401k Plan data: BETHLEN HOME 403(B)(7) PLAN plan

BETHLEN HOME 403(B)(7) PLAN 401k Plan overview

Plan Name	BETHLEN HOME 403(B)(7) PLAN
Plan identification number	001

BETHLEN HOME 403(B)(7) 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 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.
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.

401k Sponsoring company profile

BETHLEN HOME OF THE HUNGARIAN REFORMED FED has sponsored the creation of one or more 401k plans.

Company Name: BETHLEN HOME OF THE HUNGARIAN REFORMED FED

Employer identification number (EIN): 250981135

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BETHLEN HOME 403(B)(7) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MOLLY STILES 2023-10-16 MOLLY STILES 2023-10-16
001 2021-01-01 MICHELE KNUPP 2022-10-06 MICHELE KNUPP 2022-10-06
001 2020-01-01 CATHERINE JORDAN 2021-10-14 CATHERINE JORDAN 2021-10-14
001 2020-01-01 EDWARD LAUBACHER 2022-04-19 EDWARD LAUBACHER 2022-04-19
001 2019-01-01 HEATHER LINCOLN 2020-10-13 HEATHER LINCOLN 2020-10-13
001 2018-01-01 AMANDA ATKINSON 2019-09-11 AMANDA ATKINSON 2019-09-11
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 REV. IMRE A. BERTALAN REV. IMRE A. BERTALAN 2013-07-30
001 2011-01-01 REV. IMRE A. BERTALAN REV. IMRE A. BERTALAN 2012-07-31
001 2009-01-01 REV. IMRE A. BERTALAN REV. IMRE A. BERTALAN 2010-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MOLLY STILES	2023-10-16	MOLLY STILES	2023-10-16
001	2021-01-01	MICHELE KNUPP	2022-10-06	MICHELE KNUPP	2022-10-06
001	2020-01-01	CATHERINE JORDAN	2021-10-14	CATHERINE JORDAN	2021-10-14
001	2020-01-01	EDWARD LAUBACHER	2022-04-19	EDWARD LAUBACHER	2022-04-19
001	2019-01-01	HEATHER LINCOLN	2020-10-13	HEATHER LINCOLN	2020-10-13
001	2018-01-01	AMANDA ATKINSON	2019-09-11	AMANDA ATKINSON	2019-09-11
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	REV. IMRE A. BERTALAN		REV. IMRE A. BERTALAN	2013-07-30
001	2011-01-01	REV. IMRE A. BERTALAN		REV. IMRE A. BERTALAN	2012-07-31
001	2009-01-01	REV. IMRE A. BERTALAN		REV. IMRE A. BERTALAN	2010-10-05

