with account balances2018-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2017 401k membership
Total participants, beginning-of-year2017-01-01117
Total number of active participants reported on line 7a of the Form 55002017-01-0169
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0149
Total of all active and inactive participants2017-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01119
Number of participants with account balances2017-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2016 401k membership
Total participants, beginning-of-year2016-01-01129
Total number of active participants reported on line 7a of the Form 55002016-01-0167
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0146
Total of all active and inactive participants2016-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01115
Number of participants with account balances2016-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2015 401k membership
Total participants, beginning-of-year2015-01-01151
Total number of active participants reported on line 7a of the Form 55002015-01-0175
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0154
Total of all active and inactive participants2015-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01129
Number of participants with account balances2015-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2014 401k membership
Total participants, beginning-of-year2014-01-01161
Total number of active participants reported on line 7a of the Form 55002014-01-01113
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01151
Number of participants with account balances2014-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2013 401k membership
Total participants, beginning-of-year2013-01-01171
Total number of active participants reported on line 7a of the Form 55002013-01-01127
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01161
Number of participants with account balances2013-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2012 401k membership
Total participants, beginning-of-year2012-01-01179
Total number of active participants reported on line 7a of the Form 55002012-01-01130
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-01171
Number of participants with account balances2012-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2011 401k membership
Total participants, beginning-of-year2011-01-01190
Total number of active participants reported on line 7a of the Form 55002011-01-01142
Number of retired or separated participants receiving benefits2011-01-0129
Total of all active and inactive participants2011-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-018
Total participants2011-01-01179
Number of participants with account balances2011-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2009 401k membership
Total participants, beginning-of-year2009-01-01167
Total number of active participants reported on line 7a of the Form 55002009-01-01129
Number of other retired or separated participants entitled to future benefits2009-01-0130
Total of all active and inactive participants2009-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-018
Total participants2009-01-01167
Number of participants with account balances2009-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA

Measure Date Value
2023 : 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$7,739
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$5,826
Total income from all sources (including contributions)2023-12-31$2,731,709
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,079,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,039,018
Value of total corrective distributions2023-12-31$6,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$471,642
Value of total assets at end of year2023-12-31$18,261,659
Value of total assets at beginning of year2023-12-31$17,607,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$33,837
Total interest from all sources2023-12-31$19,823
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$575,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$575,511
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$284,353
Participant contributions at end of year2023-12-31$71,430
Participant contributions at beginning of year2023-12-31$103,412
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$7,739
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$5,826
Total non interest bearing cash at end of year2023-12-31$9,943
Total non interest bearing cash at beginning of year2023-12-31$44,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$651,965
Value of net assets at end of year (total assets less liabilities)2023-12-31$18,253,920
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$17,601,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$26,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$16,178,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$15,222,161
Interest on participant loans2023-12-31$4,168
Value of interest in common/collective trusts at end of year2023-12-31$1,655,986
Value of interest in common/collective trusts at beginning of year2023-12-31$1,844,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$345,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$393,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$393,019
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$15,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,623,885
Net investment gain or loss from common/collective trusts2023-12-31$40,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$187,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,039,018
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FRANK J. BAKER & COMPANY, LTD
Accountancy firm EIN2023-12-31363086616
2022 : 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,826
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,465,179
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,167,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,123,994
Value of total corrective distributions2022-12-31$10,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$464,851
Value of total assets at end of year2022-12-31$17,607,781
Value of total assets at beginning of year2022-12-31$22,235,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$33,642
Total interest from all sources2022-12-31$10,405
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$465,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$465,130
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$276,201
Participant contributions at end of year2022-12-31$103,412
Participant contributions at beginning of year2022-12-31$152,416
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,326
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$5,826
Administrative expenses (other) incurred2022-12-31$20,820
Total non interest bearing cash at end of year2022-12-31$44,420
Total non interest bearing cash at beginning of year2022-12-31$4,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,633,147
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,601,955
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,235,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$12,822
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,222,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,652,513
Interest on participant loans2022-12-31$5,060
