401k Plan data: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN plan

MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 401k Plan overview

Plan Name	MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN
Plan identification number	002

MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

MOUNT VERNON LADIES ASSOCIATION OF THE UNION has sponsored the creation of one or more 401k plans.

Company Name: MOUNT VERNON LADIES ASSOCIATION OF THE UNION

Employer identification number (EIN): 540564701

NAIC Classification: 712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 PHILIP MANNO PHILIP MANNO 2018-07-31
002 2016-01-01 PHILIP MANNO PHILIP MANNO 2017-10-11
002 2015-01-01 PHILIP MANO PHILIP MANO 2016-10-17
002 2015-01-01 PHILIP MANNO PHILIP MANNO 2017-05-26
002 2014-01-01 PHILIP MANNO PHILIP MANNO 2015-07-29
002 2014-01-01 PHILIP MANNO PHILIP MANNO 2015-10-06
002 2013-01-01 PHILIP MANNO PHILIP MANNO 2014-10-10
002 2012-01-01 PHILIP MANNO PHILIP MANNO 2013-10-11
002 2011-01-01 PHILIP MANNO PHILIP MANNO 2012-10-15
002 2009-01-01 BARTON GROH BARTON GROH 2010-09-22

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	PHILIP MANNO	PHILIP MANNO	2018-07-31
002	2016-01-01	PHILIP MANNO	PHILIP MANNO	2017-10-11
002	2015-01-01	PHILIP MANO	PHILIP MANO	2016-10-17
002	2015-01-01	PHILIP MANNO	PHILIP MANNO	2017-05-26
002	2014-01-01	PHILIP MANNO	PHILIP MANNO	2015-07-29
002	2014-01-01	PHILIP MANNO	PHILIP MANNO	2015-10-06
002	2013-01-01	PHILIP MANNO	PHILIP MANNO	2014-10-10
002	2012-01-01	PHILIP MANNO	PHILIP MANNO	2013-10-11
002	2011-01-01	PHILIP MANNO	PHILIP MANNO	2012-10-15
002	2009-01-01	BARTON GROH	BARTON GROH	2010-09-22

Plan Statistics for MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN

401k plan membership statisitcs for MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN

Measure Date Value
2023: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 763
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 594
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 167
Total of all active and inactive participants 2023-01-01 762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 762
Number of participants with account balances 2023-01-01 720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 48
2022: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 656
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 527
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 169
Total of all active and inactive participants 2022-01-01 697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 697
Number of participants with account balances 2022-01-01 670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 48
2021: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 636
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 492
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 161
Total of all active and inactive participants 2021-01-01 654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 655
Number of participants with account balances 2021-01-01 633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 75
2020: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 726
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 484
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 142
Total of all active and inactive participants 2020-01-01 627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 627
Number of participants with account balances 2020-01-01 604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 64
2019: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 736
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 611
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 109
Total of all active and inactive participants 2019-01-01 721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 723
Number of participants with account balances 2019-01-01 691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 84
2018: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 738
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 632
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 108
Total of all active and inactive participants 2018-01-01 741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 742
Number of participants with account balances 2018-01-01 717
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 96
2017: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 696
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 618
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 87
Total of all active and inactive participants 2017-01-01 706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 706
Number of participants with account balances 2017-01-01 691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 82
2016: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 779
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 632
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 76
Total of all active and inactive participants 2016-01-01 708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 708
Number of participants with account balances 2016-01-01 682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 85
2015: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 732
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 612
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 185
Total of all active and inactive participants 2015-01-01 797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 797
Number of participants with account balances 2015-01-01 782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 107
2014: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 580
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 609
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 37
Total of all active and inactive participants 2014-01-01 646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 646
Number of participants with account balances 2014-01-01 554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 98
2013: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 514
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 576
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 23
Total of all active and inactive participants 2013-01-01 599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 599
Number of participants with account balances 2013-01-01 500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 54
2012: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 530
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 541
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 17
Total of all active and inactive participants 2012-01-01 558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 558
Number of participants with account balances 2012-01-01 449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 61
2011: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 545
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 547
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 9
Total of all active and inactive participants 2011-01-01 556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 556
Number of participants with account balances 2011-01-01 451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 36
2009: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 574
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 530
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 121
Total of all active and inactive participants 2009-01-01 651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 652
Number of participants with account balances 2009-01-01 429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 101

