WESTMORELAND COMMUNITY ACTION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $0 |
| Total income from all sources (including contributions) | 2023-06-30 | $1,281,438 |
| Total loss/gain on sale of assets | 2023-06-30 | $0 |
| Total of all expenses incurred | 2023-06-30 | $952,927 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $920,976 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $620,894 |
| Value of total assets at end of year | 2023-06-30 | $6,670,155 |
| Value of total assets at beginning of year | 2023-06-30 | $6,341,644 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $31,951 |
| Total interest from all sources | 2023-06-30 | $6,489 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
| Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
| Value of fidelity bond cover | 2023-06-30 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
| Contributions received from participants | 2023-06-30 | $335,393 |
| Participant contributions at end of year | 2023-06-30 | $142,355 |
| Participant contributions at beginning of year | 2023-06-30 | $142,805 |
| Participant contributions at end of year | 2023-06-30 | $15,091 |
| Participant contributions at beginning of year | 2023-06-30 | $8,975 |
| Other income not declared elsewhere | 2023-06-30 | $21,112 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Value of net income/loss | 2023-06-30 | $328,511 |
| Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $6,670,155 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $6,341,644 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-06-30 | $5,688,895 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-06-30 | $5,424,317 |
| Interest on participant loans | 2023-06-30 | $6,489 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-06-30 | $812,644 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-06-30 | $759,115 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-06-30 | $632,943 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
| Contributions received in cash from employer | 2023-06-30 | $285,501 |
| Employer contributions (assets) at end of year | 2023-06-30 | $11,170 |
| Employer contributions (assets) at beginning of year | 2023-06-30 | $6,432 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $920,976 |
| Contract administrator fees | 2023-06-30 | $31,951 |
| Did the plan have assets held for investment | 2023-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Disclaimer |
| Accountancy firm name | 2023-06-30 | ZELENKOFSKE AXELROD LLC |
| Accountancy firm EIN | 2023-06-30 | 233022325 |
| 2022 : WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-07-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-01 | $0 |
| Total income from all sources (including contributions) | 2022-07-01 | $1,281,438 |
| Total loss/gain on sale of assets | 2022-07-01 | $0 |
| Total of all expenses incurred | 2022-07-01 | $952,927 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-07-01 | $920,976 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-07-01 | $620,894 |
| Value of total assets at end of year | 2022-07-01 | $6,670,155 |
| Value of total assets at beginning of year | 2022-07-01 | $6,341,644 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-07-01 | $31,951 |
| Total interest from all sources | 2022-07-01 | $6,489 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-07-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-07-01 | No |
| Was this plan covered by a fidelity bond | 2022-07-01 | Yes |
| Value of fidelity bond cover | 2022-07-01 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-07-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-07-01 | No |
| Contributions received from participants | 2022-07-01 | $335,393 |
| Participant contributions at end of year | 2022-07-01 | $142,355 |
| Participant contributions at beginning of year | 2022-07-01 | $142,805 |
| Participant contributions at end of year | 2022-07-01 | $15,091 |
| Participant contributions at beginning of year | 2022-07-01 | $8,975 |
| Other income not declared elsewhere | 2022-07-01 | $21,112 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-01 | No |
| Value of net income/loss | 2022-07-01 | $328,511 |
| Value of net assets at end of year (total assets less liabilities) | 2022-07-01 | $6,670,155 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-07-01 | $6,341,644 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-07-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-07-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-07-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-07-01 | $5,688,895 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-07-01 | $5,424,317 |
| Interest on participant loans | 2022-07-01 | $6,489 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-07-01 | $812,644 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-07-01 | $759,115 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-07-01 | $632,943 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-07-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-07-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-07-01 | No |
| Contributions received in cash from employer | 2022-07-01 | $285,501 |
| Employer contributions (assets) at end of year | 2022-07-01 | $11,170 |
| Employer contributions (assets) at beginning of year | 2022-07-01 | $6,432 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-07-01 | $920,976 |
| Contract administrator fees | 2022-07-01 | $31,951 |
| Did the plan have assets held for investment | 2022-07-01 | 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 | 2022-07-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-07-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-07-01 | 3 |
| Accountancy firm name | 2022-07-01 | ZELENKOFSKE AXELROD LLC |
| Accountancy firm EIN | 2022-07-01 | 233022325 |