Value of interest in common/collective trusts at end of year2022-12-31$1,844,769
Value of interest in common/collective trusts at beginning of year2022-12-31$1,888,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$393,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$537,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$537,481
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,432,367
Net investment gain or loss from common/collective trusts2022-12-31$26,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$185,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,123,994
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FRANK J. BAKER & COMPANY, LTD
Accountancy firm EIN2022-12-31363086616
2021 : 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,850
Total income from all sources (including contributions)2021-12-31$2,889,882
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$961,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$921,518
Value of total corrective distributions2021-12-31$1,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$803,955
Value of total assets at end of year2021-12-31$22,235,102
Value of total assets at beginning of year2021-12-31$20,313,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$39,304
Total interest from all sources2021-12-31$6,331
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$600,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$600,299
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$280,793
Participant contributions at end of year2021-12-31$152,416
Participant contributions at beginning of year2021-12-31$94,330
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$320,804
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$6,850
Administrative expenses (other) incurred2021-12-31$18,499
Total non interest bearing cash at end of year2021-12-31$4,031
Total non interest bearing cash at beginning of year2021-12-31$16,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,927,985
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,235,102
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,307,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$20,805
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,652,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,439,792
Interest on participant loans2021-12-31$6,179
Value of interest in common/collective trusts at end of year2021-12-31$1,888,661
Value of interest in common/collective trusts at beginning of year2021-12-31$2,026,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$537,481
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$737,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$737,400
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,455,715
Net investment gain or loss from common/collective trusts2021-12-31$23,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$202,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$921,518
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FRANK J. BAKER & COMPANY, LTD
Accountancy firm EIN2021-12-31363086616
2020 : 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,850
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,837,969
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$950,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$899,938
Value of total corrective distributions2020-12-31$6,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$461,695
Value of total assets at end of year2020-12-31$20,313,967
Value of total assets at beginning of year2020-12-31$18,420,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$44,119
Total interest from all sources2020-12-31$8,655
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$371,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$371,418
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$257,978
Participant contributions at end of year2020-12-31$94,330
Participant contributions at beginning of year2020-12-31$134,955
Participant contributions at beginning of year2020-12-31$4,186
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$20,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$6,850
Administrative expenses (other) incurred2020-12-31$34,036
Total non interest bearing cash at end of year2020-12-31$16,092
Total non interest bearing cash at beginning of year2020-12-31$2,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,887,062
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,307,117
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,420,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$10,083
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,439,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,140,710
Interest on participant loans2020-12-31$7,039
Value of interest in common/collective trusts at end of year2020-12-31$2,026,353
Value of interest in common/collective trusts at beginning of year2020-12-31$2,451,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$737,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$682,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$682,554
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,954,650
Net investment gain or loss from common/collective trusts2020-12-31$41,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$183,428
Employer contributions (assets) at beginning of year2020-12-31$3,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$899,938
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FRANK J. BAKER & COMPANY, LTD
Accountancy firm EIN2020-12-31363086616
2019 : 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,361,866
Total income from all sources (including contributions)2019-12-31$3,361,866
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$860,203
Total of all expenses incurred2019-12-31$860,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$809,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$809,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$444,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$444,644
Value of total assets at end of year2019-12-31$18,420,055
Value of total assets at end of year2019-12-31$18,420,055
Value of total assets at beginning of year2019-12-31$15,918,392
Value of total assets at beginning of year2019-12-31$15,918,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$50,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$50,748
Total interest from all sources2019-12-31$22,070
Total interest from all sources2019-12-31$22,070
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$378,693
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$378,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$378,693
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$378,693
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,500,000
Value of fidelity bond cover2019-12-31$2,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$255,454
Contributions received from participants2019-12-31$255,454
Participant contributions at end of year2019-12-31$134,955
Participant contributions at end of year2019-12-31$134,955
Participant contributions at beginning of year2019-12-31$145,865
Participant contributions at beginning of year2019-12-31$145,865
Participant contributions at end of year2019-12-31$4,186
Participant contributions at end of year2019-12-31$4,186
Administrative expenses (other) incurred2019-12-31$10,336
Administrative expenses (other) incurred2019-12-31$10,336
