401k Plan data: NEUMANN COMPANIES RETIREMENT PROGRAM plan

NEUMANN COMPANIES RETIREMENT PROGRAM 401k Plan overview

Plan Name	NEUMANN COMPANIES RETIREMENT PROGRAM
Plan identification number	001

NEUMANN COMPANIES RETIREMENT PROGRAM Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

NEUMANN DEVELOPMENT has sponsored the creation of one or more 401k plans.

Company Name: NEUMANN DEVELOPMENT

Employer identification number (EIN): 271417301

NAIC Classification: 236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEUMANN COMPANIES RETIREMENT PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01 MATT NEUMANN 2021-10-12
001 2019-01-01

Plan Statistics for NEUMANN COMPANIES RETIREMENT PROGRAM

401k plan membership statisitcs for NEUMANN COMPANIES RETIREMENT PROGRAM

Measure Date Value
2023: NEUMANN COMPANIES RETIREMENT PROGRAM 2023 401k membership
Total participants, beginning-of-year 2023-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 156
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 60
Total of all active and inactive participants 2023-01-01 216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 216
Number of participants with account balances 2023-01-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: NEUMANN COMPANIES RETIREMENT PROGRAM 2022 401k membership
Total participants, beginning-of-year 2022-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 162
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 40
Total of all active and inactive participants 2022-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 202
Number of participants with account balances 2022-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: NEUMANN COMPANIES RETIREMENT PROGRAM 2021 401k membership
Total participants, beginning-of-year 2021-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 138
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 29
Total of all active and inactive participants 2021-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 167
Number of participants with account balances 2021-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: NEUMANN COMPANIES RETIREMENT PROGRAM 2020 401k membership
Total participants, beginning-of-year 2020-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 122
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 21
Total of all active and inactive participants 2020-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 143
Number of participants with account balances 2020-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 9

Measure	Date	Value
2023: NEUMANN COMPANIES RETIREMENT PROGRAM 2023 401k membership
Total participants, beginning-of-year	2023-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	156
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	60
Total of all active and inactive participants	2023-01-01	216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	216
Number of participants with account balances	2023-01-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: NEUMANN COMPANIES RETIREMENT PROGRAM 2022 401k membership
Total participants, beginning-of-year	2022-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	162
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	40
Total of all active and inactive participants	2022-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	202
Number of participants with account balances	2022-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: NEUMANN COMPANIES RETIREMENT PROGRAM 2021 401k membership
Total participants, beginning-of-year	2021-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	138
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	29
Total of all active and inactive participants	2021-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	167
Number of participants with account balances	2021-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: NEUMANN COMPANIES RETIREMENT PROGRAM 2020 401k membership
Total participants, beginning-of-year	2020-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	122
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	21
Total of all active and inactive participants	2020-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	143
Number of participants with account balances	2020-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	9