Measure	Date	Value
2023: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	763
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	594
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	167
Total of all active and inactive participants	2023-01-01	762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	762
Number of participants with account balances	2023-01-01	720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	48
2022: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	656
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	527
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	169
Total of all active and inactive participants	2022-01-01	697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	697
Number of participants with account balances	2022-01-01	670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	48
2021: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	636
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	492
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	161
Total of all active and inactive participants	2021-01-01	654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	655
Number of participants with account balances	2021-01-01	633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	75
2020: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	726
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	484
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	142
Total of all active and inactive participants	2020-01-01	627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	627
Number of participants with account balances	2020-01-01	604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	64
2019: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	736
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	611
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	109
Total of all active and inactive participants	2019-01-01	721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	723
Number of participants with account balances	2019-01-01	691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	84
2018: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	738
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	632
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	108
Total of all active and inactive participants	2018-01-01	741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	742
Number of participants with account balances	2018-01-01	717
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	96
2017: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	696
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	618
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	87
Total of all active and inactive participants	2017-01-01	706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	706
Number of participants with account balances	2017-01-01	691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	82
2016: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	779
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	632
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	76
Total of all active and inactive participants	2016-01-01	708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	708
Number of participants with account balances	2016-01-01	682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	85
2015: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	732
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	612
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	185
Total of all active and inactive participants	2015-01-01	797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	797
Number of participants with account balances	2015-01-01	782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	107
2014: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	580
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	609
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	37
Total of all active and inactive participants	2014-01-01	646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	646
Number of participants with account balances	2014-01-01	554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	98
2013: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	514
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	576
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	23
Total of all active and inactive participants	2013-01-01	599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	599
Number of participants with account balances	2013-01-01	500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	54
2012: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	530
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	541
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	17
Total of all active and inactive participants	2012-01-01	558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	558
Number of participants with account balances	2012-01-01	449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	61
2011: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	545
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	547
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	9
Total of all active and inactive participants	2011-01-01	556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	556
Number of participants with account balances	2011-01-01	451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	36
2009: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	574
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	530
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	121
Total of all active and inactive participants	2009-01-01	651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	652
Number of participants with account balances	2009-01-01	429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	101