| Total unrealized appreciation/depreciation of assets | 2022-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
| Total income from all sources (including contributions) | 2022-06-30 | $-556,775 |
| Total loss/gain on sale of assets | 2022-06-30 | $0 |
| Total of all expenses incurred | 2022-06-30 | $909,933 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $889,144 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $481,591 |
| Value of total assets at end of year | 2022-06-30 | $6,341,644 |
| Value of total assets at beginning of year | 2022-06-30 | $7,808,352 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $20,789 |
| Total interest from all sources | 2022-06-30 | $17,664 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
| Value of fidelity bond cover | 2022-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Contributions received from participants | 2022-06-30 | $261,679 |
| Participant contributions at end of year | 2022-06-30 | $142,805 |
| Participant contributions at beginning of year | 2022-06-30 | $148,356 |
| Participant contributions at end of year | 2022-06-30 | $8,975 |
| Participant contributions at beginning of year | 2022-06-30 | $5,851 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-06-30 | $16,201 |
| Other income not declared elsewhere | 2022-06-30 | $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 | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $-1,466,708 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $6,341,644 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $7,808,352 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $5,424,317 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $6,871,567 |
| Interest on participant loans | 2022-06-30 | $2,840 |
| Interest earned on other investments | 2022-06-30 | $14,824 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-06-30 | $759,115 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-06-30 | $777,912 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-1,056,030 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Contributions received in cash from employer | 2022-06-30 | $203,711 |
| Employer contributions (assets) at end of year | 2022-06-30 | $6,432 |
| Employer contributions (assets) at beginning of year | 2022-06-30 | $4,666 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $889,144 |
| Contract administrator fees | 2022-06-30 | $20,789 |
| Did the plan have assets held for investment | 2022-06-30 | 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 | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Disclaimer |
| Accountancy firm name | 2022-06-30 | ZELENKOFSKE AXELROD LLC |
| Accountancy firm EIN | 2022-06-30 | 233022325 |
| 2021 : WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
| Total income from all sources (including contributions) | 2021-06-30 | $2,309,718 |
| Total loss/gain on sale of assets | 2021-06-30 | $0 |
| Total of all expenses incurred | 2021-06-30 | $1,566,938 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $1,546,607 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $460,728 |
| Value of total assets at end of year | 2021-06-30 | $7,808,352 |
| Value of total assets at beginning of year | 2021-06-30 | $7,065,572 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $20,331 |
| Total interest from all sources | 2021-06-30 | $4,804 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
| Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
| Value of fidelity bond cover | 2021-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
| Contributions received from participants | 2021-06-30 | $242,112 |
| Participant contributions at end of year | 2021-06-30 | $148,356 |
| Participant contributions at beginning of year | 2021-06-30 | $183,958 |
| Participant contributions at end of year | 2021-06-30 | $5,851 |
| Participant contributions at beginning of year | 2021-06-30 | $7,291 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-06-30 | $21,546 |
| Other income not declared elsewhere | 2021-06-30 | $15,687 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Value of net income/loss | 2021-06-30 | $742,780 |
| Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $7,808,352 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $7,065,572 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $6,871,567 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $6,138,735 |
| Interest on participant loans | 2021-06-30 | $4,804 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-06-30 | $777,912 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-06-30 | $729,869 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $1,828,499 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
| Contributions received in cash from employer | 2021-06-30 | $197,070 |
| Employer contributions (assets) at end of year | 2021-06-30 | $4,666 |
| Employer contributions (assets) at beginning of year | 2021-06-30 | $5,719 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $1,546,607 |
| Contract administrator fees | 2021-06-30 | $20,331 |
| Did the plan have assets held for investment | 2021-06-30 | 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 | 2021-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
| Accountancy firm name | 2021-06-30 | ZELENKOFSKE AXELROD LLC |
| Accountancy firm EIN | 2021-06-30 | 233022325 |
| 2020 : WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
| Total income from all sources (including contributions) | 2020-06-30 | $737,487 |
| Total loss/gain on sale of assets | 2020-06-30 | $0 |
| Total of all expenses incurred | 2020-06-30 | $581,278 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $562,438 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $461,760 |
| Value of total assets at end of year | 2020-06-30 | $7,065,572 |
| Value of total assets at beginning of year | 2020-06-30 | $6,909,363 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $18,840 |
