401k Plan data: GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO WORDEN BROTHERS, INC. plan

GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO WORDEN BROTHERS, INC. 401k Plan overview

Plan Name	GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO WORDEN BROTHERS, INC.
Plan identification number	003

GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO WORDEN BROTHERS, INC. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.

401k Sponsoring company profile

WORDEN BROTHERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: WORDEN BROTHERS, INC.

Employer identification number (EIN): 561706915

NAIC Classification: 541511
NAIC Description: Custom Computer Programming Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO WORDEN BROTHERS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2020-01-01 TERRANCE P. POWER 2021-10-13
003 2019-01-01 LEE D. VOGT 2020-10-09
003 2018-12-27 LEE D. VOGT 2019-10-14
003 2018-01-01 LEE D. VOGT 2020-02-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2020-01-01	TERRANCE P. POWER	2021-10-13
003	2019-01-01	LEE D. VOGT	2020-10-09
003	2018-12-27	LEE D. VOGT	2019-10-14
003	2018-01-01	LEE D. VOGT	2020-02-19

Plan Statistics for GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO WORDEN BROTHERS, INC.

401k plan membership statisitcs for GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO WORDEN BROTHERS, INC.

Measure Date Value
2020: GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO WORDEN BROTHERS, INC. 2020 401k membership
Total participants, beginning-of-year 2020-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 49
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 49
Number of participants with account balances 2020-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO WORDEN BROTHERS, INC. 2019 401k membership
Total participants, beginning-of-year 2019-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 53
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 9
Total of all active and inactive participants 2019-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 62
Number of participants with account balances 2019-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO WORDEN BROTHERS, INC. 2018 401k membership
Total participants, beginning-of-year 2018-12-27 0
Total number of active participants reported on line 7a of the Form 5500 2018-12-27 29
Number of retired or separated participants receiving benefits 2018-12-27 0
Number of other retired or separated participants entitled to future benefits 2018-12-27 0
Total of all active and inactive participants 2018-12-27 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-12-27 0
Total participants 2018-12-27 29
Number of participants with account balances 2018-12-27 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-12-27 0
Total participants, beginning-of-year 2018-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 29
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 29
Number of participants with account balances 2018-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2020: GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO WORDEN BROTHERS, INC. 2020 401k membership
Total participants, beginning-of-year	2020-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	49
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	49
Number of participants with account balances	2020-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO WORDEN BROTHERS, INC. 2019 401k membership
Total participants, beginning-of-year	2019-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	53
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	9
Total of all active and inactive participants	2019-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	62
Number of participants with account balances	2019-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO WORDEN BROTHERS, INC. 2018 401k membership
Total participants, beginning-of-year	2018-12-27	0
Total number of active participants reported on line 7a of the Form 5500	2018-12-27	29
Number of retired or separated participants receiving benefits	2018-12-27	0
Number of other retired or separated participants entitled to future benefits	2018-12-27	0
Total of all active and inactive participants	2018-12-27	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-12-27	0
Total participants	2018-12-27	29
Number of participants with account balances	2018-12-27	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-12-27	0
Total participants, beginning-of-year	2018-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	29
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	29
Number of participants with account balances	2018-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO WORDEN BROTHERS, INC.

Measure	Date	Value
2020 : GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO WORDEN BROTHERS, INC. 2020 401k financial data
Total income from all sources	2020-12-31	$1,296,039
Expenses. Total of all expenses incurred	2020-12-31	$627,322
Benefits paid (including direct rollovers)	2020-12-31	$586,581
Total plan assets at end of year	2020-12-31	$8,598,335
Total plan assets at beginning of year	2020-12-31	$7,929,618
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$166,766
Contributions received from other sources (not participants or employers)	2020-12-31	$88,847
Other income received	2020-12-31	$937,366
Net income (gross income less expenses)	2020-12-31	$668,717
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$8,598,335
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$7,929,618
Assets. Value of participant loans	2020-12-31	$143,954
Total contributions received or receivable from employer(s)	2020-12-31	$103,060
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$40,741
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO WORDEN BROTHERS, INC. 2019 401k financial data
Total income from all sources	2019-12-31	$1,596,555
Expenses. Total of all expenses incurred	2019-12-31	$47,898
Benefits paid (including direct rollovers)	2019-12-31	$12,000
Total plan assets at end of year	2019-12-31	$7,929,618
Total plan assets at beginning of year	2019-12-31	$6,380,961
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$165,642
Other income received	2019-12-31	$1,327,236
Net income (gross income less expenses)	2019-12-31	$1,548,657
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$7,929,618
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,380,961
Assets. Value of participant loans	2019-12-31	$74,034
Total contributions received or receivable from employer(s)	2019-12-31	$103,677
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$35,898
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO WORDEN BROTHERS, INC. 2018 401k financial data
Transfers to/from the plan	2018-12-31	$81,912
Total income from all sources	2018-12-31	$6,765,511
Expenses. Total of all expenses incurred	2018-12-31	$466,462
Benefits paid (including direct rollovers)	2018-12-31	$444,131
Total plan assets at end of year	2018-12-31	$6,380,961
Total plan assets at beginning of year	2018-12-31	$0
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$97,426
Contributions received from other sources (not participants or employers)	2018-12-31	$7,060,897
Other income received	2018-12-31	$-579,483
Net income (gross income less expenses)	2018-12-31	$6,299,049
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,380,961
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$0
Assets. Value of participant loans	2018-12-31	$77,666
Total contributions received or receivable from employer(s)	2018-12-31	$186,671
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$22,331
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0

Form 5500 Responses for GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO WORDEN BROTHERS, INC.

2020: GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO WORDEN BROTHERS, INC. 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO WORDEN BROTHERS, INC. 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO WORDEN BROTHERS, INC. 2018 form 5500 responses
2018-12-27	Type of plan entity	Mulitple employer plan
2018-12-27	First time form 5500 has been submitted	Yes
2018-12-27	Submission has been amended	No
2018-12-27	This submission is the final filing	No
2018-12-27	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-12-27	Plan is a collectively bargained plan	No
2018-12-27	Plan funding arrangement – Trust	Yes
2018-12-27	Plan benefit arrangement - Trust	Yes
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	First time form 5500 has been submitted	Yes
2018-01-01	Submission has been amended	Yes
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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WORDEN BROTHERS, INC.
Employer identification number (EIN):	561706915
NAIC Classification:	541511
NAIC Description:	Custom Computer Programming Services