Financial Data on MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN

Measure	Date	Value
2023 : MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$7,506,027
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$2,344,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,233,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$3,355,022
Value of total assets at end of year	2023-12-31	$33,156,553
Value of total assets at beginning of year	2023-12-31	$27,995,314
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$111,218
Total interest from all sources	2023-12-31	$77,244
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$532,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$532,504
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,865,461
Participant contributions at end of year	2023-12-31	$285,041
Participant contributions at beginning of year	2023-12-31	$332,062
Participant contributions at end of year	2023-12-31	$64,720
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$87,402
Other income not declared elsewhere	2023-12-31	$3,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$5,161,239
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$33,156,553
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$27,995,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$43,457
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$28,112,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$23,121,759
Interest on participant loans	2023-12-31	$14,652
Interest earned on other investments	2023-12-31	$62,592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$3,625,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$3,555,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$3,537,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$1,402,159
Employer contributions (assets) at end of year	2023-12-31	$1,068,830
Employer contributions (assets) at beginning of year	2023-12-31	$986,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,233,570
Contract administrator fees	2023-12-31	$67,761
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Disclaimer
Accountancy firm name	2023-12-31	MARCUM LLP
Accountancy firm EIN	2023-12-31	111986323
2022 : MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,614,258
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,878,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,767,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,037,261
Value of total assets at end of year	2022-12-31	$27,995,314
Value of total assets at beginning of year	2022-12-31	$31,487,592
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$110,927
Total interest from all sources	2022-12-31	$67,208
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$435,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$435,141
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,655,202
Participant contributions at end of year	2022-12-31	$332,062
Participant contributions at beginning of year	2022-12-31	$325,111
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$72,562
Other income not declared elsewhere	2022-12-31	$3,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,492,278
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$27,995,314
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$31,487,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$43,460
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$23,121,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$27,063,317
Interest on participant loans	2022-12-31	$16,423
Interest earned on other investments	2022-12-31	$50,785
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$3,555,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$3,233,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,156,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,309,497
Employer contributions (assets) at end of year	2022-12-31	$986,404
Employer contributions (assets) at beginning of year	2022-12-31	$865,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,767,093
Contract administrator fees	2022-12-31	$67,467
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	MARCUM LLP
Accountancy firm EIN	2022-12-31	111986323
2021 : MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,971,901
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,754,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,616,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,640,014
Value of total assets at end of year	2021-12-31	$31,487,592
Value of total assets at beginning of year	2021-12-31	$27,270,489
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$138,504
Total interest from all sources	2021-12-31	$70,167
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$328,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$328,637
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,473,812
Participant contributions at end of year	2021-12-31	$325,111
Participant contributions at beginning of year	2021-12-31	$250,909
Participant contributions at beginning of year	2021-12-31	$57,162
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$9,661
Other income not declared elsewhere	2021-12-31	$4,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,217,103
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$31,487,592
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$27,270,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$43,460
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$27,063,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$23,887,253
Interest on participant loans	2021-12-31	$19,971
Interest earned on other investments	2021-12-31	$50,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$3,233,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$3,061,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,928,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,156,541
Employer contributions (assets) at end of year	2021-12-31	$865,607
Employer contributions (assets) at beginning of year	2021-12-31	$14,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,616,294
Contract administrator fees	2021-12-31	$95,044
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	MARCUM LLP
Accountancy firm EIN	2021-12-31	111986323
2020 : MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
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	$5,149,283
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,615,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,487,090
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,645,630
Value of total assets at end of year	2020-12-31	$27,270,489
Value of total assets at beginning of year	2020-12-31	$24,736,777
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$128,481
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$70,331
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$279,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$279,988
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$1,333,218
Participant contributions at end of year	2020-12-31	$250,909
Participant contributions at beginning of year	2020-12-31	$382,649
Participant contributions at end of year	2020-12-31	$57,162
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$18,118
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$3,112
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,533,712
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$27,270,489
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$24,736,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$43,458
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$23,887,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$20,607,658
Interest on participant loans	2020-12-31	$16,391
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$53,940
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$3,061,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,733,861
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,150,222
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$294,294
Employer contributions (assets) at end of year	2020-12-31	$14,010
Employer contributions (assets) at beginning of year	2020-12-31	$1,012,609
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,487,090
Contract administrator fees	2020-12-31	$85,023
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MARCUM LLP
Accountancy firm EIN	2020-12-31	111986323