Plan Statistics for BETHLEN HOME 403(B)(7) PLAN

401k plan membership statisitcs for BETHLEN HOME 403(B)(7) PLAN

Measure Date Value
2022: BETHLEN HOME 403(B)(7) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 369
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 202
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 172
Total of all active and inactive participants 2022-01-01 374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 374
Number of participants with account balances 2022-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BETHLEN HOME 403(B)(7) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 327
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 218
Number of other retired or separated participants entitled to future benefits 2021-01-01 137
Total of all active and inactive participants 2021-01-01 355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 355
Number of participants with account balances 2021-01-01 177
2020: BETHLEN HOME 403(B)(7) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 334
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 233
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 82
Total of all active and inactive participants 2020-01-01 315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 315
Number of participants with account balances 2020-01-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BETHLEN HOME 403(B)(7) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 339
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 295
Number of other retired or separated participants entitled to future benefits 2019-01-01 31
Total of all active and inactive participants 2019-01-01 326
Total participants 2019-01-01 326
Number of participants with account balances 2019-01-01 135
2018: BETHLEN HOME 403(B)(7) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 353
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 306
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 32
Total of all active and inactive participants 2018-01-01 338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 339
Number of participants with account balances 2018-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BETHLEN HOME 403(B)(7) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 376
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 311
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 42
Total of all active and inactive participants 2017-01-01 353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 353
Number of participants with account balances 2017-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BETHLEN HOME 403(B)(7) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 361
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 305
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 71
Total of all active and inactive participants 2016-01-01 376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 376
Number of participants with account balances 2016-01-01 171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BETHLEN HOME 403(B)(7) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 345
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 300
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 61
Total of all active and inactive participants 2015-01-01 361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 361
Number of participants with account balances 2015-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BETHLEN HOME 403(B)(7) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 332
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 309
Number of retired or separated participants receiving benefits 2014-01-01 36
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 345
Number of participants with account balances 2014-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BETHLEN HOME 403(B)(7) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 269
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 293
Number of retired or separated participants receiving benefits 2013-01-01 39
Total of all active and inactive participants 2013-01-01 332
Total participants 2013-01-01 332
Number of participants with account balances 2013-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BETHLEN HOME 403(B)(7) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 269
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 274
Number of other retired or separated participants entitled to future benefits 2012-01-01 30
Total of all active and inactive participants 2012-01-01 304
Total participants 2012-01-01 304
Number of participants with account balances 2012-01-01 145
2011: BETHLEN HOME 403(B)(7) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 254
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 14
Total of all active and inactive participants 2011-01-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 269
Number of participants with account balances 2011-01-01 128
2009: BETHLEN HOME 403(B)(7) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 231
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 258
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 3
Total of all active and inactive participants 2009-01-01 261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 261
Number of participants with account balances 2009-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: BETHLEN HOME 403(B)(7) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	369
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	202
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	172
Total of all active and inactive participants	2022-01-01	374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	374
Number of participants with account balances	2022-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BETHLEN HOME 403(B)(7) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	327
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	218
Number of other retired or separated participants entitled to future benefits	2021-01-01	137
Total of all active and inactive participants	2021-01-01	355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	355
Number of participants with account balances	2021-01-01	177
2020: BETHLEN HOME 403(B)(7) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	334
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	233
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	82
Total of all active and inactive participants	2020-01-01	315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	315
Number of participants with account balances	2020-01-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BETHLEN HOME 403(B)(7) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	339
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	295
Number of other retired or separated participants entitled to future benefits	2019-01-01	31
Total of all active and inactive participants	2019-01-01	326
Total participants	2019-01-01	326
Number of participants with account balances	2019-01-01	135
2018: BETHLEN HOME 403(B)(7) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	353
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	306
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	32
Total of all active and inactive participants	2018-01-01	338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	339
Number of participants with account balances	2018-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BETHLEN HOME 403(B)(7) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	376
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	311
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	42
Total of all active and inactive participants	2017-01-01	353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	353
Number of participants with account balances	2017-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BETHLEN HOME 403(B)(7) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	361
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	305
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	71
Total of all active and inactive participants	2016-01-01	376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	376
Number of participants with account balances	2016-01-01	171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BETHLEN HOME 403(B)(7) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	345
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	300
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	61
Total of all active and inactive participants	2015-01-01	361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	361
Number of participants with account balances	2015-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BETHLEN HOME 403(B)(7) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	332
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	309
Number of retired or separated participants receiving benefits	2014-01-01	36
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	345
Number of participants with account balances	2014-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BETHLEN HOME 403(B)(7) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	269
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	293
Number of retired or separated participants receiving benefits	2013-01-01	39
Total of all active and inactive participants	2013-01-01	332
Total participants	2013-01-01	332
Number of participants with account balances	2013-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BETHLEN HOME 403(B)(7) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	269
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	274
Number of other retired or separated participants entitled to future benefits	2012-01-01	30
Total of all active and inactive participants	2012-01-01	304
Total participants	2012-01-01	304
Number of participants with account balances	2012-01-01	145
2011: BETHLEN HOME 403(B)(7) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	254
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	14
Total of all active and inactive participants	2011-01-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	269
Number of participants with account balances	2011-01-01	128
2009: BETHLEN HOME 403(B)(7) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	231
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	258
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	3
Total of all active and inactive participants	2009-01-01	261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	261
Number of participants with account balances	2009-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BETHLEN HOME 403(B)(7) PLAN