Total non interest bearing cash at end of year2019-12-31$2,445
Total non interest bearing cash at end of year2019-12-31$2,445
Total non interest bearing cash at beginning of year2019-12-31$2,379
Total non interest bearing cash at beginning of year2019-12-31$2,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,501,663
Value of net income/loss2019-12-31$2,501,663
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,420,055
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,420,055
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,918,392
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,918,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$40,412
Investment advisory and management fees2019-12-31$40,412
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,140,710
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,140,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,223,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,223,716
Interest on participant loans2019-12-31$7,706
Interest on participant loans2019-12-31$7,706
Value of interest in common/collective trusts at end of year2019-12-31$2,451,748
Value of interest in common/collective trusts at end of year2019-12-31$2,451,748
Value of interest in common/collective trusts at beginning of year2019-12-31$2,457,750
Value of interest in common/collective trusts at beginning of year2019-12-31$2,457,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$682,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$682,554
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,088,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,088,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,088,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,088,682
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$14,364
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$14,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,468,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,468,291
Net investment gain or loss from common/collective trusts2019-12-31$48,168
Net investment gain or loss from common/collective trusts2019-12-31$48,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$189,190
Contributions received in cash from employer2019-12-31$189,190
Employer contributions (assets) at end of year2019-12-31$3,457
Employer contributions (assets) at end of year2019-12-31$3,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$809,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$809,455
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FRANK J. BAKER & COMPANY, LTD
Accountancy firm name2019-12-31FRANK J. BAKER & COMPANY, LTD
Accountancy firm EIN2019-12-31363086616
Accountancy firm EIN2019-12-31363086616
2018 : 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-50,839
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,464,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,418,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$385,339
Value of total assets at end of year2018-12-31$15,918,392
Value of total assets at beginning of year2018-12-31$17,434,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$45,980
Total interest from all sources2018-12-31$23,270
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$547,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$547,853
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$220,821
Participant contributions at end of year2018-12-31$145,865
Participant contributions at beginning of year2018-12-31$227,564
Participant contributions at beginning of year2018-12-31$4,457
Administrative expenses (other) incurred2018-12-31$6,666
Total non interest bearing cash at end of year2018-12-31$2,379
Total non interest bearing cash at beginning of year2018-12-31$8,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,515,660
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,918,392
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,434,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$39,314
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,223,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,717,573
Interest on participant loans2018-12-31$7,476
Value of interest in common/collective trusts at end of year2018-12-31$2,457,750
Value of interest in common/collective trusts at beginning of year2018-12-31$2,478,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,088,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$993,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$993,454
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$15,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,007,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$164,518
Employer contributions (assets) at beginning of year2018-12-31$3,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,418,841
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FRANK J. BAKER & COMPANY, LTD
Accountancy firm EIN2018-12-31363086616
2017 : 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$225
Total income from all sources (including contributions)2017-12-31$2,557,614
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$531,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$491,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$442,690
Value of total assets at end of year2017-12-31$17,434,052
Value of total assets at beginning of year2017-12-31$15,407,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$39,836
Total interest from all sources2017-12-31$9,552
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$467,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$467,219
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$267,334
Participant contributions at end of year2017-12-31$227,564
Participant contributions at beginning of year2017-12-31$166,160
Participant contributions at end of year2017-12-31$4,457
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,302
Administrative expenses (other) incurred2017-12-31$1,483
Liabilities. Value of operating payables at beginning of year2017-12-31$225
Total non interest bearing cash at end of year2017-12-31$8,996
Total non interest bearing cash at beginning of year2017-12-31$9,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,026,365
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,434,052
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,407,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$38,353
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,717,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,609,540
Interest on participant loans2017-12-31$7,088
Value of interest in common/collective trusts at end of year2017-12-31$2,478,997
Value of interest in common/collective trusts at beginning of year2017-12-31$2,751,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$993,454
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$871,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$871,154
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,603,892
Net investment gain or loss from common/collective trusts2017-12-31$34,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$171,054
Employer contributions (assets) at end of year2017-12-31$3,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$491,413
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FRANK J. BAKER & COMPANY, LTD
Accountancy firm EIN2017-12-31363086616