2019 : MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$6,317,224
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,378,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,251,777
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,838,392
Value of total assets at end of year	2019-12-31	$24,736,777
Value of total assets at beginning of year	2019-12-31	$20,797,712
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$126,382
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$125,580
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$433,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$433,678
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$1,425,711
Participant contributions at end of year	2019-12-31	$382,649
Participant contributions at beginning of year	2019-12-31	$275,464
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$67,360
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$6,402
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,939,065
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$24,736,777
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$20,797,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$43,452
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$20,607,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,337,802
Interest on participant loans	2019-12-31	$18,929
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$106,651
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,733,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$6,225,394
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,913,172
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$0
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,345,321
Employer contributions (assets) at end of year	2019-12-31	$1,012,609
Employer contributions (assets) at beginning of year	2019-12-31	$959,052
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,251,777
Contract administrator fees	2019-12-31	$82,930
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MARCUM LLP
Accountancy firm EIN	2019-12-31	111986323
2018 : MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$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	$11,084,843
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,972,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,861,208
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$11,947,893
Value of total assets at end of year	2018-12-31	$20,797,712
Value of total assets at beginning of year	2018-12-31	$11,685,461
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$111,384
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$96,465
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$236,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$236,115
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Amount of non-exempt transactions with any party-in-interest	2018-12-31	$0
Contributions received from participants	2018-12-31	$1,185,332
Participant contributions at end of year	2018-12-31	$275,464
Participant contributions at beginning of year	2018-12-31	$176,047
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$9,479,936
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$5,252
Administrative expenses (other) incurred	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$9,112,251
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$20,797,712
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,685,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$29,351
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$13,337,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,028,542
Interest on participant loans	2018-12-31	$15,643
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$80,822
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$6,225,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,480,872
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,200,882
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,282,625
Employer contributions (assets) at end of year	2018-12-31	$959,052
Employer contributions (assets) at beginning of year	2018-12-31	$0
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,861,208
Contract administrator fees	2018-12-31	$82,033
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MARCUM LLP
Accountancy firm EIN	2018-12-31	111986323
2017 : MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$0
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$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	$0
Total income from all sources (including contributions)	2017-12-31	$2,760,080
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$784,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$760,406
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,544,806
Value of total assets at end of year	2017-12-31	$11,685,461
Value of total assets at beginning of year	2017-12-31	$9,710,353
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$24,566
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$44,266
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$106,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$106,294
Administrative expenses professional fees incurred	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Amount of non-exempt transactions with any party-in-interest	2017-12-31	$0
Contributions received from participants	2017-12-31	$1,126,911
Participant contributions at end of year	2017-12-31	$176,047
Participant contributions at beginning of year	2017-12-31	$157,286
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$73,749
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,975,108
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,685,461
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,710,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-12-31	$0
Investment advisory and management fees	2017-12-31	$15,997
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$9,028,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,921,020
Interest on participant loans	2017-12-31	$14,382
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$29,884
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,480,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,632,047
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,064,714
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
Net investment gain or loss from common/collective trusts	2017-12-31	$0
Net gain/loss from 103.12 investment entities	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$344,146
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$760,406
Contract administrator fees	2017-12-31	$8,569
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	RAFFA, P.C.
Accountancy firm EIN	2017-12-31	521511275
2016 : MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
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	$2,294,766
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$672,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$638,617
Expenses. Certain deemed distributions of participant loans	2016-12-31	$4,558
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,559,864
Value of total assets at end of year	2016-12-31	$9,710,353
Value of total assets at beginning of year	2016-12-31	$8,088,079
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$29,317
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$44,132
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$125,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$125,429
Administrative expenses professional fees incurred	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Amount of non-exempt transactions with any party-in-interest	2016-12-31	$0
Contributions received from participants	2016-12-31	$1,163,817
Participant contributions at end of year	2016-12-31	$157,286
Participant contributions at beginning of year	2016-12-31	$222,448
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$69,443
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,622,274
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,710,353
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,088,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$15,996
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,921,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,677,025
Interest on participant loans	2016-12-31	$17,023