Measure	Date	Value
2022 : BETHLEN HOME 403(B)(7) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-63,801
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$723,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$701,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$342,512
Value of total assets at end of year	2022-12-31	$3,085,052
Value of total assets at beginning of year	2022-12-31	$3,871,887
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$21,634
Total interest from all sources	2022-12-31	$8,758
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$143,716
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	$143,716
Administrative expenses professional fees incurred	2022-12-31	$21,634
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$208,221
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$18,584
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$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	2022-12-31	No
Value of net income/loss	2022-12-31	$-786,835
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,085,052
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,871,887
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,538,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,176,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$546,130
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$8,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$664,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-558,787
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	No
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	$134,291
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$11,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$701,400
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
Aggregate proceeds on sale of assets	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	J. SCOTT MAZUR, CPA
Accountancy firm EIN	2022-12-31	251674154
2021 : BETHLEN HOME 403(B)(7) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$756,698
Total of all expenses incurred	2021-12-31	$195,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$175,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$410,444
Value of total assets at end of year	2021-12-31	$3,871,887
Value of total assets at beginning of year	2021-12-31	$3,310,421
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$19,643
Total interest from all sources	2021-12-31	$9,681
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$177,635
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	$177,635
Administrative expenses professional fees incurred	2021-12-31	$19,643
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
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$232,190
Participant contributions at end of year	2021-12-31	$18,584
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$24,677
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	$561,466
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,871,887
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,310,421
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,176,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,608,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$107,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$107,595
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$9,681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$664,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$594,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$158,938
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	No
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	$153,577
Employer contributions (assets) at end of year	2021-12-31	$11,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$175,589
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	J. SCOTT MAZUR, CPA
Accountancy firm EIN	2021-12-31	251644154
2020 : BETHLEN HOME 403(B)(7) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$628,974
Total of all expenses incurred	2020-12-31	$341,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$340,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$337,586
Value of total assets at end of year	2020-12-31	$3,310,421
Value of total assets at beginning of year	2020-12-31	$3,022,798
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,040
Total interest from all sources	2020-12-31	$21,732
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$61,217
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	$61,217
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
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$204,339
Administrative expenses (other) incurred	2020-12-31	$1,040
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	$287,623
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,310,421
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,022,798
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
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,608,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,323,253
Interest on participant loans	2020-12-31	$0
Interest earned on other investments	2020-12-31	$21,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$107,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$108,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$108,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$594,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$591,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$208,439
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	No
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	$133,247
Income. Dividends from preferred stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$340,311
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
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN	2020-12-31	550486667
2019 : BETHLEN HOME 403(B)(7) PLAN 2019 401k financial data
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$789,610
Total of all expenses incurred	2019-12-31	$747,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$746,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$362,038
Value of total assets at end of year	2019-12-31	$3,022,798
Value of total assets at beginning of year	2019-12-31	$2,980,637
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,365
Total interest from all sources	2019-12-31	$20,364
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$85,223
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	$85,223
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$215,284
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$21,483
Administrative expenses (other) incurred	2019-12-31	$1,365
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	$42,161
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,022,798
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,980,637
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
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,323,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,305,140
Interest earned on other investments	2019-12-31	$19,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$108,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$84,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$84,874
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$1,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$591,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$590,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$321,985
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	$125,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$746,084
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
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	ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN	2019-12-31	550486667
2018 : BETHLEN HOME 403(B)(7) PLAN 2018 401k financial data
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$336,178
Total of all expenses incurred	2018-12-31	$596,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$594,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$440,588
Value of total assets at end of year	2018-12-31	$2,980,637
Value of total assets at beginning of year	2018-12-31	$3,241,043
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,340
Total interest from all sources	2018-12-31	$1,037
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$96,575
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	$96,575
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
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$222,591
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$99,257
Other income not declared elsewhere	2018-12-31	$4,406
Administrative expenses (other) incurred	2018-12-31	$2,340
Total non interest bearing cash 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	$-260,406
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,980,637
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,241,043
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
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,305,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,535,660
Interest earned on other investments	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$84,874
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$112,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$112,970
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$1,037
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$590,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$592,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-206,428
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	$118,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$594,244
Contract administrator fees	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
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	ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN	2018-12-31	550486667
2017 : BETHLEN HOME 403(B)(7) PLAN 2017 401k financial data
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,095
Total income from all sources (including contributions)	2017-12-31	$724,268
Total of all expenses incurred	2017-12-31	$529,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$526,984
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$360,696
Value of total assets at end of year	2017-12-31	$3,241,043
Value of total assets at beginning of year	2017-12-31	$3,047,514
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,660
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$66,542
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	$66,542
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
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$228,102
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,892
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$2,660
Total non interest bearing cash at end 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	$194,624
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,241,043
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,046,419
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
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,535,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,011,339
Interest earned on other investments	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$112,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$36,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$36,175
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	$592,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$297,030
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	$129,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$526,984
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$1,095
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
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	ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN	2017-12-31	550486667
2016 : BETHLEN HOME 403(B)(7) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$1,095
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$862
Total income from all sources (including contributions)	2016-12-31	$521,274
Total of all expenses incurred	2016-12-31	$81,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$78,528
Value of total corrective distributions	2016-12-31	$1,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$329,495
Value of total assets at end of year	2016-12-31	$3,047,514
Value of total assets at beginning of year	2016-12-31	$2,607,530
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,900
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$94,847
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	$94,847