2016 : 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$225
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,090,770
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,551,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,512,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$416,807
Value of total assets at end of year2016-12-31$15,407,912
Value of total assets at beginning of year2016-12-31$15,868,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$39,159
Total interest from all sources2016-12-31$7,807
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$265,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$265,787
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$261,186
Participant contributions at end of year2016-12-31$166,160
Participant contributions at beginning of year2016-12-31$259,506
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,309
Administrative expenses (other) incurred2016-12-31$1,300
Liabilities. Value of operating payables at end of year2016-12-31$225
Total non interest bearing cash at end of year2016-12-31$9,571
Total non interest bearing cash at beginning of year2016-12-31$9,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-461,184
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,407,687
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,868,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$37,859
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,609,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,398,311
Interest on participant loans2016-12-31$7,732
Value of interest in common/collective trusts at end of year2016-12-31$2,751,487
Value of interest in common/collective trusts at beginning of year2016-12-31$3,086,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$871,154
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,115,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,115,423
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$75
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$366,179
Net investment gain or loss from common/collective trusts2016-12-31$34,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$148,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,512,795
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FRANK J. BAKER & COMPANY. LTD
Accountancy firm EIN2016-12-31363086616
2015 : 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$150
Total income from all sources (including contributions)2015-12-31$786,806
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,597,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,556,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$453,541
Value of total assets at end of year2015-12-31$15,868,871
Value of total assets at beginning of year2015-12-31$17,680,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$41,225
Total interest from all sources2015-12-31$10,992
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$468,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$468,268
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$278,665
Participant contributions at end of year2015-12-31$259,506
Participant contributions at beginning of year2015-12-31$352,497
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$150
Administrative expenses (other) incurred2015-12-31$2,070
Total non interest bearing cash at end of year2015-12-31$9,167
Total non interest bearing cash at beginning of year2015-12-31$9,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,811,085
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,868,871
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,679,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$39,155
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,398,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,416,014
Interest on participant loans2015-12-31$10,992
Value of interest in common/collective trusts at end of year2015-12-31$3,086,464
Value of interest in common/collective trusts at beginning of year2015-12-31$3,319,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,115,423
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,582,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,582,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-178,053
Net investment gain or loss from common/collective trusts2015-12-31$32,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$174,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,556,666
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FRANK J. BAKER & COMPANY, LTD
Accountancy firm EIN2015-12-31363086616
2014 : 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,527,388
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,714,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,668,256
Value of total corrective distributions2014-12-31$3,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$545,759
Value of total assets at end of year2014-12-31$17,680,106
Value of total assets at beginning of year2014-12-31$17,866,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$42,122
Total interest from all sources2014-12-31$13,940
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$682,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$682,225
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$339,673
Participant contributions at end of year2014-12-31$352,497
Participant contributions at beginning of year2014-12-31$360,724
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$150
Administrative expenses (other) incurred2014-12-31$2,375
Total non interest bearing cash at end of year2014-12-31$9,244
Total non interest bearing cash at beginning of year2014-12-31$10,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-186,775
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,679,956
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,866,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$39,747
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,416,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,831,070
Interest on participant loans2014-12-31$13,940
Value of interest in common/collective trusts at end of year2014-12-31$3,319,683
Value of interest in common/collective trusts at beginning of year2014-12-31$4,294,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,582,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,370,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,370,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$257,712
Net investment gain or loss from common/collective trusts2014-12-31$27,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$206,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,668,256
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FRANK J. BAKER & COMPANY, LTD
Accountancy firm EIN2014-12-31363086616
2013 : 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,497,679
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,679,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,621,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$624,004
Value of total assets at end of year2013-12-31$17,866,731
Value of total assets at beginning of year2013-12-31$18,048,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$57,469
Total interest from all sources2013-12-31$14,849
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$529,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$529,597
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$382,609