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$27,109
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$2,632,047
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,188,606
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$565,341
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$0
Net gain/loss from 103.12 investment entities	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$326,604
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$0
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$638,617
Contract administrator fees	2016-12-31	$13,321
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	RAFFA, P.C.
Accountancy firm EIN	2016-12-31	521511275
2015 : MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$0
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$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	$0
Total income from all sources (including contributions)	2015-12-31	$1,693,969
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$700,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$682,415
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,934,409
Value of total assets at end of year	2015-12-31	$8,088,079
Value of total assets at beginning of year	2015-12-31	$7,094,214
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$17,689
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$42,975
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$114,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$114,725
Administrative expenses professional fees incurred	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Amount of non-exempt transactions with any party-in-interest	2015-12-31	$0
Contributions received from participants	2015-12-31	$1,150,454
Participant contributions at end of year	2015-12-31	$222,448
Participant contributions at beginning of year	2015-12-31	$153,013
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$475,824
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$993,865
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$8,088,079
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,094,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2015-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$4,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,677,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,077,086
Interest on participant loans	2015-12-31	$16,621
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$26,354
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,188,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,864,115
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-398,140
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$0
Net gain/loss from 103.12 investment entities	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$308,131
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$682,415
Contract administrator fees	2015-12-31	$13,689
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	RAFFA, P.C.
Accountancy firm EIN	2015-12-31	521511275
2014 : MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$0
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
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	$1,718,339
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$764,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$753,777
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,448,556
Value of total assets at end of year	2014-12-31	$7,094,214
Value of total assets at beginning of year	2014-12-31	$6,140,363
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$10,711
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$35,366
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$96,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$96,365
Administrative expenses professional fees incurred	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Amount of non-exempt transactions with any party-in-interest	2014-12-31	$0
Contributions received from participants	2014-12-31	$998,200
Participant contributions at end of year	2014-12-31	$153,013
Participant contributions at beginning of year	2014-12-31	$141,071
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$162,342
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$953,851
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,094,214
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,140,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2014-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,077,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,364,269
Interest on participant loans	2014-12-31	$11,794
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$23,572
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,864,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,635,023
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$138,052
Net investment gain/loss from pooled separate accounts	2014-12-31	$0
Net investment gain or loss from common/collective trusts	2014-12-31	$0
Net gain/loss from 103.12 investment entities	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$288,014
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$0
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$753,777
Contract administrator fees	2014-12-31	$10,711
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	RAFFA
Accountancy firm EIN	2014-12-31	521511275
2013 : MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$0
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,955,779
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$576,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$568,120
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,318,885
Value of total assets at end of year	2013-12-31	$6,140,363
Value of total assets at beginning of year	2013-12-31	$4,760,781
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$8,077
Total income from rents	2013-12-31	$0
Total interest from all sources	2013-12-31	$32,044
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$82,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$82,497
Administrative expenses professional fees incurred	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Amount of non-exempt transactions with any party-in-interest	2013-12-31	$0
Contributions received from participants	2013-12-31	$947,918
Participant contributions at end of year	2013-12-31	$141,071
Participant contributions at beginning of year	2013-12-31	$109,022
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$116,603
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$0
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,379,582
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,140,363
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,760,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2013-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,364,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,304,553
Interest on participant loans	2013-12-31	$11,494
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$20,550
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,635,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,345,853
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$522,353
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Net investment gain or loss from common/collective trusts	2013-12-31	$0
Net gain/loss from 103.12 investment entities	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$254,364
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$1,353
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$568,120
Contract administrator fees	2013-12-31	$8,077
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	RAFFA, P.C.
Accountancy firm EIN	2013-12-31	521511275
2012 : MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$0
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$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	$0
Total income from all sources (including contributions)	2012-12-31	$1,587,478
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$521,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$510,542
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,104,112
Value of total assets at end of year	2012-12-31	$4,760,781
Value of total assets at beginning of year	2012-12-31	$3,695,292
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$11,447
Total income from rents	2012-12-31	$0
Total interest from all sources	2012-12-31	$17,104