| Total interest from all sources | 2020-06-30 | $21,029 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
| Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
| Value of fidelity bond cover | 2020-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Contributions received from participants | 2020-06-30 | $246,570 |
| Participant contributions at end of year | 2020-06-30 | $183,958 |
| Participant contributions at beginning of year | 2020-06-30 | $172,051 |
| Participant contributions at end of year | 2020-06-30 | $7,291 |
| Participant contributions at beginning of year | 2020-06-30 | $4,357 |
| Other income not declared elsewhere | 2020-06-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $156,209 |
| Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $7,065,572 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $6,909,363 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $6,138,735 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $6,026,415 |
| Interest on participant loans | 2020-06-30 | $4,332 |
| Interest earned on other investments | 2020-06-30 | $16,697 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-06-30 | $729,869 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-06-30 | $702,749 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $254,698 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Contributions received in cash from employer | 2020-06-30 | $215,190 |
| Employer contributions (assets) at end of year | 2020-06-30 | $5,719 |
| Employer contributions (assets) at beginning of year | 2020-06-30 | $3,791 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $562,438 |
| Contract administrator fees | 2020-06-30 | $18,840 |
| Did the plan have assets held for investment | 2020-06-30 | 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 | 2020-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
| Accountancy firm name | 2020-06-30 | ZELENKOFSKE AXELROD LLC |
| Accountancy firm EIN | 2020-06-30 | 233022325 |
| 2019 : WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
| Total income from all sources (including contributions) | 2019-06-30 | $884,363 |
| Total loss/gain on sale of assets | 2019-06-30 | $0 |
| Total of all expenses incurred | 2019-06-30 | $510,716 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $487,618 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $433,538 |
| Value of total assets at end of year | 2019-06-30 | $6,909,363 |
| Value of total assets at beginning of year | 2019-06-30 | $6,535,716 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $23,098 |
| Total interest from all sources | 2019-06-30 | $21,225 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
| Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
| Value of fidelity bond cover | 2019-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
| Contributions received from participants | 2019-06-30 | $231,758 |
| Participant contributions at end of year | 2019-06-30 | $172,051 |
| Participant contributions at beginning of year | 2019-06-30 | $167,960 |
| Participant contributions at end of year | 2019-06-30 | $4,357 |
| Participant contributions at beginning of year | 2019-06-30 | $10,403 |
| Other income not declared elsewhere | 2019-06-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Value of net income/loss | 2019-06-30 | $373,647 |
| Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $6,909,363 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $6,535,716 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $6,026,415 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $5,637,919 |
| Interest on participant loans | 2019-06-30 | $5,660 |
| Interest earned on other investments | 2019-06-30 | $15,565 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-06-30 | $702,749 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-06-30 | $710,583 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $429,600 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
| Contributions received in cash from employer | 2019-06-30 | $201,780 |
| Employer contributions (assets) at end of year | 2019-06-30 | $3,791 |
| Employer contributions (assets) at beginning of year | 2019-06-30 | $8,851 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $487,618 |
| Contract administrator fees | 2019-06-30 | $23,098 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-06-30 | No |
| Did the plan have assets held for investment | 2019-06-30 | 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 | 2019-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
| Accountancy firm name | 2019-06-30 | ZELENKOFSKE AXELROD LLC |
| Accountancy firm EIN | 2019-06-30 | 233022325 |
| 2018 : WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
| Total income from all sources (including contributions) | 2018-06-30 | $976,506 |
| Total loss/gain on sale of assets | 2018-06-30 | $0 |
| Total of all expenses incurred | 2018-06-30 | $747,944 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $726,117 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $453,606 |
| Value of total assets at end of year | 2018-06-30 | $6,535,716 |
| Value of total assets at beginning of year | 2018-06-30 | $6,307,154 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $21,827 |
| Total interest from all sources | 2018-06-30 | $22,139 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
| Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
| Value of fidelity bond cover | 2018-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
| Contributions received from participants | 2018-06-30 | $249,343 |
| Participant contributions at end of year | 2018-06-30 | $167,960 |
| Participant contributions at beginning of year | 2018-06-30 | $198,854 |
| Participant contributions at end of year | 2018-06-30 | $10,403 |
| Participant contributions at beginning of year | 2018-06-30 | $7,174 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-06-30 | $4,345 |
| Other income not declared elsewhere | 2018-06-30 | $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 | 2018-06-30 | No |
| Value of net income/loss | 2018-06-30 | $228,562 |
| Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $6,535,716 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $6,307,154 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $5,637,919 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $5,245,790 |
| Interest on participant loans | 2018-06-30 | $3,731 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-06-30 | $18,408 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-06-30 | $710,583 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-06-30 | $849,205 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $500,761 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
| Contributions received in cash from employer | 2018-06-30 | $199,918 |
| Employer contributions (assets) at end of year | 2018-06-30 | $8,851 |
| Employer contributions (assets) at beginning of year | 2018-06-30 | $6,131 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $726,117 |
| Contract administrator fees | 2018-06-30 | $21,827 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-06-30 | No |
| Did the plan have assets held for investment | 2018-06-30 | 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 | 2018-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
| Accountancy firm name | 2018-06-30 | ZELENKOFSKE AXELROD LLC |
| Accountancy firm EIN | 2018-06-30 | 233022325 |
| 2017 : WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
| Total income from all sources (including contributions) | 2017-06-30 | $1,148,457 |
| Total loss/gain on sale of assets | 2017-06-30 | $0 |
| Total of all expenses incurred | 2017-06-30 | $913,805 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $897,152 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $391,447 |
| Value of total assets at end of year | 2017-06-30 | $6,307,154 |
| Value of total assets at beginning of year | 2017-06-30 | $6,072,502 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $16,653 |
| Total interest from all sources | 2017-06-30 | $3,129 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
| Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
| Value of fidelity bond cover | 2017-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Contributions received from participants | 2017-06-30 | $212,092 |
| Participant contributions at end of year | 2017-06-30 | $198,854 |
| Participant contributions at beginning of year | 2017-06-30 | $207,475 |
| Participant contributions at end of year | 2017-06-30 | $7,174 |
| Participant contributions at beginning of year | 2017-06-30 | $10,955 |
| Other income not declared elsewhere | 2017-06-30 | $29,126 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Value of net income/loss | 2017-06-30 | $234,652 |
| Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $6,307,154 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $6,072,502 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $5,245,790 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $4,723,609 |
| Interest on participant loans | 2017-06-30 | $3,129 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-06-30 | $849,205 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-06-30 | $1,121,013 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $724,755 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Contributions received in cash from employer | 2017-06-30 | $179,355 |
| Employer contributions (assets) at end of year | 2017-06-30 | $6,131 |
| Employer contributions (assets) at beginning of year | 2017-06-30 | $9,450 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $897,152 |
| Contract administrator fees | 2017-06-30 | $16,653 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-06-30 | No |
| Did the plan have assets held for investment | 2017-06-30 | 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 | 2017-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
| Accountancy firm name | 2017-06-30 | ZELENKOFSKE AXELROD LLC |
| Accountancy firm EIN | 2017-06-30 | 233022325 |
| 2016 : WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
| Total income from all sources (including contributions) | 2016-06-30 | $466,387 |
| Total loss/gain on sale of assets | 2016-06-30 | $0 |
| Total of all expenses incurred | 2016-06-30 | $852,694 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $828,097 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $441,177 |
| Value of total assets at end of year | 2016-06-30 | $6,052,097 |
| Value of total assets at beginning of year | 2016-06-30 | $6,438,404 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $24,597 |
| Total interest from all sources | 2016-06-30 | $35,940 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
| Administrative expenses professional fees incurred | 2016-06-30 | $24,597 |
| Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
| Value of fidelity bond cover | 2016-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Contributions received from participants | 2016-06-30 | $219,071 |
| Participant contributions at end of year | 2016-06-30 | $207,475 |
| Participant contributions at beginning of year | 2016-06-30 | $196,304 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-06-30 | $31,331 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $-386,307 |
| Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $6,052,097 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $6,438,404 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $4,723,609 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $5,374,103 |
| Interest on participant loans | 2016-06-30 | $7,605 |
| Interest earned on other investments | 2016-06-30 | $28,335 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-06-30 | $1,121,013 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-06-30 | $867,997 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-06-30 | $-10,730 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Contributions received in cash from employer | 2016-06-30 | $190,775 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $828,097 |
| Did the plan have assets held for investment | 2016-06-30 | 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 | 2016-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
| Accountancy firm name | 2016-06-30 | CASE SABATINI |
| Accountancy firm EIN | 2016-06-30 | 251371209 |
| 2015 : WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
| Total income from all sources (including contributions) | 2015-06-30 | $686,684 |
| Total loss/gain on sale of assets | 2015-06-30 | $0 |
| Total of all expenses incurred | 2015-06-30 | $419,187 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $394,491 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $432,112 |
| Value of total assets at end of year | 2015-06-30 | $6,438,404 |
| Value of total assets at beginning of year | 2015-06-30 | $6,170,907 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $24,696 |
| Total interest from all sources | 2015-06-30 | $33,664 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
| Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
| Value of fidelity bond cover | 2015-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Contributions received from participants | 2015-06-30 | $225,873 |
| Participant contributions at end of year | 2015-06-30 | $196,304 |
| Participant contributions at beginning of year | 2015-06-30 | $168,769 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-06-30 | $10,343 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $267,497 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $6,438,404 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $6,170,907 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $5,374,103 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $4,701,520 |
| Interest on participant loans | 2015-06-30 | $2,328 |
| Interest earned on other investments | 2015-06-30 | $31,336 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-06-30 | $867,997 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-06-30 | $1,300,618 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-06-30 | $220,908 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Contributions received in cash from employer | 2015-06-30 | $195,896 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $394,491 |
| Contract administrator fees | 2015-06-30 | $24,696 |
| Did the plan have assets held for investment | 2015-06-30 | 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 | 2015-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
| Accountancy firm name | 2015-06-30 | CASE SABATINI |
| Accountancy firm EIN | 2015-06-30 | 251371209 |
| 2014 : WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
| Total income from all sources (including contributions) | 2014-06-30 | $1,299,174 |
| Total loss/gain on sale of assets | 2014-06-30 | $0 |
| Total of all expenses incurred | 2014-06-30 | $841,402 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $784,323 |
| Expenses. Certain deemed distributions of participant loans | 2014-06-30 | $7,998 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $436,260 |
| Value of total assets at end of year | 2014-06-30 | $6,170,907 |
| Value of total assets at beginning of year | 2014-06-30 | $5,713,135 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $49,081 |
| Total interest from all sources | 2014-06-30 | $49,814 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $140,410 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-06-30 | $140,410 |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Contributions received from participants | 2014-06-30 | $240,123 |
| Participant contributions at end of year | 2014-06-30 | $168,769 |
| Participant contributions at beginning of year | 2014-06-30 | $184,706 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-06-30 | $1,487 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $457,772 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $6,170,907 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $5,713,135 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $4,701,520 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $4,007,770 |
| Interest on participant loans | 2014-06-30 | $971 |
| Interest earned on other investments | 2014-06-30 | $48,843 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-06-30 | $1,300,618 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-06-30 | $1,520,659 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $672,690 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Contributions received in cash from employer | 2014-06-30 | $194,650 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $784,323 |
| Contract administrator fees | 2014-06-30 | $49,081 |
| Did the plan have assets held for investment | 2014-06-30 | 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 | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
| Accountancy firm name | 2014-06-30 | CASE SABATINI |
| Accountancy firm EIN | 2014-06-30 | 251371209 |
| 2013 : WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
| Total income from all sources (including contributions) | 2013-06-30 | $973,965 |
| Total loss/gain on sale of assets | 2013-06-30 | $0 |
| Total of all expenses incurred | 2013-06-30 | $406,205 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $364,733 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $389,719 |
| Value of total assets at end of year | 2013-06-30 | $5,713,135 |
| Value of total assets at beginning of year | 2013-06-30 | $5,145,375 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $41,472 |
| Total interest from all sources | 2013-06-30 | $54,438 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $84,832 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $84,832 |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Contributions received from participants | 2013-06-30 | $205,597 |
| Participant contributions at end of year | 2013-06-30 | $184,706 |
| Participant contributions at beginning of year | 2013-06-30 | $233,497 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $567,760 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $5,713,135 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $5,145,375 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $4,007,770 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $3,435,592 |
| Interest on participant loans | 2013-06-30 | $613 |
| Interest earned on other investments | 2013-06-30 | $53,825 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-06-30 | $1,520,659 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-06-30 | $1,476,286 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $444,976 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Contributions received in cash from employer | 2013-06-30 | $184,122 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $364,733 |
| Contract administrator fees | 2013-06-30 | $41,472 |
| Did the plan have assets held for investment | 2013-06-30 | 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 | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Unqualified |
| Accountancy firm name | 2013-06-30 | CASE SABATINI |
| Accountancy firm EIN | 2013-06-30 | 251371209 |
| 2012 : WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
| Total income from all sources (including contributions) | 2012-06-30 | $426,733 |
| Total loss/gain on sale of assets | 2012-06-30 | $0 |
| Total of all expenses incurred | 2012-06-30 | $425,107 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $414,126 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $384,550 |
| Value of total assets at end of year | 2012-06-30 | $5,145,375 |
| Value of total assets at beginning of year | 2012-06-30 | $5,143,749 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $10,981 |
| Total interest from all sources | 2012-06-30 | $51,908 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $5,501 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-30 | $5,501 |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Contributions received from participants | 2012-06-30 | $194,106 |
| Participant contributions at end of year | 2012-06-30 | $233,497 |
| Participant contributions at beginning of year | 2012-06-30 | $263,596 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-06-30 | $11,938 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $1,626 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $5,145,375 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $5,143,749 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $3,435,592 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $3,812,945 |
| Interest on participant loans | 2012-06-30 | $10 |
| Interest earned on other investments | 2012-06-30 | $51,898 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-06-30 | $1,476,286 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-06-30 | $1,067,208 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $-15,226 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $178,506 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $414,126 |
| Contract administrator fees | 2012-06-30 | $10,981 |
| Did the plan have assets held for investment | 2012-06-30 | 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 | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Unqualified |
| Accountancy firm name | 2012-06-30 | CASE SABATINI |
| Accountancy firm EIN | 2012-06-30 | 251371209 |
| 2011 : WESTMORELAND COMMUNITY ACTION 403(B) RETIREMENT PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
| Total income from all sources (including contributions) | 2011-06-30 | $1,364,000 |
| Total loss/gain on sale of assets | 2011-06-30 | $0 |
| Total of all expenses incurred | 2011-06-30 | $507,524 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $503,616 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $431,700 |
| Value of total assets at end of year | 2011-06-30 | $5,143,749 |
| Value of total assets at beginning of year | 2011-06-30 | $4,287,273 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $3,908 |
| Total interest from all sources | 2011-06-30 | $47,103 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Contributions received from participants | 2011-06-30 | $218,486 |
| Participant contributions at end of year | 2011-06-30 | $263,596 |
| Participant contributions at beginning of year | 2011-06-30 | $303,413 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-06-30 | $4,851 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $856,476 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $5,143,749 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $4,287,273 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $3,812,945 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $3,025,621 |
| Interest earned on other investments | 2011-06-30 | $47,103 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-06-30 | $1,067,208 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-06-30 | $958,239 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $885,197 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $208,363 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $503,616 |
| Contract administrator fees | 2011-06-30 | $3,908 |
| Did the plan have assets held for investment | 2011-06-30 | 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 | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Unqualified |
| Accountancy firm name | 2011-06-30 | SARP & COMPANY, CPA'S |
| Accountancy firm EIN | 2011-06-30 | 251479220 |