Administrative expenses professional fees incurred	2016-12-31	$1,900
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$250,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$191,874
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$22,167
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	$439,751
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,046,419
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,606,668
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
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,011,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,571,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$36,175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$35,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$35,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$96,932
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	$115,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$78,528
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$1,095
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$862
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
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	ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN	2016-12-31	550486667
2015 : BETHLEN HOME 403(B)(7) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$862
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$711
Total income from all sources (including contributions)	2015-12-31	$341,775
Total of all expenses incurred	2015-12-31	$466,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$463,406
Value of total corrective distributions	2015-12-31	$861
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$342,778
Value of total assets at end of year	2015-12-31	$2,607,530
Value of total assets at beginning of year	2015-12-31	$2,732,046
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,175
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$126,379
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	$126,379
Administrative expenses professional fees incurred	2015-12-31	$2,175
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$250,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$209,797
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$12,917
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	$-124,667
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,606,668
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,731,335
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
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,571,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,634,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$35,872
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$97,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$97,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-127,382
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	$120,064
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$463,406
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$862
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$711
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
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	ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN	2015-12-31	550486667
2014 : BETHLEN HOME 403(B)(7) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$711
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$769
Total income from all sources (including contributions)	2014-12-31	$605,749
Total of all expenses incurred	2014-12-31	$209,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$207,485
Value of total corrective distributions	2014-12-31	$711
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$460,831
Value of total assets at end of year	2014-12-31	$2,732,046
Value of total assets at beginning of year	2014-12-31	$2,336,226
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,675
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$108,450
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	$108,450
Administrative expenses professional fees incurred	2014-12-31	$1,675
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$250,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$203,937
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$141,203
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	$395,878
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,731,335
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,335,457
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
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,634,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,314,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$97,741
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$22,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$22,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$36,468
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	$115,691
Employer contributions (assets) at end of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$207,485
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$711
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$769
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
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	Disclaimer
Accountancy firm name	2014-12-31	ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN	2014-12-31	550486667
2013 : BETHLEN HOME 403(B)(7) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$769
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$827
Total income from all sources (including contributions)	2013-12-31	$685,862
Total of all expenses incurred	2013-12-31	$79,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$77,728
Value of total corrective distributions	2013-12-31	$769
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$296,865
Value of total assets at end of year	2013-12-31	$2,336,226
Value of total assets at beginning of year	2013-12-31	$1,730,044
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,125
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$59,802
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	$59,802
Administrative expenses professional fees incurred	2013-12-31	$1,125
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$250,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$186,167
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	$606,240
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,335,457
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,729,217
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
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,314,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,703,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$22,128
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$26,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$26,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$329,195
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	$110,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$77,728
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$769
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$827
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
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	Disclaimer
Accountancy firm name	2013-12-31	CARBIS WALKER, LLP
Accountancy firm EIN	2013-12-31	250988255
2012 : BETHLEN HOME 403(B)(7) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$827
Total income from all sources (including contributions)	2012-12-31	$472,285
Total of all expenses incurred	2012-12-31	$54,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$53,830
Value of total corrective distributions	2012-12-31	$827
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$283,237
Value of total assets at end of year	2012-12-31	$1,730,044
Value of total assets at beginning of year	2012-12-31	$1,311,589
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$33,188
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	$33,188
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$172,922
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$164,952
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$14,486
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	$417,628
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,729,217
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,311,589
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
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,703,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,255,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$26,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$55,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$55,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$155,860
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	$103,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$53,830
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$827
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
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	CARBIS WALKER, LLP
Accountancy firm EIN	2012-12-31	250988255
2011 : BETHLEN HOME 403(B)(7) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$0
Total unrealized appreciation/depreciation of assets	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	$229,520
Total of all expenses incurred	2011-12-31	$104,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$104,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$254,234
Value of total assets at end of year	2011-12-31	$1,311,589
Value of total assets at beginning of year	2011-12-31	$1,186,148
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$24,566
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	$24,566
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$131,160
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$149,166
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$13,657
Administrative expenses (other) incurred	2011-12-31	$0
Total non interest bearing cash 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	$125,441
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,311,589
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,186,148
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
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,255,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,132,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$55,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$53,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$53,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-49,280
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	$91,411
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$104,079
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
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	CARBIS WALKER, LLP
Accountancy firm EIN	2011-12-31	250988255
2010 : BETHLEN HOME 403(B)(7) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	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	$350,623
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$123,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$123,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$244,977
Value of total assets at end of year	2010-12-31	$1,186,148
Value of total assets at beginning of year	2010-12-31	$959,519
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$22,716
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	$22,716
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$118,615
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$145,921
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	$8,991
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash 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	$226,629
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,186,148
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$959,519
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
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,132,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$899,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$53,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$59,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$59,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$82,930
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	$90,065
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$123,994
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
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	CARBIS WALKER, LLP
Accountancy firm EIN	2010-12-31	250988255