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$44,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$44,925
Administrative expenses professional fees incurred	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Amount of non-exempt transactions with any party-in-interest	2012-12-31	$0
Contributions received from participants	2012-12-31	$811,508
Participant contributions at end of year	2012-12-31	$109,022
Participant contributions at beginning of year	2012-12-31	$74,184
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$76,686
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$0
Liabilities. Value of operating payables at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,065,489
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,760,781
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,695,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2012-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2012-12-31	$0
Investment advisory and management fees	2012-12-31	$6,754
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,304,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,621,108
Interest on participant loans	2012-12-31	$8,130
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$8,974
Income. Interest from US Government securities	2012-12-31	$0
Income. Interest from corporate debt instruments	2012-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,345,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$421,337
Net investment gain/loss from pooled separate accounts	2012-12-31	$0
Net investment gain or loss from common/collective trusts	2012-12-31	$0
Net gain/loss from 103.12 investment entities	2012-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$215,918
Employer contributions (assets) at end of year	2012-12-31	$1,353
Employer contributions (assets) at beginning of year	2012-12-31	$0
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$510,542
Contract administrator fees	2012-12-31	$4,693
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	COHNREZNICK, LLP
Accountancy firm EIN	2012-12-31	221478099
2011 : MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$0
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$921,833
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$392,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$381,822
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$993,003
Value of total assets at end of year	2011-12-31	$3,695,292
Value of total assets at beginning of year	2011-12-31	$3,166,100
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$10,819
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$5,232
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$69,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$69,156
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Amount of non-exempt transactions with any party-in-interest	2011-12-31	$0
Contributions received from participants	2011-12-31	$749,566
Participant contributions at end of year	2011-12-31	$74,184
Participant contributions at beginning of year	2011-12-31	$57,012
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$39,634
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$529,192
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,695,292
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,166,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2011-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2011-12-31	$0
Investment advisory and management fees	2011-12-31	$8,396
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,621,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,109,088
Interest on participant loans	2011-12-31	$5,232
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$0
Income. Interest from US Government securities	2011-12-31	$0
Income. Interest from corporate debt instruments	2011-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-145,558
Net investment gain/loss from pooled separate accounts	2011-12-31	$0
Net investment gain or loss from common/collective trusts	2011-12-31	$0
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$203,803
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$0
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$381,822
Contract administrator fees	2011-12-31	$2,423
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	REZNICK GROUP, P.C.
Accountancy firm EIN	2011-12-31	521088612
2010 : MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,271,522
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$301,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$292,729
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$905,974
Value of total assets at end of year	2010-12-31	$3,166,100
Value of total assets at beginning of year	2010-12-31	$2,195,746
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$8,439
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$4,481
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$53,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$53,188
Administrative expenses professional fees incurred	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Amount of non-exempt transactions with any party-in-interest	2010-12-31	$0
Contributions received from participants	2010-12-31	$669,766
Participant contributions at end of year	2010-12-31	$57,012
Participant contributions at beginning of year	2010-12-31	$48,113
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$46,253
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$970,354
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,166,100
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,195,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2010-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$6,109
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,109,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,144,593
Interest on participant loans	2010-12-31	$4,481
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$0
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$307,879
Net investment gain/loss from pooled separate accounts	2010-12-31	$0
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Net gain/loss from 103.12 investment entities	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$189,955
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$3,040
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$292,729
Contract administrator fees	2010-12-31	$2,330
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	REZNICK GROUP, P.C.
Accountancy firm EIN	2010-12-31	521088612
2009 : MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN

2023: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	762
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	697
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	655
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	627
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	723
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	742
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	706
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	797
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $474
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	646
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $767
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	767
Additional information about fees paid to insurance broker	PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?	3
Insurance broker name	NFP ADVISOR SERVICES LLC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	599
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $984
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	984
Additional information about fees paid to insurance broker	PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?	3
Insurance broker name	NFP SECURITIES INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	558
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,811
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1811
Additional information about fees paid to insurance broker	PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?	3
Insurance broker name	JHW FINANCIAL SERVICES INC

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Company Name:	MOUNT VERNON LADIES ASSOCIATION OF THE UNION
Employer identification number (EIN):	540564701
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions