401k Plan data: W.E. LONG COMPANY SAVINGS AND PROTECTION PLAN plan

W.E. LONG COMPANY SAVINGS AND PROTECTION PLAN 401k Plan overview

Plan Name	W.E. LONG COMPANY SAVINGS AND PROTECTION PLAN
Plan identification number	002

W.E. LONG COMPANY SAVINGS AND PROTECTION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

W.E. LONG COMPANY has sponsored the creation of one or more 401k plans.

Company Name: W.E. LONG COMPANY

Employer identification number (EIN): 362318611

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W.E. LONG COMPANY SAVINGS AND PROTECTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-07-01 WILLIAM ZIMMERMAN 2020-08-07
002 2018-07-01 WILLIAM ZIMMERMAN 2019-09-27
002 2017-07-01 MICHAEL MAURINE 2018-08-09
002 2016-07-01 MICHAEL MAURINE
002 2015-07-01 MICHAEL MAURINE
002 2014-07-01 ALBERT BACHMAN
002 2013-07-01 WILLIAM ZIMMERMAN
002 2012-07-01 WILLIAM ZIMMERMAN 2014-01-29 WILLIAM ZIMMERMAN 2014-01-29
002 2011-07-01 RAJESH MALHOTRA 2013-04-08
002 2010-07-01 RAJESH MALHOTRA 2012-03-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-07-01	WILLIAM ZIMMERMAN	2020-08-07
002	2018-07-01	WILLIAM ZIMMERMAN	2019-09-27
002	2017-07-01	MICHAEL MAURINE	2018-08-09
002	2016-07-01	MICHAEL MAURINE
002	2015-07-01	MICHAEL MAURINE
002	2014-07-01	ALBERT BACHMAN
002	2013-07-01	WILLIAM ZIMMERMAN
002	2012-07-01	WILLIAM ZIMMERMAN	2014-01-29	WILLIAM ZIMMERMAN	2014-01-29
002	2011-07-01	RAJESH MALHOTRA	2013-04-08
002	2010-07-01	RAJESH MALHOTRA	2012-03-19

Plan Statistics for W.E. LONG COMPANY SAVINGS AND PROTECTION PLAN

401k plan membership statisitcs for W.E. LONG COMPANY SAVINGS AND PROTECTION PLAN

Measure Date Value
2016: W.E. LONG COMPANY SAVINGS AND PROTECTION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 18
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 10
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 6
Total of all active and inactive participants 2016-07-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 16
Number of participants with account balances 2016-07-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: W.E. LONG COMPANY SAVINGS AND PROTECTION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 20
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 8
Number of retired or separated participants receiving benefits 2015-07-01 3
Number of other retired or separated participants entitled to future benefits 2015-07-01 7
Total of all active and inactive participants 2015-07-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 18
Number of participants with account balances 2015-07-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: W.E. LONG COMPANY SAVINGS AND PROTECTION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 20
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 12
Number of retired or separated participants receiving benefits 2014-07-01 2
Number of other retired or separated participants entitled to future benefits 2014-07-01 7
Total of all active and inactive participants 2014-07-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 21
Number of participants with account balances 2014-07-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 1
2013: W.E. LONG COMPANY SAVINGS AND PROTECTION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 16
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 14
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 5
Total of all active and inactive participants 2013-07-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 19
Number of participants with account balances 2013-07-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 1

Measure	Date	Value
2016: W.E. LONG COMPANY SAVINGS AND PROTECTION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	18
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	10
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	6
Total of all active and inactive participants	2016-07-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	16
Number of participants with account balances	2016-07-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: W.E. LONG COMPANY SAVINGS AND PROTECTION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	20
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	8
Number of retired or separated participants receiving benefits	2015-07-01	3
Number of other retired or separated participants entitled to future benefits	2015-07-01	7
Total of all active and inactive participants	2015-07-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	18
Number of participants with account balances	2015-07-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: W.E. LONG COMPANY SAVINGS AND PROTECTION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	20
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	12
Number of retired or separated participants receiving benefits	2014-07-01	2
Number of other retired or separated participants entitled to future benefits	2014-07-01	7
Total of all active and inactive participants	2014-07-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	21
Number of participants with account balances	2014-07-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	1
2013: W.E. LONG COMPANY SAVINGS AND PROTECTION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	16
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	14
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	5
Total of all active and inactive participants	2013-07-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	19
Number of participants with account balances	2013-07-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	1