Participant contributions at end of year2013-12-31$360,724
Participant contributions at beginning of year2013-12-31$411,053
Administrative expenses (other) incurred2013-12-31$9,157
Total non interest bearing cash at end of year2013-12-31$10,545
Total non interest bearing cash at beginning of year2013-12-31$18,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-181,382
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,866,731
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,048,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$48,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,831,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,567,185
Interest on participant loans2013-12-31$14,726
Value of interest in common/collective trusts at end of year2013-12-31$4,294,183
Value of interest in common/collective trusts at beginning of year2013-12-31$4,602,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,370,209
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,448,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,448,571
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,329,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$241,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,621,592
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FRANK J. BAKER & COMPANY, LTD
Accountancy firm EIN2013-12-31363086616
2012 : 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$250
Total income from all sources (including contributions)2012-12-31$1,901,328
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$785,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$747,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$633,808
Value of total assets at end of year2012-12-31$18,048,113
Value of total assets at beginning of year2012-12-31$16,932,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$37,087
Total interest from all sources2012-12-31$15,592
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$357,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$357,670
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$384,245
Participant contributions at end of year2012-12-31$411,053
Participant contributions at beginning of year2012-12-31$339,532
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$6,457
Liabilities. Value of operating payables at beginning of year2012-12-31$250
Total non interest bearing cash at end of year2012-12-31$18,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,116,253
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,048,113
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,931,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$37,087
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,567,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$16,586,121
Interest on participant loans2012-12-31$15,560
Value of interest in common/collective trusts at end of year2012-12-31$4,602,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,448,571
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$32
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$885,375
Net investment gain or loss from common/collective trusts2012-12-31$8,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$249,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$747,988
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31FRANK J. BAKER & COMPANY, LTD.
Accountancy firm EIN2012-12-31363086616
2011 : 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$51,485
Total income from all sources (including contributions)2011-12-31$1,110,560
Total of all expenses incurred2011-12-31$1,162,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,085,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$762,066
Value of total assets at end of year2011-12-31$16,932,110
Value of total assets at beginning of year2011-12-31$17,035,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$77,009
Total interest from all sources2011-12-31$17,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$402,489
Participant contributions at end of year2011-12-31$339,532
Participant contributions at beginning of year2011-12-31$445,506
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$6,457
Liabilities. Value of operating payables at end of year2011-12-31$250
Liabilities. Value of operating payables at beginning of year2011-12-31$16,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-52,180
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,931,860
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,984,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$77,009
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$16,586,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,590,019
Interest on participant loans2011-12-31$17,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$331,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$359,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,085,731
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$35,000
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31FRANK J. BAKER & COMPANY, LTD.
Accountancy firm EIN2011-12-31363086616
2010 : 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$51,485
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$750
Total income from all sources (including contributions)2010-12-31$2,168,716
Total of all expenses incurred2010-12-31$1,321,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,242,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$824,829
Value of total assets at end of year2010-12-31$17,035,525
Value of total assets at beginning of year2010-12-31$16,137,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$79,345
Total interest from all sources2010-12-31$32,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$432,029
Participant contributions at end of year2010-12-31$445,506
Participant contributions at beginning of year2010-12-31$617,979
Participant contributions at beginning of year2010-12-31$10,955
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$13,959
Liabilities. Value of operating payables at end of year2010-12-31$16,485
Liabilities. Value of operating payables at beginning of year2010-12-31$750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$846,928
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,984,040
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,137,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$79,345
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$16,590,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,483,548
Interest on participant loans2010-12-31$32,105
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,311,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$392,800
Employer contributions (assets) at beginning of year2010-12-31$11,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,242,443
Liabilities. Value of benefit claims payable at end of year2010-12-31$35,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31FRANK J. BAKER & COMPANY, LTD.
Accountancy firm EIN2010-12-31363086616

Form 5500 Responses for 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA

2023: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: 401(K) PLAN FOR EMPLOYEES OF THE POLISH NATIONAL ALLIANCE OF THE UNITED STATES OF NORTH AMERICA 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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