Financial Data on NEUMANN COMPANIES RETIREMENT PROGRAM

Measure	Date	Value
2023 : NEUMANN COMPANIES RETIREMENT PROGRAM 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$4,493,117
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$745,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$677,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,889,425
Value of total assets at end of year	2023-12-31	$11,393,900
Value of total assets at beginning of year	2023-12-31	$7,646,117
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$67,570
Total interest from all sources	2023-12-31	$2,913
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$235,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$235,926
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,654,737
Participant contributions at end of year	2023-12-31	$51,261
Participant contributions at beginning of year	2023-12-31	$37,357
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$453,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$3,747,783
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$11,393,900
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$7,646,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$10,927,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$7,313,386
Interest on participant loans	2023-12-31	$2,913
Value of interest in common/collective trusts at end of year	2023-12-31	$401,789
Value of interest in common/collective trusts at beginning of year	2023-12-31	$275,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,306,400
Net investment gain or loss from common/collective trusts	2023-12-31	$58,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$781,127
Employer contributions (assets) at end of year	2023-12-31	$12,862
Employer contributions (assets) at beginning of year	2023-12-31	$19,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$677,764
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	VRAKAS ADVISORS LLC
Accountancy firm EIN	2023-12-31	831819454
2022 : NEUMANN COMPANIES RETIREMENT PROGRAM 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$750,123
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$381,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$321,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,086,488
Value of total assets at end of year	2022-12-31	$7,646,117
Value of total assets at beginning of year	2022-12-31	$7,277,402
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$60,379
Total interest from all sources	2022-12-31	$1,482
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$154,006
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$154,006
Administrative expenses professional fees incurred	2022-12-31	$60,379
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	$1,391,304
Participant contributions at end of year	2022-12-31	$37,357
Participant contributions at beginning of year	2022-12-31	$9,577
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$15,262
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	$368,715
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,646,117
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,277,402
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	$7,313,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$7,247,342
Interest on participant loans	2022-12-31	$1,482
Value of interest in common/collective trusts at end of year	2022-12-31	$275,525
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$20,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,447,051
Net investment gain or loss from common/collective trusts	2022-12-31	$-44,802
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	$679,922
Employer contributions (assets) at end of year	2022-12-31	$19,849
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$321,029
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	VRAKAS ADVISORS LLC
Accountancy firm EIN	2022-12-31	831819454
2021 : NEUMANN COMPANIES RETIREMENT PROGRAM 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,656,520
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$348,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$301,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,807,545
Value of total assets at end of year	2021-12-31	$7,277,402
Value of total assets at beginning of year	2021-12-31	$4,969,434
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$47,552
Total interest from all sources	2021-12-31	$548
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$202,609
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$202,609
Administrative expenses professional fees incurred	2021-12-31	$47,552
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,143,299
Participant contributions at end of year	2021-12-31	$9,577
Participant contributions at beginning of year	2021-12-31	$9,338
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$147,904
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	$2,307,968
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,277,402
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,969,434
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	$7,247,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,949,851
Interest on participant loans	2021-12-31	$548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$20,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$10,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$645,818
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	$516,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$301,000
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	VRAKAS ADVISORS LLC
Accountancy firm EIN	2021-12-31	831819454
2020 : NEUMANN COMPANIES RETIREMENT PROGRAM 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,057,985
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$640,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$609,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,385,410
Value of total assets at end of year	2020-12-31	$4,969,434
Value of total assets at beginning of year	2020-12-31	$3,551,888
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$31,283
Total interest from all sources	2020-12-31	$436
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$94,223
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$94,223
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$400,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$902,045
Participant contributions at end of year	2020-12-31	$9,338
Participant contributions at beginning of year	2020-12-31	$6,372
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$40,323
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	$1,417,546
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,969,434
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,551,888
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	$4,949,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,536,063
Interest on participant loans	2020-12-31	$436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$10,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$9,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$577,916
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	$443,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$609,156
Contract administrator fees	2020-12-31	$31,283
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	VRAKAS ADVISORS LLC
Accountancy firm EIN	2020-12-31	831819454

Form 5500 Responses for NEUMANN COMPANIES RETIREMENT PROGRAM

2023: NEUMANN COMPANIES RETIREMENT PROGRAM 2023 form 5500 responses
2023-01-01	Type of plan entity	Mulitple employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: NEUMANN COMPANIES RETIREMENT PROGRAM 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple 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
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NEUMANN COMPANIES RETIREMENT PROGRAM 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple 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
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NEUMANN COMPANIES RETIREMENT PROGRAM 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – 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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

504461-01

Policy instance

Insurance contract or identification number	504461-01
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

504461-01

Policy instance

Insurance contract or identification number	504461-01
Number of Individuals Covered	5
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

504461-01

Policy instance

Insurance contract or identification number	504461-01
Number of Individuals Covered	3
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	NEUMANN DEVELOPMENT
Employer identification number (EIN):	271417301
NAIC Classification:	236110