Financial Data on W.E. LONG COMPANY SAVINGS AND PROTECTION PLAN

Measure	Date	Value
2017 : W.E. LONG COMPANY SAVINGS AND PROTECTION PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-06-30	$0
Total plan liabilities at beginning of year	2017-06-30	$0
Total income from all sources	2017-06-30	$228,134
Expenses. Total of all expenses incurred	2017-06-30	$870,957
Benefits paid (including direct rollovers)	2017-06-30	$857,984
Total plan assets at end of year	2017-06-30	$1,907,965
Total plan assets at beginning of year	2017-06-30	$2,550,788
Value of fidelity bond covering the plan	2017-06-30	$500,000
Total contributions received or receivable from participants	2017-06-30	$68,301
Other income received	2017-06-30	$92,540
Net income (gross income less expenses)	2017-06-30	$-642,823
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$1,907,965
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$2,550,788
Assets. Value of participant loans	2017-06-30	$12,424
Total contributions received or receivable from employer(s)	2017-06-30	$67,293
Value of certain deemed distributions of participant loans	2017-06-30	$12,573
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-06-30	$0
2016 : W.E. LONG COMPANY SAVINGS AND PROTECTION PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-06-30	$0
Total plan liabilities at beginning of year	2016-06-30	$0
Total income from all sources	2016-06-30	$195,297
Expenses. Total of all expenses incurred	2016-06-30	$111,042
Benefits paid (including direct rollovers)	2016-06-30	$110,658
Total plan assets at end of year	2016-06-30	$2,550,788
Total plan assets at beginning of year	2016-06-30	$2,466,533
Value of fidelity bond covering the plan	2016-06-30	$25,000
Total contributions received or receivable from participants	2016-06-30	$76,276
Other income received	2016-06-30	$46,173
Net income (gross income less expenses)	2016-06-30	$84,255
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$2,550,788
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$2,466,533
Assets. Value of participant loans	2016-06-30	$32,056
Total contributions received or receivable from employer(s)	2016-06-30	$72,848
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$384
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
2015 : W.E. LONG COMPANY SAVINGS AND PROTECTION PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-06-30	$0
Total plan liabilities at beginning of year	2015-06-30	$0
Total income from all sources	2015-06-30	$232,897
Expenses. Total of all expenses incurred	2015-06-30	$528,282
Benefits paid (including direct rollovers)	2015-06-30	$527,934
Total plan assets at end of year	2015-06-30	$2,466,533
Total plan assets at beginning of year	2015-06-30	$2,761,918
Value of fidelity bond covering the plan	2015-06-30	$500,000
Total contributions received or receivable from participants	2015-06-30	$99,033
Other income received	2015-06-30	$33,605
Net income (gross income less expenses)	2015-06-30	$-295,385
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$2,466,533
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$2,761,918
Assets. Value of participant loans	2015-06-30	$48,540
Total contributions received or receivable from employer(s)	2015-06-30	$100,259
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$348
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
2014 : W.E. LONG COMPANY SAVINGS AND PROTECTION PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-06-30	$0
Total income from all sources	2014-06-30	$504,026
Expenses. Total of all expenses incurred	2014-06-30	$826,141
Benefits paid (including direct rollovers)	2014-06-30	$817,153
Total plan assets at end of year	2014-06-30	$2,761,918
Total plan assets at beginning of year	2014-06-30	$3,084,033
Value of fidelity bond covering the plan	2014-06-30	$500,000
Total contributions received or receivable from participants	2014-06-30	$117,991
Other income received	2014-06-30	$259,155
Net income (gross income less expenses)	2014-06-30	$-322,115
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$2,761,918
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$3,084,033
Assets. Value of participant loans	2014-06-30	$76,867
Total contributions received or receivable from employer(s)	2014-06-30	$126,880
Value of certain deemed distributions of participant loans	2014-06-30	$8,166
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$822
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0

Form 5500 Responses for W.E. LONG COMPANY SAVINGS AND PROTECTION PLAN

2016: W.E. LONG COMPANY SAVINGS AND PROTECTION PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: W.E. LONG COMPANY SAVINGS AND PROTECTION PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: W.E. LONG COMPANY SAVINGS AND PROTECTION PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: W.E. LONG COMPANY SAVINGS AND PROTECTION PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

111943

Policy instance

Insurance contract or identification number	111943
Number of Individuals Covered	16
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $5,759
Total amount of fees paid to insurance company	USD $1,472
Are there contracts with allocated funds for individual policies?	No
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?	No
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
Commission paid to Insurance Broker	USD $5,759
Insurance broker organization code?	3
Amount paid for insurance broker fees	1472
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	HUNTER BENEFITS CONSULTING GROUP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

111943

Policy instance

Insurance contract or identification number	111943
Number of Individuals Covered	21
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $6,113
Total amount of fees paid to insurance company	USD $2,113
Are there contracts with allocated funds for individual policies?	No
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?	No
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
Commission paid to Insurance Broker	USD $6,113
Insurance broker organization code?	3
Amount paid for insurance broker fees	2113
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	HUNTER BENEFITS CONSULTING GROUP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

111943

Policy instance

Insurance contract or identification number	111943
Number of Individuals Covered	23
Insurance policy start date	2013-11-08
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $3,840
Total amount of fees paid to insurance company	USD $5,092
Are there contracts with allocated funds for individual policies?	No
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?	No
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
Amount paid for insurance broker fees	5092
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $3,840
Insurance broker name	NORTHWESTERN MUTUAL

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Company Name:	W.E. LONG COMPANY
Employer identification number (EIN):	362318611
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services