Form 5500 Responses for BETHLEN HOME 403(B)(7) PLAN

2022: BETHLEN HOME 403(B)(7) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
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
2021: BETHLEN HOME 403(B)(7) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
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
2020: BETHLEN HOME 403(B)(7) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single 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 – 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: BETHLEN HOME 403(B)(7) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single 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 – 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: BETHLEN HOME 403(B)(7) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
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: BETHLEN HOME 403(B)(7) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
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: BETHLEN HOME 403(B)(7) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BETHLEN HOME 403(B)(7) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BETHLEN HOME 403(B)(7) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BETHLEN HOME 403(B)(7) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BETHLEN HOME 403(B)(7) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BETHLEN HOME 403(B)(7) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BETHLEN HOME 403(B)(7) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

BETH-001

Policy instance

Insurance contract or identification number	BETH-001
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

BETH-001

Policy instance

Insurance contract or identification number	BETH-001
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

BETH-001

Policy instance

Insurance contract or identification number	BETH-001
Number of Individuals Covered	199
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

BETH-001

Policy instance

Insurance contract or identification number	BETH-001
Number of Individuals Covered	135
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

BETH-001

Policy instance

Insurance contract or identification number	BETH-001
Number of Individuals Covered	129
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

BETH-001

Policy instance

Insurance contract or identification number	BETH-001
Number of Individuals Covered	141
Insurance policy start date	2017-05-01
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
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

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Company Name:	BETHLEN HOME OF THE HUNGARIAN REFORMED FED
Employer identification number (EIN):	250981135
NAIC Classification:	624100
NAIC Description:	Individual and Family Services